Institutional Ownership American States Water CO (AWR)
This table provides information about the institutional ownership of American States Water CO (AWR). We have compiled data on the 387 institutions that hold shares in the stock, with a total of 30.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
165
shares
|
$12,459
0.0% of portfolio
|
Q1 2025
Added 55.66%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
161
shares
|
$12,157
0.0% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
152
shares
|
$11,477
0.0% of portfolio
|
Q2 2025
Reduced 10.06%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
150
shares
|
$11,326
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
141
shares
|
$10,646
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
140
shares
|
$10,571
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
140
shares
|
$10,571
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
137
shares
|
$10,344
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
130
shares
|
$9,816
0.0% of portfolio
|
Q1 2025
Reduced 48.41%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
127
shares
|
$9,589
0.0% of portfolio
|
Q2 2025
Added 36.56%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
110
shares
|
$8,306
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Plato Investment Management LTD
Sydney, C3 |
May 19, 2025 Q1 2025 |
108
shares
|
$8,155
0.0% of portfolio
|
Q1 2025
Reduced 79.35%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
100
shares
|
$7,551
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
100
shares
|
$7,551
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
100
shares
|
$7,551
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
85
shares
|
$6,418
0.0% of portfolio
|
Q1 2025
Reduced 93.25%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
77
shares
|
$5,814
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
72
shares
|
$5,436
0.0% of portfolio
|
Q2 2025
Reduced 15.29%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
62
shares
|
$4,681
0.0% of portfolio
|
Q1 2025
Reduced 7.46%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
62
shares
|
$4,681
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
59
shares
|
$4,455
0.0% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
50
shares
|
$3,775
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
50
shares
|
$3,775
0.0% of portfolio
|
Q2 2022
Reduced 58.33%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
50
shares
|
$3,775
0.0% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
43
shares
|
$3,246
0.0% of portfolio
|
Q1 2022
Reduced 8.51%
|