Purchases and Sales Made in Q1 2025 in Sjw Group (SJW)
This table provides information about the institutional ownership of Sjw Group (SJW) during Q1 2025. 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 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
406+ 236.05% |
$18.5K - $22.7K
|
578
$30.5K
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
385+ 1.32% |
$17.5K - $21.5K
|
29.5K
$1.56M
|
|
|
May 09, 2025
Q1 2025
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
375+ 1.5% |
$17.1K - $20.9K
|
25.4K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
335+ 38.37% |
$15.2K - $18.7K
|
1.21K
$63.8K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
214New |
$9.73K - $11.9K
|
214
$11.3K
|
|
|
May 14, 2025
Q1 2025
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
200+ 0.14% |
$9.09K - $11.2K
|
146K
$7.74M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
187+ 3.54% |
$8.5K - $10.4K
|
5.47K
$289K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
180New |
$8.18K - $10K
|
180
$9.51K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
179+ 1.74% |
$8.14K - $9.99K
|
10.4K
$552K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
125+ 1.27% |
$5.68K - $6.98K
|
9.93K
$525K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
123New |
$5.59K - $6.86K
|
123
$6.5K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
123+ 32.45% |
$5.59K - $6.86K
|
502
$26.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
101+ 721.43% |
$4.59K - $5.64K
|
115
$6.07K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
98+ 1.29% |
$4.46K - $5.47K
|
7.7K
$407K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
94+ 110.59% |
$4.27K - $5.25K
|
179
$9.45K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
79New |
$3.59K - $4.41K
|
79
$4.17K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
71+ 3.26% |
$3.23K - $3.96K
|
2.25K
$119K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
71+ 56.8% |
$3.23K - $3.96K
|
196
$10.4K
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
53+ 11.88% |
$2.41K - $2.96K
|
499
$26.4K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
51+ 25.25% |
$2.32K - $2.85K
|
253
$13.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
45New |
$2.05K - $2.51K
|
45
$2.38K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
45+ 300.0% |
$2.05K - $2.51K
|
60
$3.17K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
42+ 23.6% |
$1.91K - $2.34K
|
220
$11.6K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
32+ 457.14% |
$1.46K - $1.79K
|
39
$2.06K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
30+ 0.33% |
$1.36K - $1.67K
|
9.05K
$478K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
28+ 0.37% |
$1.27K - $1.56K
|
7.66K
$404K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
25+ 156.25% |
$1.14K - $1.4K
|
41
$2.17K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
25New |
$1.14K - $1.4K
|
25
$1.32K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
21+ 1050.0% |
$955 - $1.17K
|
23
$1.21K
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
18New |
$818 - $1K
|
18
$951
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
18+ 1800.0% |
$818 - $1K
|
19
$1K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
14New |
$637 - $781
|
14
$739
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11+ 550.0% |
$500 - $614
|
13
$687
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10+ 166.67% |
$455 - $558
|
16
$845
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
10New |
$455 - $558
|
10
$528
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10New |
$455 - $558
|
10
$528
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8New |
$364 - $446
|
8
$423
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
8New |
$364 - $446
|
8
$423
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
6+ 300.0% |
$273 - $335
|
8
$423
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 500.0% |
$227 - $279
|
6
$317
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 400.0% |
$182 - $223
|
5
$264
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4New |
$182 - $223
|
4
$211
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4+ 50.0% |
$182 - $223
|
12
$634
|
|
|
May 14, 2025
Q1 2025
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
2+ 0.99% |
$90.9 - $112
|
204
$10.8K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$45.5 - $55.8
|
1
$52.8
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$45.5 - $55.8
|
1
$52.8
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1+ 0.03% |
$45.5 - $55.8
|
3.62K
$191K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 25.0% |
$45.5 - $55.8
|
3
$158
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-3- 3.61% |
$136 - $167
|
80
$4.23K
|