Latest Institutional Purchases of American Assets Trust, Inc. (AAT)
This list provides information on the latest institutional transactions involving American Assets Trust, Inc. (AAT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
126+ 100.0% |
$3.14K - $3.69K
|
252
$5.54K
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
49+ 0.61% |
$1.22K - $1.44K
|
8.03K
$177K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
23New |
$573 - $674
|
23
$506
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
15New |
$374 - $439
|
15
$330
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5+ 14.29% |
$125 - $146
|
40
$880
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.69KNew |
$40.9K - $51.8K
|
1.69K
$37.2K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
20New |
$484 - $613
|
20
$440
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
7New |
$169 - $215
|
7
$154
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
30.8K+ 15.55% |
$887K - $1.19M
|
229K
$5.03M
|
|
|
Aug 12, 2022
Q2 2022
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
8KNew |
$230K - $310K
|
8K
$176K
|
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
1.41KNew |
$40.7K - $54.7K
|
1.41K
$31K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
534New |
$15.4K - $20.7K
|
534
$11.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
225New |
$6.48K - $8.71K
|
225
$4.95K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
11New |
$317 - $426
|
11
$242
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
6+ 4.05% |
$173 - $232
|
154
$3.39K
|
|
| Q1 2022 | |||||||
|
May 06, 2022
Q1 2022
|
American Assets Investment Management, LLC
|
BUY
|
- |
10K+ 0.68% |
$347K - $389K
|
1.48M
$32.4M
|
|
|
Apr 08, 2022
Q1 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
137New |
$4.76K - $5.33K
|
137
$3.01K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
77+ 19.35% |
$2.67K - $2.99K
|
475
$10.4K
|
|
|
Apr 08, 2022
Q1 2022
|
American National Bank
|
BUY
|
- |
16New |
$555 - $622
|
16
$352
|
|
| Q4 2021 | |||||||
|
Jan 19, 2022
Q4 2021
|
Spirit Of America Management Corp
|
BUY
|
- |
3.5KNew |
$118K - $140K
|
3.5K
$77K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
428New |
$15K - $17.3K
|
428
$9.41K
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
162New |
$5.67K - $6.55K
|
162
$3.56K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
13New |
$455 - $525
|
13
$286
|
|
| Q2 2021 | |||||||
|
Jul 27, 2021
Q2 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
308+ 32.42% |
$10K - $12K
|
1.26K
$27.7K
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
75KNew |
$2.95M - $3.47M
|
75K
$1.65M
|
|
| Q1 2018 | |||||||
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.15K+ 2170.16% |
$131K - $158K
|
4.34K
$95.3K
|
|