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 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-294- 7.56% |
$24.9K - $27.6K
|
3.6K
$300K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-85- 2.63% |
$7.19K - $7.98K
|
3.15K
$262K
|
|
|
Aug 11, 2023
Q2 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-345- 9.76% |
$29.2K - $32.4K
|
3.19K
$266K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
9.39KNew |
$794K - $881K
|
9.39K
$782K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-76K- 7.45% |
$6.44M - $7.14M
|
945K
$78.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Royce & Associates LP
|
SELL
|
- |
-5.56K- 51.71% |
$471K - $522K
|
5.2K
$433K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-420- 8.07% |
$35.5K - $39.4K
|
4.78K
$398K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1- 1.09% |
$84.6 - $93.9
|
91
$7.58K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-264- 6.64% |
$22.3K - $24.8K
|
3.71K
$309K
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
112New |
$9.48K - $10.5K
|
112
$9.33K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
56New |
$4.74K - $5.26K
|
56
$4.66K
|
|
|
Jul 25, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-466- 5.7% |
$39.4K - $43.7K
|
7.72K
$642K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.13K- 32.21% |
$180K - $200K
|
4.48K
$373K
|
|
|
Jul 14, 2023
Q2 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-27- 50.94% |
$2.29K - $2.53K
|
26
$2.17K
|
|
|
Jul 07, 2023
Q2 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-1.47K- 32.1% |
$124K - $138K
|
3.1K
$258K
|
|
| Q1 2023 | |||||||
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-859Closed |
$72K - $84.8K
|
0
$0
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.82K+ 1023.6% |
$153K - $180K
|
2K
$167K
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-25- 1.34% |
$2.1K - $2.47K
|
1.85K
$154K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.69KNew |
$142K - $167K
|
1.69K
$141K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
215+ 10.89% |
$18K - $21.2K
|
2.19K
$182K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
5.2KNew |
$436K - $514K
|
5.2K
$433K
|
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-2.02K- 17.97% |
$169K - $199K
|
9.21K
$767K
|
|
|
May 15, 2023
Q1 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
6.26KNew |
$524K - $618K
|
6.26K
$521K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
3.1K+ 141.65% |
$259K - $306K
|
5.28K
$440K
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
6.73KNew |
$564K - $664K
|
6.73K
$560K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-100- 20.0% |
$8.38K - $9.88K
|
400
$33.3K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.37KNew |
$114K - $135K
|
1.37K
$114K
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
SELL
|
- |
-219- 8.73% |
$18.4K - $21.6K
|
2.29K
$191K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-15- 0.33% |
$1.26K - $1.48K
|
4.56K
$379K
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
4KNew |
$335K - $395K
|
4K
$333K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 28.57% |
$168 - $198
|
5
$416
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
18.4KNew |
$1.54M - $1.81M
|
18.4K
$1.53M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
443KNew |
$37.1M - $43.7M
|
443K
$36.9M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
936+ 1462.5% |
$78.4K - $92.4K
|
1K
$83.3K
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-3.3K- 12.54% |
$277K - $326K
|
23K
$1.92M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$83.8 - $98.8
|
1
$83.3
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-100- 3.23% |
$8.38K - $9.88K
|
3K
$250K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-2- 11.76% |
$168 - $198
|
15
$1.25K
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-6.51K- 56.74% |
$545K - $643K
|
4.96K
$413K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
400New |
$33.5K - $39.5K
|
400
$33.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
50New |
$4.19K - $4.94K
|
50
$4.16K
|
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.1K- 31.43% |
$92.2K - $109K
|
2.4K
$200K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
1.1KNew |
$92.3K - $109K
|
1.1K
$91.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-250- 9.98% |
$21K - $24.7K
|
2.26K
$188K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
12.3KNew |
$1.03M - $1.21M
|
12.3K
$1.02M
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
122+ 1.51% |
$10.2K - $12K
|
8.19K
$682K
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-400- 16.0% |
$33.5K - $39.5K
|
2.1K
$175K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
91+ 3.5% |
$7.63K - $8.99K
|
2.69K
$224K
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
111+ 188.14% |
$9.3K - $11K
|
170
$14.2K
|
|
| Q4 2022 | |||||||
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
11.5KNew |
$902K - $1.15M
|
11.5K
$960K
|
|