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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
13New |
$634 - $802
|
13
$635
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4+ 0.08% |
$195 - $247
|
4.72K
$230K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
815New |
$45.6K - $58.6K
|
815
$39.8K
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
596+ 3973.33% |
$33.4K - $42.8K
|
611
$29.8K
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
60New |
$3.36K - $4.31K
|
60
$2.93K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
25New |
$1.4K - $1.8K
|
25
$1.22K
|
|
| Q4 2021 | |||||||
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
500New |
$29.4K - $35.9K
|
500
$24.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
200New |
$11.8K - $14.4K
|
200
$9.77K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
14New |
$823 - $1.01K
|
14
$684
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
245New |
$13.7K - $16.1K
|
245
$12K
|
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
23+ 41.07% |
$1.29K - $1.51K
|
79
$3.86K
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8New |
$449 - $527
|
8
$391
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
7.9KNew |
$436K - $484K
|
7.9K
$386K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.13KNew |
$112K - $128K
|
2.13K
$104K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
BUY
|
- |
5.83KNew |
$260K - $317K
|
5.83K
$285K
|
|
|
Jan 12, 2021
Q4 2020
|
Btr Capital Management Inc
|
BUY
|
- |
4.2KNew |
$187K - $228K
|
4.2K
$205K
|
|
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
1.99K+ 20.0% |
$88.7K - $108K
|
11.9K
$583K
|
|
|
Feb 16, 2021
Q4 2020
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.62KNew |
$72.2K - $87.9K
|
1.62K
$79.1K
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.53KNew |
$65.6K - $87K
|
1.53K
$74.8K
|
|
|
May 12, 2020
Q1 2020
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
6+ 0.36% |
$257 - $341
|
1.66K
$81.1K
|
|
| Q4 2019 | |||||||
|
Feb 11, 2020
Q4 2019
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
5KNew |
$247K - $281K
|
5K
$244K
|
|
| Q3 2019 | |||||||
|
Nov 08, 2019
Q3 2019
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
23.5K+ 118.59% |
$1.18M - $1.34M
|
43.4K
$2.12M
|
|
| Q2 2019 | |||||||
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
582KNew |
$28.5M - $30.8M
|
582K
$28.4M
|
|
|
Aug 13, 2019
Q2 2019
|
Natixis
Paris, I0 |
BUY
|
- |
63+ 0.28% |
$3.09K - $3.33K
|
22.7K
$1.11M
|
|
| Q1 2019 | |||||||
|
Apr 30, 2019
Q1 2019
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
100New |
$4.49K - $5.47K
|
100
$4.88K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Barclays PLC
London, X0 |
BUY
|
CALL |
300New |
$12.1K - $14.6K
|
300
$14.6K
|
|
|
Feb 08, 2019
Q4 2018
|
M&R Capital Management Inc
|
BUY
|
- |
50+ 33.33% |
$2.02K - $2.44K
|
200
$9.77K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
7.47KNew |
$298K - $320K
|
7.47K
$365K
|
|
|
Oct 26, 2018
Q3 2018
|
North Point Portfolio Managers Corp
|
BUY
|
- |
4.71KNew |
$188K - $202K
|
4.71K
$230K
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
480New |
$19.2K - $20.6K
|
480
$23.4K
|
|
| Q2 2018 | |||||||
|
Jul 13, 2018
Q2 2018
|
True Private Wealth Advisors
|
BUY
|
- |
7.2KNew |
$257K - $297K
|
7.2K
$352K
|
|
| Q4 2017 | |||||||
|
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
300New |
$11.9K - $13.7K
|
300
$14.6K
|
|
| Q3 2017 | |||||||
|
Nov 02, 2017
Q3 2017
|
Blackhill Capital Inc
Morristown, NJ |
BUY
|
- |
7.6KNew |
$278K - $298K
|
7.6K
$371K
|
|
|
Oct 17, 2017
Q3 2017
|
Cutler Group LP
|
BUY
|
CALL |
100New |
$3.66K - $3.92K
|
100
$4.88K
|
|