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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-35- 5.56% |
$1.91K - $2.24K
|
595
$26.4K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-41- 0.83% |
$2.23K - $2.62K
|
4.89K
$217K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-43- 18.61% |
$2.34K - $2.75K
|
188
$8.34K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-43- 21.39% |
$2.34K - $2.75K
|
158
$7.01K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-45- 4.01% |
$2.45K - $2.88K
|
1.08K
$47.8K
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-50- 1.16% |
$2.72K - $3.2K
|
4.25K
$189K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-60- 3.41% |
$3.27K - $3.84K
|
1.7K
$75.4K
|
|
|
May 15, 2023
Q1 2023
|
Core Commodity Management, LLC
Stamford, CT |
SELL
|
- |
-62- 0.17% |
$3.38K - $3.96K
|
36K
$1.6M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-88- 0.77% |
$4.79K - $5.62K
|
11.3K
$503K
|
|
|
May 15, 2023
Q1 2023
|
Bridge City Capital, LLC
Lake Oswego, OR |
SELL
|
- |
-99- 0.38% |
$5.39K - $6.33K
|
25.8K
$1.15M
|
|
|
Apr 27, 2023
Q1 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-100- 0.17% |
$5.45K - $6.39K
|
58K
$2.57M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-100- 1.48% |
$5.45K - $6.39K
|
6.64K
$294K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-109- 4.06% |
$5.94K - $6.97K
|
2.58K
$114K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-135- 2.08% |
$7.35K - $8.63K
|
6.37K
$283K
|
|
|
Apr 06, 2023
Q1 2023
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-155- 1.12% |
$8.44K - $9.91K
|
13.7K
$609K
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-192- 1.42% |
$10.5K - $12.3K
|
13.4K
$593K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-199- 1.73% |
$10.8K - $12.7K
|
11.3K
$501K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-235- 99.16% |
$12.8K - $15K
|
2
$88.7
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-285- 2.04% |
$15.5K - $18.2K
|
13.7K
$608K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-291- 4.94% |
$15.9K - $18.6K
|
5.6K
$249K
|
|
|
May 12, 2023
Q1 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-300- 0.69% |
$16.3K - $19.2K
|
43.2K
$1.92M
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-306- 1.4% |
$16.7K - $19.6K
|
21.6K
$957K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-318- 1.0% |
$17.3K - $20.3K
|
31.6K
$1.4M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-330- 90.16% |
$18K - $21.1K
|
36
$1.6K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-344- 8.2% |
$18.7K - $22K
|
3.85K
$171K
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-350- 0.54% |
$19.1K - $22.4K
|
64.3K
$2.85M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-396- 3.69% |
$21.6K - $25.3K
|
10.3K
$459K
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 1.54% |
$21.8K - $25.6K
|
25.6K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-420- 12.64% |
$22.9K - $26.8K
|
2.9K
$129K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-423- 8.93% |
$23K - $27K
|
4.31K
$191K
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-554- 4.13% |
$30.2K - $35.4K
|
12.9K
$571K
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-579- 1.52% |
$31.5K - $37K
|
37.6K
$1.67M
|
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
SELL
|
- |
-600- 2.94% |
$32.7K - $38.4K
|
19.8K
$878K
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-605- 0.88% |
$33K - $38.7K
|
68.4K
$3.03M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-609- 76.51% |
$33.2K - $38.9K
|
187
$8.3K
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-611- 3.35% |
$33.3K - $39.1K
|
17.6K
$781K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-620- 11.15% |
$33.8K - $39.6K
|
4.94K
$219K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-621- 72.38% |
$33.8K - $39.7K
|
237
$10.5K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-643Closed |
$35K - $41.1K
|
0
$0
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-851- 3.74% |
$46.4K - $54.4K
|
21.9K
$971K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-956- 48.06% |
$52.1K - $61.1K
|
1.03K
$45.8K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-989- 8.81% |
$53.9K - $63.2K
|
10.2K
$454K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.1K- 7.77% |
$59.8K - $70.1K
|
13K
$578K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.12K- 11.73% |
$61.2K - $71.8K
|
8.45K
$375K
|
|
|
May 12, 2023
Q1 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-1.14K- 38.98% |
$62K - $72.8K
|
1.78K
$79.1K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.27K- 19.56% |
$69K - $80.9K
|
5.21K
$231K
|
|
|
May 03, 2023
Q1 2023
|
Nia Impact Advisors, LLC
|
SELL
|
- |
-1.27K- 2.8% |
$69.2K - $81.2K
|
44K
$1.95M
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-1.39K- 5.61% |
$75.8K - $89K
|
23.4K
$1.04M
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.68K- 6.63% |
$91.7K - $108K
|
23.7K
$1.05M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.91K- 3.39% |
$104K - $122K
|
54.3K
$2.41M
|