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 149 institutions that hold shares in the stock, with a total of 11.1 Million shares, which have been reported (via 13F filing form) to have a value of $368 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
50
shares
|
$1,666
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
45
shares
|
$1,499
0.0% of portfolio
|
Q2 2025
Reduced 18.18%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
41
shares
|
$1,366
0.0% of portfolio
|
Q2 2025
Added 583.33%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
33
shares
|
$1,099
0.0% of portfolio
|
Q1 2025
Reduced 95.92%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
32
shares
|
$1,066
0.0% of portfolio
|
Q2 2025
Reduced 62.35%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
32
shares
|
$1,066
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
29
shares
|
$966
0.0% of portfolio
|
Q2 2025
Reduced 75.0%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
27
shares
|
$899
0.0% of portfolio
|
Q2 2025
Reduced 80.43%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
22
shares
|
$733
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
18
shares
|
$599
0.0% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
15
shares
|
$499
0.0% of portfolio
|
Q2 2025
Reduced 83.15%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
11
shares
|
$366
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
11
shares
|
$366
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
10
shares
|
$333
0.0% of portfolio
|
Q2 2025
Reduced 93.63%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
9
shares
|
$299
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
8
shares
|
$266
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
6
shares
|
$199
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
5
shares
|
$166
0.0% of portfolio
|
Q2 2025
Reduced 94.51%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
2
shares
|
$66
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1
shares
|
$33
0.0% of portfolio
|
Q4 2024
Reduced 97.06%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|