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 |
---|---|---|---|---|---|---|---|
May 01, 2019
Q1 2019
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-5.6KClosed |
$251K - $306K
|
0
$0
|
|
Apr 30, 2019
Q1 2019
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
100New |
$4.49K - $5.47K
|
100
$4.44K
|
|
Apr 23, 2019
Q1 2019
|
Ramsey Quantitative Systems
Louisville, KY |
SELL
|
- |
-6.81KClosed |
$305K - $372K
|
0
$0
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-98Closed |
$4.4K - $5.36K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.2KClosed |
$48.6K - $58.5K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Barclays PLC
London, X0 |
BUY
|
CALL |
300New |
$12.1K - $14.6K
|
300
$13.3K
|
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-64.5KClosed |
$2.61M - $3.14M
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-600Closed |
$24.3K - $29.3K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
M&R Capital Management Inc
|
BUY
|
- |
50+ 33.33% |
$2.02K - $2.44K
|
200
$8.87K
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-38Closed |
$1.54K - $1.85K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-200Closed |
$8.09K - $9.75K
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
Csenge Advisory Group
|
SELL
|
- |
-16Closed |
$648 - $780
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
Jnba Financial Advisors
|
SELL
|
- |
-900Closed |
$36.4K - $43.9K
|
0
$0
|
|
Feb 05, 2019
Q4 2018
|
Westside Investment Management, Inc.
|
SELL
|
- |
-418Closed |
$16.9K - $20.4K
|
0
$0
|
|
Feb 05, 2019
Q4 2018
|
Cutler Group LP
|
SELL
|
- |
-688Closed |
$27.8K - $33.6K
|
0
$0
|
|
Feb 05, 2019
Q4 2018
|
Destination Wealth Management
|
SELL
|
- |
-42Closed |
$1.7K - $2.05K
|
0
$0
|
|
Jan 29, 2019
Q4 2018
|
Ledyard National Bank
|
SELL
|
- |
-85Closed |
$3.44K - $4.15K
|
0
$0
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
480New |
$19.2K - $20.6K
|
480
$21.3K
|
|
Nov 14, 2018
Q3 2018
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-8KClosed |
$319K - $343K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
7.47KNew |
$298K - $320K
|
7.47K
$331K
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-500Closed |
$20K - $21.5K
|
0
$0
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-34Closed |
$1.36K - $1.46K
|
0
$0
|
|
Oct 29, 2018
Q3 2018
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.1KClosed |
$43.9K - $47.2K
|
0
$0
|
|
Oct 26, 2018
Q3 2018
|
North Point Portfolio Managers Corp
|
BUY
|
- |
4.71KNew |
$188K - $202K
|
4.71K
$209K
|
|
Q2 2018 | |||||||
Aug 15, 2018
Q2 2018
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-1.25KClosed |
$44.4K - $51.4K
|
0
$0
|
|
Aug 14, 2018
Q2 2018
|
Highbridge Capital Management LLC
New York, NY |
SELL
|
- |
-58.5KClosed |
$2.09M - $2.42M
|
0
$0
|
|
Aug 14, 2018
Q2 2018
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-15.1KClosed |
$540K - $625K
|
0
$0
|
|
Aug 14, 2018
Q2 2018
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-9.6KClosed |
$342K - $396K
|
0
$0
|
|
Jul 13, 2018
Q2 2018
|
True Private Wealth Advisors
|
BUY
|
- |
7.2KNew |
$257K - $297K
|
7.2K
$319K
|
|
Q1 2018 | |||||||
May 15, 2018
Q1 2018
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-18.2KClosed |
$644K - $821K
|
0
$0
|
|
May 15, 2018
Q1 2018
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-45Closed |
$1.59K - $2.03K
|
0
$0
|
|
May 03, 2018
Q1 2018
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5.32KClosed |
$188K - $240K
|
0
$0
|
|
Apr 30, 2018
Q1 2018
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-107Closed |
$3.79K - $4.83K
|
0
$0
|
|
Q4 2017 | |||||||
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
300New |
$11.9K - $13.7K
|
300
$13.3K
|
|
Feb 14, 2018
Q4 2017
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.5KClosed |
$731K - $842K
|
0
$0
|
|
Feb 13, 2018
Q4 2017
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-6.04KClosed |
$239K - $275K
|
0
$0
|
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-26.7KClosed |
$1.06M - $1.22M
|
0
$0
|
|
Jan 18, 2018
Q4 2017
|
First Bank & Trust
|
SELL
|
- |
-38Closed |
$1.5K - $1.73K
|
0
$0
|
|
Q3 2017 | |||||||
Nov 02, 2017
Q3 2017
|
Blackhill Capital Inc
Morristown, NJ |
BUY
|
- |
7.6KNew |
$278K - $298K
|
7.6K
$337K
|
|
Oct 20, 2017
Q3 2017
|
Baillie Gifford & CO
|
SELL
|
- |
-289KClosed |
$10.6M - $11.3M
|
0
$0
|
|
Oct 17, 2017
Q3 2017
|
Cutler Group LP
|
BUY
|
CALL |
100New |
$3.66K - $3.92K
|
100
$4.44K
|
|
Q2 2016 | |||||||
Aug 24, 2017
Q2 2016
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-255K- 63.8% |
N/A
|
144K
$6.41M
|