LIBERTY WEALTH MANAGEMENT LLC - 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
LIBERTY WEALTH MANAGEMENT LLC ownership history of CALIFORNIA WTR SVC GROUP
ValueSharesWeighting
Q3 2021$7,000
+16.7%
1170.0%0.00%0.0%
Q2 2021$6,0000.0%1170.0%0.00%
-33.3%
Q1 2021$6,0000.0%1170.0%0.00%0.0%
Q4 2020$6,000
+20.0%
1170.0%0.00%0.0%
Q3 2020$5,000
-16.7%
1170.0%0.00%
-25.0%
Q2 2020$6,0000.0%1170.0%0.00%
-20.0%
Q1 2020$6,0000.0%1170.0%0.01%0.0%
Q4 2019$6,0000.0%1170.0%0.01%
-16.7%
Q3 2019$6,0000.0%1170.0%0.01%
+20.0%
Q2 2019$6,0000.0%1170.0%0.01%0.0%
Q1 2019$6,000
+20.0%
1170.0%0.01%
+25.0%
Q4 2018$5,0001170.00%
Other shareholders
CALIFORNIA WTR SVC GROUP shareholders Q3 2023
NameSharesValueWeighting ↓
NIA IMPACT ADVISORS, LLC 43,076$2,538,0001.08%
NORTHSTAR ASSET MANAGEMENT INC 65,424$3,855,4361.02%
NUANCE INVESTMENTS, LLC 928,033$54,689,0001.00%
Green Alpha Advisors, LLC 16,794$990,0000.68%
Bridge City Capital, LLC 25,391$1,496,0000.68%
FIRST NATIONAL CORP /MA/ /ADV 49,498$2,917,0000.65%
Granite Investment Partners, LLC 276,040$16,267,0000.51%
Impax Asset Management Group plc 1,948,700$114,837,0000.47%
Sovereign Financial Group, Inc. 10,410$613,0000.35%
Clean Yield Group 14,105$831,0000.27%
View complete list of CALIFORNIA WTR SVC GROUP shareholders