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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
4+ 100.0% |
$185 - $216
|
8
$386
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.24% |
$92.6 - $108
|
846
$40.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.47% |
$92.6 - $108
|
431
$20.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.37% |
$46.3 - $53.9
|
269
$13K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
14.6KNew |
$683K - $783K
|
14.6K
$707K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
11.5KNew |
$536K - $615K
|
11.5K
$555K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
11.4KNew |
$532K - $610K
|
11.4K
$550K
|
|
|
Nov 13, 2023
Q3 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
6.12KNew |
$286K - $328K
|
6.12K
$295K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
600New |
$28K - $32.1K
|
600
$29K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
142New |
$6.63K - $7.6K
|
142
$6.85K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
30New |
$1.4K - $1.6K
|
30
$1.45K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
13New |
$607 - $695
|
13
$627
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
6New |
$280 - $321
|
6
$290
|
|
| Q2 2023 | |||||||
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
28.8KNew |
$1.44M - $1.76M
|
28.8K
$1.39M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
22.1KNew |
$1.1M - $1.35M
|
22.1K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
16.5KNew |
$822K - $1.01M
|
16.5K
$795K
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
15.2KNew |
$757K - $928K
|
15.2K
$732K
|
|
|
Aug 11, 2023
Q2 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
9.96KNew |
$497K - $609K
|
9.96K
$481K
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
6.25KNew |
$312K - $382K
|
6.25K
$302K
|
|
|
Jul 31, 2023
Q2 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
5.61KNew |
$280K - $343K
|
5.61K
$271K
|
|
|
Aug 11, 2023
Q2 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
3.92KNew |
$196K - $240K
|
3.92K
$189K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
3.3KNew |
$165K - $202K
|
3.3K
$159K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2.19KNew |
$109K - $134K
|
2.19K
$106K
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
954+ 5.72% |
$47.6K - $58.3K
|
17.6K
$851K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
330+ 8.57% |
$16.5K - $20.2K
|
4.18K
$202K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
326+ 905.56% |
$16.3K - $19.9K
|
362
$17.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
75New |
$3.74K - $4.58K
|
75
$3.62K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
55+ 6.88% |
$2.74K - $3.36K
|
855
$41.3K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5New |
$250 - $306
|
5
$241
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
672KNew |
$36.6M - $43M
|
672K
$32.4M
|
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
106KNew |
$5.76M - $6.76M
|
106K
$5.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11.5KNew |
$624K - $733K
|
11.5K
$553K
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
5.01KNew |
$273K - $320K
|
5.01K
$242K
|
|
|
May 15, 2023
Q1 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
4.9KNew |
$267K - $313K
|
4.9K
$236K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.55KNew |
$194K - $227K
|
3.55K
$171K
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
2.02KNew |
$110K - $129K
|
2.02K
$97.5K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
333New |
$18.1K - $21.3K
|
333
$16.1K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
270+ 58.57% |
$14.7K - $17.3K
|
731
$35.3K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
212New |
$11.5K - $13.6K
|
212
$10.2K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
187+ 4.6% |
$10.2K - $12K
|
4.25K
$205K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
183+ 1.51% |
$9.97K - $11.7K
|
12.3K
$593K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
100New |
$5.45K - $6.39K
|
100
$4.83K
|
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
37New |
$2.02K - $2.37K
|
37
$1.79K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11New |
$599 - $703
|
11
$531
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$109 - $128
|
2
$96.5
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$54.5 - $63.9
|
1
$48.3
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Ausbil Investment Management LTD
Sydney, C3 |
BUY
|
- |
20.9KNew |
$1.08M - $1.37M
|
20.9K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
6.13K+ 1.92% |
$317K - $402K
|
326K
$15.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.42KNew |
$280K - $355K
|
5.42K
$262K
|
|