Purchases and Sales Made in Q2 2025 in Sjw Group (SJW)
This table provides information about the institutional ownership of Sjw Group (SJW) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
7.71KNew |
$386K - $438K
|
7.71K
$400K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.81KNew |
$291K - $330K
|
5.81K
$301K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.73K+ 10.29% |
$86.4K - $98K
|
18.5K
$959K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.43K+ 4.29% |
$71.7K - $81.3K
|
34.8K
$1.81M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.24K+ 92.7% |
$62.3K - $70.7K
|
2.59K
$134K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
719+ 284.19% |
$36K - $40.8K
|
972
$50.4K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
703New |
$35.2K - $39.9K
|
703
$36.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
55New |
$2.76K - $3.12K
|
55
$2.85K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
53+ 46.09% |
$2.66K - $3.01K
|
168
$8.71K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
43+ 860.0% |
$2.15K - $2.44K
|
48
$2.49K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
17New |
$852 - $966
|
17
$881
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
16New |
$802 - $909
|
16
$829
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 15.38% |
$100 - $114
|
15
$778
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1- 0.2% |
$50.1 - $56.8
|
498
$25.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 40.0% |
$100 - $114
|
3
$156
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 25.0% |
$100 - $114
|
6
$311
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-9- 4.59% |
$451 - $511
|
187
$9.69K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-19- 8.64% |
$952 - $1.08K
|
201
$10.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-67- 48.91% |
$3.36K - $3.81K
|
70
$3.63K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-100- 0.34% |
$5.01K - $5.68K
|
29.4K
$1.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-160- 0.59% |
$8.02K - $9.09K
|
27K
$1.4M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-3.48K- 8.6% |
$174K - $197K
|
36.9K
$1.91M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-5.24K- 9.87% |
$262K - $297K
|
47.8K
$2.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
SELL
|
- |
-10.8K- 16.85% |
$542K - $615K
|
53.4K
$2.77M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-229K- 94.0% |
$11.5M - $13M
|
14.6K
$757K
|