HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing CWAN Share Count | ||||
| Benjamin F. Edwards & Company Inc. | 398 | 1,947 | +1,549 | +389.20% |
| Allworth Financial LP | 19 | 71 | +52 | +273.68% |
| SYSTM Wealth Solutions LLC | 282 | 681 | +399 | +141.49% |
| Capstone Investment Advisors LLC | 32,469 | 68,710 | +36,241 | +111.62% |
| Migdal Insurance & Financial Holdings Ltd. | 246 | 411 | +165 | +67.07% |
| NBC Securities Inc. | 22,919 | 35,065 | +12,146 | +53.00% |
| Wasatch Advisors Inc. | 12,087,022 | 16,391,308 | +4,304,286 | +35.61% |
| Fifth Third Bancorp | 17,096 | 23,162 | +6,066 | +35.48% |
| CWM LLC | 446 | 575 | +129 | +28.92% |
| Allspring Global Investments Holdings LLC | 3,387,928 | 4,359,848 | +971,920 | +28.69% |
| Equitable Trust Co. | 20,099 | 24,565 | +4,466 | +22.22% |
| Regions Financial Corp | 135,439 | 143,918 | +8,479 | +6.26% |
| Raymond James Trust N.A. | 11,277 | 11,707 | +430 | +3.81% |
| Raymond James & Associates | 621,031 | 644,001 | +22,970 | +3.70% |
| Conestoga Capital Advisors LLC | 6,426,367 | 6,506,247 | +79,880 | +1.24% |
| 13F Filers Reporting New Positions In CWAN | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Wesbanco Bank Inc. | 0 | 17,014 | +17,014 | +100% |
| Gradient Investments LLC | 0 | 10 | +10 | +100% |
| Cannon Global Investment Management LLC | 0 | 48,500 | +48,500 | +100% |
| Private Wealth Management Group LLC | 0 | 62 | +62 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Arcadia Investment Management Corp MI | 977 | 977 | UNCH | 0.00% |
| Hollencrest Capital Management | 1,251 | 1,251 | UNCH | 0.00% |
| Zurcher Kantonalbank Zurich Cantonalbank | 21,424 | 21,424 | UNCH | 0.00% |
| MCF Advisors LLC | 253 | 253 | UNCH | 0.00% |
| TFC Financial Management | 120 | 120 | UNCH | 0.00% |
| Iron Horse Wealth Management LLC | 149 | 149 | UNCH | 0.00% |
| 13F Filers Decreasing CWAN Share Count | ||||
| Seven Grand Managers LLC | 221,401 | 150,000 | -71,401 | -32.25% |
| Private Trust Co. NA | 821 | 658 | -163 | -19.85% |
| KLR Investment Advisors LLC | 16,939 | 15,642 | -1,297 | -7.66% |
| Bank of New York Mellon Corp | 599,804 | 576,373 | -23,431 | -3.91% |
| Natixis Advisors L.P. | 44,198 | 42,941 | -1,257 | -2.84% |
| Brown Advisory Inc. | 1,139,777 | 1,136,630 | -3,147 | -0.28% |
| 13F Filers Exiting CWAN | ||||
| Turtle Creek Wealth Advisors LLC | 114 | 0 | -114 | -100.00% |
| Ellsworth Advisors LLC | 19,763 | 0 | -19,763 | -100.00% |
| Curated Wealth Partners LLC | 14,924 | 0 | -14,924 | -100.00% |
| First Horizon Advisors Inc. | 191 | 0 | -191 | -100.00% |
| Principal Financial Group Inc. | 397,941 | 0 | -397,941 | -100.00% |
| Toth Financial Advisory Corp | 16,500 | 0 | -16,500 | -100.00% |
See Summary: Institutional Holders of CWAN
See Details: Top 10 Hedge Funds Holding CWAN
Also See: CWAN Insider Buying
