Purchases and Sales Made in Q1 2023 in California Water Service Group (CWT)
This table provides information about the institutional ownership of California Water Service Group (CWT) during Q1 2023. 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 11, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
283+ 1.47% |
$15.4K - $18.1K
|
19.5K
$865K
|
|
Jun 14, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
283+ 1.47% |
$15.4K - $18.1K
|
19.5K
$865K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
270+ 58.57% |
$14.7K - $17.3K
|
731
$32.4K
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
265New |
$14.4K - $16.9K
|
265
$11.8K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
212New |
$11.5K - $13.6K
|
212
$9.4K
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
206+ 2.46% |
$11.2K - $13.2K
|
8.58K
$381K
|
|
Apr 25, 2023
Q1 2023
|
Humankind Investments LLC
|
BUY
|
- |
189+ 5.06% |
$10.3K - $12.1K
|
3.92K
$174K
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
187+ 4.6% |
$10.2K - $12K
|
4.25K
$188K
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
183+ 1.51% |
$9.97K - $11.7K
|
12.3K
$545K
|
|
May 12, 2023
Q1 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
181+ 0.55% |
$9.86K - $11.6K
|
33.1K
$1.47M
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
129+ 0.44% |
$7.03K - $8.25K
|
29.7K
$1.32M
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
117+ 37.99% |
$6.37K - $7.48K
|
425
$18.9K
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
100New |
$5.45K - $6.39K
|
100
$4.44K
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
82+ 0.38% |
$4.47K - $5.24K
|
21.8K
$966K
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
74+ 2.14% |
$4.03K - $4.73K
|
3.53K
$157K
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
67+ 1.3% |
$3.65K - $4.28K
|
5.24K
$232K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
66New |
$3.6K - $4.22K
|
66
$2.93K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
63+ 0.92% |
$3.43K - $4.03K
|
6.93K
$308K
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
54+ 0.19% |
$2.94K - $3.45K
|
27.9K
$1.24M
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
47+ 38.21% |
$2.56K - $3K
|
170
$7.54K
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
37New |
$2.02K - $2.37K
|
37
$1.64K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
33+ 366.67% |
$1.8K - $2.11K
|
42
$1.86K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
19+ 0.35% |
$1.03K - $1.21K
|
5.48K
$243K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
12+ 1.16% |
$654 - $767
|
1.05K
$46.5K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11New |
$599 - $703
|
11
$488
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
10New |
$545 - $639
|
10
$444
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8+ 23.53% |
$436 - $511
|
42
$1.86K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8+ 0.19% |
$436 - $511
|
4.13K
$183K
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
6+ 1.2% |
$327 - $384
|
504
$22.4K
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
6+ 1.2% |
$327 - $384
|
504
$22.4K
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
4+ 0.02% |
$218 - $256
|
22.6K
$1M
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.24% |
$109 - $128
|
840
$37.3K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$109 - $128
|
2
$88.7
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$54.5 - $63.9
|
1
$44.4
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 16.67% |
$54.5 - $63.9
|
7
$311
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1+ 0.01% |
$54.5 - $63.9
|
9.67K
$429K
|
|
May 04, 2023
Q1 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
1+ 0.02% |
$54.5 - $63.9
|
6.61K
$293K
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1- 0.01% |
$54.5 - $63.9
|
19.9K
$881K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1- 0.02% |
$54.5 - $63.9
|
5.27K
$234K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 5.56% |
$109 - $128
|
34
$1.51K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-3- 15.0% |
$163 - $192
|
17
$754
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3- 4.92% |
$163 - $192
|
58
$2.57K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3- 0.05% |
$163 - $192
|
5.56K
$247K
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 54.55% |
$327 - $384
|
5
$222
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-8- 0.35% |
$436 - $511
|
2.31K
$102K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8- 10.53% |
$436 - $511
|
68
$3.02K
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-17- 18.89% |
$926 - $1.09K
|
73
$3.24K
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-24- 66.67% |
$1.31K - $1.53K
|
12
$532
|