Purchases and Sales Made in Q4 2022 in California Water Service Group (CWT)
This table provides information about the institutional ownership of California Water Service Group (CWT) during Q4 2022. 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 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
685+ 5.38% |
$35.4K - $44.9K
|
13.4K
$595K
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
675+ 6.24% |
$34.9K - $44.2K
|
11.5K
$510K
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
522+ 1.39% |
$27K - $34.2K
|
38.2K
$1.69M
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
504New |
$26.1K - $33K
|
504
$22.4K
|
|
Mar 23, 2023
Q4 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
476+ 4.09% |
$24.6K - $31.2K
|
12.1K
$537K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
461New |
$23.8K - $30.2K
|
461
$20.4K
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
450New |
$23.3K - $29.5K
|
450
$20K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
434+ 6.74% |
$22.4K - $28.4K
|
6.87K
$305K
|
|
Jan 26, 2023
Q4 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
429+ 2.41% |
$22.2K - $28.1K
|
18.2K
$808K
|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
420+ 14.47% |
$21.7K - $27.5K
|
3.32K
$147K
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
366New |
$18.9K - $24K
|
366
$16.2K
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
328+ 1.53% |
$17K - $21.5K
|
21.7K
$963K
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
328+ 1.53% |
$17K - $21.5K
|
21.7K
$963K
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
317+ 1.15% |
$16.4K - $20.8K
|
27.9K
$1.24M
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
306+ 1.42% |
$15.8K - $20.1K
|
21.9K
$971K
|
|
Feb 13, 2023
Q4 2022
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
279+ 0.75% |
$14.4K - $18.3K
|
37.3K
$1.65M
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
237New |
$12.3K - $15.5K
|
237
$10.5K
|
|
Feb 14, 2023
Q4 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
199+ 0.2% |
$10.3K - $13K
|
99.7K
$4.42M
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
148+ 178.31% |
$7.65K - $9.7K
|
231
$10.2K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
133+ 260.78% |
$6.87K - $8.72K
|
184
$8.16K
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
127New |
$6.56K - $8.32K
|
127
$5.63K
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
126+ 1.06% |
$6.51K - $8.26K
|
12.1K
$535K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
122New |
$6.31K - $7.99K
|
122
$5.41K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
110+ 87.3% |
$5.69K - $7.21K
|
236
$10.5K
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
106+ 1.6% |
$5.48K - $6.95K
|
6.74K
$299K
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
100+ 0.94% |
$5.17K - $6.55K
|
10.8K
$477K
|
|
Jan 27, 2023
Q4 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
100+ 0.17% |
$5.17K - $6.55K
|
58.1K
$2.58M
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
92+ 0.36% |
$4.76K - $6.03K
|
25.4K
$1.13M
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
91+ 4.79% |
$4.7K - $5.96K
|
1.99K
$88.2K
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
61New |
$3.15K - $4K
|
61
$2.71K
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
55+ 0.45% |
$2.84K - $3.6K
|
12.2K
$542K
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
52New |
$2.69K - $3.41K
|
52
$2.31K
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
47+ 0.08% |
$2.43K - $3.08K
|
56.2K
$2.49M
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
45+ 145.16% |
$2.33K - $2.95K
|
76
$3.37K
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
43+ 0.01% |
$2.22K - $2.82K
|
336K
$14.9M
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
40New |
$2.07K - $2.62K
|
40
$1.77K
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
26+ 40.63% |
$1.34K - $1.7K
|
90
$3.99K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19New |
$982 - $1.25K
|
19
$843
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 1.93% |
$517 - $655
|
529
$23.5K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
10+ 0.62% |
$517 - $655
|
1.63K
$72.4K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9New |
$465 - $590
|
9
$399
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.81% |
$465 - $590
|
1.12K
$49.8K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8+ 0.19% |
$414 - $524
|
4.12K
$183K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7New |
$362 - $459
|
7
$311
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
6+ 0.05% |
$310 - $393
|
12.7K
$564K
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5+ 83.33% |
$258 - $328
|
11
$488
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 9.09% |
$155 - $197
|
36
$1.6K
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3+ 8.11% |
$155 - $197
|
40
$1.77K
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.24% |
$103 - $131
|
838
$37.2K
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|