Purchases and Sales Made in Q3 2024 in California Water Service Group (CWT)
This table provides information about the institutional ownership of California Water Service Group (CWT) during Q3 2024. 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 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
601+ 6.59% |
$28.7K - $33.4K
|
9.72K
$431K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
585+ 4.42% |
$28K - $32.5K
|
13.8K
$613K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
541New |
$25.9K - $30K
|
541
$24K
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
483+ 2.99% |
$23.1K - $26.8K
|
16.6K
$738K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
413+ 50.18% |
$19.8K - $22.9K
|
1.24K
$54.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
407+ 0.63% |
$19.5K - $22.6K
|
64.8K
$2.87M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
400New |
$19.1K - $22.2K
|
400
$17.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
390+ 8.41% |
$18.7K - $21.6K
|
5.03K
$223K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
363+ 255.63% |
$17.4K - $20.1K
|
505
$22.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
316+ 2.7% |
$15.1K - $17.5K
|
12K
$534K
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
310+ 6.42% |
$14.8K - $17.2K
|
5.14K
$228K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
273New |
$13.1K - $15.2K
|
273
$12.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
272+ 6.41% |
$13K - $15.1K
|
4.52K
$200K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
217New |
$10.4K - $12K
|
217
$9.63K
|
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
200New |
$9.57K - $11.1K
|
200
$8.87K
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
185+ 30.83% |
$8.85K - $10.3K
|
785
$34.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
162New |
$7.75K - $8.99K
|
162
$7.19K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
151+ 0.72% |
$7.22K - $8.38K
|
21K
$931K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
148+ 155.79% |
$7.08K - $8.21K
|
243
$10.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
144New |
$6.89K - $7.99K
|
144
$6.39K
|
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
110New |
$5.26K - $6.11K
|
110
$4.88K
|
|
|
Nov 12, 2024
Q3 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
104+ 0.83% |
$4.97K - $5.77K
|
12.7K
$563K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
102New |
$4.88K - $5.66K
|
102
$4.52K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
94+ 2.73% |
$4.5K - $5.22K
|
3.53K
$157K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
93New |
$4.45K - $5.16K
|
93
$4.13K
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
90+ 0.46% |
$4.3K - $5K
|
19.6K
$868K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
86+ 1.32% |
$4.11K - $4.77K
|
6.58K
$292K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
72+ 58.54% |
$3.44K - $4K
|
195
$8.65K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
66+ 97.06% |
$3.16K - $3.66K
|
134
$5.94K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
66+ 178.38% |
$3.16K - $3.66K
|
103
$4.57K
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
63+ 0.07% |
$3.01K - $3.5K
|
86.4K
$3.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
58+ 1.25% |
$2.77K - $3.22K
|
4.69K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
55New |
$2.63K - $3.05K
|
55
$2.44K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
43+ 10.02% |
$2.06K - $2.39K
|
472
$20.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40+ 1.52% |
$1.91K - $2.22K
|
2.66K
$118K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
18+ 14.88% |
$861 - $999
|
139
$6.17K
|
|
|
Nov 14, 2024
Q3 2024
|
Nia Impact Advisors, LLC
|
BUY
|
- |
18+ 0.05% |
$861 - $999
|
37.6K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
13New |
$622 - $722
|
13
$577
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12+ 46.15% |
$574 - $666
|
38
$1.69K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
12+ 0.1% |
$574 - $666
|
11.9K
$530K
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
11+ 1.73% |
$526 - $611
|
647
$28.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10+ 0.08% |
$478 - $555
|
12.1K
$538K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10+ 0.26% |
$478 - $555
|
3.79K
$168K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 47.37% |
$430 - $500
|
28
$1.24K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
5New |
$239 - $278
|
5
$222
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5+ 7.35% |
$239 - $278
|
73
$3.24K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
4New |
$191 - $222
|
4
$177
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2New |
$95.7 - $111
|
2
$88.7
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.57% |
$95.7 - $111
|
355
$15.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 28.57% |
$95.7 - $111
|
9
$399
|