Purchases and Sales Made in Q2 2023 in Sjw Group (SJW)
This table provides information about the institutional ownership of Sjw Group (SJW) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
214New |
$14.7K - $17.3K
|
214
$11.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
212+ 5.17% |
$14.6K - $17.1K
|
4.32K
$230K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
194+ 12.94% |
$13.3K - $15.7K
|
1.69K
$90.1K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
178+ 21.04% |
$12.2K - $14.4K
|
1.02K
$54.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
105+ 77.21% |
$7.22K - $8.48K
|
241
$12.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 1.17% |
$6.88K - $8.08K
|
8.65K
$460K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
80New |
$5.5K - $6.46K
|
80
$4.26K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
62+ 0.6% |
$4.26K - $5.01K
|
10.4K
$555K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
56+ 56.0% |
$3.85K - $4.52K
|
156
$8.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
38+ 0.34% |
$2.61K - $3.07K
|
11.3K
$599K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
33+ 173.68% |
$2.27K - $2.67K
|
52
$2.77K
|
|
|
Jul 13, 2023
Q2 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
25+ 0.1% |
$1.72K - $2.02K
|
25.3K
$1.35M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
23+ 0.46% |
$1.58K - $1.86K
|
5.03K
$268K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19+ 0.23% |
$1.31K - $1.54K
|
8.29K
$441K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
15+ 0.06% |
$1.03K - $1.21K
|
26.5K
$1.41M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
10+ 30.3% |
$688 - $808
|
43
$2.29K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
10+ 30.3% |
$688 - $808
|
43
$2.29K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
9New |
$619 - $727
|
9
$479
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6New |
$413 - $485
|
6
$319
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
5+ 2.4% |
$344 - $404
|
213
$11.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5+ 0.06% |
$344 - $404
|
8.11K
$431K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3New |
$206 - $242
|
3
$160
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
3New |
$206 - $242
|
3
$160
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1+ 0.46% |
$68.8 - $80.8
|
219
$11.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.01% |
$68.8 - $80.8
|
7.54K
$401K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 25.0% |
$68.8 - $80.8
|
5
$266
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 25.0% |
$68.8 - $80.8
|
3
$160
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 20.0% |
$68.8 - $80.8
|
4
$213
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2- 66.67% |
$138 - $162
|
1
$53.2
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2- 0.05% |
$138 - $162
|
4.09K
$218K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-4- 0.07% |
$275 - $323
|
5.37K
$285K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-6- 7.89% |
$413 - $485
|
70
$3.72K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6- 66.67% |
$413 - $485
|
3
$160
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-6- 75.0% |
$413 - $485
|
2
$106
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6- 66.67% |
$413 - $485
|
3
$160
|
|
|
Nov 27, 2023
Q2 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-10- 2.99% |
$688 - $808
|
325
$17.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-14- 11.29% |
$963 - $1.13K
|
110
$5.85K
|
|
|
Dec 19, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-19- 6.79% |
$1.31K - $1.54K
|
261
$13.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-19- 6.79% |
$1.31K - $1.54K
|
261
$13.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25- 8.53% |
$1.72K - $2.02K
|
268
$14.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-27- 0.52% |
$1.86K - $2.18K
|
5.15K
$274K
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-62- 5.89% |
$4.26K - $5.01K
|
991
$52.7K
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-80- 0.27% |
$5.5K - $6.46K
|
30K
$1.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-90- 20.41% |
$6.19K - $7.27K
|
351
$18.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-93- 1.69% |
$6.4K - $7.51K
|
5.4K
$287K
|
|
|
Jul 24, 2023
Q2 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-96- 0.52% |
$6.6K - $7.76K
|
18.2K
$968K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-103- 35.03% |
$7.08K - $8.32K
|
191
$10.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Tortoise Index Solutions, LLC
Overland Park, KS |
SELL
|
- |
-207- 3.53% |
$14.2K - $16.7K
|
5.65K
$301K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-287- 6.48% |
$19.7K - $23.2K
|
4.14K
$221K
|
|
|
Aug 14, 2023
Q2 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-338- 2.99% |
$23.2K - $27.3K
|
11K
$583K
|