Purchases and Sales Made in Q1 2023 in American States Water CO (AWR)
This table provides information about the institutional ownership of American States Water CO (AWR) during Q1 2023. The information is specifically focused on institutions that hold shares of AMERICAN STATES WATER CO.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
245+ 1.36% |
$20.5K - $24.2K
|
18.3K
$1.34M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
238+ 2.4% |
$19.9K - $23.5K
|
10.2K
$742K
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
227+ 1.54% |
$19K - $22.4K
|
14.9K
$1.09M
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
218+ 4.05% |
$18.3K - $21.5K
|
5.61K
$410K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
215+ 10.89% |
$18K - $21.2K
|
2.19K
$160K
|
|
Apr 27, 2023
Q1 2023
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
210+ 0.46% |
$17.6K - $20.7K
|
46.3K
$3.38M
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
200New |
$16.8K - $19.8K
|
200
$14.6K
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
186+ 1.2% |
$15.6K - $18.4K
|
15.7K
$1.15M
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
122+ 1.51% |
$10.2K - $12K
|
8.19K
$598K
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
120+ 1.58% |
$10.1K - $11.9K
|
7.71K
$563K
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
113+ 3.02% |
$9.47K - $11.2K
|
3.85K
$281K
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
111+ 188.14% |
$9.3K - $11K
|
170
$12.4K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
110+ 0.49% |
$9.22K - $10.9K
|
22.5K
$1.64M
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
94+ 3.44% |
$7.88K - $9.28K
|
2.82K
$206K
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
91+ 3.5% |
$7.63K - $8.99K
|
2.69K
$196K
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
90+ 0.45% |
$7.54K - $8.89K
|
20.2K
$1.47M
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
82+ 1.35% |
$6.87K - $8.1K
|
6.16K
$450K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
80+ 1.29% |
$6.7K - $7.9K
|
6.28K
$458K
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
58+ 1.48% |
$4.86K - $5.73K
|
3.98K
$290K
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
53New |
$4.44K - $5.23K
|
53
$3.87K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
50New |
$4.19K - $4.94K
|
50
$3.65K
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
49+ 2.06% |
$4.11K - $4.84K
|
2.43K
$177K
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
36+ 1.26% |
$3.02K - $3.56K
|
2.89K
$211K
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
16+ 0.45% |
$1.34K - $1.58K
|
3.54K
$259K
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
12+ 0.44% |
$1.01K - $1.19K
|
2.72K
$198K
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
11+ 0.14% |
$922 - $1.09K
|
8.04K
$587K
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
11+ 122.22% |
$922 - $1.09K
|
20
$1.46K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8+ 160.0% |
$670 - $790
|
13
$950
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
4+ 0.68% |
$335 - $395
|
591
$43.2K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3+ 0.03% |
$251 - $296
|
11.6K
$846K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$83.8 - $98.8
|
1
$73.1
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1+ 0.18% |
$83.8 - $98.8
|
556
$40.6K
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1- 0.02% |
$83.8 - $98.8
|
4.54K
$332K
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 12.5% |
$83.8 - $98.8
|
7
$511
|
|
Apr 17, 2023
Q1 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-2- 0.03% |
$168 - $198
|
6.67K
$487K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2- 0.08% |
$168 - $198
|
2.42K
$177K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 28.57% |
$168 - $198
|
5
$365
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-2- 11.76% |
$168 - $198
|
15
$1.1K
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-3- 1.06% |
$251 - $296
|
281
$20.5K
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-3- 1.06% |
$251 - $296
|
281
$20.5K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 10.71% |
$251 - $296
|
25
$1.83K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-3- 0.21% |
$251 - $296
|
1.42K
$104K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4- 4.3% |
$335 - $395
|
89
$6.5K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6- 42.86% |
$503 - $593
|
8
$584
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-6- 0.33% |
$503 - $593
|
1.84K
$134K
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-7- 0.56% |
$587 - $691
|
1.23K
$90K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-7- 0.29% |
$587 - $691
|
2.42K
$177K
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-15- 0.33% |
$1.26K - $1.48K
|
4.56K
$333K
|