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 |
---|---|---|---|---|---|---|---|
Jan 16, 2020
Q4 2019
|
Violich Capital Management, Inc.
|
SELL
|
- |
-2.28KClosed |
$191K - $216K
|
0
$0
|
|
Jan 13, 2020
Q4 2019
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-9.08KClosed |
$763K - $864K
|
0
$0
|
|
Jan 08, 2020
Q4 2019
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-300Closed |
$25.2K - $28.5K
|
0
$0
|
|
Jan 07, 2020
Q4 2019
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-3KClosed |
$252K - $285K
|
0
$0
|
|
Q3 2019 | |||||||
Sep 14, 2021
Q3 2019
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
100New |
$7.44K - $9.42K
|
100
$7.46K
|
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-5.47KClosed |
$407K - $515K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-63.4KClosed |
$4.71M - $5.97M
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-15.9KClosed |
$1.18M - $1.49M
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-67.5KClosed |
$5.02M - $6.36M
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-15.2K- 75.54% |
$1.13M - $1.43M
|
4.92K
$367K
|
|
Nov 07, 2019
Q3 2019
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.78KClosed |
$207K - $262K
|
0
$0
|
|
Nov 06, 2019
Q3 2019
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1KClosed |
$74.4K - $94.2K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-300Closed |
$22.3K - $28.3K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.02KClosed |
$225K - $284K
|
0
$0
|
|
Nov 04, 2019
Q3 2019
|
Unigestion Holding Sa
|
SELL
|
- |
-15.9KClosed |
$1.19M - $1.5M
|
0
$0
|
|
Oct 31, 2019
Q3 2019
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.09KClosed |
$230K - $291K
|
0
$0
|
|
Oct 30, 2019
Q3 2019
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-204Closed |
$15.2K - $19.2K
|
0
$0
|
|
Oct 29, 2019
Q3 2019
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-5.6KClosed |
$417K - $527K
|
0
$0
|
|
Oct 23, 2019
Q3 2019
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-5.78KClosed |
$430K - $545K
|
0
$0
|
|
Oct 10, 2019
Q3 2019
|
Cx Institutional
|
SELL
|
- |
-15Closed |
$1.12K - $1.41K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 14, 2019
Q2 2019
|
Unio Capital LLC
|
SELL
|
- |
-3.35KClosed |
$228K - $253K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-689Closed |
$46.9K - $51.9K
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-98Closed |
$6.67K - $7.39K
|
0
$0
|
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
251KNew |
$17.1M - $18.9M
|
251K
$18.7M
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1.02KClosed |
$69.7K - $77.2K
|
0
$0
|
|
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-910Closed |
$61.9K - $68.6K
|
0
$0
|
|
Aug 01, 2019
Q2 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-560Closed |
$38.1K - $42.2K
|
0
$0
|
|
Jul 31, 2019
Q2 2019
|
Gables Capital Management Inc.
|
SELL
|
- |
-250- 16.67% |
$17K - $18.8K
|
1.25K
$93.2K
|
|
Jul 26, 2019
Q2 2019
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-222Closed |
$15.1K - $16.7K
|
0
$0
|
|
Jul 22, 2019
Q2 2019
|
Moody National Bank Trust Division
|
SELL
|
- |
-75Closed |
$5.1K - $5.65K
|
0
$0
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-176Closed |
$12K - $13.3K
|
0
$0
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-6.49KClosed |
$411K - $468K
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-3.1KClosed |
$197K - $224K
|
0
$0
|
|
May 08, 2019
Q1 2019
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-2.01KClosed |
$127K - $145K
|
0
$0
|
|
May 03, 2019
Q1 2019
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-3.47KClosed |
$220K - $250K
|
0
$0
|
|
Apr 29, 2019
Q1 2019
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-106Closed |
$6.72K - $7.64K
|
0
$0
|
|
Apr 09, 2019
Q1 2019
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-19.9KClosed |
$1.26M - $1.43M
|
0
$0
|
|
Q4 2018 | |||||||
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-700Closed |
$41.2K - $48.4K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Mainstay Capital Management LLC
|
SELL
|
- |
-100Closed |
$5.89K - $6.92K
|
0
$0
|
|
Feb 05, 2019
Q4 2018
|
Westside Investment Management, Inc.
|
SELL
|
- |
-114Closed |
$6.71K - $7.89K
|
0
$0
|
|
Feb 05, 2019
Q4 2018
|
Destination Wealth Management
|
SELL
|
- |
-12Closed |
$707 - $830
|
0
$0
|
|
Jan 18, 2019
Q4 2018
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-2.08KClosed |
$123K - $144K
|
0
$0
|
|
Jan 17, 2019
Q4 2018
|
Boston Trust Walden Corp
|
SELL
|
- |
-270KClosed |
$15.9M - $18.7M
|
0
$0
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-3KClosed |
$177K - $208K
|
0
$0
|
|
Jan 15, 2019
Q4 2018
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-3.8KClosed |
$224K - $263K
|
0
$0
|
|
Q3 2018 | |||||||
Aug 30, 2024
Q3 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-259- 4.82% |
$15.1K - $15.9K
|
5.12K
$382K
|
|
Nov 15, 2018
Q3 2018
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3.3KNew |
$192K - $203K
|
3.3K
$246K
|
|
Nov 14, 2018
Q3 2018
|
Adviser Investments LLC
|
SELL
|
- |
-500Closed |
$29.1K - $30.8K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
376New |
$21.9K - $23.1K
|
376
$28K
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
12KNew |
$697K - $738K
|
12K
$895K
|