Purchases and Sales Made in Q1 2023 in Sjw Group (SJW)
This table provides information about the institutional ownership of Sjw Group (SJW) during Q1 2023. The information is specifically focused on institutions that hold shares of SJW GROUP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.38K+ 119.86% |
$317K - $365K
|
8.03K
$444K
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
4.25K+ 6.72% |
$308K - $354K
|
67.5K
$3.74M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
3.68K+ 867.69% |
$266K - $307K
|
4.1K
$227K
|
|
|
May 11, 2023
Q1 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
3.54K+ 2.74% |
$256K - $295K
|
133K
$7.35M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.42KNew |
$248K - $285K
|
3.42K
$189K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.03K+ 1.15% |
$219K - $252K
|
266K
$14.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
2.6K+ 52.72% |
$188K - $217K
|
7.54K
$417K
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.23K+ 5.05% |
$162K - $186K
|
46.4K
$2.57M
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.13K+ 11.47% |
$154K - $177K
|
20.7K
$1.14M
|
|
|
May 11, 2023
Q1 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
1.82K+ 22.06% |
$132K - $152K
|
10.1K
$558K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.73KNew |
$125K - $144K
|
1.73K
$95.7K
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.53K+ 7.99% |
$111K - $127K
|
20.7K
$1.14M
|
|
|
Apr 04, 2023
Q1 2023
|
Everence Capital Management Inc
|
BUY
|
- |
1.36K+ 19.91% |
$98.5K - $113K
|
8.19K
$453K
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
1.01K+ 7.74% |
$72.8K - $83.9K
|
14K
$775K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
802+ 1822.73% |
$58.1K - $66.8K
|
846
$46.8K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
678+ 160.66% |
$49.1K - $56.5K
|
1.1K
$60.9K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
649+ 6.68% |
$47K - $54.1K
|
10.4K
$574K
|
|
|
May 12, 2023
Q1 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
611New |
$44.2K - $50.9K
|
611
$33.8K
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
492+ 3.43% |
$35.6K - $41K
|
14.8K
$821K
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
478+ 3.81% |
$34.6K - $39.8K
|
13K
$722K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
440New |
$31.9K - $36.7K
|
440
$24.4K
|
|
|
Apr 27, 2023
Q1 2023
|
New York State Teachers Retirement System
|
BUY
|
- |
400+ 2.92% |
$29K - $33.3K
|
14.1K
$781K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
337+ 0.34% |
$24.4K - $28.1K
|
100K
$5.54M
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
335New |
$24.3K - $27.9K
|
335
$18.5K
|
|
|
May 11, 2023
Q1 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
325+ 1.59% |
$23.5K - $27.1K
|
20.8K
$1.15M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
283New |
$20.5K - $23.6K
|
283
$15.7K
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
259+ 9.58% |
$18.8K - $21.6K
|
2.96K
$164K
|
|
|
May 15, 2023
Q1 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
250+ 2.35% |
$18.1K - $20.8K
|
10.9K
$603K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
217+ 7.83% |
$15.7K - $18.1K
|
2.99K
$165K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
200+ 2.93% |
$14.5K - $16.7K
|
7.03K
$389K
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
183+ 1.38% |
$13.3K - $15.3K
|
13.5K
$745K
|
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
165+ 0.06% |
$11.9K - $13.8K
|
276K
$15.3M
|
|
|
May 16, 2023
Q1 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
133+ 3.55% |
$9.63K - $11.1K
|
3.88K
$215K
|
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
124New |
$8.98K - $10.3K
|
124
$6.86K
|
|
|
Feb 07, 2025
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
115+ 1.08% |
$8.33K - $9.59K
|
10.8K
$597K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
110+ 1.35% |
$7.97K - $9.17K
|
8.27K
$458K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
77+ 130.51% |
$5.58K - $6.42K
|
136
$7.53K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
69+ 0.47% |
$5K - $5.75K
|
14.7K
$815K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
55+ 23.11% |
$3.98K - $4.58K
|
293
$16.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
50+ 100.0% |
$3.62K - $4.17K
|
100
$5.54K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
22+ 1100.0% |
$1.59K - $1.83K
|
24
$1.33K
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
16+ 0.15% |
$1.16K - $1.33K
|
10.9K
$602K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
12New |
$869 - $1K
|
12
$664
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11+ 3.89% |
$797 - $917
|
294
$16.3K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9New |
$652 - $750
|
9
$498
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9New |
$652 - $750
|
9
$498
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
8+ 32.0% |
$579 - $667
|
33
$1.83K
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
8New |
$579 - $667
|
8
$443
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6+ 0.0% |
$434 - $500
|
1.59M
$88M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3New |
$217 - $250
|
3
$166
|