Purchases and Sales Made in Q2 2022 in California Water Service Group (CWT)
This table provides information about the institutional ownership of California Water Service Group (CWT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
26+ 0.54% |
$1.27K - $1.6K
|
4.81K
$213K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
23+ 164.29% |
$1.12K - $1.42K
|
37
$1.64K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
22+ 129.41% |
$1.07K - $1.36K
|
39
$1.73K
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
19New |
$926 - $1.17K
|
19
$843
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
18+ 38.3% |
$878 - $1.11K
|
65
$2.88K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18+ 0.44% |
$878 - $1.11K
|
4.1K
$182K
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
13New |
$634 - $802
|
13
$577
|
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
11+ 1.07% |
$536 - $679
|
1.04K
$46.2K
|
|
|
Jul 29, 2022
Q2 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
10+ 0.2% |
$488 - $617
|
5.03K
$223K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
7+ 116.67% |
$341 - $432
|
13
$577
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
5+ 0.08% |
$244 - $309
|
6.48K
$287K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
4New |
$195 - $247
|
4
$177
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
4New |
$195 - $247
|
4
$177
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
4+ 0.03% |
$195 - $247
|
12.7K
$565K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4+ 0.08% |
$195 - $247
|
4.72K
$209K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
3+ 0.19% |
$146 - $185
|
1.62K
$71.8K
|
|
|
Jul 27, 2022
Q2 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
3+ 0.04% |
$146 - $185
|
6.91K
$307K
|
|
|
Aug 09, 2022
Q2 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
3+ 2.38% |
$146 - $185
|
129
$5.72K
|
|
|
Aug 09, 2022
Q2 2022
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
2+ 0.05% |
$97.5 - $123
|
3.7K
$164K
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.24% |
$97.5 - $123
|
835
$37K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.33% |
$48.8 - $61.7
|
305
$13.5K
|
|
|
Nov 26, 2024
Q2 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 14.29% |
$48.8 - $61.7
|
6
$266
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
SELL
|
- |
-1- 0.02% |
$48.8 - $61.7
|
4.89K
$217K
|
|
|
Aug 12, 2022
Q2 2022
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-3- 0.05% |
$146 - $185
|
6.6K
$293K
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-5- 1.8% |
$244 - $309
|
273
$12.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-6Closed |
$293 - $370
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-7- 11.29% |
$341 - $432
|
55
$2.44K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-8- 3.54% |
$390 - $494
|
218
$9.67K
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9- 0.09% |
$439 - $555
|
10.4K
$460K
|
|
|
Aug 15, 2022
Q2 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-12- 0.12% |
$585 - $741
|
10.2K
$454K
|
|
|
Nov 18, 2022
Q2 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-13- 0.22% |
$634 - $802
|
6K
$266K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-13Closed |
$634 - $802
|
0
$0
|
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-18- 15.93% |
$878 - $1.11K
|
95
$4.21K
|
|
|
Aug 15, 2022
Q2 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-18- 1.14% |
$878 - $1.11K
|
1.56K
$69.2K
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-18Closed |
$878 - $1.11K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Wulff, Hansen & Co.
|
SELL
|
- |
-20- 0.09% |
$975 - $1.23K
|
22.6K
$1M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-25- 33.33% |
$1.22K - $1.54K
|
50
$2.22K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-32- 12.17% |
$1.56K - $1.98K
|
231
$10.2K
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-40- 2.08% |
$1.95K - $2.47K
|
1.89K
$83.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Bridge City Capital, LLC
Lake Oswego, OR |
SELL
|
- |
-44- 0.17% |
$2.15K - $2.72K
|
25.2K
$1.12M
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-48Closed |
$2.34K - $2.96K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-49Closed |
$2.39K - $3.02K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-50- 0.1% |
$2.44K - $3.09K
|
49.3K
$2.19M
|
|
|
Jul 29, 2022
Q2 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-51- 0.78% |
$2.49K - $3.15K
|
6.52K
$289K
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-59Closed |
$2.88K - $3.64K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-59Closed |
$2.88K - $3.64K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-68- 58.62% |
$3.32K - $4.2K
|
48
$2.13K
|