Institutional Ownership Consolidated Water Co. Ltd. (CWCO)
This table provides information about the institutional ownership of Consolidated Water Co. Ltd. (CWCO). We have compiled data on the 153 institutions that hold shares in the stock, with a total of 10.5 Million shares, which have been reported (via 13F filing form) to have a value of $312 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
133
shares
|
$3,943
0.0% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
97
shares
|
$2,876
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
91
shares
|
$2,698
0.0% of portfolio
|
Q1 2025
Added 506.67%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
89
shares
|
$2,638
0.0% of portfolio
|
Q1 2025
Reduced 37.76%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
85
shares
|
$2,520
0.0% of portfolio
|
Q1 2025
Added 304.76%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
80
shares
|
$2,372
0.0% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
78
shares
|
$2,312
0.0% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
70
shares
|
$2,075
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
66
shares
|
$1,956
0.0% of portfolio
|
Q1 2025
Added 78.38%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
55
shares
|
$1,630
0.0% of portfolio
|
Q1 2025
Added 57.14%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
50
shares
|
$1,482
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
33
shares
|
$978
0.0% of portfolio
|
Q1 2025
Reduced 95.92%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
29
shares
|
$859
0.0% of portfolio
|
Q2 2025
Reduced 75.0%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
20
shares
|
$593
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
14
shares
|
$415
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
11
shares
|
$326
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
11
shares
|
$326
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
9
shares
|
$266
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
8
shares
|
$237
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
6
shares
|
$177
0.0% of portfolio
|
Q1 2025
Reduced 86.05%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
6
shares
|
$177
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
4
shares
|
$118
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
2
shares
|
$59
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1
shares
|
$29
0.0% of portfolio
|
Q4 2024
Reduced 97.06%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|