Latest Institutional Transactions on Sjw Group (SJW)
This table provides information on the latest institutional transactions involving Sjw Group (SJW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History | 
|---|---|---|---|---|---|---|---|
| 
               
                  May 15, 2024
                  Q1 2024
                 
               |   
            
              
   
      Ziegler Capital Management, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              732+ 7.16% | 
            
                                   
                  $40.3K - $48.1K
                 
             |    
            
                                 
                11K
                $568K
                
             |               
            |
| 
               
                  May 14, 2024
                  Q1 2024
                 
               |   
            
              
   
      Cramer Rosenthal Mcglynn LLC
       
           
            Greenwich, CT  | 
            
               SELL                   
             | 
            - | 
              -35.6K- 26.77% | 
            
                                   
                  $1.96M - $2.34M
                 
             |    
            
                                 
                97.4K
                $5.05M
                
             |               
            |
| 
               
                  May 14, 2024
                  Q1 2024
                 
               |   
            
              
   
      Metropolitan Life Insurance CO
       
           
            New York, NY  | 
            
               SELL                   
             | 
            - | 
              -171- 9.25% | 
            
                                   
                  $9.42K - $11.2K
                 
             |    
            
                                 
                1.68K
                $87K
                
             |               
            |
| 
               
                  May 14, 2024
                  Q1 2024
                 
               |   
            
              
   
      Cetera Advisors LLC
       
           
            Denver, CO  | 
            
               BUY                   
             | 
            - | 
              4.37KNew | 
            
                                   
                  $240K - $287K
                 
             |    
            
                                 
                4.37K
                $226K
                
             |               
            |
| 
               
                  May 13, 2024
                  Q1 2024
                 
               |   
            
              
   
      American International Group, Inc.
       
           
            New York, NY  | 
            
               SELL                   
             | 
            - | 
              -152- 0.88% | 
            
                                   
                  $8.37K - $9.98K
                 
             |    
            
                                 
                17.1K
                $886K
                
             |               
            |
| 
               
                  May 13, 2024
                  Q1 2024
                 
               |   
            
              
   
      Ellevest, Inc.
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -3.01K- 36.82% | 
            
                                   
                  $166K - $198K
                 
             |    
            
                                 
                5.17K
                $268K
                
             |               
            |
| 
               
                  May 13, 2024
                  Q1 2024
                 
               |   
            
              
   
      Boston Partners
       
           
            Boston, MA  | 
            
               BUY                   
             | 
            - | 
              10.6KNew | 
            
                                   
                  $581K - $693K
                 
             |    
            
                                 
                10.6K
                $547K
                
             |               
            |
| 
               
                  May 10, 2024
                  Q1 2024
                 
               |   
            
              
   
      Tortoise Index Solutions, LLC
       
           
            Overland Park, KS  | 
            
               SELL                   
             | 
            - | 
              -65- 1.13% | 
            
                                   
                  $3.58K - $4.27K
                 
             |    
            
                                 
                5.7K
                $295K
                
             |               
            |
| 
               
                  May 10, 2024
                  Q1 2024
                 
               |   
            
              
   
      Credit Suisse Ag
       
           
            Zurich, V8  | 
            
               BUY                   
             | 
            - | 
              982+ 1.68% | 
            
                                   
                  $54.1K - $64.5K
                 
             |    
            
                                 
                59.6K
                $3.09M
                
             |               
            |
| 
               
                  May 08, 2024
                  Q1 2024
                 
               |   
            
              
   
      One Capital Management, LLC
       
           
            Westlake Village, CA  | 
            
               BUY                   
             | 
            - | 
              5.44KNew | 
            
                                   
                  $299K - $357K
                 
             |    
            
                                 
                5.44K
                $282K
                
             |               
            |
| 
               
                  May 06, 2024
                  Q1 2024
                 
               |   
            
              
   
      Manchester Capital Management LLC
       
           
            Manchester, VT  | 
            
               SELL                   
             | 
            - | 
              -2.5K- 22.42% | 
            
                                   
                  $138K - $164K
                 
             |    
            
                                 
                8.65K
                $449K
                
             |               
            |
| 
               
                  May 03, 2024
                  Q1 2024
                 
               |   
            
              
   
      New York Life Investment Management LLC
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              1.85K+ 40.38% | 
            
                                   
                  $102K - $121K
                 
             |    
            
                                 
                6.42K
                $333K
                
             |               
            |
| 
               
                  May 01, 2024
                  Q1 2024
                 
               |   
            
              
   
      Capstone Investment Advisors, LLC
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              4.6KNew | 
            
                                   
                  $253K - $302K
                 
             |    
            
                                 
                4.6K
                $238K
                
             |               
            |
| 
               
                  May 01, 2024
                  Q1 2024
                 
               |   
            
              
   
      Mirae Asset Global Investments Co., Ltd.
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -3.2K- 19.22% | 
            
                                   
                  $176K - $210K
                 
             |    
            
                                 
                13.5K
                $698K
                
             |               
            |
| 
               
                  Apr 30, 2024
                  Q1 2024
                 
               |   
            
              
   
      Nelson, Van Denburg & Campbell Wealth Management Group, LLC
       
           
            Omaha, NE  | 
            
               BUY                   
             | 
            - | 
              6New | 
            
                                   
                  $330 - $394
                 
             |    
            
                                 
                6
                $311
                
             |               
            |
| 
               
                  Apr 22, 2024
                  Q1 2024
                 
               |   
            
              
   
      Hanson & Doremus Investment Management
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              200New | 
            
                                   
                  $11K - $13.1K
                 
             |    
            
                                 
                200
                $10.4K
                
             |               
            |
| 
               
                  Apr 16, 2024
                  Q1 2024
                 
               |   
            
              
   
      Patrizia Pty LTD
       
           
            Barton, C3  | 
            
               BUY                   
             | 
            - | 
              15.5K+ 19.63% | 
            
                                   
                  $851K - $1.01M
                 
             |    
            
                                 
                94.2K
                $4.88M
                
             |               
            |
| Q4 2023 | |||||||
| 
               
                  Feb 14, 2024
                  Q4 2023
                 
               |   
            
              
   
      Tortoise Capital Advisors, L.L.C.
       
           
            Overland Park, KS  | 
            
               BUY                   
             | 
            - | 
              454+ 4.68% | 
            
                                   
                  $26K - $31.4K
                 
             |    
            
                                 
                10.2K
                $527K
                
             |               
            |
| 
               
                  Feb 14, 2024
                  Q4 2023
                 
               |   
            
              
   
      Rational Advisors LLC
       
           
            Huntington, NY  | 
            
               BUY                   
             | 
            - | 
              289New | 
            
                                   
                  $16.6K - $20K
                 
             |    
            
                                 
                289
                $15K
                
             |               
            |
| 
               
                  Feb 14, 2024
                  Q4 2023
                 
               |   
            
              
   
      Ameritas Investment Partners, Inc.
       
           
            Lincoln, NE  | 
            
               BUY                   
             | 
            - | 
              225+ 7.3% | 
            
                                   
                  $12.9K - $15.6K
                 
             |    
            
                                 
                3.31K
                $171K
                
             |               
            |
| 
               
                  Feb 14, 2024
                  Q4 2023
                 
               |   
            
              
   
      Putnam Investments LLC
       
           
            Boston, MA  | 
            
               SELL                   
             | 
            - | 
              -324- 2.98% | 
            
                                   
                  $18.6K - $22.4K
                 
             |    
            
                                 
                10.5K
                $546K
                
             |               
            |
| 
               
                  Feb 14, 2024
                  Q4 2023
                 
               |   
            
              
   
      Occudo Quantitative Strategies LP
       
           
            Fort Lauderdale, FL  | 
            
               SELL                   
             | 
            - | 
              -4.18K- 22.62% | 
            
                                   
                  $240K - $289K
                 
             |    
            
                                 
                14.3K
                $741K
                
             |               
            |
| 
               
                  Feb 13, 2024
                  Q4 2023
                 
               |   
            
              
   
      Glenmede Trust CO Na
       
           
            Philadelphia, PA  | 
            
               BUY                   
             | 
            - | 
              3.07KNew | 
            
                                   
                  $176K - $212K
                 
             |    
            
                                 
                3.07K
                $159K
                
             |               
            |
| 
               
                  Feb 13, 2024
                  Q4 2023
                 
               |   
            
              
   
      Northwestern Mutual Wealth Management CO
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              100New | 
            
                                   
                  $5.74K - $6.92K
                 
             |    
            
                                 
                100
                $5.18K
                
             |               
            |
| 
               
                  Feb 12, 2024
                  Q4 2023
                 
               |   
            
              
   
      Lgt Financial Advisors LLC
       
           
            Dallas, TX  | 
            
               BUY                   
             | 
            - | 
              48New | 
            
                                   
                  $2.75K - $3.32K
                 
             |    
            
                                 
                48
                $2.49K
                
             |               
            |
| 
               
                  Feb 09, 2024
                  Q4 2023
                 
               |   
            
              
   
      Jupiter Asset Management LTD
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -3.67K- 49.43% | 
            
                                   
                  $210K - $254K
                 
             |    
            
                                 
                3.75K
                $194K
                
             |               
            |
| 
               
                  Feb 09, 2024
                  Q4 2023
                 
               |   
            
              
   
      Advisory Services Network, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              388New | 
            
                                   
                  $22.3K - $26.8K
                 
             |    
            
                                 
                388
                $20.1K
                
             |               
            |
| 
               
                  Feb 09, 2024
                  Q4 2023
                 
               |   
            
              
   
      Ci Private Wealth, LLC
       
           
            Miami, FL  | 
            
               SELL                   
             | 
            - | 
              -87- 2.47% | 
            
                                   
                  $4.99K - $6.02K
                 
             |    
            
                                 
                3.44K
                $178K
                
             |               
            |
| 
               
                  Feb 07, 2024
                  Q4 2023
                 
               |   
            
              
   
      Janney Montgomery Scott LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -937- 20.18% | 
            
                                   
                  $53.7K - $64.8K
                 
             |    
            
                                 
                3.71K
                $192K
                
             |               
            |
| 
               
                  Feb 06, 2024
                  Q4 2023
                 
               |   
            
              
   
      Benjamin F. Edwards & Company, Inc.
       
           
            St. Louis, MO  | 
            
               BUY                   
             | 
            - | 
              1+ 0.45% | 
            
                                   
                  $57.4 - $69.2
                 
             |    
            
                                 
                221
                $11.5K
                
             |               
            |
| 
               
                  Jan 22, 2024
                  Q4 2023
                 
               |   
            
              
   
      Private Ocean, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              137New | 
            
                                   
                  $7.86K - $9.48K
                 
             |    
            
                                 
                137
                $7.1K
                
             |               
            |
| 
               
                  Jan 17, 2024
                  Q4 2023
                 
               |   
            
              
   
      Planned Solutions, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              16New | 
            
                                   
                  $918 - $1.11K
                 
             |    
            
                                 
                16
                $829
                
             |               
            |
| Q3 2023 | |||||||
| 
               
                  Nov 14, 2023
                  Q3 2023
                 
               |   
            
              
   
      Natixis Investment Managers International
       
           
            Paris, I0  | 
            
               SELL                   
             | 
            - | 
              -61- 6.16% | 
            
                                   
                  $3.67K - $4.45K
                 
             |    
            
                                 
                930
                $48.2K
                
             |               
            |
| 
               
                  Nov 14, 2023
                  Q3 2023
                 
               |   
            
              
   
      West Tower Group, LLC
       
           
            Richmond, VA  | 
            
               BUY                   
             | 
            - | 
              93New | 
            
                                   
                  $5.59K - $6.78K
                 
             |    
            
                                 
                93
                $4.82K
                
             |               
            |
| 
               
                  Nov 14, 2023
                  Q3 2023
                 
               |   
            
              
   
      New Edge Advisors, LLC
       
           
            New Orleans, LA  | 
            
               BUY                   
             | 
            - | 
              207+ 20.21% | 
            
                                   
                  $12.4K - $15.1K
                 
             |    
            
                                 
                1.23K
                $63.8K
                
             |               
            |
| 
               
                  Nov 14, 2023
                  Q3 2023
                 
               |   
            
              
   
      Pdt Partners, LLC
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              3.7KNew | 
            
                                   
                  $223K - $270K
                 
             |    
            
                                 
                3.7K
                $192K
                
             |               
            |
| 
               
                  Nov 13, 2023
                  Q3 2023
                 
               |   
            
              
   
      Glassman Wealth Services
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              9New | 
            
                                   
                  $541 - $656
                 
             |    
            
                                 
                9
                $467
                
             |               
            |
| 
               
                  Nov 13, 2023
                  Q3 2023
                 
               |   
            
              
   
      Empire Financial Management Company, LLC
       
           
            New York, NY  | 
            
               SELL                   
             | 
            - | 
              -1.5K- 27.5% | 
            
                                   
                  $90.2K - $109K
                 
             |    
            
                                 
                3.96K
                $205K
                
             |               
            |
| 
               
                  Nov 13, 2023
                  Q3 2023
                 
               |   
            
              
   
      Lpl Financial LLC
       
           
            Fort Mill, SC  | 
            
               SELL                   
             | 
            - | 
              -47- 1.18% | 
            
                                   
                  $2.83K - $3.43K
                 
             |    
            
                                 
                3.94K
                $204K
                
             |               
            |
| 
               
                  Nov 07, 2023
                  Q3 2023
                 
               |   
            
              
   
      First Republic Investment Management, Inc.
       
           
            San Francisco, CA  | 
            
               BUY                   
             | 
            - | 
              4.87KNew | 
            
                                   
                  $292K - $355K
                 
             |    
            
                                 
                4.87K
                $252K
                
             |               
            |
| 
               
                  Oct 20, 2023
                  Q3 2023
                 
               |   
            
              
   
      Steward Financial Group LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              14New | 
            
                                   
                  $842 - $1.02K
                 
             |    
            
                                 
                14
                $726
                
             |               
            |
| Q2 2023 | |||||||
| 
               
                  May 17, 2024
                  Q2 2023
                 
               |   
            
              
   
      Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
       
           
            Frankfurt Am Main, 2M  | 
            
               BUY                   
             | 
            - | 
              500+ 62.5% | 
            
                                   
                  $34.4K - $40.4K
                 
             |    
            
                                 
                1.3K
                $67.4K
                
             |               
            |
| 
               
                  Nov 27, 2023
                  Q2 2023
                 
               |   
            
              
   
      Usa Financial Portformulas Corp
       
           
            Ada, MI  | 
            
               SELL                   
             | 
            - | 
              -10- 2.99% | 
            
                                   
                  $688 - $808
                 
             |    
            
                                 
                325
                $16.8K
                
             |               
            |
| 
               
                  Aug 21, 2023
                  Q2 2023
                 
               |   
            
              
   
      Teachers Retirement System Of The State Of Kentucky
       
           
            Frankfort, KY  | 
            
               BUY                   
             | 
            - | 
              461+ 4.58% | 
            
                                   
                  $31.7K - $37.2K
                 
             |    
            
                                 
                10.5K
                $546K
                
             |               
            |
| 
               
                  Aug 14, 2023
                  Q2 2023
                 
               |   
            
              
   
      Alberta Investment Management Corp
       
           
            Edmonton, A0  | 
            
               BUY                   
             | 
            - | 
              3.52KNew | 
            
                                   
                  $242K - $284K
                 
             |    
            
                                 
                3.52K
                $183K
                
             |               
            |
| 
               
                  Aug 11, 2023
                  Q2 2023
                 
               |   
            
              
   
      Fora Capital, LLC
       
           
            Miami, FL  | 
            
               BUY                   
             | 
            - | 
              3.74KNew | 
            
                                   
                  $257K - $302K
                 
             |    
            
                                 
                3.74K
                $194K
                
             |               
            |
| 
               
                  Aug 11, 2023
                  Q2 2023
                 
               |   
            
              
   
      Capital Research Global Investors
       
           
            Los Angeles, CA  | 
            
               SELL                   
             | 
            - | 
              -103K- 29.78% | 
            
                                   
                  $7.07M - $8.3M
                 
             |    
            
                                 
                242K
                $12.6M
                
             |               
            |
| 
               
                  Aug 10, 2023
                  Q2 2023
                 
               |   
            
              
   
      Pictet Asset Management Sa
       
           
            Geneva 73, V8  | 
            
               BUY                   
             | 
            - | 
              23+ 0.46% | 
            
                                   
                  $1.58K - $1.86K
                 
             |    
            
                                 
                5.03K
                $261K
                
             |               
            |
| 
               
                  Aug 04, 2023
                  Q2 2023
                 
               |   
            
              
   
      Envestnet Asset Management Inc
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              4.06KNew | 
            
                                   
                  $279K - $328K
                 
             |    
            
                                 
                4.06K
                $210K
                
             |               
            |
| 
               
                  Aug 03, 2023
                  Q2 2023
                 
               |   
            
              
   
      Psagot Value Holdings Ltd. 
       
           
            Tel Aviv, L3  | 
            
               SELL                   
             | 
            - | 
              -6- 75.0% | 
            
                                   
                  $413 - $485
                 
             |    
            
                                 
                2
                $104
                
             |               
            |