Institutional Ownership Sjw Group (SJW)
This table provides information about the institutional ownership of Sjw Group (SJW). We have compiled data on the 252 institutions that hold shares in the stock, with a total of 27.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
18
shares
|
$964
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
17
shares
|
$911
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
16
shares
|
$857
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
15
shares
|
$804
0.0% of portfolio
|
Q2 2024
Reduced 83.15%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
14
shares
|
$750
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
14
shares
|
$750
0.0% of portfolio
|
Q4 2024
Reduced 80.0%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
12
shares
|
$643
0.0% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
11
shares
|
$589
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
9
shares
|
$482
0.0% of portfolio
|
Q3 2024
Reduced 47.06%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
8
shares
|
$428
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
7
shares
|
$375
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
7
shares
|
$375
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
6
shares
|
$321
0.0% of portfolio
|
Q4 2024
Reduced 68.42%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
6
shares
|
$321
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
6
shares
|
$321
0.0% of portfolio
|
Q1 2025
Added 500.0%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
5
shares
|
$268
0.0% of portfolio
|
Q1 2025
Reduced 77.27%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
4
shares
|
$214
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Feb 14, 2025 Q4 2024 |
3
shares
|
$160
0.0% of portfolio
|
Q4 2024
Reduced 99.57%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
2
shares
|
$107
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
2
shares
|
$107
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
2
shares
|
$107
0.0% of portfolio
|
Q4 2024
Reduced 66.67%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1
shares
|
$53
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
1
shares
|
$53
0.0% of portfolio
|
Q4 2024
Reduced 83.33%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1
shares
|
$53
0.0% of portfolio
|
Q4 2024
Reduced 83.33%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|