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 342 institutions that hold shares in the stock, with a total of 49.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
20
shares
|
$921
0.0% of portfolio
|
Q4 2024
Reduced 47.37%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
20
shares
|
$921
0.0% of portfolio
|
Q4 2024
Reduced 28.57%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
15
shares
|
$691
0.0% of portfolio
|
Q4 2024
Added 15.38%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
15
shares
|
$691
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
13
shares
|
$598
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
8
shares
|
$368
0.0% of portfolio
|
Q4 2024
Reduced 11.11%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
6
shares
|
$276
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
6
shares
|
$276
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
5
shares
|
$230
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
5
shares
|
$230
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
5
shares
|
$230
0.0% of portfolio
|
Q3 2024
Reduced 44.44%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
4
shares
|
$184
0.0% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2
shares
|
$92
0.0% of portfolio
|
Q4 2020
Reduced 97.4%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
2
shares
|
$92
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|