Institutional Ownership Sjw Group (SJW)
This table provides information about the institutional ownership of Sjw Group (SJW). We have compiled data on the 264 institutions that hold shares in the stock, with a total of 26.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
127
shares
|
$6,475
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
122
shares
|
$6,220
0.0% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
112
shares
|
$5,710
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
104
shares
|
$5,302
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
96
shares
|
$4,895
0.0% of portfolio
|
Q3 2024
Added 5.49%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
81
shares
|
$4,130
0.0% of portfolio
|
Q3 2024
Reduced 24.3%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
70
shares
|
$3,569
0.0% of portfolio
|
Q3 2024
Added 118.75%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
56
shares
|
$2,855
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
50
shares
|
$2,549
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
48
shares
|
$2,447
0.0% of portfolio
|
Q3 2024
Reduced 60.33%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
40
shares
|
$2,039
0.0% of portfolio
|
Q3 2024
Added 700.0%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
39
shares
|
$1,988
0.0% of portfolio
|
Q4 2017
Reduced 22.0%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
34
shares
|
$1,733
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
30
shares
|
$1,529
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
26
shares
|
$1,325
0.0% of portfolio
|
Q3 2024
Reduced 63.38%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
24
shares
|
$1,223
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
20
shares
|
$1,019
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
19
shares
|
$968
0.0% of portfolio
|
Q3 2024
Added 90.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
18
shares
|
$917
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
15
shares
|
$764
0.0% of portfolio
|
Q2 2024
Reduced 83.15%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
14
shares
|
$713
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
14
shares
|
$713
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
11
shares
|
$560
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
11
shares
|
$560
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
10
shares
|
$509
0.0% of portfolio
|
Q3 2024
New holding
|