Purchases and Sales Made in Q2 2025 in California Water Service Group (CWT)
This table provides information about the institutional ownership of California Water Service Group (CWT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
488+ 3.76% |
$21.8K - $25.1K
|
13.5K
$629K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
433New |
$19.3K - $22.2K
|
433
$20.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
423+ 3.33% |
$18.9K - $21.7K
|
13.1K
$614K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
400New |
$17.9K - $20.5K
|
400
$18.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
390+ 55.01% |
$17.4K - $20K
|
1.1K
$51.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
373+ 1.68% |
$16.7K - $19.2K
|
22.6K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
365+ 109.94% |
$16.3K - $18.7K
|
697
$32.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
365+ 84.69% |
$16.3K - $18.7K
|
796
$37.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
301+ 1.76% |
$13.4K - $15.5K
|
17.4K
$811K
|
|
|
Aug 14, 2025
Q2 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
278+ 0.51% |
$12.4K - $14.3K
|
54.4K
$2.54M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
253+ 1.68% |
$11.3K - $13K
|
15.3K
$715K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
240+ 307.69% |
$10.7K - $12.3K
|
318
$14.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
207+ 0.94% |
$9.25K - $10.6K
|
22.1K
$1.04M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
197+ 107.07% |
$8.8K - $10.1K
|
381
$17.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
174+ 1.05% |
$7.77K - $8.94K
|
16.7K
$783K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
160New |
$7.15K - $8.22K
|
160
$7.48K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
155+ 3.2% |
$6.92K - $7.96K
|
5K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
BUY
|
- |
137+ 3.04% |
$6.12K - $7.04K
|
4.64K
$217K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
126+ 127.27% |
$5.63K - $6.47K
|
225
$10.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
123+ 1025.0% |
$5.49K - $6.32K
|
135
$6.31K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
118+ 96.72% |
$5.27K - $6.06K
|
240
$11.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
107+ 2.46% |
$4.78K - $5.5K
|
4.46K
$209K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
106+ 81.54% |
$4.74K - $5.44K
|
236
$11K
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
100+ 0.16% |
$4.47K - $5.14K
|
62.6K
$2.93M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
82+ 23.23% |
$3.66K - $4.21K
|
435
$20.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
55+ 2.04% |
$2.46K - $2.82K
|
2.75K
$128K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
47+ 0.68% |
$2.1K - $2.41K
|
6.95K
$325K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
46+ 13.11% |
$2.05K - $2.36K
|
397
$18.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
43+ 37.39% |
$1.92K - $2.21K
|
158
$7.38K
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
39+ 0.23% |
$1.74K - $2K
|
17K
$792K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
38+ 633.33% |
$1.7K - $1.95K
|
44
$2.06K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
34+ 40.48% |
$1.52K - $1.75K
|
118
$5.52K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
34New |
$1.52K - $1.75K
|
34
$1.59K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
31+ 77.5% |
$1.38K - $1.59K
|
71
$3.32K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
30New |
$1.34K - $1.54K
|
30
$1.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
22New |
$983 - $1.13K
|
22
$1.03K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
21+ 105.0% |
$938 - $1.08K
|
41
$1.92K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
17New |
$759 - $873
|
17
$795
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
13+ 1.08% |
$581 - $668
|
1.22K
$56.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
13+ 0.1% |
$581 - $668
|
13.6K
$636K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12+ 0.31% |
$536 - $616
|
3.83K
$179K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11New |
$491 - $565
|
11
$514
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
9+ 3.75% |
$402 - $462
|
249
$11.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
9+ 0.18% |
$402 - $462
|
4.98K
$233K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
7+ 0.05% |
$313 - $360
|
13.8K
$645K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6New |
$268 - $308
|
6
$280
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5+ 0.45% |
$223 - $257
|
1.12K
$52.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
5+ 0.73% |
$223 - $257
|
686
$32.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3+ 23.08% |
$134 - $154
|
16
$748
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
3+ 0.57% |
$134 - $154
|
527
$24.6K
|