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 349 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 |
|---|---|---|---|---|---|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
22
shares
|
$996
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
20
shares
|
$906
0.0% of portfolio
|
Q1 2025
Reduced 67.74%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
20
shares
|
$906
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
16
shares
|
$724
0.0% of portfolio
|
Q2 2025
Added 23.08%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
15
shares
|
$679
0.0% of portfolio
|
Q4 2024
Added 15.38%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
13
shares
|
$588
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
12
shares
|
$543
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
11
shares
|
$498
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
8
shares
|
$362
0.0% of portfolio
|
Q1 2025
Reduced 80.49%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
7
shares
|
$317
0.0% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
6
shares
|
$271
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
5
shares
|
$226
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
5
shares
|
$226
0.0% of portfolio
|
Q1 2025
Reduced 99.98%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
4
shares
|
$181
0.0% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
4
shares
|
$181
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
4
shares
|
$181
0.0% of portfolio
|
Q2 2025
Reduced 42.86%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
3
shares
|
$135
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
3
shares
|
$135
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
2
shares
|
$90
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2
shares
|
$90
0.0% of portfolio
|
Q4 2020
Reduced 97.4%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|