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 362 institutions that hold shares in the stock, with a total of 29.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
4,428
shares
|
$376,070
0.02% of portfolio
|
Q3 2024
Reduced 43.48%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
4,407
shares
|
$374,286
0.0% of portfolio
|
Q3 2024
Added 20.31%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
4,276
shares
|
$363,160
0.03% of portfolio
|
Q3 2022
Reduced 8.08%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
4,176
shares
|
$354,667
0.01% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
4,104
shares
|
$348,552
0.29% of portfolio
|
Q2 2024
Reduced 4.65%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
4,056
shares
|
$344,476
0.01% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Regency Capital Management Inc.\De
|
Oct 04, 2024 Q3 2024 |
4,050
shares
|
$343,966
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,909
shares
|
$331,991
0.01% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
3,905
shares
|
$331,651
0.01% of portfolio
|
Q3 2024
Added 18.91%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
3,775
shares
|
$320,610
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2024 Q3 2024 |
3,750
shares
|
$318,487
0.22% of portfolio
|
Q3 2023
Reduced 17.62%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
3,712
shares
|
$315,260
0.0% of portfolio
|
Q2 2023
Reduced 6.64%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
3,699
shares
|
$314,156
0.01% of portfolio
|
Q2 2024
Reduced 3.65%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 04, 2024 Q3 2024 |
3,696
shares
|
$313,901
0.01% of portfolio
|
Q3 2024
Added 13.97%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
3,684
shares
|
$312,882
0.0% of portfolio
|
Q3 2024
Added 19.8%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
3,600
shares
|
$305,748
0.02% of portfolio
|
Q3 2023
Reduced 2.12%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
3,573
shares
|
$303,454
0.12% of portfolio
|
Q1 2024
Added 29.32%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Oct 16, 2024 Q3 2024 |
3,500
shares
|
$297,255
0.09% of portfolio
|
Q1 2024
Reduced 4.87%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
3,428
shares
|
$291,140
0.0% of portfolio
|
Q3 2024
Added 9.17%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
3,414
shares
|
$289,951
0.01% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
3,321
shares
|
$282,052
0.1% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
3,300
shares
|
$280,269
0.02% of portfolio
|
Q3 2018
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
3,255
shares
|
$276,447
0.0% of portfolio
|
Q3 2024
Reduced 9.33%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
3,245
shares
|
$275,597
0.0% of portfolio
|
Q3 2024
Added 11.94%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
3,220
shares
|
$273,474
0.0% of portfolio
|
Q3 2024
Added 1.29%
|