Purchases and Sales Made in Q3 2024 in Sjw Group (SJW)
This table provides information about the institutional ownership of Sjw Group (SJW) during Q3 2024. 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 |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
51+ 0.19% |
$2.72K - $3.14K
|
26.6K
$1.4M
|
|
Nov 12, 2024
Q3 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
39+ 0.72% |
$2.08K - $2.4K
|
5.47K
$288K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
38+ 118.75% |
$2.03K - $2.34K
|
70
$3.69K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
35+ 700.0% |
$1.87K - $2.16K
|
40
$2.11K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
30New |
$1.6K - $1.85K
|
30
$1.58K
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
25+ 100.0% |
$1.33K - $1.54K
|
50
$2.63K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
24New |
$1.28K - $1.48K
|
24
$1.26K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
17+ 10.24% |
$907 - $1.05K
|
183
$9.64K
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
15+ 0.05% |
$800 - $925
|
29.8K
$1.57M
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
14New |
$747 - $863
|
14
$737
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11+ 0.79% |
$587 - $678
|
1.41K
$74.1K
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
10New |
$534 - $617
|
10
$527
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 90.0% |
$480 - $555
|
19
$1K
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
7+ 4.05% |
$373 - $432
|
180
$9.48K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
7+ 0.13% |
$373 - $432
|
5.43K
$286K
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5+ 5.49% |
$267 - $308
|
96
$5.06K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4New |
$213 - $247
|
4
$211
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
4+ 0.53% |
$213 - $247
|
762
$40.1K
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2New |
$107 - $123
|
2
$105
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 50.0% |
$107 - $123
|
6
$316
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 50.0% |
$107 - $123
|
6
$316
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 50.0% |
$53.4 - $61.7
|
3
$158
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.83% |
$53.4 - $61.7
|
122
$6.43K
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2- 33.33% |
$107 - $123
|
4
$211
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3- 0.15% |
$160 - $185
|
1.95K
$102K
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-8- 47.06% |
$427 - $493
|
9
$474
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11Closed |
$587 - $678
|
0
$0
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13- 3.36% |
$694 - $802
|
374
$19.7K
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-25- 7.4% |
$1.33K - $1.54K
|
313
$16.5K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-26- 24.3% |
$1.39K - $1.6K
|
81
$4.27K
|
|
Nov 14, 2024
Q3 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-27- 9.47% |
$1.44K - $1.66K
|
258
$13.6K
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-27- 9.47% |
$1.44K - $1.66K
|
258
$13.6K
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-34- 0.42% |
$1.81K - $2.1K
|
8.15K
$429K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-45- 63.38% |
$2.4K - $2.77K
|
26
$1.37K
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-73- 60.33% |
$3.89K - $4.5K
|
48
$2.53K
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-75- 1.41% |
$4K - $4.62K
|
5.23K
$276K
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-100- 1.41% |
$5.34K - $6.17K
|
7.01K
$369K
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-143- 1.58% |
$7.63K - $8.82K
|
8.91K
$469K
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-166- 3.68% |
$8.86K - $10.2K
|
4.34K
$229K
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-175- 0.5% |
$9.34K - $10.8K
|
34.9K
$1.84M
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-215- 1.83% |
$11.5K - $13.3K
|
11.6K
$609K
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-234- 1.36% |
$12.5K - $14.4K
|
17K
$895K
|
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-273- 2.5% |
$14.6K - $16.8K
|
10.7K
$562K
|
|
Nov 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-273- 2.5% |
$14.6K - $16.8K
|
10.7K
$562K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-291- 2.17% |
$15.5K - $17.9K
|
13.1K
$692K
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-297- 1.68% |
$15.8K - $18.3K
|
17.3K
$913K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-324- 9.54% |
$17.3K - $20K
|
3.07K
$162K
|
|
Oct 31, 2024
Q3 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-325- 1.09% |
$17.3K - $20K
|
29.4K
$1.55M
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-344- 7.13% |
$18.4K - $21.2K
|
4.48K
$236K
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 2.7% |
$21.3K - $24.7K
|
14.4K
$758K
|