Latest Institutional Transactions on American States Water CO (AWR)
This table provides information on the latest institutional transactions involving American States Water CO (AWR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$83.8 - $98.8
|
1
$73.1
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-100- 3.23% |
$8.38K - $9.88K
|
3K
$219K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-2- 11.76% |
$168 - $198
|
15
$1.1K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
400New |
$33.5K - $39.5K
|
400
$29.2K
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-6.51K- 56.74% |
$545K - $643K
|
4.96K
$362K
|
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.1K- 31.43% |
$92.2K - $109K
|
2.4K
$175K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
50New |
$4.19K - $4.94K
|
50
$3.65K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
1.1KNew |
$92.3K - $109K
|
1.1K
$80.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-250- 9.98% |
$21K - $24.7K
|
2.26K
$165K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
12.3KNew |
$1.03M - $1.21M
|
12.3K
$896K
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-400- 16.0% |
$33.5K - $39.5K
|
2.1K
$153K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
122+ 1.51% |
$10.2K - $12K
|
8.19K
$598K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
91+ 3.5% |
$7.63K - $8.99K
|
2.69K
$196K
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
111+ 188.14% |
$9.3K - $11K
|
170
$12.4K
|
|
| Q4 2022 | |||||||
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
11.5KNew |
$902K - $1.15M
|
11.5K
$842K
|
|
|
May 17, 2023
Q4 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-10.7K- 52.2% |
$838K - $1.06M
|
9.8K
$716K
|
|
|
Feb 15, 2023
Q4 2022
|
Ausbil Investment Management LTD
Sydney, C3 |
BUY
|
- |
12.6KNew |
$990K - $1.26M
|
12.6K
$924K
|
|
|
Feb 14, 2023
Q4 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
2.55KNew |
$200K - $254K
|
2.55K
$186K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
533New |
$41.7K - $53K
|
533
$38.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
2.31KNew |
$180K - $229K
|
2.31K
$168K
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.7KNew |
$211K - $268K
|
2.7K
$197K
|
|
|
Feb 13, 2023
Q4 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
2.31KNew |
$181K - $230K
|
2.31K
$169K
|
|
|
Feb 13, 2023
Q4 2022
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
2.99KNew |
$234K - $297K
|
2.99K
$218K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.23KNew |
$175K - $222K
|
2.23K
$163K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-10- 9.17% |
$783 - $995
|
99
$7.23K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5New |
$391 - $497
|
5
$365
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
29New |
$2.27K - $2.88K
|
29
$2.12K
|
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-2.72K- 34.01% |
$213K - $271K
|
5.29K
$386K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
263New |
$20.6K - $26.2K
|
263
$19.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
173New |
$13.5K - $17.2K
|
173
$12.6K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.7KNew |
$133K - $169K
|
1.7K
$124K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
2.5KNew |
$196K - $249K
|
2.5K
$183K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-1.16K- 26.0% |
$90.7K - $115K
|
3.3K
$241K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
19New |
$1.49K - $1.89K
|
19
$1.39K
|
|
|
Jan 23, 2023
Q4 2022
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-26.5K- 42.49% |
$2.08M - $2.64M
|
35.9K
$2.62M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
22.6K+ 52.5% |
$1.77M - $2.24M
|
65.5K
$4.79M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
742New |
$58.1K - $73.8K
|
742
$54.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
21+ 12.07% |
$1.64K - $2.09K
|
195
$14.2K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1New |
$78 - $90.4
|
1
$73.1
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
7.89K+ 117.16% |
$615K - $713K
|
14.6K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-26.8KClosed |
$2.09M - $2.43M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
14.6K+ 392.95% |
$1.13M - $1.32M
|
18.3K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-4.87K- 4.86% |
$380K - $441K
|
95.4K
$6.97M
|
|
|
Nov 10, 2022
Q3 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
5.49K+ 41.45% |
$428K - $496K
|
18.7K
$1.37M
|
|
|
Nov 09, 2022
Q3 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
400New |
$31.2K - $36.2K
|
400
$29.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
91+ 96.81% |
$7.09K - $8.23K
|
185
$13.5K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-220- 32.64% |
$17.1K - $19.9K
|
454
$33.2K
|
|
|
Nov 02, 2022
Q3 2022
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
6.56KNew |
$511K - $593K
|
6.56K
$479K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.47% |
$234 - $271
|
640
$46.8K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
296+ 10.1% |
$23.1K - $26.8K
|
3.23K
$236K
|
|