Latest Institutional Transactions on California Water Service Group (CWT)
This table provides information on the latest institutional transactions involving California Water Service Group (CWT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-41- 16.87% |
$1.79K - $2.19K
|
202
$9.26K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
7.21KNew |
$316K - $384K
|
7.21K
$331K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
47New |
$2.06K - $2.51K
|
47
$2.15K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
9.4K+ 140.3% |
$424K - $488K
|
16.1K
$738K
|
|
|
May 15, 2024
Q1 2024
|
Zimmer Partners, LP
New York, NY |
BUY
|
- |
171KNew |
$7.72M - $8.88M
|
171K
$7.85M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-337- 10.07% |
$15.2K - $17.5K
|
3.01K
$138K
|
|
|
May 14, 2024
Q1 2024
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
15.3KNew |
$692K - $796K
|
15.3K
$704K
|
|
|
May 14, 2024
Q1 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-11.4K- 72.57% |
$514K - $591K
|
4.31K
$197K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-794- 7.66% |
$35.8K - $41.2K
|
9.57K
$439K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-201- 3.2% |
$9.06K - $10.4K
|
6.09K
$279K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.85KNew |
$264K - $304K
|
5.85K
$268K
|
|
|
May 13, 2024
Q1 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
11.9KNew |
$537K - $617K
|
11.9K
$546K
|
|
|
May 13, 2024
Q1 2024
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-108- 6.85% |
$4.87K - $5.6K
|
1.47K
$67.3K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-279- 0.89% |
$12.6K - $14.5K
|
31.2K
$1.43M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.14K- 99.82% |
$51.4K - $59.2K
|
2
$91.7
|
|
|
May 10, 2024
Q1 2024
|
Tortoise Index Solutions, LLC
Overland Park, KS |
SELL
|
- |
-128- 1.12% |
$5.77K - $6.64K
|
11.3K
$519K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-7Closed |
$316 - $363
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.8K+ 2.86% |
$81.1K - $93.4K
|
64.7K
$2.97M
|
|
|
May 08, 2024
Q1 2024
|
Humankind Investments LLC
|
BUY
|
- |
4.31KNew |
$194K - $224K
|
4.31K
$198K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-345K- 96.06% |
$15.5M - $17.9M
|
14.1K
$648K
|
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
6.16KNew |
$278K - $320K
|
6.16K
$282K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3.99K- 12.5% |
$180K - $207K
|
27.9K
$1.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-709K- 45.16% |
$32M - $36.8M
|
861K
$39.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11New |
$496 - $571
|
11
$504
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.39K+ 4.23% |
$153K - $176K
|
83.4K
$3.82M
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
4.36KNew |
$197K - $226K
|
4.36K
$200K
|
|
| Q4 2023 | |||||||
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.24% |
$92.6 - $108
|
846
$38.8K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
600New |
$27.8K - $32.3K
|
600
$27.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
111+ 2.05% |
$5.14K - $5.98K
|
5.54K
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
27.7KNew |
$1.28M - $1.49M
|
27.7K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
223+ 171.54% |
$10.3K - $12K
|
353
$16.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
136New |
$6.29K - $7.33K
|
136
$6.24K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
1.87KNew |
$86.5K - $101K
|
1.87K
$85.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
20.7KNew |
$958K - $1.12M
|
20.7K
$949K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
252New |
$11.7K - $13.6K
|
252
$11.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
4+ 100.0% |
$185 - $216
|
8
$367
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-108- 0.5% |
$5K - $5.82K
|
21.6K
$989K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1- 33.33% |
$46.3 - $53.9
|
2
$91.7
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-138- 2.26% |
$6.39K - $7.44K
|
5.98K
$274K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
6New |
$278 - $323
|
6
$275
|
|
|
Feb 02, 2024
Q4 2023
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
4.45KNew |
$206K - $240K
|
4.45K
$204K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
85New |
$3.93K - $4.58K
|
85
$3.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
40New |
$1.85K - $2.16K
|
40
$1.83K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.37% |
$46.3 - $53.9
|
269
$12.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.47% |
$92.6 - $108
|
431
$19.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
150New |
$6.94K - $8.09K
|
150
$6.88K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
5New |
$231 - $270
|
5
$229
|
|
|
Jan 18, 2024
Q4 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
4KNew |
$185K - $216K
|
4K
$183K
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
6New |
$280 - $321
|
6
$275
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
14.6KNew |
$683K - $783K
|
14.6K
$672K
|
|