Latest Institutional Purchases of American States Water CO (AWR)
This list provides information on the latest institutional transactions involving American States Water CO (AWR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
1.35K+ 54.62% |
$96.4K - $125K
|
3.82K
$285K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
405New |
$28.9K - $37.6K
|
405
$30.2K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
185New |
$13.2K - $17.2K
|
185
$13.8K
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
140New |
$10K - $13K
|
140
$10.4K
|
|
| Q1 2022 | |||||||
|
May 05, 2022
Q1 2022
|
Reaves W H & CO Inc
|
BUY
|
- |
150K+ 103.45% |
$12.5M - $15.4M
|
295K
$22M
|
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
6KNew |
$499K - $617K
|
6K
$448K
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.1KNew |
$257K - $318K
|
3.1K
$231K
|
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
31New |
$2.58K - $3.19K
|
31
$2.31K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
21New |
$1.75K - $2.16K
|
21
$1.57K
|
|
|
Jul 21, 2022
Q1 2022
|
Gould Capital, LLC
|
BUY
|
- |
1+ 6.67% |
$83.1 - $103
|
16
$1.19K
|
|
| Q4 2021 | |||||||
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3KNew |
$257K - $310K
|
3K
$224K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
141New |
$12.1K - $14.6K
|
141
$10.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
137New |
$11.7K - $14.2K
|
137
$10.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
100New |
$8.56K - $10.3K
|
100
$7.46K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
8New |
$685 - $828
|
8
$597
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
41.9KNew |
$3.37M - $3.97M
|
41.9K
$3.13M
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
23.1KNew |
$1.85M - $2.19M
|
23.1K
$1.72M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.54KNew |
$204K - $241K
|
2.54K
$190K
|
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
564New |
$45.3K - $53.4K
|
564
$42.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
10New |
$803 - $947
|
10
$746
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
9New |
$723 - $852
|
9
$671
|
|
| Q2 2021 | |||||||
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
20New |
$1.52K - $1.66K
|
20
$1.49K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
16New |
$1.21K - $1.33K
|
16
$1.19K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
2.78KNew |
$196K - $228K
|
2.78K
$207K
|
|
| Q4 2020 | |||||||
|
Feb 18, 2021
Q4 2020
|
Truist Financial Corp
|
BUY
|
- |
3.2KNew |
$232K - $256K
|
3.2K
$239K
|
|
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
1.17K+ 12.49% |
$84.8K - $93.7K
|
10.5K
$786K
|
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
150New |
$10.9K - $12K
|
150
$11.2K
|
|
| Q2 2020 | |||||||
|
Jul 02, 2020
Q2 2020
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
3KNew |
$222K - $270K
|
3K
$224K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
307+ 1.77% |
$22.7K - $27.7K
|
17.6K
$1.31M
|
|
| Q3 2019 | |||||||
|
Sep 14, 2021
Q3 2019
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
100New |
$7.44K - $9.42K
|
100
$7.46K
|
|
| Q2 2019 | |||||||
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
251KNew |
$17.1M - $18.9M
|
251K
$18.7M
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
12KNew |
$697K - $738K
|
12K
$895K
|
|
|
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
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
376New |
$21.9K - $23.1K
|
376
$28K
|
|
| Q2 2018 | |||||||
|
Jul 11, 2018
Q2 2018
|
Cordasco Financial Network
|
BUY
|
- |
300New |
$15.5K - $17.5K
|
300
$22.4K
|
|
|
Jul 17, 2018
Q2 2018
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
62New |
$3.19K - $3.61K
|
62
$4.62K
|
|
| Q1 2018 | |||||||
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.28K+ 5465.0% |
$165K - $195K
|
3.34K
$249K
|
|
| Q3 2017 | |||||||
|
Nov 02, 2017
Q3 2017
|
Blackhill Capital Inc
Morristown, NJ |
BUY
|
- |
10.8KNew |
$520K - $557K
|
10.8K
$806K
|
|
| Q2 2017 | |||||||
|
Aug 14, 2017
Q2 2017
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
7KNew |
N/A
|
7K
$522K
|
|
| Q4 2016 | |||||||
|
May 14, 2018
Q4 2016
|
Keybank National Association
|
BUY
|
- |
17.3KNew |
N/A
|
17.3K
$1.29M
|
|