Purchases and Sales Made in Q1 2024 in California Water Service Group (CWT)
This table provides information about the institutional ownership of California Water Service Group (CWT) during Q1 2024. 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 07, 2024
Q1 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
500+ 1.55% |
$22.5K - $25.9K
|
32.8K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
467+ 11.41% |
$21.1K - $24.2K
|
4.56K
$202K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
410New |
$18.5K - $21.3K
|
410
$18.2K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
351New |
$15.8K - $18.2K
|
351
$15.6K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
312New |
$14.1K - $16.2K
|
312
$13.8K
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
300New |
$13.5K - $15.6K
|
300
$13.3K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
286+ 5.99% |
$12.9K - $14.8K
|
5.06K
$224K
|
|
|
Apr 12, 2024
Q1 2024
|
Bridge City Capital, LLC
Lake Oswego, OR |
BUY
|
- |
222+ 0.76% |
$10K - $11.5K
|
29.2K
$1.3M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
171+ 1.85% |
$7.71K - $8.87K
|
9.42K
$418K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
152+ 1.17% |
$6.85K - $7.89K
|
13.2K
$585K
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
102+ 13.2% |
$4.6K - $5.29K
|
875
$38.8K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
93+ 0.18% |
$4.19K - $4.83K
|
51.2K
$2.27M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
76New |
$3.43K - $3.94K
|
76
$3.37K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
64+ 78.05% |
$2.89K - $3.32K
|
146
$6.48K
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
41+ 7.41% |
$1.85K - $2.13K
|
594
$26.3K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
39+ 3900.0% |
$1.76K - $2.02K
|
40
$1.77K
|
|
|
Apr 26, 2024
Q1 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
35+ 9.92% |
$1.58K - $1.82K
|
388
$17.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
35+ 0.26% |
$1.58K - $1.82K
|
13.6K
$603K
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
35+ 9.92% |
$1.58K - $1.82K
|
388
$17.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
29+ 138.1% |
$1.31K - $1.5K
|
50
$2.22K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
29+ 0.43% |
$1.31K - $1.5K
|
6.71K
$297K
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
27New |
$1.22K - $1.4K
|
27
$1.2K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
24New |
$1.08K - $1.25K
|
24
$1.06K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11+ 0.26% |
$496 - $571
|
4.16K
$185K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11New |
$496 - $571
|
11
$488
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10+ 111.11% |
$451 - $519
|
19
$843
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 0.19% |
$225 - $259
|
2.6K
$116K
|
|
|
May 14, 2024
Q1 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
3+ 0.01% |
$135 - $156
|
37.4K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2+ 0.38% |
$90.2 - $104
|
535
$23.7K
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1+ 0.0% |
$45.1 - $51.9
|
28.9K
$1.28M
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-1- 0.02% |
$45.1 - $51.9
|
6.61K
$293K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 0.19% |
$45.1 - $51.9
|
531
$23.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 12.5% |
$45.1 - $51.9
|
7
$311
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 25.0% |
$45.1 - $51.9
|
3
$133
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-6- 54.55% |
$271 - $311
|
5
$222
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6- 0.09% |
$271 - $311
|
6.85K
$304K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-7Closed |
$316 - $363
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8- 29.63% |
$361 - $415
|
19
$843
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-9- 15.79% |
$406 - $467
|
48
$2.13K
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-12- 0.02% |
$541 - $623
|
56.3K
$2.5M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-16- 23.53% |
$721 - $830
|
52
$2.31K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-20- 30.3% |
$902 - $1.04K
|
46
$2.04K
|
|
|
Apr 09, 2024
Q1 2024
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-30- 0.3% |
$1.35K - $1.56K
|
9.9K
$439K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-36- 48.0% |
$1.62K - $1.87K
|
39
$1.73K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-43- 9.89% |
$1.94K - $2.23K
|
392
$17.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-54- 3.65% |
$2.43K - $2.8K
|
1.43K
$63.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-58- 36.48% |
$2.62K - $3.01K
|
101
$4.48K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-69- 11.09% |
$3.11K - $3.58K
|
553
$24.5K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-70- 0.12% |
$3.16K - $3.63K
|
56.7K
$2.51M
|