Purchases and Sales Made in Q4 2023 in Sjw Group (SJW)
This table provides information about the institutional ownership of Sjw Group (SJW) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
35New |
$2.01K - $2.42K
|
35
$1.81K
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
34+ 106.25% |
$1.95K - $2.35K
|
66
$3.42K
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
19+ 0.37% |
$1.09K - $1.31K
|
5.09K
$264K
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
16New |
$918 - $1.11K
|
16
$829
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
12+ 3.42% |
$688 - $830
|
363
$18.8K
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
10+ 3.85% |
$574 - $692
|
270
$14K
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 63.64% |
$401 - $484
|
18
$933
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 500.0% |
$287 - $346
|
6
$311
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5New |
$287 - $346
|
5
$259
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4+ 57.14% |
$229 - $277
|
11
$570
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 75.0% |
$172 - $208
|
7
$363
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 66.67% |
$115 - $138
|
5
$259
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.04% |
$115 - $138
|
5.14K
$266K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1+ 0.45% |
$57.4 - $69.2
|
221
$11.5K
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 50.0% |
$57.4 - $69.2
|
3
$156
|
|
Feb 15, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-8- 24.24% |
$459 - $554
|
25
$1.3K
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-9- 0.08% |
$516 - $623
|
11.2K
$578K
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-12- 38.71% |
$688 - $830
|
19
$985
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-18- 0.12% |
$1.03K - $1.25K
|
15K
$775K
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-20- 11.7% |
$1.15K - $1.38K
|
151
$7.83K
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-22- 0.15% |
$1.26K - $1.52K
|
15.1K
$783K
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-33- 0.55% |
$1.89K - $2.28K
|
5.95K
$308K
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-37- 0.06% |
$2.12K - $2.56K
|
57.5K
$2.98M
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-40- 35.09% |
$2.29K - $2.77K
|
74
$3.84K
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-42- 0.49% |
$2.41K - $2.91K
|
8.51K
$441K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-59Closed |
$3.38K - $4.08K
|
0
$0
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-63- 0.74% |
$3.61K - $4.36K
|
8.44K
$437K
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-79- 21.47% |
$4.53K - $5.47K
|
289
$15K
|
|
Feb 06, 2024
Q4 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-79- 21.47% |
$4.53K - $5.47K
|
289
$15K
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-87- 2.47% |
$4.99K - $6.02K
|
3.44K
$178K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-93- 72.09% |
$5.33K - $6.43K
|
36
$1.87K
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-97- 2.1% |
$5.56K - $6.71K
|
4.52K
$234K
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-105- 2.25% |
$6.02K - $7.26K
|
4.57K
$237K
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-122- 0.68% |
$7K - $8.44K
|
17.9K
$927K
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-131- 0.75% |
$7.51K - $9.06K
|
17.2K
$894K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-174- 91.1% |
$9.98K - $12K
|
17
$881
|
|
Feb 14, 2024
Q4 2023
|
Tortoise Index Solutions, LLC
Overland Park, KS |
SELL
|
- |
-179- 3.01% |
$10.3K - $12.4K
|
5.76K
$299K
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 1.36% |
$11.5K - $13.8K
|
14.5K
$752K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-218- 12.03% |
$12.5K - $15.1K
|
1.59K
$82.6K
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-264- 53.55% |
$15.1K - $18.3K
|
229
$11.9K
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-276- 3.56% |
$15.8K - $19.1K
|
7.47K
$387K
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-304- 1.41% |
$17.4K - $21K
|
21.3K
$1.1M
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-314- 2.72% |
$18K - $21.7K
|
11.2K
$583K
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-324- 2.98% |
$18.6K - $22.4K
|
10.5K
$546K
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-425- 2.87% |
$24.4K - $29.4K
|
14.4K
$746K
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-427- 1.32% |
$24.5K - $29.5K
|
32K
$1.66M
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-496- 57.81% |
$28.4K - $34.3K
|
362
$18.8K
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-553- 9.4% |
$31.7K - $38.3K
|
5.33K
$276K
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-553- 2.09% |
$31.7K - $38.3K
|
25.9K
$1.34M
|