Institutional Ownership California Water Service Group (CWT)
This table provides information about the institutional ownership of California Water Service Group (CWT). We have compiled data on the 338 institutions that hold shares in the stock, with a total of 49.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Penn Mutual Asset Management, LLC
Horsham, PA |
Nov 14, 2024 Q3 2024 |
4,400
shares
|
$224,268
0.9% of portfolio
|
Q3 2024
New holding
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
4,200
shares
|
$214,074
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Aigen Investment Management, LP
|
Nov 05, 2024 Q3 2024 |
4,194
shares
|
$213,768
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Nov 06, 2024 Q3 2024 |
4,039
shares
|
$205,867
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
4,035
shares
|
$205,663
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
4,000
shares
|
$203,880
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
3,974
shares
|
$202,554
0.0% of portfolio
|
Q3 2024
Reduced 10.86%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2024 Q3 2024 |
3,938
shares
|
$200,719
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,865
shares
|
$196,999
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
3,789
shares
|
$193,125
0.0% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Xponance, Inc.
|
Nov 12, 2024 Q3 2024 |
3,755
shares
|
$191,392
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Old Port Advisors
|
Oct 24, 2024 Q3 2024 |
3,733
shares
|
$190,271
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Kepos Capital LP
New York, NY |
Nov 12, 2024 Q3 2024 |
3,605
shares
|
$183,746
0.09% of portfolio
|
Q3 2024
Reduced 22.37%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
3,531
shares
|
$179,975
0.01% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,514
shares
|
$179,108
0.0% of portfolio
|
Q3 2024
Added 118.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
3,473
shares
|
$177,018
0.0% of portfolio
|
Q3 2024
Reduced 25.15%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
3,090
shares
|
$157,497
0.0% of portfolio
|
Q3 2024
Added 129.06%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,910
shares
|
$148,322
0.0% of portfolio
|
Q1 2024
Added 47.34%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
2,664
shares
|
$135,784
0.01% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
2,200
shares
|
$112,134
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
2,013
shares
|
$102,602
0.01% of portfolio
|
Q3 2024
Reduced 10.45%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
1,661
shares
|
$84,661
0.03% of portfolio
|
Q1 2020
Added 0.36%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
1,620
shares
|
$82,571
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,616
shares
|
$82,367
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
1,600
shares
|
$81,552
0.04% of portfolio
|
Q4 2021
Reduced 15.79%
|