Purchases and Sales Made in Q4 2024 in Sjw Group (SJW)
This table provides information about the institutional ownership of Sjw Group (SJW) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
69New |
$3.39K - $4.17K
|
69
$3.72K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
30New |
$1.47K - $1.81K
|
30
$1.62K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
24+ 50.0% |
$1.18K - $1.45K
|
72
$3.88K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
21+ 20.19% |
$1.03K - $1.27K
|
125
$6.74K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
20+ 10.93% |
$981 - $1.21K
|
203
$10.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
19+ 0.21% |
$932 - $1.15K
|
8.93K
$481K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
17New |
$834 - $1.03K
|
17
$916
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14+ 0.06% |
$687 - $845
|
23.4K
$1.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
12+ 3.83% |
$589 - $725
|
325
$17.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
10New |
$491 - $604
|
10
$539
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
8+ 100.0% |
$393 - $483
|
16
$862
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7+ 23.33% |
$343 - $423
|
37
$1.99K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7New |
$343 - $423
|
7
$377
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
6New |
$294 - $362
|
6
$323
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5+ 1.34% |
$245 - $302
|
379
$20.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
5+ 0.66% |
$245 - $302
|
767
$41.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
2New |
$98.1 - $121
|
2
$108
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
2+ 20.0% |
$98.1 - $121
|
12
$647
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1New |
$49.1 - $60.4
|
1
$53.9
|
|
|
Feb 13, 2025
Q4 2024
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
1+ 0.5% |
$49.1 - $60.4
|
202
$10.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1New |
$49.1 - $60.4
|
1
$53.9
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 33.33% |
$49.1 - $60.4
|
2
$108
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-2- 0.78% |
$98.1 - $121
|
256
$13.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-4- 15.38% |
$196 - $242
|
22
$1.19K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-4- 66.67% |
$196 - $242
|
2
$108
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5- 83.33% |
$245 - $302
|
1
$53.9
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 83.33% |
$245 - $302
|
1
$53.9
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-7- 50.0% |
$343 - $423
|
7
$377
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-8- 2.91% |
$393 - $483
|
267
$14.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-13- 68.42% |
$638 - $785
|
6
$323
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-14- 7.78% |
$687 - $845
|
166
$8.95K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-24- 3.08% |
$1.18K - $1.45K
|
754
$40.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-25- 62.5% |
$1.23K - $1.51K
|
15
$809
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-26- 8.36% |
$1.28K - $1.57K
|
285
$15.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-47- 37.01% |
$2.31K - $2.84K
|
80
$4.31K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-56- 80.0% |
$2.75K - $3.38K
|
14
$755
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-98- 0.85% |
$4.81K - $5.92K
|
11.5K
$618K
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-188- 1.08% |
$9.23K - $11.4K
|
17.2K
$924K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-194- 56.4% |
$9.52K - $11.7K
|
150
$8.09K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-214- 3.94% |
$10.5K - $12.9K
|
5.22K
$281K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-216- 1.98% |
$10.6K - $13K
|
10.7K
$577K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-259- 13.31% |
$12.7K - $15.6K
|
1.69K
$90.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-360- 2.74% |
$17.7K - $21.7K
|
12.8K
$689K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-388- 69.29% |
$19K - $23.4K
|
172
$9.27K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-417- 7.06% |
$20.5K - $25.2K
|
5.49K
$296K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-430- 34.26% |
$21.1K - $26K
|
825
$44.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-499- 3.7% |
$24.5K - $30.1K
|
13K
$700K
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-500- 1.62% |
$24.5K - $30.2K
|
30.3K
$1.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-510- 55.43% |
$25K - $30.8K
|
410
$22.1K
|