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 348 institutions that hold shares in the stock, with a total of 50.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
4,797
shares
|
$218,743
0.0% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
4,766
shares
|
$217,329
0.0% of portfolio
|
Q1 2025
Added 6.57%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
4,743
shares
|
$216,280
0.0% of portfolio
|
Q1 2025
Reduced 49.65%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
4,703
shares
|
$214,456
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Apr 30, 2025 Q1 2025 |
4,600
shares
|
$209,760
0.24% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
4,504
shares
|
$205,382
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
4,500
shares
|
$205,200
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
4,451
shares
|
$202,965
0.44% of portfolio
|
Q4 2023
New holding
|
|
|
Gitterman Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
4,354
shares
|
$198,542
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
4,200
shares
|
$191,520
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
3,814
shares
|
$173,918
0.0% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
3,007
shares
|
$137,119
0.0% of portfolio
|
Q1 2025
Added 559.43%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
2,800
shares
|
$127,680
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
2,694
shares
|
$122,846
0.01% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,593
shares
|
$118,240
0.0% of portfolio
|
Q4 2024
Reduced 10.89%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
2,343
shares
|
$106,840
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
2,250
shares
|
$102,600
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
2,013
shares
|
$91,792
0.0% of portfolio
|
Q3 2024
Reduced 10.45%
|
|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
2,000
shares
|
$91,200
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
1,661
shares
|
$75,741
0.03% of portfolio
|
Q1 2020
Added 0.36%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
1,620
shares
|
$73,872
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,616
shares
|
$73,689
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
1,600
shares
|
$72,960
0.04% of portfolio
|
Q4 2021
Reduced 15.79%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
1,514
shares
|
$69,038
0.0% of portfolio
|
Q2 2025
Added 76.87%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Feb 13, 2025 Q4 2024 |
1,468
shares
|
$66,940
0.01% of portfolio
|
Q1 2024
Reduced 6.85%
|