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 $2.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
43
shares
|
$3,338
0.0% of portfolio
|
Q1 2022
Reduced 8.51%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
38
shares
|
$2,950
0.0% of portfolio
|
Q4 2024
Reduced 84.1%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
38
shares
|
$2,950
0.0% of portfolio
|
Q1 2025
Added 65.22%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
31
shares
|
$2,407
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
31
shares
|
$2,407
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
31
shares
|
$2,407
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
29
shares
|
$2,251
0.0% of portfolio
|
Q4 2024
Reduced 40.82%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
29
shares
|
$2,251
0.0% of portfolio
|
Q1 2025
Reduced 95.06%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
27
shares
|
$2,096
0.0% of portfolio
|
Q1 2025
Added 35.0%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
21
shares
|
$1,630
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
21
shares
|
$1,630
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
20
shares
|
$1,553
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
19
shares
|
$1,475
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
17
shares
|
$1,320
0.0% of portfolio
|
Q1 2025
Added 13.33%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
16
shares
|
$1,242
0.0% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
14
shares
|
$1,087
0.0% of portfolio
|
Q2 2024
Reduced 61.11%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
13
shares
|
$1,009
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
12
shares
|
$931
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
11
shares
|
$854
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
10
shares
|
$776
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
10
shares
|
$776
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
9
shares
|
$698
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
7
shares
|
$543
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
6
shares
|
$465
0.0% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
6
shares
|
$465
0.0% of portfolio
|
Q2 2024
Added 20.0%
|