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 334 institutions that hold shares in the stock, with a total of 48.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
102
shares
|
$4,376
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
100
shares
|
$4,291
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
93
shares
|
$3,990
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
86
shares
|
$3,690
0.0% of portfolio
|
Q4 2024
Reduced 35.82%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 13, 2024 Q3 2024 |
80
shares
|
$3,432
0.0% of portfolio
|
Q3 2024
Reduced 99.04%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
80
shares
|
$3,432
0.0% of portfolio
|
Q4 2024
Reduced 19.19%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
75
shares
|
$3,218
0.0% of portfolio
|
Q2 2024
Added 92.31%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
74
shares
|
$3,175
0.0% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
73
shares
|
$3,132
0.0% of portfolio
|
Q2 2024
Reduced 82.2%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
66
shares
|
$2,832
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
60
shares
|
$2,574
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
55
shares
|
$2,360
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
52
shares
|
$2,231
0.0% of portfolio
|
Q1 2024
Reduced 23.53%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
49
shares
|
$2,102
0.0% of portfolio
|
Q2 2024
Added 22.5%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
47
shares
|
$2,016
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
44
shares
|
$1,888
0.0% of portfolio
|
Q2 2024
Reduced 56.44%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
40
shares
|
$1,716
0.0% of portfolio
|
Q4 2022
Added 8.11%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
38
shares
|
$1,630
0.0% of portfolio
|
Q3 2024
Added 46.15%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
28
shares
|
$1,201
0.0% of portfolio
|
Q3 2024
Added 47.37%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
23
shares
|
$986
0.0% of portfolio
|
Q2 2024
Added 4.55%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
22
shares
|
$944
0.0% of portfolio
|
Q2 2024
Reduced 80.36%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
13
shares
|
$557
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
13
shares
|
$557
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
8
shares
|
$343
0.0% of portfolio
|
Q4 2024
Reduced 11.11%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
6
shares
|
$257
0.0% of portfolio
|
Q2 2024
Added 20.0%
|