Purchases and Sales Made in Q1 2022 in California Water Service Group (CWT)
This table provides information about the institutional ownership of California Water Service Group (CWT) during Q1 2022. The information is specifically focused on institutions that hold shares of CALIFORNIA WATER SERVICE GROUP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 40.0% |
$224 - $287
|
14
$621
|
|
May 11, 2022
Q1 2022
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
3+ 0.05% |
$168 - $216
|
6.61K
$293K
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.24% |
$112 - $144
|
833
$37K
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.66% |
$112 - $144
|
304
$13.5K
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1New |
$56 - $71.9
|
1
$44.4
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1+ 0.01% |
$56 - $71.9
|
9.76K
$433K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5- 22.73% |
$280 - $359
|
17
$754
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-6- 40.0% |
$336 - $431
|
9
$399
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-11- 0.09% |
$616 - $791
|
12.7K
$565K
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-13- 18.06% |
$728 - $934
|
59
$2.62K
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-13- 4.47% |
$728 - $934
|
278
$12.3K
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-17Closed |
$951 - $1.22K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-19- 28.79% |
$1.06K - $1.37K
|
47
$2.08K
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-20- 7.07% |
$1.12K - $1.44K
|
263
$11.7K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-23- 4.14% |
$1.29K - $1.65K
|
533
$23.6K
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-23- 9.24% |
$1.29K - $1.65K
|
226
$10K
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-25- 0.34% |
$1.4K - $1.8K
|
7.36K
$326K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-28- 0.81% |
$1.57K - $2.01K
|
3.43K
$152K
|
|
May 04, 2022
Q1 2022
|
Abrdn PLC
|
SELL
|
- |
-30- 0.83% |
$1.68K - $2.16K
|
3.57K
$158K
|
|
Apr 21, 2022
Q1 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-39- 0.2% |
$2.18K - $2.8K
|
19.1K
$847K
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-40- 23.81% |
$2.24K - $2.87K
|
128
$5.68K
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-42Closed |
$2.35K - $3.02K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-45- 27.95% |
$2.52K - $3.23K
|
116
$5.15K
|
|
May 16, 2022
Q1 2022
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-51- 0.1% |
$2.85K - $3.67K
|
49.3K
$2.19M
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-58- 0.69% |
$3.25K - $4.17K
|
8.32K
$369K
|
|
May 13, 2022
Q1 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-60- 1.01% |
$3.36K - $4.31K
|
5.87K
$260K
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-67Closed |
$3.75K - $4.82K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
SELL
|
- |
-90- 0.16% |
$5.04K - $6.47K
|
56.7K
$2.51M
|
|
May 16, 2022
Q1 2022
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-100Closed |
$5.6K - $7.19K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-104Closed |
$5.82K - $7.47K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-114- 0.3% |
$6.38K - $8.19K
|
37.3K
$1.66M
|
|
May 18, 2022
Q1 2022
|
Bridge City Capital, LLC
Lake Oswego, OR |
SELL
|
- |
-118- 0.46% |
$6.6K - $8.48K
|
25.3K
$1.12M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-119- 0.88% |
$6.66K - $8.55K
|
13.4K
$596K
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-130- 16.25% |
$7.28K - $9.34K
|
670
$29.7K
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-180- 82.95% |
$10.1K - $12.9K
|
37
$1.64K
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-190- 6.35% |
$10.6K - $13.7K
|
2.8K
$124K
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-191- 2.88% |
$10.7K - $13.7K
|
6.45K
$286K
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-200- 9.11% |
$11.2K - $14.4K
|
2K
$88.5K
|
|
May 10, 2022
Q1 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-200- 0.3% |
$11.2K - $14.4K
|
65.7K
$2.91M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-257- 2.42% |
$14.4K - $18.5K
|
10.4K
$461K
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
SELL
|
- |
-260- 1.91% |
$14.6K - $18.7K
|
13.4K
$594K
|
|
May 10, 2022
Q1 2022
|
Wulff, Hansen & Co.
|
SELL
|
- |
-260- 1.14% |
$14.6K - $18.7K
|
22.6K
$1M
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-308- 8.05% |
$17.2K - $22.1K
|
3.52K
$156K
|
|
May 16, 2022
Q1 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-332- 0.17% |
$18.6K - $23.9K
|
193K
$8.58M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-336- 3.75% |
$18.8K - $24.1K
|
8.64K
$383K
|
|
Aug 11, 2023
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-357- 1.64% |
$20K - $25.7K
|
21.4K
$950K
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-378Closed |
$21.2K - $27.2K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-427- 4.88% |
$23.9K - $30.7K
|
8.32K
$369K
|