Latest Institutional Purchases of Sjw Group (SJW)
This list provides information on the latest institutional transactions involving Sjw Group (SJW) 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2023
Q1 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
133+ 3.55% |
$9.63K - $11.1K
|
3.88K
$176K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
22+ 1100.0% |
$1.59K - $1.83K
|
24
$1.09K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$72.4 - $83.4
|
1
$45.5
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$72.4 - $83.4
|
1
$45.5
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
314KNew |
$18.7M - $26.3M
|
314K
$14.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
86.2KNew |
$5.13M - $7.2M
|
86.2K
$3.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
6.19KNew |
$368K - $518K
|
6.19K
$282K
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3KNew |
$178K - $251K
|
3K
$136K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
3KNew |
$178K - $251K
|
3K
$136K
|
|
|
Jan 20, 2023
Q4 2022
|
Boston Trust Walden Corp
|
BUY
|
- |
2.81KNew |
$167K - $235K
|
2.81K
$128K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
2.6KNew |
$155K - $217K
|
2.6K
$118K
|
|
|
Jan 17, 2023
Q4 2022
|
Fruth Investment Management
|
BUY
|
- |
2.6KNew |
$155K - $217K
|
2.6K
$118K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.57KNew |
$153K - $214K
|
2.57K
$117K
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
704New |
$41.9K - $58.8K
|
704
$32K
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
116New |
$6.9K - $9.69K
|
116
$5.27K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
20New |
$1.19K - $1.67K
|
20
$909
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5New |
$297 - $418
|
5
$227
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
6.95KNew |
$400K - $473K
|
6.95K
$316K
|
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
6.69KNew |
$385K - $455K
|
6.69K
$304K
|
|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
6.5K+ 154.83% |
$375K - $443K
|
10.7K
$487K
|
|
|
Nov 14, 2022
Q3 2022
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
5.01KNew |
$289K - $341K
|
5.01K
$228K
|
|
|
Nov 09, 2022
Q3 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
3.61KNew |
$208K - $246K
|
3.61K
$164K
|
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
3.61KNew |
$208K - $246K
|
3.61K
$164K
|
|
|
Nov 10, 2022
Q3 2022
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
475+ 14.63% |
$27.4K - $32.3K
|
3.72K
$169K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
18New |
$1.04K - $1.23K
|
18
$818
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10+ 4.5% |
$576 - $681
|
232
$10.5K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
10New |
$576 - $681
|
10
$455
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7New |
$403 - $476
|
7
$318
|
|
| Q2 2022 | |||||||
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
96.9KNew |
$5.49M - $6.95M
|
96.9K
$4.41M
|
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4.36KNew |
$247K - $312K
|
4.36K
$198K
|
|
|
Aug 08, 2022
Q2 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
3.4KNew |
$192K - $244K
|
3.4K
$155K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
34New |
$1.92K - $2.44K
|
34
$1.55K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
103+ 35.64% |
$6.59K - $7.49K
|
392
$17.8K
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
102New |
$6.52K - $7.42K
|
102
$4.64K
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
2.4K+ 51.96% |
$158K - $175K
|
7K
$318K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
11New |
$725 - $805
|
11
$500
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
99New |
$6.3K - $7.02K
|
99
$4.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
10New |
$636 - $709
|
10
$455
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
6.15KNew |
$362K - $438K
|
6.15K
$280K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.66KNew |
$194K - $241K
|
3.66K
$166K
|
|
| Q4 2018 | |||||||
|
Jan 08, 2019
Q4 2018
|
West Oak Capital, LLC
|
BUY
|
- |
250New |
$13.2K - $16.3K
|
250
$11.4K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.02KNew |
$282K - $338K
|
5.02K
$228K
|
|