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 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 14.29% |
$49.9 - $61.1
|
6
$266
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 2.94% |
$49.9 - $61.1
|
33
$1.46K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 12.5% |
$49.9 - $61.1
|
7
$311
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2- 0.38% |
$99.8 - $122
|
527
$23.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2- 0.87% |
$99.8 - $122
|
228
$10.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5- 0.23% |
$250 - $306
|
2.16K
$96K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-6- 10.34% |
$299 - $367
|
52
$2.31K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-7- 0.13% |
$349 - $428
|
5.26K
$233K
|
|
|
Dec 19, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-8- 1.59% |
$399 - $489
|
496
$22K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-8- 4.26% |
$399 - $489
|
180
$7.98K
|
|
|
Aug 15, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-8- 1.59% |
$399 - $489
|
496
$22K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-8- 80.0% |
$399 - $489
|
2
$88.7
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-16- 6.78% |
$798 - $978
|
220
$9.76K
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-17- 8.13% |
$848 - $1.04K
|
192
$8.52K
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-17- 0.06% |
$848 - $1.04K
|
27.9K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-23- 0.09% |
$1.15K - $1.41K
|
25.3K
$1.12M
|
|
|
Aug 15, 2023
Q2 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-26- 0.09% |
$1.3K - $1.59K
|
30K
$1.33M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-29- 17.06% |
$1.45K - $1.77K
|
141
$6.25K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-33- 78.57% |
$1.65K - $2.02K
|
9
$399
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-33- 78.57% |
$1.65K - $2.02K
|
9
$399
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-34- 46.58% |
$1.7K - $2.08K
|
39
$1.73K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-39- 57.35% |
$1.95K - $2.38K
|
29
$1.29K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-53- 6.0% |
$2.64K - $3.24K
|
830
$36.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-70- 1.43% |
$3.49K - $4.28K
|
4.82K
$214K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-75- 4.41% |
$3.74K - $4.58K
|
1.63K
$72.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-76- 1.16% |
$3.79K - $4.65K
|
6.5K
$288K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-80- 1.26% |
$3.99K - $4.89K
|
6.29K
$279K
|
|
|
Aug 10, 2023
Q2 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-100- 1.3% |
$4.99K - $6.11K
|
7.62K
$338K
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-104- 5.83% |
$5.19K - $6.36K
|
1.68K
$74.5K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-122- 0.02% |
$6.09K - $7.46K
|
506K
$22.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-125- 0.22% |
$6.24K - $7.64K
|
57.1K
$2.53M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-126- 1.28% |
$6.29K - $7.7K
|
9.69K
$430K
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-213- 1.21% |
$10.6K - $13K
|
17.4K
$772K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-267- 10.62% |
$13.3K - $16.3K
|
2.25K
$99.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
SELL
|
- |
-268- 1.69% |
$13.4K - $16.4K
|
15.6K
$693K
|
|
|
Jul 27, 2023
Q2 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-300- 0.52% |
$15K - $18.3K
|
57.7K
$2.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-335- 1.41% |
$16.7K - $20.5K
|
23.4K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-343- 4.42% |
$17.1K - $21K
|
7.41K
$329K
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-354- 3.14% |
$17.7K - $21.6K
|
10.9K
$485K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-356- 20.44% |
$17.8K - $21.8K
|
1.39K
$61.5K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-377- 1.63% |
$18.8K - $23K
|
22.7K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Core Commodity Management, LLC
Stamford, CT |
SELL
|
- |
-382- 1.06% |
$19.1K - $23.3K
|
35.6K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Tortoise Index Solutions, LLC
Overland Park, KS |
SELL
|
- |
-424- 3.52% |
$21.2K - $25.9K
|
11.6K
$515K
|
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-452- 1.73% |
$22.6K - $27.6K
|
25.6K
$1.14M
|
|
|
Jul 26, 2023
Q2 2023
|
Clean Yield Group
|
SELL
|
- |
-500- 3.74% |
$25K - $30.6K
|
12.9K
$572K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-558- 5.79% |
$27.8K - $34.1K
|
9.07K
$402K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-588- 54.55% |
$29.3K - $35.9K
|
490
$21.7K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-724- 13.82% |
$36.1K - $44.3K
|
4.52K
$200K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-726- 11.43% |
$36.2K - $44.4K
|
5.62K
$249K
|
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-761- 1.11% |
$38K - $46.5K
|
67.6K
$3M
|