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Disclosery

CWT CALIFORNIA WTR SVC GROUP

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COM (common), issuer CIK 1035201

325 managers (331 13F filers) reported a position in CWT shares at 2025-03-31, 50,518,134 shares in all. 41 filers opened a position and 36 filers sold out during the quarter.

Managers
325
13F filers
331
New
41
Added
121
Reduced
101
Sold out
36
Shares held by filers
50,518,134

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Jacobi Capital Management LLC6,544$317K0.02%-14413F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC6,269$304K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…6,236$302K0.01%013F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL6,007$291K<0.01%-23,63213F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC6,000$291K0.06%013F-HRTimeline
CIBC Asset Management Inc5,722$277K<0.01%-17513F-HRTimeline
Ethic Inc.5,541$270K0.01%-1,02213F-HRTimeline
CWM, LLCin group CWM, LLC5,558$269K<0.01%+2,40613F-HRTimelineGroup
Versor Investments LP5,448$264K0.04%013F-HRTimeline
ALGERT GLOBAL LLC5,307$257K0.01%-33,90013F-HR/ATimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO5,154$250K<0.01%+38613F-HR/ATimelineGroup
Wellington Shields & Co., LLCin group Wellington Shields Capital Ma…5,000$242K0.08%013F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP4,968$241K0.01%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.4,914$238K<0.01%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.4,895$237K<0.01%-32,30213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,828$234K<0.01%+72013F-HRTimelineGroup
Crossmark Global Holdings, Inc.4,797$232K<0.01%-4113F-HRTimeline
CHOREO, LLC4,766$231K<0.01%+29413F-HRTimeline
Bridgefront Capital, LLC4,703$228K0.07%new13F-HRTimeline
Alan B Lancz & Associates, Inc.4,600$223K0.24%-20013F-HRTimeline
XPONANCE LLC4,504$218K<0.01%new13F-HRTimeline
Asset Planning,Inc4,500$218K0.17%013F-HRTimeline
Gitterman Wealth Management, LLC4,354$211K0.06%new13F-HRTimeline
IFM Investors Pty Ltd4,268$207K<0.01%-3,61913F-HR/ATimeline
Steward Partners Investment Advisory, L…3,814$185K<0.01%+1513F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3,007$146K<0.01%+2,55113F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp2,800$136K0.01%new13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC2,694$131K0.01%+5513F-HRTimeline
Parallel Advisors, LLC2,548$123K<0.01%+2,22413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,343$114K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC2,250$109K0.07%013F-HRTimeline
GHP Investment Advisors, Inc.2,013$97.5K<0.01%013F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY2,000$96.9K0.02%new13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,661$80.5K0.03%013F-HRTimeline
SITTNER & NELSON, LLC1,620$78.5K0.03%013F-HRTimeline
MATHER GROUP, LLC.1,528$74K<0.01%new13F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC1,400$67.8K0.05%013F-HR/ATimeline
SHELL ASSET MANAGEMENT CO1,388$67K<0.01%-6213F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,348$65.3K<0.01%-1,49913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,243$60.2K<0.01%013F-HRTimeline
State of Wyoming1,205$58.4K0.01%-1,08613F-HRTimeline
BOKF, NAin group BOKF, NA1,122$54.4K<0.01%013F-HRTimelineGroup
Parkworth Wealth Management, Inc.1,114$54K0.04%013F-HRTimeline
KELLY LAWRENCE W & ASSOCIATES INC/CA1,000$48.5K0.01%013F-HRTimeline
GAMMA Investing LLC856$41.5K<0.01%-12613F-HR/ATimeline
CALDWELL SUTTER CAPITAL, INC.855$41.4K0.02%013F-HRTimeline
Beaird Harris Wealth Management, LLC846$41K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…822$39.8K<0.01%-3,23813F-HRTimelineGroup
OSTRUM ASSET MANAGEMENT813$39.4K<0.01%-1,50713F-HRTimeline
VEGA INVESTMENT SOLUTIONS813$39.4K0.01%new13F-HRTimeline
Sterling Capital Management LLC773$37.5K<0.01%-66213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP709$34.2K<0.01%+16713F-HR/ATimelineGroup
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise711$34K<0.01%13F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.700$33.9K<0.01%013F-HRTimelineGroup
Versant Capital Management, Inc681$33K0.01%+60113F-HRTimeline
Clarity Asset Management, Inc.672$32.5K0.02%-18313F-HRTimeline
Pinnacle Bancorp, Inc.670$32.5K0.01%013F-HRTimeline
SIGNATUREFD, LLC607$29.4K<0.01%+5013F-HRTimeline
DANSKE BANK A/S600$29.1K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.600$29.1K<0.01%013F-HRTimeline
Tower View Wealth Management LLC524$25.4K0.01%+313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…461$22.4K<0.01%+20013F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD450$21.8K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC431$20.9K<0.01%-1213F-HRTimeline
HM PAYSON & CO420$20.4K<0.01%013F-HRTimeline
WASHINGTON TRUST Co400$19.4K<0.01%013F-HRTimeline
Parvin Asset Management, LLC400$19.4K0.02%013F-HRTimeline
Capital Advisors, Ltd. LLC362$18K<0.01%013F-HRTimeline
IFP Advisors, Inc353$17.1K<0.01%-1013F-HRTimeline
MassMutual Private Wealth & Trust, FSB351$17K<0.01%+27713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…332$16.1K<0.01%+313F-HRTimelineGroup
CENTRAL TRUST Co304$14.7K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…302$14.6K<0.01%+17113F-HRTimelineGroup
Costello Asset Management, INC269$13.1K0.01%new13F-HRTimeline
UMB Bank, n.a.240$11.6K<0.01%+15413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Blue Trust, Inc.239$11.6K<0.01%+1613F-HRTimeline
Rise Advisors, LLC234$11.4K0.01%-12313F-HRTimeline
Hexagon Capital Partners LLC227$11K<0.01%-32913F-HRTimeline
Darwin Wealth Management, LLC217$9.84K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc202$9.79K<0.01%013F-HRTimeline
MAI Capital Management200$9.69K<0.01%013F-HRTimeline
True Wealth Design, LLC184$8.92K<0.01%-19613F-HRTimeline
Hemington Wealth Management172$8K<0.01%+2713F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…142$6.88K<0.01%013F-HRTimelineGroup
BFSG, LLC136$6.59K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC134$6.46K<0.01%-36913F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.130$6K<0.01%new13F-HRTimeline
Brooklyn Investment Group122$5.91K<0.01%new13F-HRTimeline
Leonteq Securities AG110$5.32K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.99$5K<0.01%+4713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MCF Advisors LLC100$4.85K<0.01%013F-HRTimeline
Arax Advisory Partners85$4.12K<0.01%+1413F-HRTimeline
SBI Securities Co., Ltd.84$4.07K<0.01%+513F-HRTimeline
Caitong International Asset Management …80$3.88K<0.01%-2413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.73$3.46K<0.01%013F-HRTimelineGroup
Private Wealth Management Group, LLC65$3.15K<0.01%+1713F-HRTimeline
SIMPLEX TRADING, LLC78$3K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.60$2.92K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC47$2.28K<0.01%013F-HRTimelineGroup
Parkside Financial Bank & Trust45$2.18K<0.01%+4013F-HRTimeline
Synergy Investment Management, LLC42$2.04K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC50$2K<0.01%-23713F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK40$1.94K<0.01%-913F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…40$1.94K<0.01%013F-HRTimelineGroup
Graney & King, LLC36$1.75K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc34$1.65K<0.01%+1113F-HRTimeline
JFS WEALTH ADVISORS, LLC28$1.36K<0.01%+813F-HRTimeline
NewSquare Capital LLC22$1.07K<0.01%new13F-HRTimeline
Stephens Consulting, LLC20$970<0.01%new13F-HRTimeline
SIERRA OCEAN, LLC20$969<0.01%-4213F-HRTimeline
Farther Finance Advisors, LLC13$633<0.01%-713F-HRTimeline
Bare Financial Services, Inc12$582<0.01%new13F-HRTimeline
Lindbrook Capital, LLC8$388<0.01%-3313F-HRTimeline
DiNuzzo Private Wealth, Inc.8$388<0.01%+213F-HRTimeline
SJS Investment Consulting Inc.7$340<0.01%-113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC6$291<0.01%013F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …5$242<0.01%13F-HRTimelineGroup
AlphaQuest LLC5$242<0.01%-27,22813F-HRTimeline
Global Financial Private Client, LLC5$242<0.01%+313F-HRTimeline
Abound Wealth Management4$194<0.01%-113F-HRTimeline
Private Wealth Asset Management, LLC3$145<0.01%13F-HRTimeline
HFM Investment Advisors, LLC1$49<0.01%13F-HRTimeline
Bay Harbor Wealth Management, LLC1$48<0.01%new13F-HRTimeline
Covestor Ltd4$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.