Purchases and Sales Made in Q4 2023 in California Water Service Group (CWT)
This table provides information about the institutional ownership of California Water Service Group (CWT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
130New |
$6.02K - $7.01K
|
130
$5.59K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
123+ 341.67% |
$5.69K - $6.63K
|
159
$6.84K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
112New |
$5.18K - $6.04K
|
112
$4.82K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
111+ 2.05% |
$5.14K - $5.98K
|
5.54K
$238K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
100+ 1.02% |
$4.63K - $5.39K
|
9.94K
$428K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
85New |
$3.93K - $4.58K
|
85
$3.66K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
82+ 1.24% |
$3.79K - $4.42K
|
6.68K
$287K
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
80+ 0.25% |
$3.7K - $4.31K
|
31.9K
$1.37M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
57New |
$2.64K - $3.07K
|
57
$2.45K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
40New |
$1.85K - $2.16K
|
40
$1.72K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
33+ 6.35% |
$1.53K - $1.78K
|
553
$23.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
25+ 277.78% |
$1.16K - $1.35K
|
34
$1.46K
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
24+ 0.08% |
$1.11K - $1.29K
|
28.7K
$1.24M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
21New |
$972 - $1.13K
|
21
$904
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
18+ 0.27% |
$833 - $970
|
6.6K
$284K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
15+ 125.0% |
$694 - $809
|
27
$1.16K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
11+ 0.07% |
$509 - $593
|
15K
$646K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
11New |
$509 - $593
|
11
$473
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10+ 0.24% |
$463 - $539
|
4.15K
$179K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
7New |
$324 - $377
|
7
$301
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
6New |
$278 - $323
|
6
$258
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
6+ 1.14% |
$278 - $323
|
532
$22.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
5New |
$231 - $270
|
5
$215
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5New |
$231 - $270
|
5
$215
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
4+ 100.0% |
$185 - $216
|
8
$344
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3+ 1.95% |
$139 - $162
|
157
$6.76K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.47% |
$92.6 - $108
|
431
$18.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2+ 0.03% |
$92.6 - $108
|
6.48K
$279K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.24% |
$92.6 - $108
|
846
$36.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.37% |
$46.3 - $53.9
|
269
$11.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 14.29% |
$46.3 - $53.9
|
8
$344
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 15, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1- 33.33% |
$46.3 - $53.9
|
2
$86.1
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-8- 26.67% |
$370 - $431
|
22
$947
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-10- 11.76% |
$463 - $539
|
75
$3.23K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-11- 0.04% |
$509 - $593
|
24.8K
$1.07M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-11- 0.04% |
$509 - $593
|
24.8K
$1.07M
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-12- 0.12% |
$555 - $647
|
10.1K
$435K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-25- 0.95% |
$1.16K - $1.35K
|
2.6K
$112K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-25- 0.04% |
$1.16K - $1.35K
|
56.8K
$2.44M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-29- 2.53% |
$1.34K - $1.56K
|
1.12K
$48.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-36- 0.75% |
$1.67K - $1.94K
|
4.77K
$205K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-54- 0.52% |
$2.5K - $2.91K
|
10.4K
$446K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-63- 43.45% |
$2.92K - $3.4K
|
82
$3.53K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-65- 0.23% |
$3.01K - $3.5K
|
28.5K
$1.23M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-70- 4.52% |
$3.24K - $3.77K
|
1.48K
$63.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-75- 0.24% |
$3.47K - $4.04K
|
31.4K
$1.35M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-76Closed |
$3.52K - $4.1K
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-85- 19.41% |
$3.93K - $4.58K
|
353
$15.2K
|