Purchases and Sales Made in Q4 2024 in Clearwater Analytics Holdings, Inc. (CWAN)
This table provides information about the institutional ownership of Clearwater Analytics Holdings, Inc. (CWAN) during Q4 2024. The information is specifically focused on institutions that hold shares of Clearwater Analytics Holdings, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-31- 81.58% |
$773 - $1.02K
|
7
$158
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-32- 17.78% |
$797 - $1.05K
|
148
$3.34K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-91- 0.84% |
$2.27K - $2.98K
|
10.8K
$244K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-94- 6.77% |
$2.34K - $3.08K
|
1.3K
$29.2K
|
|
|
Feb 14, 2025
Q4 2024
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-135- 2.29% |
$3.36K - $4.43K
|
5.76K
$130K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-177- 0.24% |
$4.41K - $5.8K
|
73.4K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-177- 1.26% |
$4.41K - $5.8K
|
13.9K
$313K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-270- 25.62% |
$6.73K - $8.85K
|
784
$17.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-341- 8.44% |
$8.5K - $11.2K
|
3.7K
$83.4K
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
SELL
|
- |
-400- 0.78% |
$9.97K - $13.1K
|
50.7K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-445- 3.9% |
$11.1K - $14.6K
|
11K
$248K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-625- 10.14% |
$15.6K - $20.5K
|
5.54K
$125K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-697- 3.3% |
$17.4K - $22.9K
|
20.4K
$461K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-806- 59.09% |
$20.1K - $26.4K
|
558
$12.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.09K- 4.45% |
$27.2K - $35.7K
|
23.4K
$528K
|
|
|
Feb 14, 2025
Q4 2024
|
Bamco Inc
New York, NY |
SELL
|
- |
-1.6K- 0.03% |
$40K - $52.6K
|
5.32M
$120M
|
|
|
Feb 07, 2025
Q4 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.64K- 58.49% |
$40.9K - $53.9K
|
1.17K
$26.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-1.72K- 4.19% |
$42.8K - $56.4K
|
39.3K
$887K
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-1.86K- 10.4% |
$46.3K - $61K
|
16K
$361K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-2.16K- 10.56% |
$53.8K - $70.8K
|
18.3K
$413K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.31K- 13.58% |
$57.6K - $75.8K
|
14.7K
$332K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-2.42K- 3.1% |
$60.2K - $79.2K
|
75.4K
$1.7M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-3.43K- 4.2% |
$85.5K - $113K
|
78.3K
$1.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-3.94K- 2.25% |
$98.2K - $129K
|
172K
$3.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4.08K- 12.38% |
$102K - $134K
|
28.8K
$651K
|
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-4.42K- 1.33% |
$110K - $145K
|
329K
$7.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-4.66K- 24.62% |
$116K - $153K
|
14.3K
$322K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.04K- 6.91% |
$126K - $165K
|
67.8K
$1.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.21K- 14.33% |
$155K - $204K
|
37.1K
$837K
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-7.63K- 10.63% |
$190K - $250K
|
64.1K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-8.01K- 0.57% |
$200K - $263K
|
1.41M
$31.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.91K- 26.95% |
$222K - $292K
|
24.2K
$545K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-9.31K- 6.34% |
$232K - $305K
|
138K
$3.11M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-10.9K- 12.66% |
$272K - $358K
|
75.4K
$1.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-11.6K- 46.26% |
$290K - $382K
|
13.5K
$305K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-18.6K- 24.81% |
$465K - $611K
|
56.5K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-20.7K- 11.33% |
$516K - $679K
|
162K
$3.66M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-23.6K- 9.12% |
$589K - $775K
|
236K
$5.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-23.8K- 38.25% |
$593K - $780K
|
38.4K
$867K
|
|
|
Feb 13, 2025
Q4 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-24.6K- 9.61% |
$612K - $806K
|
231K
$5.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-25.1K- 99.93% |
$625K - $822K
|
18
$406
|
|
|
Jan 24, 2025
Q4 2024
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-27.9K- 0.41% |
$695K - $914K
|
6.75M
$152M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-33.4K- 2.79% |
$833K - $1.1M
|
1.17M
$26.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-43.5K- 25.26% |
$1.08M - $1.42M
|
129K
$2.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-49.1K- 16.64% |
$1.22M - $1.61M
|
246K
$5.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Thornburg Investment Management Inc
|
SELL
|
- |
-55.7K- 19.62% |
$1.39M - $1.83M
|
228K
$5.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
SELL
|
- |
-56.6K- 11.69% |
$1.41M - $1.86M
|
428K
$9.65M
|
|
|
Feb 12, 2025
Q4 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-64.5K- 44.3% |
$1.61M - $2.11M
|
81.1K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Grand Managers, LLC
Bronxville, NY |
SELL
|
- |
-65K- 32.5% |
$1.62M - $2.13M
|
135K
$3.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-66.6K- 61.58% |
$1.66M - $2.18M
|
41.6K
$938K
|