Purchases and Sales Made in Q1 2025 in American States Water CO (AWR)
This table provides information about the institutional ownership of American States Water CO (AWR) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
915+ 7.84% |
$64.8K - $74.1K
|
12.6K
$950K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
903+ 3.47% |
$64K - $73.1K
|
26.9K
$2.03M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
867+ 12.77% |
$61.4K - $70.2K
|
7.66K
$578K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
779+ 3.93% |
$55.2K - $63.1K
|
20.6K
$1.56M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
750+ 22.87% |
$53.1K - $60.7K
|
4.03K
$304K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
697+ 6.29% |
$49.4K - $56.4K
|
11.8K
$889K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
666+ 8.82% |
$47.2K - $53.9K
|
8.21K
$620K
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
650+ 11.46% |
$46K - $52.6K
|
6.32K
$477K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
625+ 23.72% |
$44.3K - $50.6K
|
3.26K
$246K
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
558+ 2.27% |
$39.5K - $45.2K
|
25.2K
$1.9M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
403+ 3.68% |
$28.5K - $32.6K
|
11.4K
$857K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
380+ 100.0% |
$26.9K - $30.8K
|
760
$57.4K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
371+ 2.63% |
$26.3K - $30K
|
14.5K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
347+ 0.08% |
$24.6K - $28.1K
|
435K
$32.8M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
310+ 12.19% |
$22K - $25.1K
|
2.85K
$215K
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
275+ 1.39% |
$19.5K - $22.3K
|
20.1K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
272+ 2.08% |
$19.3K - $22K
|
13.3K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
257New |
$18.2K - $20.8K
|
257
$19.4K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
256+ 9.88% |
$18.1K - $20.7K
|
2.85K
$215K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
186+ 2.15% |
$13.2K - $15.1K
|
8.85K
$668K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
182+ 6.12% |
$12.9K - $14.7K
|
3.16K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
140New |
$9.92K - $11.3K
|
140
$10.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
104+ 1.94% |
$7.37K - $8.42K
|
5.47K
$413K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
98+ 24.87% |
$6.94K - $7.94K
|
492
$37.2K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
77New |
$5.45K - $6.24K
|
77
$5.81K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
75+ 44.38% |
$5.31K - $6.07K
|
244
$18.4K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
70+ 15.95% |
$4.96K - $5.67K
|
509
$38.4K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
66+ 1.72% |
$4.68K - $5.34K
|
3.91K
$295K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
59+ 55.66% |
$4.18K - $4.78K
|
165
$12.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
55+ 48.25% |
$3.9K - $4.45K
|
169
$12.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
49+ 3.88% |
$3.47K - $3.97K
|
1.31K
$99K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
45+ 1.56% |
$3.19K - $3.64K
|
2.93K
$221K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
31New |
$2.2K - $2.51K
|
31
$2.34K
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
22+ 0.59% |
$1.56K - $1.78K
|
3.76K
$284K
|
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
BUY
|
- |
17+ 3.56% |
$1.2K - $1.38K
|
495
$37.4K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
15+ 65.22% |
$1.06K - $1.21K
|
38
$2.87K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
13New |
$921 - $1.05K
|
13
$982
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
13+ 6.25% |
$921 - $1.05K
|
221
$16.7K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
13+ 0.15% |
$921 - $1.05K
|
8.89K
$671K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
11New |
$779 - $891
|
11
$831
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
10New |
$708 - $810
|
10
$755
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10New |
$708 - $810
|
10
$755
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 25.0% |
$708 - $810
|
50
$3.78K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
7New |
$496 - $567
|
7
$529
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 35.0% |
$496 - $567
|
27
$2.04K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
6+ 3.87% |
$425 - $486
|
161
$12.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 200.0% |
$283 - $324
|
6
$453
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3+ 0.04% |
$213 - $243
|
8.08K
$610K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3+ 0.16% |
$213 - $243
|
1.85K
$139K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3+ 0.49% |
$213 - $243
|
612
$46.2K
|