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 356 institutions that hold shares in the stock, with a total of 50.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
3
shares
|
$140
0.0% of portfolio
|
Q2 2025
Reduced 80.0%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2
shares
|
$93
0.0% of portfolio
|
Q4 2020
Reduced 97.4%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
2
shares
|
$93
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
1
shares
|
$46
0.0% of portfolio
|
Q2 2025
Reduced 80.0%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
1
shares
|
$46
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|