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Disclosery

CWT CALIFORNIA WTR SVC GROUP

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COM (common), issuer CIK 1035201

320 managers (324 13F filers) reported a position in CWT shares at 2024-12-31, 49,145,021 shares in all. 26 filers opened a position and 39 filers sold out during the quarter.

Managers
320
13F filers
324
New
26
Added
129
Reduced
99
Sold out
39
Shares held by filers
49,145,021

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
CIBC Asset Management Inc5,897$267K<0.01%+1,85813F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP5,887$267K<0.01%-15,40813F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\5,816$264K<0.01%+47913F-HRTimelineGroup
CIBC WORLD MARKETS CORP5,578$253K<0.01%new13F-HRTimeline
Versor Investments LP5,448$247K0.04%-2,11713F-HRTimeline
Ballentine Partners, LLC5,153$234K<0.01%new13F-HRTimeline
Atria Wealth Solutions, Inc.5,067$230K<0.01%new13F-HRTimeline
Cullen Capital Management, LLC5,034$228K<0.01%-7,66313F-HRTimeline
Wellington Shields & Co., LLCin group Wellington Shields Capital Ma…5,000$227K0.07%013F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP4,968$225K0.01%013F-HRTimeline
Aigen Investment Management, LP4,954$225K0.04%+76013F-HRTimeline
EntryPoint Capital, LLC4,853$220K0.09%new13F-HRTimeline
Crossmark Global Holdings, Inc.4,838$219K<0.01%013F-HRTimeline
Alan B Lancz & Associates, Inc.4,800$218K0.22%013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO4,768$216K<0.01%-12,59813F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,694$213K<0.01%013F-HRTimelineGroup
Asset Planning,Inc4,500$204K0.16%13F-HRTimeline
CHOREO, LLC4,472$203K<0.01%-96213F-HRTimeline
IEQ CAPITAL, LLC4,467$202K<0.01%new13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC4,423$200K0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,108$187K<0.01%+63513F-HR/ATimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,060$184K<0.01%-6,72813F-HRTimelineGroup
Steward Partners Investment Advisory, L…3,799$172K<0.01%+1013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC3,282$148K<0.01%-23213F-HRTimelineGroup
CWM, LLCin group CWM, LLC3,152$143K<0.01%+6213F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC2,847$129K0.01%-68413F-HRTimeline
GeoWealth Management, LLC2,733$124K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,639$120K0.01%-2513F-HRTimeline
Global Retirement Partners, LLC2,593$118K<0.01%-31713F-HRTimeline
OSTRUM ASSET MANAGEMENT2,320$105K0.01%+1,51213F-HRTimeline
State of Wyoming2,291$104K0.01%+1,32213F-HRTimeline
Millstone Evans Group, LLC2,250$102K0.07%13F-HRTimeline
Point72 (DIFC) Ltd2,159$97.9K0.01%+1,93813F-HRTimeline
GHP Investment Advisors, Inc.2,013$91.2K<0.01%013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.1,969$89.3K<0.01%+42613F-HRTimelineGroup
Putney Financial Group LLC1,722$78K0.07%13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,661$75.3K0.03%013F-HRTimeline
SITTNER & NELSON, LLC1,620$73.4K0.03%013F-HRTimeline
Natixis Investment Managers Internation…1,468$66.5K0.01%013F-HRTimeline
SHELL ASSET MANAGEMENT CO1,450$66K<0.01%013F-HRTimeline
Sterling Capital Management LLC1,435$65K<0.01%+1,27313F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC1,400$63.5K0.05%-56013F-HR/ATimeline
WHITTIER TRUST CO OF NEVADA INC1,243$56.3K<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.1,114$50.5K0.04%13F-HRTimeline
BOKF, NAin group BOKF, NA1,122$47K<0.01%+10013F-HRTimelineGroup
KELLY LAWRENCE W & ASSOCIATES INC/CA1,000$45.3K0.01%013F-HRTimeline
GAMMA Investing LLC982$44.5K<0.01%-25413F-HRTimeline
Clarity Asset Management, Inc.855$38.8K0.03%+413F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.855$38.8K0.02%013F-HRTimeline
Beaird Harris Wealth Management, LLC846$38.3K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.700$31.7K<0.01%013F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…673$30.5K<0.01%+2613F-HRTimeline
Pinnacle Bancorp, Inc.670$30.4K0.01%013F-HRTimeline
DANSKE BANK A/S600$27.2K<0.01%-1,40013F-HRTimeline
HARBOUR INVESTMENTS, INC.600$27.2K<0.01%013F-HRTimeline
SIGNATUREFD, LLC557$25.2K<0.01%+8513F-HRTimeline
Hexagon Capital Partners LLC556$25.2K<0.01%+3013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP542$24.5K<0.01%+113F-HRTimelineGroup
Tower View Wealth Management LLC521$23.6K0.01%+313F-HRTimeline
Smartleaf Asset Management LLC503$23K<0.01%+30813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…456$20.7K<0.01%-113,09513F-HRTimelineGroup
Larson Financial Group LLC443$20.1K<0.01%+1213F-HRTimeline
HM PAYSON & CO420$19K<0.01%013F-HRTimeline
WASHINGTON TRUST Co400$18.1K<0.01%013F-HRTimeline
Parvin Asset Management, LLC400$18.1K0.02%13F-HRTimeline
True Wealth Design, LLC380$17.2K0.01%+32513F-HRTimeline
IFP Advisors, Inc363$16.5K<0.01%+1013F-HRTimeline
Rise Advisors, LLC357$16.2K0.01%+213F-HRTimeline
Capital Advisors, Ltd. LLC362$16K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…329$14.9K<0.01%+25413F-HRTimelineGroup
Parallel Advisors, LLC324$14.7K<0.01%+1313F-HRTimeline
CENTRAL TRUST Co304$13.8K<0.01%013F-HRTimeline
Catalyst Capital Advisors LLC297$13.5K<0.01%+1313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC287$13K<0.01%+4413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…261$11.8K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.223$10.1K<0.01%-28213F-HR/ATimeline
Darwin Wealth Management, LLC217$9.84K<0.01%013F-HR/ATimeline
AdvisorNet Financial, Inc202$9.16K<0.01%013F-HRTimeline
MAI Capital Management200$9.07K<0.01%new13F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…142$6.36K<0.01%013F-HRTimelineGroup
BFSG, LLC136$6.17K<0.01%-913F-HRTimeline
Hemington Wealth Management145$6K<0.01%+113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…131$5.94K<0.01%-813F-HRTimelineGroup
Hillsdale Investment Management Inc.130$5.89K<0.01%+2013F-HRTimeline
Caitong International Asset Management …104$4.71K<0.01%13F-HR/ATimeline
MCF Advisors LLC100$4.53K<0.01%013F-HRTimeline
LGT Financial Advisors LLC97$4.4K0.01%-4813F-HRTimeline
Venturi Wealth Management, LLC90$4.08K<0.01%new13F-HRTimeline
UMB Bank, n.a.86$3.9K<0.01%-4813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Versant Capital Management, Inc80$3.63K<0.01%-1913F-HRTimeline
SBI Securities Co., Ltd.79$3.58K<0.01%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB74$3.35K<0.01%+113F-HRTimeline
Arax Advisory Partners71$3.22K<0.01%-18313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.73$3.16K<0.01%013F-HRTimelineGroup
Ridgewood Investments LLC66$2.99K<0.01%013F-HRTimeline
SIERRA OCEAN, LLC62$2.81K<0.01%13F-HRTimeline
TD Waterhouse Canada Inc.60$2.72K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK49$2.22K<0.01%013F-HRTimelineGroup
Private Wealth Management Group, LLC48$2.18K<0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC47$2.13K<0.01%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.52$2K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Synergy Investment Management, LLC42$1.9K<0.01%13F-HRTimeline
Lindbrook Capital, LLC41$1.86K<0.01%-313F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…40$1.81K<0.01%013F-HRTimelineGroup
Van Hulzen Asset Management, LLC26$1.18K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc23$1.04K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC22$1K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC20$907<0.01%-813F-HRTimeline
Farther Finance Advisors, LLC20$907<0.01%-1813F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …15$680<0.01%+213F-HRTimelineGroup
Horizon Investments, LLC15$675<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.8$363<0.01%-113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC6$272<0.01%+213F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.6$272<0.01%013F-HRTimeline
Parkside Financial Bank & Trust5$227<0.01%new13F-HRTimeline
Abound Wealth Management5$227<0.01%013F-HRTimeline
WealthTrak Capital Management LLC5$227<0.01%13F-HRTimeline
Global Financial Private Client, LLC2$91<0.01%new13F-HRTimeline
Covestor Ltd4$00%+113F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.