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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
3KNew |
$178K - $251K
|
3K
$138K
|
|
|
Jan 20, 2023
Q4 2022
|
Boston Trust Walden Corp
|
BUY
|
- |
2.81KNew |
$167K - $235K
|
2.81K
$129K
|
|
|
Jan 17, 2023
Q4 2022
|
Fruth Investment Management
|
BUY
|
- |
2.6KNew |
$155K - $217K
|
2.6K
$120K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
6.69KNew |
$385K - $455K
|
6.69K
$308K
|
|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
6.5K+ 154.83% |
$375K - $443K
|
10.7K
$493K
|
|
|
Nov 14, 2022
Q3 2022
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
5.01KNew |
$289K - $341K
|
5.01K
$231K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-5.86K- 5.71% |
$338K - $399K
|
96.8K
$4.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
6.95KNew |
$400K - $473K
|
6.95K
$320K
|
|
|
Nov 10, 2022
Q3 2022
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
475+ 14.63% |
$27.4K - $32.3K
|
3.72K
$171K
|
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
3.61KNew |
$208K - $246K
|
3.61K
$166K
|
|
|
Nov 09, 2022
Q3 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
3.61KNew |
$208K - $246K
|
3.61K
$166K
|
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-5.4K- 35.38% |
$311K - $367K
|
9.86K
$454K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10+ 4.5% |
$576 - $681
|
232
$10.7K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
10New |
$576 - $681
|
10
$461
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
18New |
$1.04K - $1.23K
|
18
$829
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7New |
$403 - $476
|
7
$322
|
|
| Q2 2022 | |||||||
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-11- 1.13% |
$623 - $788
|
960
$44.2K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-8Closed |
$453 - $573
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4.36KNew |
$247K - $312K
|
4.36K
$201K
|
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-69- 0.97% |
$3.91K - $4.94K
|
7.05K
$325K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-25Closed |
$1.42K - $1.79K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-574- 9.32% |
$32.5K - $41.1K
|
5.59K
$257K
|
|
|
Aug 11, 2022
Q2 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-4.16K- 22.82% |
$236K - $298K
|
14.1K
$648K
|
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-3Closed |
$170 - $215
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4KClosed |
$226K - $287K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
3.4KNew |
$192K - $244K
|
3.4K
$157K
|
|
|
Aug 08, 2022
Q2 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-12.7K- 78.28% |
$719K - $910K
|
3.52K
$162K
|
|
|
Aug 05, 2022
Q2 2022
|
Abrdn PLC
|
SELL
|
- |
-2.93KClosed |
$166K - $210K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Humankind Investments LLC
|
SELL
|
- |
-3.18KClosed |
$180K - $228K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
34New |
$1.92K - $2.44K
|
34
$1.57K
|
|
|
Jul 26, 2022
Q2 2022
|
Miller Howard Investments Inc
|
SELL
|
- |
-12- 0.09% |
$679 - $860
|
14K
$645K
|
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-154Closed |
$8.72K - $11K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-310Closed |
$17.5K - $22.2K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
96.9KNew |
$5.49M - $6.95M
|
96.9K
$4.47M
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-14.9KClosed |
$951K - $1.08M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-2.37K- 70.37% |
$152K - $172K
|
998
$46K
|
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-127Closed |
$8.12K - $9.24K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
103+ 35.64% |
$6.59K - $7.49K
|
392
$18.1K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-1.08M- 40.55% |
$69.4M - $78.9M
|
1.59M
$73.3M
|
|
|
May 13, 2022
Q1 2022
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-3KClosed |
$192K - $218K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.74KClosed |
$175K - $199K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-10.4KClosed |
$663K - $755K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-4.1KClosed |
$262K - $298K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.45KClosed |
$92.7K - $106K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
102New |
$6.52K - $7.42K
|
102
$4.7K
|
|
|
Apr 13, 2022
Q1 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-9.57KClosed |
$612K - $697K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-17Closed |
$1.12K - $1.24K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Fiducient Advisors LLC
|
SELL
|
- |
-3.95KClosed |
$260K - $289K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
2.4K+ 51.96% |
$158K - $175K
|
7K
$323K
|
|
|
Feb 08, 2022
Q4 2021
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-6.26KClosed |
$413K - $458K
|
0
$0
|
|