Purchases and Sales Made in Q4 2022 in Sjw Group (SJW)
This table provides information about the institutional ownership of Sjw Group (SJW) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
298+ 3.16% |
$17.7K - $24.9K
|
9.72K
$504K
|
|
|
Feb 13, 2023
Q4 2022
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
BUY
|
- |
280+ 2.57% |
$16.6K - $23.4K
|
11.2K
$578K
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
261+ 1.79% |
$15.5K - $21.8K
|
14.8K
$769K
|
|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
256+ 17.08% |
$15.2K - $21.4K
|
1.76K
$91K
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
255+ 3.88% |
$15.2K - $21.3K
|
6.83K
$354K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
198+ 87.61% |
$11.8K - $16.5K
|
424
$22K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
191+ 955.0% |
$11.4K - $16K
|
211
$10.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
176+ 1.34% |
$10.5K - $14.7K
|
13.3K
$688K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
148New |
$8.8K - $12.4K
|
148
$7.67K
|
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
147+ 9.14% |
$8.74K - $12.3K
|
1.76K
$91K
|
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
147+ 9.14% |
$8.74K - $12.3K
|
1.76K
$91K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
136+ 6.71% |
$8.09K - $11.4K
|
2.16K
$112K
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
116New |
$6.9K - $9.69K
|
116
$6.01K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
81New |
$4.82K - $6.77K
|
81
$4.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
68+ 0.35% |
$4.04K - $5.68K
|
19.7K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
67New |
$3.98K - $5.6K
|
67
$3.47K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
51+ 1.21% |
$3.03K - $4.26K
|
4.27K
$221K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
44New |
$2.62K - $3.68K
|
44
$2.28K
|
|
|
Dec 19, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
27+ 10.38% |
$1.61K - $2.26K
|
287
$14.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
23+ 19.17% |
$1.37K - $1.92K
|
143
$7.41K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
20New |
$1.19K - $1.67K
|
20
$1.04K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
19New |
$1.13K - $1.59K
|
19
$985
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
18+ 0.37% |
$1.07K - $1.5K
|
4.93K
$256K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 63.64% |
$416 - $585
|
18
$933
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6New |
$357 - $501
|
6
$311
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
6New |
$357 - $501
|
6
$311
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5New |
$297 - $418
|
5
$259
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
5New |
$297 - $418
|
5
$259
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
5+ 55.56% |
$297 - $418
|
14
$726
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 133.33% |
$238 - $334
|
7
$363
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1+ 0.46% |
$59.5 - $83.6
|
217
$11.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 100.0% |
$59.5 - $83.6
|
2
$104
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 25.0% |
$59.5 - $83.6
|
5
$259
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1- 0.02% |
$59.5 - $83.6
|
4.09K
$212K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 20.0% |
$59.5 - $83.6
|
4
$207
|
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-6- 0.05% |
$357 - $501
|
11.8K
$610K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-6- 19.35% |
$357 - $501
|
25
$1.3K
|
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-7- 0.04% |
$416 - $585
|
19.9K
$1.03M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-19- 27.54% |
$1.13K - $1.59K
|
50
$2.59K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-25- 8.12% |
$1.49K - $2.09K
|
283
$14.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-41- 55.41% |
$2.44K - $3.43K
|
33
$1.71K
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-51- 0.47% |
$3.03K - $4.26K
|
10.9K
$563K
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-51- 0.47% |
$3.03K - $4.26K
|
10.9K
$563K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-147- 71.36% |
$8.74K - $12.3K
|
59
$3.06K
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-147- 0.76% |
$8.74K - $12.3K
|
19.1K
$992K
|
|
|
May 10, 2024
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-277- 1.9% |
$16.5K - $23.1K
|
14.3K
$742K
|
|
|
Feb 15, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-277- 1.9% |
$16.5K - $23.1K
|
14.3K
$742K
|
|
|
Mar 22, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-277- 1.9% |
$16.5K - $23.1K
|
14.3K
$742K
|
|
|
Feb 14, 2023
Q4 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-282- 4.21% |
$16.8K - $23.6K
|
6.42K
$333K
|