Stock TransactionsCALIFORNIA WTR SVC GROUP

Total Bought
276,505
12 transactions
Total Sold
103,286
26 transactions
Net
+173,219
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
T. Rowe Price Investment Management, Inc.2,678,9482,908,537+229,5890.090.10+0.01buy
IQ EQ FUND MANAGEMENT (IRELAND) Ltd22,94147,864+24,9230.220.29+0.07buy
CoreCommodity Management, LLC35,31242,050+6,7380.560.65+0.09buy
Empower Advisory Group, LLC352,969358,850+5,8810.070.07-0.00buy
CenterBook Partners LP10,98914,544+3,5550.060.09+0.03buy
Bridge City Capital, LLC25,67229,021+3,3490.610.58-0.03buy
Cullen Capital Management, LLC5,2607,005+1,7450.000.01+0.00buy
Kepos Capital LP4,3364,957+6210.040.08+0.05buy
Jacobi Capital Management LLC6,5946,676+820.040.04+0.00buy
Wealth Architects, LLC6,5836,601+180.050.05-0.00buy
Beaird Harris Wealth Management, LLC844846+20.000.00-0.00buy
PFG Investments, LLC6,4796,481+20.060.06+0.00buy
FINANCIAL COUNSELORS INC56,77556,750-250.050.05-0.00sell
Millburn Ridgefield LLC /DE/438353-850.000.00-0.00sell
Catalyst Capital Advisors LLC438353-850.000.00-0.00sell
Sovereign Financial Group, Inc.12,70412,573-1310.210.20-0.02sell
MISSION WEALTH MANAGEMENT, LP5,1354,968-1670.010.01-0.00sell
LGT Financial Advisors LLC343145-1980.020.01-0.01sell
NORTHSTAR ASSET MANAGEMENT INC77,16976,961-2081.171.15-0.01sell
MARTINGALE ASSET MANAGEMENT L P37,57137,348-2230.040.04+0.00sell
Aptus Capital Advisors, LLC63,89363,191-7020.080.09+0.01sell
OSTRUM ASSET MANAGEMENT1,562652-9100.010.00-0.00sell
Clear Harbor Asset Management, LLC62,10161,181-9200.300.29-0.01sell
Bridgewater Associates, LP16,63215,695-9370.000.00-0.00sell
Magellan Asset Management Ltd38,11537,112-1,0030.020.02+0.00sell
PRAXIS INVESTMENT MANAGEMENT INC15,72014,610-1,1100.060.05-0.00sell
Teton Advisors, Inc.23,40022,200-1,2000.340.38+0.03sell
Meiji Yasuda Asset Management Co Ltd.64,59562,632-1,9630.140.15+0.00sell
Canvas Wealth Advisors, LLC10,1147,761-2,3530.200.14-0.06sell
AIGEN INVESTMENT MANAGEMENT, LP8,5145,539-2,9750.080.05-0.02sell
FIRST NATIONAL CORP /MA/ /ADV34,96831,927-3,0410.440.41-0.04sell
Freedom Investment Management, Inc.24,16520,534-3,6310.140.09-0.05sell
Green Alpha Advisors, LLC13,9909,933-4,0570.510.37-0.14sell
NFJ INVESTMENT GROUP, LLC80,70975,176-5,5330.110.11-0.00sell
Thematics Asset Management170,470160,470-10,0000.400.37-0.03sell
DEPRINCE RACE & ZOLLO INC683,724670,597-13,1270.790.79-0.00sell
Granite Investment Partners, LLC327,331313,525-13,8060.650.63-0.02sell
NUANCE INVESTMENTS, LLC2,175,7802,140,884-34,8962.522.54+0.02sell
Page 1 of 1