Latest Institutional Purchases of California Water Service Group (CWT)
This list provides information on the latest institutional transactions involving California Water Service Group (CWT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
519+ 0.63% |
$23K - $24.7K
|
82.6K
$3.79M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
512+ 33.82% |
$22.7K - $24.4K
|
2.03K
$92.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
510+ 7.97% |
$22.6K - $24.3K
|
6.91K
$317K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
504New |
$22.3K - $24K
|
504
$23.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
501+ 3.63% |
$22.2K - $23.8K
|
14.3K
$655K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
347New |
$15.4K - $16.5K
|
347
$15.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
306+ 1.8% |
$13.6K - $14.6K
|
17.3K
$791K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Architects, LLC
|
BUY
|
- |
287+ 4.13% |
$12.7K - $13.7K
|
7.24K
$332K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
268+ 2.08% |
$11.9K - $12.8K
|
13.2K
$603K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
266+ 1.53% |
$11.8K - $12.7K
|
17.6K
$808K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
265New |
$11.7K - $12.6K
|
265
$12.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
201+ 28.84% |
$8.91K - $9.57K
|
898
$41.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
193+ 44.57% |
$8.55K - $9.18K
|
626
$28.7K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
192+ 50.39% |
$8.51K - $9.14K
|
573
$26.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
191+ 0.92% |
$8.47K - $9.09K
|
20.9K
$959K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
186+ 16.92% |
$8.24K - $8.85K
|
1.29K
$58.9K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
178+ 1.43% |
$7.89K - $8.47K
|
12.6K
$578K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
175New |
$7.76K - $8.33K
|
175
$8.02K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
150+ 441.18% |
$6.65K - $7.14K
|
184
$8.44K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
113+ 46.12% |
$5.01K - $5.38K
|
358
$16.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
107New |
$4.74K - $5.09K
|
107
$4.91K
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
100New |
$4.43K - $4.76K
|
100
$4.59K
|
|
|
Nov 13, 2025
Q3 2025
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
100+ 0.09% |
$4.43K - $4.76K
|
115K
$5.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
96+ 1.27% |
$4.25K - $4.57K
|
7.63K
$350K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
94New |
$4.17K - $4.47K
|
94
$4.31K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
89+ 2.33% |
$3.94K - $4.24K
|
3.92K
$180K
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
83+ 1.08% |
$3.68K - $3.95K
|
7.75K
$355K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
81+ 152.83% |
$3.59K - $3.85K
|
134
$6.14K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
70New |
$3.1K - $3.33K
|
70
$3.21K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
67+ 4.8% |
$2.97K - $3.19K
|
1.46K
$67.1K
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
59+ 7.48% |
$2.61K - $2.81K
|
848
$38.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
BUY
|
- |
56+ 1.21% |
$2.48K - $2.67K
|
4.7K
$215K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
50+ 0.98% |
$2.22K - $2.38K
|
5.14K
$235K
|
|
|
Nov 14, 2025
Q3 2025
|
Quarry LP
New York, NY |
BUY
|
- |
48New |
$2.13K - $2.28K
|
48
$2.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
42+ 16.87% |
$1.86K - $2K
|
291
$13.3K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
37New |
$1.64K - $1.76K
|
37
$1.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
36New |
$1.6K - $1.71K
|
36
$1.65K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
29New |
$1.29K - $1.38K
|
29
$1.33K
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
29+ 21.48% |
$1.29K - $1.38K
|
164
$7.52K
|
|
|
Nov 13, 2025
Q3 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
21+ 0.04% |
$931 - $999
|
57.6K
$2.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
19+ 0.16% |
$842 - $904
|
11.9K
$545K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
15New |
$665 - $714
|
15
$688
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
12+ 0.24% |
$532 - $571
|
4.99K
$229K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
11+ 47.83% |
$488 - $523
|
34
$1.56K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
11New |
$488 - $523
|
11
$504
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
8+ 0.14% |
$355 - $381
|
5.66K
$260K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 53.85% |
$310 - $333
|
20
$917
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
7+ 3.5% |
$310 - $333
|
207
$9.49K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
5New |
$222 - $238
|
5
$229
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
4+ 0.67% |
$177 - $190
|
601
$27.6K
|
|