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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-41- 16.87% |
$1.79K - $2.19K
|
202
$8.96K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
7.21KNew |
$316K - $384K
|
7.21K
$320K
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
BUY
|
- |
1.19K+ 3.75% |
$52.2K - $63.5K
|
33K
$1.46M
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
SELL
|
- |
-500- 4.17% |
$21.9K - $26.7K
|
11.5K
$509K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1K+ 16.88% |
$43.8K - $53.3K
|
6.93K
$307K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
47New |
$2.06K - $2.51K
|
47
$2.08K
|
|
| Q1 2024 | |||||||
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-43.3K- 69.62% |
$1.95M - $2.25M
|
18.9K
$839K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-16- 23.53% |
$721 - $830
|
52
$2.31K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
24New |
$1.08K - $1.25K
|
24
$1.06K
|
|
|
May 15, 2024
Q1 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
9.4K+ 140.3% |
$424K - $488K
|
16.1K
$714K
|
|
|
May 15, 2024
Q1 2024
|
Zimmer Partners, LP
New York, NY |
BUY
|
- |
171KNew |
$7.72M - $8.88M
|
171K
$7.59M
|
|
|
May 14, 2024
Q1 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-11.4K- 72.57% |
$514K - $591K
|
4.31K
$191K
|
|
|
May 14, 2024
Q1 2024
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
15.3KNew |
$692K - $796K
|
15.3K
$681K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-337- 10.07% |
$15.2K - $17.5K
|
3.01K
$134K
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
6.66KNew |
$300K - $346K
|
6.66K
$295K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-794- 7.66% |
$35.8K - $41.2K
|
9.57K
$424K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-201- 3.2% |
$9.06K - $10.4K
|
6.09K
$270K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.85KNew |
$264K - $304K
|
5.85K
$260K
|
|
|
May 13, 2024
Q1 2024
|
Triodos Investment Management Bv
|
BUY
|
- |
448KNew |
$20.2M - $23.2M
|
448K
$19.9M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.03K- 42.0% |
$182K - $209K
|
5.56K
$247K
|
|
|
May 13, 2024
Q1 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
11.9KNew |
$537K - $617K
|
11.9K
$528K
|
|
|
May 13, 2024
Q1 2024
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-108- 6.85% |
$4.87K - $5.6K
|
1.47K
$65.1K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-279- 0.89% |
$12.6K - $14.5K
|
31.2K
$1.38M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.14K- 99.82% |
$51.4K - $59.2K
|
2
$88.7
|
|
|
May 10, 2024
Q1 2024
|
Tortoise Index Solutions, LLC
Overland Park, KS |
SELL
|
- |
-128- 1.12% |
$5.77K - $6.64K
|
11.3K
$502K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-7Closed |
$316 - $363
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.8K+ 2.86% |
$81.1K - $93.4K
|
64.7K
$2.87M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 25.0% |
$45.1 - $51.9
|
3
$133
|
|
|
May 08, 2024
Q1 2024
|
Humankind Investments LLC
|
BUY
|
- |
4.31KNew |
$194K - $224K
|
4.31K
$191K
|
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
6.16KNew |
$278K - $320K
|
6.16K
$273K
|
|
|
May 02, 2024
Q1 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-300- 4.1% |
$13.5K - $15.6K
|
7.02K
$311K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-345K- 96.06% |
$15.5M - $17.9M
|
14.1K
$627K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
312New |
$14.1K - $16.2K
|
312
$13.8K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3.99K- 12.5% |
$180K - $207K
|
27.9K
$1.24M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-6- 54.55% |
$271 - $311
|
5
$222
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11New |
$496 - $571
|
11
$488
|
|
|
Apr 30, 2024
Q1 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-709K- 45.16% |
$32M - $36.8M
|
861K
$38.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
935+ 47.34% |
$42.2K - $48.5K
|
2.91K
$129K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.39K+ 4.23% |
$153K - $176K
|
83.4K
$3.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
4.36KNew |
$197K - $226K
|
4.36K
$193K
|
|
| Q4 2023 | |||||||
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.02KNew |
$186K - $217K
|
4.02K
$178K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.24% |
$92.6 - $108
|
846
$37.5K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
600New |
$27.8K - $32.3K
|
600
$26.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
27.7KNew |
$1.28M - $1.49M
|
27.7K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
223+ 171.54% |
$10.3K - $12K
|
353
$15.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
136New |
$6.29K - $7.33K
|
136
$6.03K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
111+ 2.05% |
$5.14K - $5.98K
|
5.54K
$246K
|
|
|
Feb 14, 2024
Q4 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
20.7KNew |
$958K - $1.12M
|
20.7K
$918K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
1.87KNew |
$86.5K - $101K
|
1.87K
$83K
|
|