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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3+ 0.05% |
$134 - $154
|
6.57K
$307K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2+ 200.0% |
$89.3 - $103
|
3
$140
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
2+ 1.16% |
$89.3 - $103
|
174
$8.13K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.85% |
$89.3 - $103
|
236
$11K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 100.0% |
$44.7 - $51.4
|
2
$93.5
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 2.22% |
$44.7 - $51.4
|
46
$2.15K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1New |
$44.7 - $51.4
|
1
$46.7
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 0.37% |
$44.7 - $51.4
|
270
$12.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 12.5% |
$44.7 - $51.4
|
7
$327
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 42.86% |
$134 - $154
|
4
$187
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-3- 0.05% |
$134 - $154
|
6.61K
$309K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-4- 0.08% |
$179 - $205
|
4.79K
$224K
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-4- 80.0% |
$179 - $205
|
1
$46.7
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-11- 32.35% |
$491 - $565
|
23
$1.08K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-12- 80.0% |
$536 - $616
|
3
$140
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-13- 59.09% |
$581 - $668
|
9
$421
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-15- 53.57% |
$670 - $770
|
13
$608
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-16- 32.0% |
$715 - $822
|
34
$1.59K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-21- 0.31% |
$938 - $1.08K
|
6.74K
$315K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-21- 0.18% |
$938 - $1.08K
|
11.9K
$555K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-57- 18.87% |
$2.55K - $2.93K
|
245
$11.5K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-61- 1.29% |
$2.72K - $3.13K
|
4.68K
$219K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-73- 0.49% |
$3.26K - $3.75K
|
14.9K
$696K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-75- 11.16% |
$3.35K - $3.85K
|
597
$27.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-81- 60.45% |
$3.62K - $4.16K
|
53
$2.48K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-88- 7.84% |
$3.93K - $4.52K
|
1.03K
$48.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-138- 0.7% |
$6.16K - $7.09K
|
19.6K
$916K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-142- 10.23% |
$6.34K - $7.29K
|
1.25K
$58.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-148- 32.1% |
$6.61K - $7.6K
|
313
$14.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-169- 1.04% |
$7.55K - $8.68K
|
16K
$749K
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-183- 0.51% |
$8.17K - $9.4K
|
35.6K
$1.66M
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.71% |
$8.93K - $10.3K
|
27.8K
$1.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-215- 3.45% |
$9.6K - $11K
|
6.02K
$281K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-217- 90.79% |
$9.69K - $11.1K
|
22
$1.03K
|
|
|
Aug 12, 2025
Q2 2025
|
Wulff, Hansen & Co.
|
SELL
|
- |
-220- 1.01% |
$9.83K - $11.3K
|
21.7K
$1.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-258- 36.29% |
$11.5K - $13.3K
|
453
$21.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Nia Impact Advisors, LLC
|
SELL
|
- |
-295- 0.79% |
$13.2K - $15.2K
|
37K
$1.73M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-325- 0.63% |
$14.5K - $16.7K
|
51K
$2.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-358- 2.74% |
$16K - $18.4K
|
12.7K
$594K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-363- 2.74% |
$16.2K - $18.6K
|
12.9K
$602K
|
|
|
Aug 13, 2025
Q2 2025
|
Vega Investment Solutions
Paris, I0 |
SELL
|
- |
-368- 45.26% |
$16.4K - $18.9K
|
445
$20.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-395- 4.67% |
$17.6K - $20.3K
|
8.06K
$377K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-415- 1.25% |
$18.5K - $21.3K
|
32.9K
$1.54M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-496- 4.24% |
$22.2K - $25.5K
|
11.2K
$524K
|
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-527- 3.54% |
$23.5K - $27.1K
|
14.4K
$671K
|
|
|
Jul 31, 2025
Q2 2025
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-586- 6.95% |
$26.2K - $30.1K
|
7.85K
$367K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-600- 8.66% |
$26.8K - $30.8K
|
6.33K
$296K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-627- 0.11% |
$28K - $32.2K
|
563K
$26.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Bridge City Capital, LLC
Lake Oswego, OR |
SELL
|
- |
-648- 1.4% |
$28.9K - $33.3K
|
45.7K
$2.13M
|