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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-11.1K- 60.93% |
$587K - $710K
|
7.15K
$345K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
506New |
$26.7K - $32.2K
|
506
$24.4K
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-634- 9.17% |
$33.4K - $40.4K
|
6.28K
$303K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
12New |
$632 - $764
|
12
$579
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-13Closed |
$634 - $802
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-500Closed |
$24.4K - $30.9K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-59Closed |
$2.88K - $3.64K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
205+ 6.83% |
$10K - $12.7K
|
3.21K
$155K
|
|
|
Aug 15, 2022
Q2 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-30KClosed |
$1.46M - $1.85M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-7.36KClosed |
$359K - $454K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-261- 1.22% |
$12.7K - $16.1K
|
21.2K
$1.02M
|
|
|
Aug 15, 2022
Q2 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-3.45KClosed |
$168K - $213K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-400Closed |
$19.5K - $24.7K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
185+ 2.28% |
$9.02K - $11.4K
|
8.31K
$401K
|
|
|
Aug 15, 2022
Q2 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-163- 2.41% |
$7.95K - $10.1K
|
6.59K
$318K
|
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-359- 2.64% |
$17.5K - $22.2K
|
13.2K
$638K
|
|
|
Aug 12, 2022
Q2 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-5.46KClosed |
$266K - $337K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
13New |
$634 - $802
|
13
$627
|
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-4KClosed |
$195K - $247K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-6Closed |
$293 - $370
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
13KNew |
$634K - $802K
|
13K
$627K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.31KNew |
$161K - $204K
|
3.31K
$160K
|
|
|
Aug 08, 2022
Q2 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
100+ 2.56% |
$4.88K - $6.17K
|
4K
$193K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-239- 69.28% |
$11.7K - $14.8K
|
106
$5.11K
|
|
|
Aug 05, 2022
Q2 2022
|
Abrdn PLC
|
SELL
|
- |
-3.57KClosed |
$174K - $220K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
BUY
|
- |
32New |
$1.56K - $1.98K
|
32
$1.54K
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
19New |
$926 - $1.17K
|
19
$917
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.24KNew |
$60.6K - $76.7K
|
1.24K
$60K
|
|
|
Jul 27, 2022
Q2 2022
|
Sante Capital Fund, LP
|
SELL
|
- |
-4.02KClosed |
$196K - $248K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-18Closed |
$878 - $1.11K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
716New |
$34.9K - $44.2K
|
716
$34.5K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.43KClosed |
$167K - $212K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4+ 0.08% |
$195 - $247
|
4.72K
$228K
|
|
|
Jul 13, 2022
Q2 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-87Closed |
$4.24K - $5.37K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
SELL
|
- |
-1- 0.02% |
$48.8 - $61.7
|
4.89K
$236K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-48Closed |
$2.34K - $2.96K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
60New |
$3.36K - $4.31K
|
60
$2.9K
|
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-378Closed |
$21.2K - $27.2K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-23.1KClosed |
$1.29M - $1.66M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-1.5K- 60.0% |
$84K - $108K
|
1K
$48.3K
|
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-42Closed |
$2.35K - $3.02K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-23.1KClosed |
$1.29M - $1.66M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-200- 9.11% |
$11.2K - $14.4K
|
2K
$96.3K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-500Closed |
$28K - $35.9K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
815New |
$45.6K - $58.6K
|
815
$39.3K
|
|
|
May 11, 2022
Q1 2022
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-10.9KClosed |
$613K - $787K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-67Closed |
$3.75K - $4.82K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-180- 82.95% |
$10.1K - $12.9K
|
37
$1.79K
|
|
|
May 06, 2022
Q1 2022
|
Af Advisors, Inc.
|
SELL
|
- |
-3KClosed |
$168K - $216K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-3.78KClosed |
$212K - $272K
|
0
$0
|
|