Purchases and Sales Made in Q4 2021 in California Water Service Group (CWT)
This table provides information about the institutional ownership of California Water Service Group (CWT) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2022
Q4 2021
|
Maryland State Retirement & Pension System
|
BUY
|
- |
755+ 3.73% |
$44.4K - $54.3K
|
21K
$930K
|
|
|
Jan 14, 2022
Q4 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
700+ 2.82% |
$41.1K - $50.3K
|
25.5K
$1.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
642+ 54.78% |
$37.7K - $46.1K
|
1.81K
$80.5K
|
|
|
Jan 31, 2022
Q4 2021
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
610+ 1.48% |
$35.9K - $43.8K
|
41.9K
$1.86M
|
|
|
Feb 14, 2022
Q4 2021
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
579+ 4.99% |
$34K - $41.6K
|
12.2K
$541K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
500New |
$29.4K - $35.9K
|
500
$22.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
500New |
$29.4K - $35.9K
|
500
$22.2K
|
|
|
Jan 10, 2022
Q4 2021
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
410+ 9.01% |
$24.1K - $29.5K
|
4.96K
$220K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
400New |
$23.5K - $28.7K
|
400
$17.7K
|
|
|
Jan 24, 2022
Q4 2021
|
New York State Teachers Retirement System
|
BUY
|
- |
400+ 0.7% |
$23.5K - $28.7K
|
57.8K
$2.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
395+ 0.71% |
$23.2K - $28.4K
|
55.8K
$2.48M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
377+ 2.24% |
$22.2K - $27.1K
|
17.2K
$763K
|
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
332+ 1.72% |
$19.5K - $23.9K
|
19.6K
$870K
|
|
|
Mar 21, 2022
Q4 2021
|
Humankind Investments LLC
|
BUY
|
- |
321+ 6.77% |
$18.9K - $23.1K
|
5.06K
$225K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
318+ 2.4% |
$18.7K - $22.9K
|
13.6K
$602K
|
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
316+ 4.6% |
$18.6K - $22.7K
|
7.19K
$319K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
252+ 4.75% |
$14.8K - $18.1K
|
5.56K
$246K
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
217New |
$12.8K - $15.6K
|
217
$9.63K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
200New |
$11.8K - $14.4K
|
200
$8.87K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
168New |
$9.88K - $12.1K
|
168
$7.45K
|
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
131+ 2.26% |
$7.7K - $9.41K
|
5.93K
$263K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
126+ 0.25% |
$7.41K - $9.05K
|
49.8K
$2.21M
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
104New |
$6.11K - $7.47K
|
104
$4.61K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
102+ 8.46% |
$6K - $7.33K
|
1.31K
$58K
|
|
|
Feb 14, 2022
Q4 2021
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
100New |
$5.88K - $7.19K
|
100
$4.44K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
72New |
$4.23K - $5.17K
|
72
$3.19K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
71+ 2.5% |
$4.17K - $5.1K
|
2.91K
$129K
|
|
|
Feb 08, 2022
Q4 2021
|
Profund Advisors LLC
|
BUY
|
- |
62+ 1.19% |
$3.64K - $4.46K
|
5.27K
$234K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
59New |
$3.47K - $4.24K
|
59
$2.62K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
51+ 164.52% |
$3K - $3.66K
|
82
$3.64K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
44+ 1.29% |
$2.59K - $3.16K
|
3.46K
$153K
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
42New |
$2.47K - $3.02K
|
42
$1.86K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
40+ 181.82% |
$2.35K - $2.87K
|
62
$2.75K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
31+ 0.36% |
$1.82K - $2.23K
|
8.75K
$388K
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
30+ 0.59% |
$1.76K - $2.16K
|
5.14K
$228K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
25New |
$1.47K - $1.8K
|
25
$1.11K
|
|
|
Feb 04, 2022
Q4 2021
|
Arizona State Retirement System
|
BUY
|
- |
23+ 0.17% |
$1.35K - $1.65K
|
13.9K
$615K
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
23+ 8.58% |
$1.35K - $1.65K
|
291
$12.9K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
22New |
$1.29K - $1.58K
|
22
$976
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
22+ 15.83% |
$1.29K - $1.58K
|
161
$7.14K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
21+ 0.3% |
$1.23K - $1.51K
|
7.13K
$316K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21+ 2.9% |
$1.23K - $1.51K
|
744
$33K
|
|
|
Feb 09, 2022
Q4 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
16+ 0.38% |
$940 - $1.15K
|
4.23K
$187K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
15New |
$882 - $1.08K
|
15
$665
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
14New |
$823 - $1.01K
|
14
$621
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
12+ 1.92% |
$705 - $862
|
637
$28.3K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10New |
$588 - $719
|
10
$444
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
9+ 4.52% |
$529 - $647
|
208
$9.23K
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
BUY
|
- |
8+ 0.12% |
$470 - $575
|
6.47K
$287K
|
|
|
Feb 16, 2022
Q4 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
7+ 0.03% |
$411 - $503
|
26K
$1.15M
|