Latest Institutional Purchases of California Water Service Group (CWT)
This list provides information on the latest institutional transactions involving California Water Service Group (CWT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.55KNew |
$194K - $227K
|
3.55K
$158K
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
2.02KNew |
$110K - $129K
|
2.02K
$89.8K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
333New |
$18.1K - $21.3K
|
333
$14.8K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
270+ 58.57% |
$14.7K - $17.3K
|
731
$32.5K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
212New |
$11.5K - $13.6K
|
212
$9.43K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
187+ 4.6% |
$10.2K - $12K
|
4.25K
$189K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
183+ 1.51% |
$9.97K - $11.7K
|
12.3K
$547K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
100New |
$5.45K - $6.39K
|
100
$4.45K
|
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
37New |
$2.02K - $2.37K
|
37
$1.65K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11New |
$599 - $703
|
11
$489
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$109 - $128
|
2
$89
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$54.5 - $63.9
|
1
$44.5
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Ausbil Investment Management LTD
Sydney, C3 |
BUY
|
- |
20.9KNew |
$1.08M - $1.37M
|
20.9K
$931K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
6.13K+ 1.92% |
$317K - $402K
|
326K
$14.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.42KNew |
$280K - $355K
|
5.42K
$241K
|
|
|
Feb 02, 2023
Q4 2022
|
Regents Of The University Of California
|
BUY
|
- |
3.65KNew |
$189K - $239K
|
3.65K
$162K
|
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
BUY
|
- |
3.47KNew |
$179K - $227K
|
3.47K
$154K
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
BUY
|
- |
3.41KNew |
$176K - $223K
|
3.41K
$152K
|
|
|
Mar 28, 2023
Q4 2022
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
3.4KNew |
$176K - $223K
|
3.4K
$151K
|
|
|
Feb 13, 2023
Q4 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
3.3KNew |
$171K - $217K
|
3.3K
$147K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
504New |
$26.1K - $33K
|
504
$22.4K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
450New |
$23.3K - $29.5K
|
450
$20K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
133+ 260.78% |
$6.87K - $8.72K
|
184
$8.18K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
127New |
$6.56K - $8.32K
|
127
$5.65K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
122New |
$6.31K - $7.99K
|
122
$5.43K
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
52New |
$2.69K - $3.41K
|
52
$2.31K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
40New |
$2.07K - $2.62K
|
40
$1.78K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7New |
$362 - $459
|
7
$311
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3+ 8.11% |
$155 - $197
|
40
$1.78K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
24.4KNew |
$1.29M - $1.56M
|
24.4K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
17.1KNew |
$899K - $1.09M
|
17.1K
$759K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
10.1KNew |
$531K - $642K
|
10.1K
$448K
|
|
|
Nov 14, 2022
Q3 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
8.05KNew |
$424K - $513K
|
8.05K
$358K
|
|
|
Nov 14, 2022
Q3 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
6.71KNew |
$354K - $428K
|
6.71K
$299K
|
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
4.86KNew |
$256K - $310K
|
4.86K
$216K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
2.18K+ 36.54% |
$115K - $139K
|
8.16K
$363K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
506New |
$26.7K - $32.2K
|
506
$22.5K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
12New |
$632 - $764
|
12
$534
|
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2New |
$105 - $127
|
2
$89
|
|
| Q2 2022 | |||||||
|
Aug 02, 2022
Q2 2022
|
Jennison Associates LLC
|
BUY
|
- |
16.5KNew |
$802K - $1.02M
|
16.5K
$732K
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
13KNew |
$634K - $802K
|
13K
$578K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.31KNew |
$161K - $204K
|
3.31K
$147K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.24KNew |
$60.6K - $76.7K
|
1.24K
$55.3K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
716New |
$34.9K - $44.2K
|
716
$31.8K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
205+ 6.83% |
$10K - $12.7K
|
3.21K
$143K
|
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
185+ 2.28% |
$9.02K - $11.4K
|
8.31K
$370K
|
|
|
Aug 08, 2022
Q2 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
100+ 2.56% |
$4.88K - $6.17K
|
4K
$178K
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
BUY
|
- |
32New |
$1.56K - $1.98K
|
32
$1.42K
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
19New |
$926 - $1.17K
|
19
$845
|
|