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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-6.61K- 48.76% |
$277K - $320K
|
6.95K
$318K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-33- 80.49% |
$1.38K - $1.6K
|
8
$367
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
17+ 35.42% |
$712 - $824
|
65
$2.98K
|
|
|
Apr 30, 2025
Q1 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-200- 4.17% |
$8.38K - $9.69K
|
4.6K
$211K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5New |
$209 - $242
|
5
$229
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-446- 0.8% |
$18.7K - $21.6K
|
55.4K
$2.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-329- 59.17% |
$13.8K - $15.9K
|
227
$10.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
20New |
$838 - $969
|
20
$917
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 20.0% |
$41.9 - $48.5
|
4
$183
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 150.0% |
$126 - $145
|
5
$229
|
|
| Q4 2024 | |||||||
|
Oct 30, 2025
Q4 2024
|
Broadwater Capital Management LLC
Boston, MA |
SELL
|
- |
-560- 28.57% |
$25.4K - $30.6K
|
1.4K
$64.2K
|
|
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
217New |
$9.84K - $11.8K
|
217
$9.95K
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.26K+ 3.41% |
$56.9K - $68.5K
|
38.1K
$1.75M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
1.72KNew |
$78.1K - $94K
|
1.72K
$79K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
15.4K+ 5.1% |
$698K - $841K
|
317K
$14.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-4.3K- 27.12% |
$195K - $235K
|
11.6K
$530K
|
|
|
Feb 14, 2025
Q4 2024
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
7.2KNew |
$327K - $393K
|
7.2K
$330K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-232- 6.6% |
$10.5K - $12.7K
|
3.28K
$150K
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
40K+ 99.25% |
$1.81M - $2.18M
|
80.3K
$3.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
400New |
$18.1K - $21.8K
|
400
$18.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.94K+ 876.92% |
$87.8K - $106K
|
2.16K
$99K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-48- 33.1% |
$2.18K - $2.62K
|
97
$4.45K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-1.05K- 1.71% |
$47.7K - $57.4K
|
60.4K
$2.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.73KNew |
$124K - $149K
|
2.73K
$125K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 33.33% |
$45.3 - $54.6
|
4
$183
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5New |
$227 - $273
|
5
$229
|
|
|
Feb 12, 2025
Q4 2024
|
Triodos Investment Management Bv
|
BUY
|
- |
45K+ 10.04% |
$2.04M - $2.46M
|
493K
$22.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
4.42KNew |
$200K - $241K
|
4.42K
$203K
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
20+ 18.18% |
$907 - $1.09K
|
130
$5.96K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
2.25KNew |
$102K - $123K
|
2.25K
$103K
|
|
|
Feb 11, 2025
Q4 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
4.85KNew |
$220K - $265K
|
4.85K
$223K
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
6.04KNew |
$274K - $330K
|
6.04K
$277K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
26New |
$1.18K - $1.42K
|
26
$1.19K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
15New |
$680 - $819
|
15
$688
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
46.1KNew |
$2.09M - $2.51M
|
46.1K
$2.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-4.01K- 33.17% |
$182K - $219K
|
8.09K
$371K
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
760+ 18.12% |
$34.5K - $41.5K
|
4.95K
$227K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
42New |
$1.9K - $2.29K
|
42
$1.93K
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
6.67KNew |
$302K - $364K
|
6.67K
$306K
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
SELL
|
- |
-2.12K- 27.98% |
$96K - $116K
|
5.45K
$250K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-9- 6.21% |
$408 - $491
|
136
$6.24K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
90New |
$4.08K - $4.91K
|
90
$4.13K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.07KNew |
$230K - $277K
|
5.07K
$232K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
13+ 4.58% |
$589 - $710
|
297
$13.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
4.5KNew |
$204K - $246K
|
4.5K
$206K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5.15KNew |
$234K - $281K
|
5.15K
$236K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-1.22K- 8.28% |
$55.2K - $66.5K
|
13.5K
$619K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2025
Q3 2024
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-113K- 16.67% |
$5.39M - $6.26M
|
564K
$25.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
102New |
$4.88K - $5.66K
|
102
$4.68K
|
|
|
Nov 14, 2024
Q3 2024
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-426K- 61.42% |
$20.4M - $23.6M
|
267K
$12.3M
|
|