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 02, 2023
Q4 2022
|
Regents Of The University Of California
|
BUY
|
- |
3.65KNew |
$189K - $239K
|
3.65K
$176K
|
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
BUY
|
- |
3.47KNew |
$179K - $227K
|
3.47K
$167K
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
BUY
|
- |
3.41KNew |
$176K - $223K
|
3.41K
$165K
|
|
|
Mar 28, 2023
Q4 2022
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
3.4KNew |
$176K - $223K
|
3.4K
$164K
|
|
|
Feb 13, 2023
Q4 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
3.3KNew |
$171K - $217K
|
3.3K
$159K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
504New |
$26.1K - $33K
|
504
$24.3K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
450New |
$23.3K - $29.5K
|
450
$21.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
133+ 260.78% |
$6.87K - $8.72K
|
184
$8.88K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
127New |
$6.56K - $8.32K
|
127
$6.13K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
122New |
$6.31K - $7.99K
|
122
$5.89K
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
52New |
$2.69K - $3.41K
|
52
$2.51K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
40New |
$2.07K - $2.62K
|
40
$1.93K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7New |
$362 - $459
|
7
$338
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3+ 8.11% |
$155 - $197
|
40
$1.93K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
24.4KNew |
$1.29M - $1.56M
|
24.4K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
17.1KNew |
$899K - $1.09M
|
17.1K
$823K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
10.1KNew |
$531K - $642K
|
10.1K
$486K
|
|
|
Nov 14, 2022
Q3 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
8.05KNew |
$424K - $513K
|
8.05K
$388K
|
|
|
Nov 14, 2022
Q3 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
6.71KNew |
$354K - $428K
|
6.71K
$324K
|
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
4.86KNew |
$256K - $310K
|
4.86K
$235K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
2.18K+ 36.54% |
$115K - $139K
|
8.16K
$394K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
506New |
$26.7K - $32.2K
|
506
$24.4K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
12New |
$632 - $764
|
12
$579
|
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2New |
$105 - $127
|
2
$96.5
|
|
| Q2 2022 | |||||||
|
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
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.24KNew |
$60.6K - $76.7K
|
1.24K
$60K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
716New |
$34.9K - $44.2K
|
716
$34.5K
|
|
|
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
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
185+ 2.28% |
$9.02K - $11.4K
|
8.31K
$401K
|
|
|
Aug 08, 2022
Q2 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
100+ 2.56% |
$4.88K - $6.17K
|
4K
$193K
|
|
|
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
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
13New |
$634 - $802
|
13
$627
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4+ 0.08% |
$195 - $247
|
4.72K
$228K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
815New |
$45.6K - $58.6K
|
815
$39.3K
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
596+ 3973.33% |
$33.4K - $42.8K
|
611
$29.5K
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
60New |
$3.36K - $4.31K
|
60
$2.9K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
25New |
$1.4K - $1.8K
|
25
$1.21K
|
|
| Q4 2021 | |||||||
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
500New |
$29.4K - $35.9K
|
500
$24.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
200New |
$11.8K - $14.4K
|
200
$9.65K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
14New |
$823 - $1.01K
|
14
$676
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
245New |
$13.7K - $16.1K
|
245
$11.8K
|
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
23+ 41.07% |
$1.29K - $1.51K
|
79
$3.81K
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8New |
$449 - $527
|
8
$386
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
7.9KNew |
$436K - $484K
|
7.9K
$381K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.13KNew |
$112K - $128K
|
2.13K
$103K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
BUY
|
- |
5.83KNew |
$260K - $317K
|
5.83K
$281K
|
|
|
Jan 12, 2021
Q4 2020
|
Btr Capital Management Inc
|
BUY
|
- |
4.2KNew |
$187K - $228K
|
4.2K
$203K
|
|
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
1.99K+ 20.0% |
$88.7K - $108K
|
11.9K
$576K
|
|