Purchases and Sales Made in Q4 2024 in California Water Service Group (CWT)
This table provides information about the institutional ownership of California Water Service Group (CWT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10+ 0.26% |
$453 - $546
|
3.8K
$178K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
10+ 2.83% |
$453 - $546
|
363
$17.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5New |
$227 - $273
|
5
$235
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5New |
$227 - $273
|
5
$235
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
4+ 0.47% |
$181 - $218
|
855
$40.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
3+ 0.58% |
$136 - $164
|
521
$24.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2+ 50.0% |
$90.7 - $109
|
6
$282
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2New |
$90.7 - $109
|
2
$93.9
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
2+ 15.38% |
$90.7 - $109
|
15
$705
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.56% |
$90.7 - $109
|
357
$16.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
1+ 0.69% |
$45.3 - $54.6
|
145
$6.81K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1+ 1.37% |
$45.3 - $54.6
|
74
$3.48K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 33.33% |
$45.3 - $54.6
|
4
$188
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1+ 0.18% |
$45.3 - $54.6
|
542
$25.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-1- 0.02% |
$45.3 - $54.6
|
6.61K
$311K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 11.11% |
$45.3 - $54.6
|
8
$376
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3- 6.82% |
$136 - $164
|
41
$1.93K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8- 28.57% |
$363 - $437
|
20
$939
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-8- 5.76% |
$363 - $437
|
131
$6.15K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-9- 0.14% |
$408 - $491
|
6.57K
$309K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-9- 6.21% |
$408 - $491
|
136
$6.39K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-18- 47.37% |
$816 - $983
|
20
$939
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-19- 19.19% |
$861 - $1.04K
|
80
$3.76K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-25- 0.94% |
$1.13K - $1.37K
|
2.64K
$124K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-48- 35.82% |
$2.18K - $2.62K
|
86
$4.04K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-48- 33.1% |
$2.18K - $2.62K
|
97
$4.56K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-53- 0.44% |
$2.4K - $2.89K
|
12.1K
$568K
|
|
|
Feb 10, 2025
Q4 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-60- 0.29% |
$2.72K - $3.28K
|
20.6K
$969K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Commodity Management, LLC
Stamford, CT |
SELL
|
- |
-83- 0.24% |
$3.76K - $4.53K
|
35.2K
$1.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-121- 1.09% |
$5.48K - $6.61K
|
11K
$516K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-166- 1.71% |
$7.52K - $9.06K
|
9.56K
$449K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-183- 72.05% |
$8.3K - $9.99K
|
71
$3.33K
|
|
|
Feb 13, 2025
Q4 2024
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-186- 0.95% |
$8.43K - $10.2K
|
19.4K
$909K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-195- 0.86% |
$8.84K - $10.6K
|
22.5K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-223- 1.02% |
$10.1K - $12.2K
|
21.6K
$1.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-231- 3.43% |
$10.5K - $12.6K
|
6.5K
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-232- 6.6% |
$10.5K - $12.7K
|
3.28K
$154K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-254- 20.55% |
$11.5K - $13.9K
|
982
$46.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Teton Advisors, Inc.
Rye, NY |
SELL
|
- |
-300- 1.41% |
$13.6K - $16.4K
|
21K
$986K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-317- 10.89% |
$14.4K - $17.3K
|
2.59K
$122K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-381- 63.08% |
$17.3K - $20.8K
|
223
$10.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Nia Impact Advisors, LLC
|
SELL
|
- |
-423- 1.13% |
$19.2K - $23.1K
|
37.1K
$1.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-498- 6.96% |
$22.6K - $27.2K
|
6.66K
$313K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-528- 4.5% |
$23.9K - $28.8K
|
11.2K
$526K
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-535- 1.7% |
$24.3K - $29.2K
|
30.9K
$1.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-537- 5.89% |
$24.3K - $29.3K
|
8.59K
$403K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-555- 0.98% |
$25.2K - $30.3K
|
55.8K
$2.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-684- 19.37% |
$31K - $37.3K
|
2.85K
$134K
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-690- 9.92% |
$31.3K - $37.7K
|
6.27K
$294K
|