Purchases and Sales Made in Q4 2023 in Guidewire Software, Inc. (GWRE)
This table provides information about the institutional ownership of Guidewire Software, Inc. (GWRE) during Q4 2023. The information is specifically focused on institutions that hold shares of Guidewire Software, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
222+ 5.82% |
$19.1K - $24.6K
|
4.04K
$756K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
213New |
$18.3K - $23.6K
|
213
$39.9K
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
211New |
$18.1K - $23.4K
|
211
$39.5K
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
206New |
$17.7K - $22.8K
|
206
$38.6K
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
186+ 3.0% |
$16K - $20.6K
|
6.38K
$1.2M
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
179+ 18.36% |
$15.4K - $19.8K
|
1.15K
$216K
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
163+ 1.21% |
$14K - $18.1K
|
13.7K
$2.56M
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
157New |
$13.5K - $17.4K
|
157
$29.4K
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
142+ 8.55% |
$12.2K - $15.7K
|
1.8K
$338K
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
137+ 13.92% |
$11.8K - $15.2K
|
1.12K
$210K
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
132+ 45.67% |
$11.4K - $14.6K
|
421
$78.9K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
119New |
$10.2K - $13.2K
|
119
$22.3K
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
117+ 3.44% |
$10.1K - $13K
|
3.52K
$660K
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
106+ 0.12% |
$9.11K - $11.8K
|
92K
$17.2M
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
101+ 0.27% |
$8.68K - $11.2K
|
37.2K
$6.96M
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.71% |
$8.6K - $11.1K
|
14.1K
$2.64M
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
99+ 2.94% |
$8.51K - $11K
|
3.47K
$650K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
85+ 1214.29% |
$7.31K - $9.43K
|
92
$17.2K
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
78+ 1.43% |
$6.71K - $8.65K
|
5.55K
$1.04M
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
77+ 962.5% |
$6.62K - $8.54K
|
85
$15.9K
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
70+ 0.81% |
$6.02K - $7.76K
|
8.68K
$1.63M
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
69+ 17.78% |
$5.93K - $7.65K
|
457
$85.6K
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
68New |
$5.85K - $7.54K
|
68
$12.7K
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
61+ 1.88% |
$5.25K - $6.76K
|
3.31K
$620K
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
55New |
$4.73K - $6.1K
|
55
$10.3K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
52+ 346.67% |
$4.47K - $5.77K
|
67
$12.6K
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
50+ 0.68% |
$4.3K - $5.54K
|
7.39K
$1.38M
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
47+ 1.82% |
$4.04K - $5.21K
|
2.63K
$493K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
41+ 6.62% |
$3.53K - $4.55K
|
660
$124K
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
39New |
$3.35K - $4.32K
|
39
$7.31K
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
37New |
$3.18K - $4.1K
|
37
$6.93K
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
33New |
$2.84K - $3.66K
|
33
$6.18K
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
32New |
$2.75K - $3.55K
|
32
$6K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
25New |
$2.15K - $2.77K
|
25
$4.68K
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
23+ 1150.0% |
$1.98K - $2.55K
|
25
$4.68K
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
21+ 0.26% |
$1.81K - $2.33K
|
7.99K
$1.5M
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
21+ 0.02% |
$1.81K - $2.33K
|
95.2K
$17.8M
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
18+ 0.75% |
$1.55K - $2K
|
2.42K
$452K
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
12+ 0.12% |
$1.03K - $1.33K
|
10.4K
$1.94M
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.87% |
$860 - $1.11K
|
1.16K
$217K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
9New |
$774 - $998
|
9
$1.69K
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
9+ 5.2% |
$774 - $998
|
182
$34.1K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
7+ 5.51% |
$602 - $776
|
134
$25.1K
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
7+ 1.59% |
$602 - $776
|
447
$83.7K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 5.19% |
$602 - $776
|
142
$26.6K
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
5New |
$430 - $554
|
5
$937
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
4New |
$344 - $444
|
4
$749
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
3+ 0.07% |
$258 - $333
|
4.28K
$802K
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$172 - $222
|
6.65K
$1.25M
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 1.79% |
$172 - $222
|
114
$21.4K
|