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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-86.1K- 5.69% |
$4.3M - $5.26M
|
1.43M
$63.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
6.25KNew |
$312K - $382K
|
6.25K
$277K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
22.1KNew |
$1.1M - $1.35M
|
22.1K
$979K
|
|
|
Jul 31, 2023
Q2 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
5.61KNew |
$280K - $343K
|
5.61K
$249K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-5.62K- 49.59% |
$281K - $344K
|
5.72K
$254K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
326+ 905.56% |
$16.3K - $19.9K
|
362
$16.1K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
55+ 6.88% |
$2.74K - $3.36K
|
855
$37.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.86K- 27.97% |
$143K - $175K
|
7.38K
$327K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 12.5% |
$49.9 - $61.1
|
7
$311
|
|
| Q1 2023 | |||||||
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-643Closed |
$35K - $41.1K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
2.02KNew |
$110K - $129K
|
2.02K
$89.6K
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
5.01KNew |
$273K - $320K
|
5.01K
$222K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.27K- 19.56% |
$69K - $80.9K
|
5.21K
$231K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
270+ 58.57% |
$14.7K - $17.3K
|
731
$32.4K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-20.1K- 89.38% |
$1.09M - $1.28M
|
2.39K
$106K
|
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
106KNew |
$5.76M - $6.76M
|
106K
$4.69M
|
|
|
May 15, 2023
Q1 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
4.9KNew |
$267K - $313K
|
4.9K
$217K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
187+ 4.6% |
$10.2K - $12K
|
4.25K
$188K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$54.5 - $63.9
|
1
$44.4
|
|
|
May 12, 2023
Q1 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-300- 0.69% |
$16.3K - $19.2K
|
43.2K
$1.92M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.55KNew |
$194K - $227K
|
3.55K
$158K
|
|
|
May 11, 2023
Q1 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-12.5K- 89.93% |
$681K - $799K
|
1.4K
$62.1K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
333New |
$18.1K - $21.3K
|
333
$14.8K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
672KNew |
$36.6M - $43M
|
672K
$29.8M
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
212New |
$11.5K - $13.6K
|
212
$9.4K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$109 - $128
|
2
$88.7
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-3- 15.0% |
$163 - $192
|
17
$754
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-11.1K- 53.91% |
$605K - $710K
|
9.49K
$421K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11New |
$599 - $703
|
11
$488
|
|
|
Apr 24, 2023
Q1 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-9.84K- 66.3% |
$536K - $629K
|
5K
$222K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11.5KNew |
$624K - $733K
|
11.5K
$509K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
100New |
$5.45K - $6.39K
|
100
$4.44K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-609- 76.51% |
$33.2K - $38.9K
|
187
$8.3K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
183+ 1.51% |
$9.97K - $11.7K
|
12.3K
$545K
|
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
37New |
$2.02K - $2.37K
|
37
$1.64K
|
|
| Q4 2022 | |||||||
|
Mar 28, 2023
Q4 2022
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
3.4KNew |
$176K - $223K
|
3.4K
$151K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-10- 1.36% |
$517 - $655
|
726
$32.2K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
450New |
$23.3K - $29.5K
|
450
$20K
|
|
|
Feb 15, 2023
Q4 2022
|
Ausbil Investment Management LTD
Sydney, C3 |
BUY
|
- |
20.9KNew |
$1.08M - $1.37M
|
20.9K
$928K
|
|
|
Feb 14, 2023
Q4 2022
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-3.46K- 19.42% |
$179K - $226K
|
14.3K
$636K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
122New |
$6.31K - $7.99K
|
122
$5.41K
|
|
|
Feb 14, 2023
Q4 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.42KNew |
$280K - $355K
|
5.42K
$240K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
504New |
$26.1K - $33K
|
504
$22.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
6.13K+ 1.92% |
$317K - $402K
|
326K
$14.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7New |
$362 - $459
|
7
$311
|
|
|
Feb 13, 2023
Q4 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
3.3KNew |
$171K - $217K
|
3.3K
$147K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-72- 35.29% |
$3.72K - $4.72K
|
132
$5.86K
|
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
BUY
|
- |
3.47KNew |
$179K - $227K
|
3.47K
$154K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
133+ 260.78% |
$6.87K - $8.72K
|
184
$8.16K
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
52New |
$2.69K - $3.41K
|
52
$2.31K
|
|