Institutional Ownership California Water Service Group (CWT)
This table provides information about the institutional ownership of California Water Service Group (CWT). We have compiled data on the 334 institutions that hold shares in the stock, with a total of 48.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
103
shares
|
$4,313
0.0% of portfolio
|
Q3 2024
Added 178.38%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
102
shares
|
$4,271
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
100
shares
|
$4,188
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
93
shares
|
$3,894
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 13, 2024 Q3 2024 |
80
shares
|
$3,350
0.0% of portfolio
|
Q3 2024
Reduced 99.04%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
80
shares
|
$3,350
0.0% of portfolio
|
Q4 2024
Reduced 19.19%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
75
shares
|
$3,141
0.0% of portfolio
|
Q2 2024
Added 92.31%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
73
shares
|
$3,057
0.0% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
73
shares
|
$3,057
0.0% of portfolio
|
Q2 2024
Reduced 82.2%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
66
shares
|
$2,764
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
60
shares
|
$2,512
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
55
shares
|
$2,303
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
52
shares
|
$2,177
0.0% of portfolio
|
Q1 2024
Reduced 23.53%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
49
shares
|
$2,052
0.0% of portfolio
|
Q2 2024
Added 22.5%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
47
shares
|
$1,968
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
44
shares
|
$1,842
0.0% of portfolio
|
Q2 2024
Reduced 56.44%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
40
shares
|
$1,675
0.0% of portfolio
|
Q4 2022
Added 8.11%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
38
shares
|
$1,591
0.0% of portfolio
|
Q3 2024
Added 46.15%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
28
shares
|
$1,172
0.0% of portfolio
|
Q3 2024
Added 47.37%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
23
shares
|
$963
0.0% of portfolio
|
Q2 2024
Added 4.55%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
22
shares
|
$921
0.0% of portfolio
|
Q2 2024
Reduced 80.36%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
13
shares
|
$544
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
13
shares
|
$544
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
9
shares
|
$376
0.0% of portfolio
|
Q3 2024
Added 28.57%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
6
shares
|
$251
0.0% of portfolio
|
Q2 2024
Added 20.0%
|