Purchases and Sales Made in Q2 2023 in California Water Service Group (CWT)
This table provides information about the institutional ownership of California Water Service Group (CWT) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
595+ 4.63% |
$29.7K - $36.4K
|
13.5K
$597K
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
577+ 0.84% |
$28.8K - $35.3K
|
69.3K
$3.07M
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
574+ 10.48% |
$28.6K - $35.1K
|
6.05K
$269K
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
515New |
$25.7K - $31.5K
|
515
$22.8K
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
460+ 1.55% |
$23K - $28.1K
|
30.1K
$1.34M
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
427New |
$21.3K - $26.1K
|
427
$18.9K
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
379+ 8.91% |
$18.9K - $23.2K
|
4.64K
$206K
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
366+ 35.43% |
$18.3K - $22.4K
|
1.4K
$62.1K
|
|
Aug 07, 2023
Q2 2023
|
Versor Investments LP
|
BUY
|
- |
365+ 3.76% |
$18.2K - $22.3K
|
10.1K
$446K
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
360+ 4.14% |
$18K - $22K
|
9.06K
$402K
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
342+ 4.63% |
$17.1K - $20.9K
|
7.73K
$343K
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
330+ 8.57% |
$16.5K - $20.2K
|
4.18K
$185K
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
326+ 905.56% |
$16.3K - $19.9K
|
362
$16.1K
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
312+ 2.4% |
$15.6K - $19.1K
|
13.3K
$592K
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
295+ 1.49% |
$14.7K - $18K
|
20.2K
$894K
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
199New |
$9.93K - $12.2K
|
199
$8.83K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
167+ 15.92% |
$8.33K - $10.2K
|
1.22K
$53.9K
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
166+ 1.72% |
$8.28K - $10.1K
|
9.84K
$436K
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
160+ 5.51% |
$7.98K - $9.78K
|
3.06K
$136K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
145+ 0.58% |
$7.24K - $8.86K
|
25.3K
$1.12M
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
133+ 0.27% |
$6.64K - $8.13K
|
49.3K
$2.19M
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
110+ 1.59% |
$5.49K - $6.72K
|
7.04K
$312K
|
|
Aug 02, 2023
Q2 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
100+ 1.09% |
$4.99K - $6.11K
|
9.32K
$413K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
75New |
$3.74K - $4.58K
|
75
$3.33K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
55+ 6.88% |
$2.74K - $3.36K
|
855
$37.9K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
53+ 8.91% |
$2.64K - $3.24K
|
648
$28.7K
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
51+ 2.21% |
$2.54K - $3.12K
|
2.36K
$105K
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
BUY
|
- |
48+ 0.32% |
$2.4K - $2.93K
|
15.2K
$674K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
43+ 18.14% |
$2.15K - $2.63K
|
280
$12.4K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
43+ 18.14% |
$2.15K - $2.63K
|
280
$12.4K
|
|
Jul 06, 2023
Q2 2023
|
Green Alpha Advisors, LLC
|
BUY
|
- |
43+ 0.31% |
$2.15K - $2.63K
|
13.8K
$611K
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
31+ 258.33% |
$1.55K - $1.89K
|
43
$1.91K
|
|
Aug 16, 2023
Q2 2023
|
Bridge City Capital, LLC
Lake Oswego, OR |
BUY
|
- |
15+ 0.06% |
$749 - $917
|
25.8K
$1.15M
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
15+ 2.85% |
$749 - $917
|
542
$24K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14+ 0.1% |
$699 - $856
|
13.7K
$609K
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
9New |
$449 - $550
|
9
$399
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9+ 0.22% |
$449 - $550
|
4.13K
$183K
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
7+ 0.11% |
$349 - $428
|
6.64K
$295K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5New |
$250 - $306
|
5
$222
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
5New |
$250 - $306
|
5
$222
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
4+ 0.04% |
$200 - $244
|
10.4K
$459K
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3+ 0.02% |
$150 - $183
|
12.7K
$564K
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2+ 0.03% |
$99.8 - $122
|
6.48K
$287K
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.24% |
$99.8 - $122
|
842
$37.4K
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 20.0% |
$49.9 - $61.1
|
6
$266
|
|
Jul 25, 2023
Q2 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
1+ 0.02% |
$49.9 - $61.1
|
6.61K
$293K
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.38% |
$49.9 - $61.1
|
266
$11.8K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$49.9 - $61.1
|
4.92K
$218K
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|