Purchases and Sales Made in Q1 2025 in California Water Service Group (CWT)
This table provides information about the institutional ownership of California Water Service Group (CWT) during Q1 2025. 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 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15+ 0.39% |
$628 - $727
|
3.81K
$175K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
14+ 19.72% |
$586 - $678
|
85
$3.89K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
12New |
$503 - $582
|
12
$550
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
11+ 47.83% |
$461 - $533
|
34
$1.56K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 40.0% |
$335 - $388
|
28
$1.28K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5New |
$209 - $242
|
5
$229
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5+ 6.33% |
$209 - $242
|
84
$3.85K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
3New |
$126 - $145
|
3
$137
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 150.0% |
$126 - $145
|
5
$229
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.91% |
$126 - $145
|
332
$15.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
3+ 0.58% |
$126 - $145
|
524
$24K
|
|
|
May 12, 2025
Q1 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
2+ 0.03% |
$83.8 - $96.9
|
6.61K
$303K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 33.33% |
$83.8 - $96.9
|
8
$366
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$41.9 - $48.5
|
1
$45.8
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$41.9 - $48.5
|
1
$45.8
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 12.5% |
$41.9 - $48.5
|
7
$321
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 20.0% |
$41.9 - $48.5
|
4
$183
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7- 35.0% |
$293 - $339
|
13
$596
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-8- 0.05% |
$335 - $388
|
17.1K
$782K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-9- 18.37% |
$377 - $436
|
40
$1.83K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-10- 2.75% |
$419 - $485
|
353
$16.2K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-12- 2.71% |
$503 - $582
|
431
$19.7K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-24- 23.08% |
$1.01K - $1.16K
|
80
$3.66K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-29- 0.22% |
$1.21K - $1.41K
|
13.1K
$598K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-33- 80.49% |
$1.38K - $1.6K
|
8
$366
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-41- 0.85% |
$1.72K - $1.99K
|
4.8K
$220K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-42- 67.74% |
$1.76K - $2.04K
|
20
$916
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-62- 4.28% |
$2.6K - $3K
|
1.39K
$63.6K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-74- 9.43% |
$3.1K - $3.59K
|
711
$32.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-97- 1.46% |
$4.06K - $4.7K
|
6.56K
$301K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-123- 34.45% |
$5.15K - $5.96K
|
234
$10.7K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-144- 2.15% |
$6.03K - $6.98K
|
6.54K
$300K
|
|
|
Apr 09, 2025
Q1 2025
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-151- 1.76% |
$6.32K - $7.32K
|
8.44K
$386K
|
|
|
May 06, 2025
Q1 2025
|
Legato Capital Management LLC
|
SELL
|
- |
-172- 1.43% |
$7.2K - $8.34K
|
11.8K
$543K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-173- 19.61% |
$7.25K - $8.38K
|
709
$32.5K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-175- 2.97% |
$7.33K - $8.48K
|
5.72K
$262K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-183- 21.4% |
$7.66K - $8.87K
|
672
$30.8K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-196- 51.58% |
$8.21K - $9.5K
|
184
$8.43K
|
|
|
Apr 30, 2025
Q1 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-200- 4.17% |
$8.38K - $9.69K
|
4.6K
$211K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-207- 1.48% |
$8.67K - $10K
|
13.8K
$631K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-217- 2.42% |
$9.09K - $10.5K
|
8.75K
$401K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-237- 82.58% |
$9.93K - $11.5K
|
50
$2.29K
|
|
|
Apr 28, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-248- 3.14% |
$10.4K - $12K
|
7.64K
$350K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-310- 2.54% |
$13K - $15K
|
11.9K
$546K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-329- 59.17% |
$13.8K - $15.9K
|
227
$10.4K
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-347- 3.85% |
$14.5K - $16.8K
|
8.66K
$397K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-369- 73.36% |
$15.5K - $17.9K
|
134
$6.14K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-400- 2.86% |
$16.8K - $19.4K
|
13.6K
$623K
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-400- 0.35% |
$16.8K - $19.4K
|
115K
$5.28M
|