Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Confluent, Inc. (CFLT)  
$28.21 0.09 (0.32%) as of 4:30 Wed 5/1


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 354    1
Total shares held : 
193,009,223  
% of shares held : 
99.21%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  47  
Amount of shares held : 
1,998,029  
% of shares held change : 
  1.03%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$29.63  
Last Quarter's Ending Price : 
$23.40  
Last Quarter's Average Price
$24.16  
Change from last quarter's     
avg. price to the last closing  : 
4.05 (16.76%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
79
 23,613,187
 12.23%
 
Increased Positions :
137
 22,454,665
 11.63%
 
Unchanged Positions :
49
 972,990
 0.5%
 
Decreased Positions :
89
-16,300,094
-8.45%
 
Closed Positions :
80
-27,769,729
-14.39%
 
Guru Positions :
1
390
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   TIEDEMANN WEALTH MANAGEMENT, LLC 23 - 2023-09-30 422,435 $12,508,000 0
   Founders Circle Capital LLC 7 - 2023-12-31 167,106 $3,910,000 0
   General Equity Holdings LP 5 - 2023-12-31 160,221 $3,749,000 0
   CONNORS INVESTOR SERVICES INC 57 - 2023-12-31 146,000 $3,416,000 0
   HARVARD MANAGEMENT CO INC 12 - 2023-12-31 130,383 $3,051,000 0
   EMPIRICAL FINANCIAL SERVICES, LLC 223 - 2023-12-31 50,176 $1,174,000 0
   One Charles Private Wealth Services LLC 38 - 2023-12-31 45,497 $1,065,000 0
   IFM Investors Pty Ltd 585 - 2024-03-31 34,504 $1,053,000 0
   Trinity Legacy Partners LLC 65 - 2024-03-31 34,500 $1,053,000 0
   Capasso Planning Partners LLC 46 - 2024-03-31 24,982 $763,000 0
   Clay Northam Wealth Management LLC 25 - 2024-03-31 24,050 $734,000 0
   WOODSTOCK CORP 122 - 2024-03-31 15,961 $487,000 0
   Personal Capital Advisors Corp 329 - 2022-12-31 18,839 $419,000 0
   Maryland State Retirement & Pension System 1232 - 2024-03-31 14,625 $410,000 0
   SUMITOMO MITSUI ASSET MANAGEMENT COMPANY, LTD 731 - 2023-12-31 16,400 $384,000 0
   ENZI WEALTH 44 - 2024-03-31 11,448 $325,000 0
   Austin Private Wealth LLC 169 - 2024-03-31 10,000 $296,000 0
   Concentrum Wealth Management 56 - 2023-12-31 11,450 $268,000 0
   Avestar Capital LLC 290 - 2023-12-31 11,466 $268,000 0
   NinePointTwo Capital 222 - 2023-12-31 8,923 $208,000 0
   Resolute Partners Group 55 - 2023-12-31 7,824 $183,000 0
   OSSIAM 611 - 2023-12-31 5,717 $134,000 0
   EDMOND DE ROTHSCHILD HOLDING S.A. 454 - 2023-12-31 4,000 $94,000 0
   Vestcor Investment Management Corp 1104 - 2023-12-31 3,241 $76,000 0
   UMB BANK N A/MO 833 - 2024-03-31 1,625 $50,000 0
   CAROLINAS WEALTH CONSULTING LLC 366 - 2023-12-31 1,696 $40,000 0
   UniSuper Management Pty Ltd 744 - 2023-12-31 1,200 $28,000 0
   Cribstone Capital Management LLC 198 - 2022-12-31 1,000 $22,000 0
   FTB Advisors Inc. 1687 - 2024-03-31 255 $8,000 0
   NBC SECURITIES INC. 1827 - 2024-03-31 178 $5,000 0
   ADIRONDACK TRUST CO 419 - 2024-03-31 123 $4,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 1188 - 2024-03-31 117 $4,000 0
   TSFG LLC 615 - 2024-03-31 114 $3,000 0
   GPS Wealth Strategies Group LLC 1084 - 2023-12-31 140 $3,000 0
   Westside Investment Management Inc. 752 - 2024-03-31 103 $3,000 0
   Rise Advisors LLC 1124 - 2024-03-31 50 $2,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 633 - 2024-03-31 50 $2,000 0
   Tyler-Stone Wealth Management 771 - 2023-12-31 71 $2,000 0
   MONTAG A & ASSOCIATES INC 876 - 2023-12-31 45 $1,000 0
   PARKSIDE FINANCIAL BANK & TRUST 1660 - 2023-12-31 28 $1,000 0
   Harvest Fund Management Co. Ltd 624 - 2023-12-31 23 $1,000 0
   Mine & Arao Wealth Creation & Management LLC. 327 - 2023-12-31 1 $0 0
   MANCHESTER CAPITAL MANAGEMENT LLC 993 - 2023-12-31 6 $0 0
   GRADIENT INVESTMENTS LLC 1578 - 2024-03-31 1 $0 0
   EverSource Wealth Advisors LLC 2736 - 2023-12-31 15 $0 0
   Bell Investment Advisors Inc 1968 - 2023-12-31 16 $0 0
   True Wealth Design LLC 764 - 2023-12-31 1 $0 0

  47 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results