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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
350New |
$24.1K - $28.3K
|
350
$18.1K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.46K- 30.79% |
$169K - $199K
|
5.52K
$286K
|
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
214New |
$14.7K - $17.3K
|
214
$11.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 20.0% |
$68.8 - $80.8
|
4
$207
|
|
| Q1 2023 | |||||||
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
5.4KNew |
$391K - $450K
|
5.4K
$280K
|
|
|
May 16, 2023
Q1 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
133+ 3.55% |
$9.63K - $11.1K
|
3.88K
$201K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-100- 3.33% |
$7.24K - $8.34K
|
2.9K
$150K
|
|
|
May 15, 2023
Q1 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-4.7K- 57.32% |
$340K - $392K
|
3.5K
$181K
|
|
|
May 15, 2023
Q1 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
10.3KNew |
$749K - $863K
|
10.3K
$536K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-106- 3.25% |
$7.68K - $8.84K
|
3.16K
$164K
|
|
|
May 15, 2023
Q1 2023
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
SELL
|
- |
-901K- 63.96% |
$65.2M - $75.1M
|
507K
$26.3M
|
|
|
May 15, 2023
Q1 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-240- 3.33% |
$17.4K - $20K
|
6.97K
$361K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-60- 89.55% |
$4.34K - $5K
|
7
$363
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$72.4 - $83.4
|
1
$51.8
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
259+ 9.58% |
$18.8K - $21.6K
|
2.96K
$154K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
440New |
$31.9K - $36.7K
|
440
$22.8K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-4- 80.0% |
$290 - $333
|
1
$51.8
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$72.4 - $83.4
|
1
$51.8
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
22+ 1100.0% |
$1.59K - $1.83K
|
24
$1.24K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-3- 21.43% |
$217 - $250
|
11
$570
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-500- 8.36% |
$29.7K - $41.8K
|
5.48K
$284K
|
|
|
Feb 14, 2023
Q4 2022
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
86.2KNew |
$5.13M - $7.2M
|
86.2K
$4.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
314KNew |
$18.7M - $26.3M
|
314K
$16.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
6.19KNew |
$368K - $518K
|
6.19K
$321K
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
704New |
$41.9K - $58.8K
|
704
$36.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.57KNew |
$153K - $214K
|
2.57K
$133K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
2.6KNew |
$155K - $217K
|
2.6K
$135K
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3KNew |
$178K - $251K
|
3K
$156K
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
116New |
$6.9K - $9.69K
|
116
$6.01K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
20New |
$1.19K - $1.67K
|
20
$1.04K
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-497- 10.69% |
$29.6K - $41.5K
|
4.15K
$215K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
3KNew |
$178K - $251K
|
3K
$156K
|
|
|
Jan 20, 2023
Q4 2022
|
Boston Trust Walden Corp
|
BUY
|
- |
2.81KNew |
$167K - $235K
|
2.81K
$146K
|
|
|
Jan 17, 2023
Q4 2022
|
Fruth Investment Management
|
BUY
|
- |
2.6KNew |
$155K - $217K
|
2.6K
$135K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
6.69KNew |
$385K - $455K
|
6.69K
$347K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-5.86K- 5.71% |
$338K - $399K
|
96.8K
$5.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
6.95KNew |
$400K - $473K
|
6.95K
$360K
|
|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
6.5K+ 154.83% |
$375K - $443K
|
10.7K
$555K
|
|
|
Nov 10, 2022
Q3 2022
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
475+ 14.63% |
$27.4K - $32.3K
|
3.72K
$193K
|
|
|
Nov 09, 2022
Q3 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
3.61KNew |
$208K - $246K
|
3.61K
$187K
|
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
3.61KNew |
$208K - $246K
|
3.61K
$187K
|
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-5.4K- 35.38% |
$311K - $367K
|
9.86K
$511K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10+ 4.5% |
$576 - $681
|
232
$12K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
10New |
$576 - $681
|
10
$518
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
18New |
$1.04K - $1.23K
|
18
$933
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7New |
$403 - $476
|
7
$363
|
|
| Q2 2022 | |||||||
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-11- 1.13% |
$623 - $788
|
960
$49.8K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-8Closed |
$453 - $573
|
0
$0
|
|
|
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
$290K
|
|