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 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.69KNew |
$142K - $167K
|
1.69K
$128K
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-25- 1.34% |
$2.1K - $2.47K
|
1.85K
$139K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
215+ 10.89% |
$18K - $21.2K
|
2.19K
$165K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
5.2KNew |
$436K - $514K
|
5.2K
$393K
|
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-2.02K- 17.97% |
$169K - $199K
|
9.21K
$696K
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
6.73KNew |
$564K - $664K
|
6.73K
$508K
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
SELL
|
- |
-219- 8.73% |
$18.4K - $21.6K
|
2.29K
$173K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-15- 0.33% |
$1.26K - $1.48K
|
4.56K
$344K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 28.57% |
$168 - $198
|
5
$378
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
18.4KNew |
$1.54M - $1.81M
|
18.4K
$1.39M
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
4KNew |
$335K - $395K
|
4K
$302K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
936+ 1462.5% |
$78.4K - $92.4K
|
1K
$75.5K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
443KNew |
$37.1M - $43.7M
|
443K
$33.4M
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-3.3K- 12.54% |
$277K - $326K
|
23K
$1.74M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$83.8 - $98.8
|
1
$75.5
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-2- 11.76% |
$168 - $198
|
15
$1.13K
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-100- 3.23% |
$8.38K - $9.88K
|
3K
$227K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
400New |
$33.5K - $39.5K
|
400
$30.2K
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-6.51K- 56.74% |
$545K - $643K
|
4.96K
$375K
|
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.1K- 31.43% |
$92.2K - $109K
|
2.4K
$181K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
50New |
$4.19K - $4.94K
|
50
$3.78K
|
|
|
Apr 20, 2023
Q1 2023
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-250- 9.98% |
$21K - $24.7K
|
2.26K
$170K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
1.1KNew |
$92.3K - $109K
|
1.1K
$83.1K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
122+ 1.51% |
$10.2K - $12K
|
8.19K
$618K
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-400- 16.0% |
$33.5K - $39.5K
|
2.1K
$159K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
91+ 3.5% |
$7.63K - $8.99K
|
2.69K
$203K
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
111+ 188.14% |
$9.3K - $11K
|
170
$12.8K
|
|
| Q4 2022 | |||||||
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
11.5KNew |
$902K - $1.15M
|
11.5K
$870K
|
|
|
May 17, 2023
Q4 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-10.7K- 52.2% |
$838K - $1.06M
|
9.8K
$740K
|
|
|
Feb 15, 2023
Q4 2022
|
Ausbil Investment Management LTD
Sydney, C3 |
BUY
|
- |
12.6KNew |
$990K - $1.26M
|
12.6K
$955K
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
2.31KNew |
$180K - $229K
|
2.31K
$174K
|
|
|
Feb 14, 2023
Q4 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
2.55KNew |
$200K - $254K
|
2.55K
$192K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
533New |
$41.7K - $53K
|
533
$40.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.7KNew |
$211K - $268K
|
2.7K
$204K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-10- 9.17% |
$783 - $995
|
99
$7.48K
|
|
|
Feb 13, 2023
Q4 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
2.31KNew |
$181K - $230K
|
2.31K
$174K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.23KNew |
$175K - $222K
|
2.23K
$169K
|
|
|
Feb 13, 2023
Q4 2022
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
2.99KNew |
$234K - $297K
|
2.99K
$225K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5New |
$391 - $497
|
5
$378
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
29New |
$2.27K - $2.88K
|
29
$2.19K
|
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-2.72K- 34.01% |
$213K - $271K
|
5.29K
$399K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
263New |
$20.6K - $26.2K
|
263
$19.9K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.7KNew |
$133K - $169K
|
1.7K
$128K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
173New |
$13.5K - $17.2K
|
173
$13.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
2.5KNew |
$196K - $249K
|
2.5K
$189K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-1.16K- 26.0% |
$90.7K - $115K
|
3.3K
$249K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
19New |
$1.49K - $1.89K
|
19
$1.43K
|
|
|
Jan 23, 2023
Q4 2022
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-26.5K- 42.49% |
$2.08M - $2.64M
|
35.9K
$2.71M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
22.6K+ 52.5% |
$1.77M - $2.24M
|
65.5K
$4.95M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
21+ 12.07% |
$1.64K - $2.09K
|
195
$14.7K
|
|