Purchases and Sales Made in Q3 2023 in California Water Service Group (CWT)
This table provides information about the institutional ownership of California Water Service Group (CWT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
285+ 9.3% |
$13.3K - $15.2K
|
3.35K
$149K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
270+ 191.49% |
$12.6K - $14.4K
|
411
$18.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Granite Investment Partners, LLC
|
BUY
|
- |
252+ 0.08% |
$11.8K - $13.5K
|
327K
$14.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Tortoise Index Solutions, LLC
Overland Park, KS |
BUY
|
- |
242+ 2.08% |
$11.3K - $12.9K
|
11.9K
$526K
|
|
|
Oct 10, 2023
Q3 2023
|
Green Alpha Advisors, LLC
|
BUY
|
- |
226+ 1.64% |
$10.5K - $12.1K
|
14K
$621K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
166+ 3.16% |
$7.75K - $8.88K
|
5.43K
$241K
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
156+ 0.95% |
$7.28K - $8.34K
|
16.5K
$732K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
142New |
$6.63K - $7.6K
|
142
$6.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
141+ 50.36% |
$6.58K - $7.54K
|
421
$18.7K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
141+ 50.36% |
$6.58K - $7.54K
|
421
$18.7K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
111+ 258.14% |
$5.18K - $5.94K
|
154
$6.83K
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
108+ 0.5% |
$5.04K - $5.78K
|
21.7K
$962K
|
|
|
Nov 13, 2023
Q3 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
90+ 2.12% |
$4.2K - $4.81K
|
4.34K
$192K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
BUY
|
- |
88+ 1.35% |
$4.11K - $4.71K
|
6.58K
$292K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
64+ 0.62% |
$2.99K - $3.42K
|
10.4K
$462K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
62+ 2.87% |
$2.89K - $3.32K
|
2.23K
$98.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
34+ 0.14% |
$1.59K - $1.82K
|
24.8K
$1.1M
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
34+ 0.14% |
$1.59K - $1.82K
|
24.8K
$1.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
30New |
$1.4K - $1.6K
|
30
$1.33K
|
|
|
Dec 19, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
24+ 4.84% |
$1.12K - $1.28K
|
520
$23.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
24+ 4.84% |
$1.12K - $1.28K
|
520
$23.1K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
13New |
$607 - $695
|
13
$577
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9+ 0.22% |
$420 - $481
|
4.14K
$184K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
6New |
$280 - $321
|
6
$266
|
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
3+ 0.58% |
$140 - $160
|
518
$23K
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.24% |
$93.3 - $107
|
844
$37.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2+ 0.03% |
$93.3 - $107
|
6.48K
$287K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.47% |
$93.3 - $107
|
429
$19K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.75% |
$93.3 - $107
|
268
$11.9K
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1+ 50.0% |
$46.7 - $53.5
|
3
$133
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 16.67% |
$46.7 - $53.5
|
7
$311
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1+ 0.01% |
$46.7 - $53.5
|
9.84K
$436K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-1- 20.0% |
$46.7 - $53.5
|
4
$177
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-2- 28.57% |
$93.3 - $107
|
5
$222
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 33.33% |
$93.3 - $107
|
4
$177
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6- 1.14% |
$280 - $321
|
521
$23.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-7- 3.07% |
$327 - $374
|
221
$9.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9- 23.08% |
$420 - $481
|
30
$1.33K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-13- 8.23% |
$607 - $695
|
145
$6.43K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-13- 0.27% |
$607 - $695
|
4.81K
$213K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-16- 2.95% |
$747 - $856
|
526
$23.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-21- 63.64% |
$980 - $1.12K
|
12
$532
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-29Closed |
$1.35K - $1.55K
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-36- 1.53% |
$1.68K - $1.93K
|
2.32K
$103K
|
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-36- 0.47% |
$1.68K - $1.93K
|
7.7K
$341K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-48- 0.72% |
$2.24K - $2.57K
|
6.59K
$293K
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-50- 0.35% |
$2.33K - $2.67K
|
14.1K
$624K
|