Purchases and Sales Made in Q4 2025 in California Water Service Group (CWT)
This table provides information about the institutional ownership of California Water Service Group (CWT) during Q4 2025. The information is specifically focused on institutions that hold shares of CALIFORNIA WATER SERVICE GROUP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.43K+ 11.77% |
$108K - $121K
|
23.1K
$1.06M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.8K+ 88.7% |
$79.8K - $89.6K
|
3.82K
$175K
|
|
|
Jan 07, 2026
Q4 2025
|
Green Alpha Advisors, LLC
|
BUY
|
- |
700+ 9.39% |
$31.1K - $34.9K
|
8.15K
$374K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
19+ 5.04% |
$843 - $947
|
396
$18.2K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
15+ 75.0% |
$666 - $748
|
35
$1.6K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-2- 50.0% |
$88.8 - $99.7
|
2
$91.7
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-52- 0.59% |
$2.31K - $2.59K
|
8.8K
$403K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-178- 27.86% |
$7.9K - $8.88K
|
461
$21.1K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-277- 48.34% |
$12.3K - $13.8K
|
296
$13.6K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-618- 1.19% |
$27.4K - $30.8K
|
51.4K
$2.36M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.48K- 19.96% |
$110K - $124K
|
9.95K
$456K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-5.05K- 11.26% |
$224K - $252K
|
39.8K
$1.83M
|
|