MISSION WEALTH MANAGEMENT, LP - CALIFORNIA WTR SVC GROUP ownership

CALIFORNIA WTR SVC GROUP's ticker is CWT and the CUSIP is 130788102. A total of 270 filers reported holding CALIFORNIA WTR SVC GROUP in Q3 2023. The put-call ratio across all filers is 7.20 and the average weighting 0.1%.

Quarter-by-quarter ownership
MISSION WEALTH MANAGEMENT, LP ownership history of CALIFORNIA WTR SVC GROUP
ValueSharesWeighting
Q3 2023$242,937
-8.4%
5,1350.0%0.01%
-10.0%
Q2 2023$265,121
-11.3%
5,1350.0%0.01%
-23.1%
Q1 2023$298,857
-4.0%
5,1350.0%0.01%
-13.3%
Q4 2022$311,386
+14.9%
5,1350.0%0.02%
+7.1%
Q3 2022$271,000
-4.9%
5,1350.0%0.01%
-6.7%
Q2 2022$285,000
-6.2%
5,1350.0%0.02%
+7.1%
Q1 2022$304,000
-17.6%
5,1350.0%0.01%
-17.6%
Q4 2021$369,000
+22.6%
5,135
+0.6%
0.02%
+13.3%
Q3 2021$301,000
-2.6%
5,105
-8.3%
0.02%
-6.2%
Q2 2021$309,000
-8.0%
5,568
-6.7%
0.02%
-15.8%
Q1 2021$336,000
+4.3%
5,9680.0%0.02%
-5.0%
Q4 2020$322,000
+24.3%
5,9680.0%0.02%
+5.3%
Q3 2020$259,000
-9.1%
5,9680.0%0.02%
-24.0%
Q2 2020$285,000
-5.0%
5,9680.0%0.02%
-24.2%
Q1 2020$300,000
-2.6%
5,9680.0%0.03%
+10.0%
Q4 2019$308,000
+8.5%
5,968
+11.2%
0.03%0.0%
Q3 2019$284,000
+4.4%
5,3680.0%0.03%0.0%
Q2 2019$272,000
+0.7%
5,368
+8.1%
0.03%
-3.2%
Q1 2019$270,000
+13.9%
4,9680.0%0.03%0.0%
Q4 2018$237,000
+11.3%
4,9680.0%0.03%
+10.7%
Q3 2018$213,000
-5.3%
4,9680.0%0.03%
-28.2%
Q4 2017$225,0004,9680.04%
Other shareholders
CALIFORNIA WTR SVC GROUP shareholders Q3 2023
NameSharesValueWeighting ↓
NIA IMPACT ADVISORS, LLC 38,691$2,180,0001.18%
NORTHSTAR ASSET MANAGEMENT INC 59,237$3,337,4131.05%
NUANCE INVESTMENTS, LLC 925,905$52,165,0000.97%
FIRST NATIONAL CORP /MA/ /ADV 46,397$2,614,0000.65%
Granite Investment Partners, LLC 282,700$15,927,0000.53%
Clear Harbor Asset Management, LLC 70,346$3,963,0000.52%
Green Alpha Advisors, LLC 9,261$522,0000.52%
Bridge City Capital, LLC 25,623$1,444,0000.48%
Impax Asset Management Group plc 1,651,348$93,037,0000.48%
Sovereign Financial Group, Inc. 9,460$533,0000.33%
View complete list of CALIFORNIA WTR SVC GROUP shareholders