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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.13KClosed |
$313K - $343K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-18.7KClosed |
$1.42M - $1.55M
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Whittier Trust CO
|
SELL
|
- |
-2K- 76.63% |
$152K - $166K
|
610
$44.6K
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-65Closed |
$4.93K - $5.4K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
West Oak Capital, LLC
|
SELL
|
- |
-500Closed |
$37.9K - $41.5K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Copeland Capital Management, LLC
|
SELL
|
- |
-453KClosed |
$34.4M - $37.6M
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-6.84KClosed |
$519K - $569K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
20New |
$1.52K - $1.66K
|
20
$1.46K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.8KClosed |
$268K - $312K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
2.78KNew |
$196K - $228K
|
2.78K
$203K
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-13.8KClosed |
$972K - $1.13M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-1.29KClosed |
$90.8K - $106K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-5.9KClosed |
$417K - $485K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-4Closed |
$283 - $329
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-7.81K- 97.59% |
$551K - $642K
|
193
$14.1K
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-1.6KClosed |
$113K - $131K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-15Closed |
$1.06K - $1.23K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-272Closed |
$19.2K - $22.4K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-26Closed |
$1.84K - $2.14K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-127Closed |
$8.97K - $10.4K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-6Closed |
$424 - $493
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.65K- 67.35% |
$117K - $136K
|
800
$58.4K
|
|
|
Apr 16, 2021
Q1 2021
|
Ade, LLC
|
SELL
|
- |
-285Closed |
$20.1K - $23.4K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Veriti Management LLC
|
SELL
|
- |
-1.15KClosed |
$81.4K - $94.7K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-18Closed |
$1.3K - $1.44K
|
0
$0
|
|
|
Feb 18, 2021
Q4 2020
|
Truist Financial Corp
|
BUY
|
- |
3.2KNew |
$232K - $256K
|
3.2K
$234K
|
|
|
Feb 16, 2021
Q4 2020
|
First Manhattan CO
New York, NY |
SELL
|
- |
-100- 8.0% |
$7.25K - $8.01K
|
1.15K
$84K
|
|
|
Feb 16, 2021
Q4 2020
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-102KClosed |
$7.39M - $8.16M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-2.05KClosed |
$148K - $164K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Mackay Shields LLC
|
SELL
|
- |
-18.7KClosed |
$1.35M - $1.49M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-68Closed |
$4.93K - $5.44K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
150New |
$10.9K - $12K
|
150
$11K
|
|
|
Feb 12, 2021
Q4 2020
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-3.7KClosed |
$268K - $296K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-31.5KClosed |
$2.28M - $2.52M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Walthausen & Co., LLC
Malta, NY |
SELL
|
- |
-56.7KClosed |
$4.11M - $4.54M
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-24.8KClosed |
$1.79M - $1.98M
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-2Closed |
$145 - $160
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-2.92KClosed |
$211K - $233K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.95KClosed |
$213K - $236K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-3.72KClosed |
$269K - $298K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.1KClosed |
$80K - $88.4K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Sandy Spring Bank
|
SELL
|
- |
-12Closed |
$869 - $961
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-49Closed |
$3.55K - $3.92K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-481Closed |
$34.8K - $38.5K
|
0
$0
|
|
|
Jan 13, 2021
Q4 2020
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.75KClosed |
$200K - $220K
|
0
$0
|
|
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
1.17K+ 12.49% |
$84.8K - $93.7K
|
10.5K
$770K
|
|
| Q3 2020 | |||||||
|
Feb 11, 2021
Q3 2020
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-17Closed |
$1.19K - $1.38K
|
0
$0
|
|
|
Nov 17, 2020
Q3 2020
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.17KClosed |
$222K - $258K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Principle Wealth Partners LLC
|
SELL
|
- |
-800Closed |
$56K - $65.1K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-21Closed |
$1.47K - $1.71K
|
0
$0
|
|