Latest Institutional Transactions on California Water Service Group (CWT)
This table provides information on the latest institutional transactions involving California Water Service Group (CWT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-144Closed |
$8.07K - $9.48K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
23+ 41.07% |
$1.29K - $1.51K
|
79
$3.42K
|
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-350Closed |
$19.6K - $23K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
245New |
$13.7K - $16.1K
|
245
$10.6K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
7.9KNew |
$436K - $484K
|
7.9K
$342K
|
|
|
Aug 13, 2021
Q2 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-100- 1.96% |
$5.53K - $6.14K
|
5K
$216K
|
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-42.3KClosed |
$2.34M - $2.6M
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-5.88KClosed |
$325K - $361K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Stephens Inc
|
SELL
|
- |
-3.93KClosed |
$217K - $241K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.19KClosed |
$232K - $257K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Dupont Capital Management Corp
|
SELL
|
- |
-5.23KClosed |
$289K - $321K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-144Closed |
$7.96K - $8.83K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-10.9KClosed |
$571K - $655K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-14KClosed |
$736K - $844K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-219Closed |
$11.5K - $13.2K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-18Closed |
$947 - $1.08K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-1.9KClosed |
$99.7K - $114K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-18.6KClosed |
$977K - $1.12M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.13KNew |
$112K - $128K
|
2.13K
$91.9K
|
|
|
May 13, 2021
Q1 2021
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-8Closed |
$421 - $482
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-39Closed |
$2.05K - $2.35K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-45Closed |
$2.37K - $2.71K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-36Closed |
$1.89K - $2.17K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.12KClosed |
$58.8K - $67.4K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-18Closed |
$947 - $1.08K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Tsfg, LLC
|
SELL
|
- |
-16Closed |
$841 - $964
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-9Closed |
$401 - $489
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-12.9KClosed |
$575K - $700K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
BUY
|
- |
5.83KNew |
$260K - $317K
|
5.83K
$252K
|
|
|
Feb 16, 2021
Q4 2020
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.62KNew |
$72.2K - $87.9K
|
1.62K
$70.1K
|
|
|
Feb 16, 2021
Q4 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-9.63KClosed |
$429K - $523K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-697- 14.84% |
$31.1K - $37.8K
|
4K
$173K
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.5KClosed |
$66.9K - $81.5K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-304- 50.0% |
$13.5K - $16.5K
|
304
$13.2K
|
|
|
Jan 27, 2021
Q4 2020
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-55Closed |
$2.45K - $2.99K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Private Capital Group, LLC
|
SELL
|
- |
-75- 97.4% |
$3.34K - $4.07K
|
2
$86.5
|
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.15KClosed |
$274K - $334K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Btr Capital Management Inc
|
BUY
|
- |
4.2KNew |
$187K - $228K
|
4.2K
$182K
|
|
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
1.99K+ 20.0% |
$88.7K - $108K
|
11.9K
$517K
|
|
| Q3 2020 | |||||||
|
Feb 11, 2021
Q3 2020
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-36Closed |
$1.5K - $1.82K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-300Closed |
$12.5K - $15.2K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-20.2KClosed |
$843K - $1.02M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-51Closed |
$2.12K - $2.58K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.47KClosed |
$61.2K - $74.2K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-28Closed |
$1.17K - $1.42K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-19.4KClosed |
$808K - $980K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.2KClosed |
$50K - $60.6K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-6.16KClosed |
$256K - $311K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Weaver Consulting Group
|
SELL
|
- |
-60Closed |
$2.5K - $3.03K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Gemmer Asset Management LLC
|
SELL
|
- |
-100Closed |
$4.17K - $5.05K
|
0
$0
|
|