Purchases and Sales Made in Q3 2025 in California Water Service Group (CWT)
This table provides information about the institutional ownership of California Water Service Group (CWT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
32.8K+ 270.19% |
$1.45M - $1.56M
|
44.9K
$2.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
32K+ 3195600.0% |
$1.42M - $1.52M
|
32K
$1.44M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.55KNew |
$202K - $216K
|
4.55K
$205K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
4.48K+ 55.55% |
$198K - $213K
|
12.5K
$564K
|
|
|
Oct 30, 2025
Q3 2025
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
3.82K+ 3.73% |
$169K - $182K
|
106K
$4.77M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.53K+ 21.63% |
$156K - $168K
|
19.9K
$893K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
3.36K+ 3.45% |
$149K - $160K
|
101K
$4.52M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2.72K+ 40.09% |
$120K - $129K
|
9.5K
$427K
|
|
|
Oct 15, 2025
Q3 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
2.5K+ 62.5% |
$111K - $119K
|
6.5K
$292K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.54K+ 3.05% |
$68.2K - $73.2K
|
52K
$2.34M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.53KNew |
$67.7K - $72.7K
|
1.53K
$68.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.12K+ 9.85% |
$49.4K - $53.1K
|
12.4K
$559K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
928+ 8.76% |
$41.1K - $44.2K
|
11.5K
$518K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
757+ 15.16% |
$33.6K - $36K
|
5.75K
$259K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
531+ 3318.75% |
$23.5K - $25.3K
|
547
$24.6K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
512+ 33.82% |
$22.7K - $24.4K
|
2.03K
$91.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
504New |
$22.3K - $24K
|
504
$22.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
501+ 3.63% |
$22.2K - $23.8K
|
14.3K
$643K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
347New |
$15.4K - $16.5K
|
347
$15.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
306+ 1.8% |
$13.6K - $14.6K
|
17.3K
$776K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
268+ 2.08% |
$11.9K - $12.8K
|
13.2K
$592K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
266+ 1.53% |
$11.8K - $12.7K
|
17.6K
$793K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
265New |
$11.7K - $12.6K
|
265
$11.9K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
192+ 50.39% |
$8.51K - $9.14K
|
573
$25.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
94New |
$4.17K - $4.47K
|
94
$4.23K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
70New |
$3.1K - $3.33K
|
70
$3.15K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
67+ 4.8% |
$2.97K - $3.19K
|
1.46K
$65.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
15New |
$665 - $714
|
15
$675
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
5New |
$222 - $238
|
5
$225
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4+ 200.0% |
$177 - $190
|
6
$270
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
4+ 0.67% |
$177 - $190
|
601
$27K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3+ 0.05% |
$133 - $143
|
6.57K
$295K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.42% |
$44.3 - $47.6
|
237
$10.7K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 4.55% |
$44.3 - $47.6
|
23
$1.03K
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 14.29% |
$44.3 - $47.6
|
6
$270
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4- 10.0% |
$177 - $190
|
36
$1.62K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-4- 1.69% |
$177 - $190
|
232
$10.4K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-8Closed |
$355 - $381
|
0
$0
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-15- 0.22% |
$665 - $714
|
6.92K
$311K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-20- 5.04% |
$886 - $952
|
377
$17K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-31- 67.39% |
$1.37K - $1.48K
|
15
$675
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-47- 6.85% |
$2.08K - $2.24K
|
639
$28.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-71- 0.62% |
$3.15K - $3.38K
|
11.3K
$508K
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-128- 2.24% |
$5.67K - $6.09K
|
5.59K
$252K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-157- 0.98% |
$6.96K - $7.47K
|
15.8K
$712K
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-200- 1.47% |
$8.86K - $9.52K
|
13.4K
$603K
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
SELL
|
- |
-250- 2.18% |
$11.1K - $11.9K
|
11.2K
$505K
|
|
|
Oct 14, 2025
Q3 2025
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-396- 5.05% |
$17.6K - $18.8K
|
7.45K
$335K
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 1.44% |
$17.7K - $19K
|
27.4K
$1.23M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-658- 5.87% |
$29.2K - $31.3K
|
10.5K
$474K
|