Purchases and Sales Made in Q2 2024 in American States Water CO (AWR)
This table provides information about the institutional ownership of American States Water CO (AWR) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
59+ 5.34% |
$3.93K - $4.65K
|
1.16K
$87.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
50+ 0.74% |
$3.33K - $3.94K
|
6.8K
$513K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
39+ 0.5% |
$2.6K - $3.07K
|
7.84K
$592K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
36+ 240.0% |
$2.4K - $2.84K
|
51
$3.85K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
33New |
$2.2K - $2.6K
|
33
$2.49K
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
24+ 8.28% |
$1.6K - $1.89K
|
314
$23.7K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
23+ 0.63% |
$1.53K - $1.81K
|
3.69K
$279K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
23+ 2.47% |
$1.53K - $1.81K
|
954
$72K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19+ 0.13% |
$1.26K - $1.5K
|
14.4K
$1.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
19+ 0.67% |
$1.26K - $1.5K
|
2.87K
$216K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
18+ 7.17% |
$1.2K - $1.42K
|
269
$20.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
18New |
$1.2K - $1.42K
|
18
$1.36K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
16+ 69.57% |
$1.07K - $1.26K
|
39
$2.94K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
15+ 7.5% |
$999 - $1.18K
|
215
$16.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
15+ 1.48% |
$999 - $1.18K
|
1.03K
$77.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15New |
$999 - $1.18K
|
15
$1.13K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
14+ 0.46% |
$932 - $1.1K
|
3.04K
$230K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
9+ 0.11% |
$599 - $709
|
8.07K
$610K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
9+ 0.28% |
$599 - $709
|
3.26K
$246K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
7New |
$466 - $552
|
7
$529
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5+ 0.4% |
$333 - $394
|
1.24K
$93.7K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4+ 0.67% |
$266 - $315
|
602
$45.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2+ 0.03% |
$133 - $158
|
7.39K
$558K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 20.0% |
$66.6 - $78.8
|
6
$453
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-2- 0.01% |
$133 - $158
|
15.9K
$1.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2- 28.57% |
$133 - $158
|
5
$378
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2- 0.84% |
$133 - $158
|
235
$17.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 10.0% |
$200 - $236
|
27
$2.04K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7- 0.33% |
$466 - $552
|
2.11K
$159K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-11- 0.1% |
$732 - $867
|
11.6K
$873K
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-15- 0.04% |
$999 - $1.18K
|
42.8K
$3.23M
|
|
|
Jun 10, 2025
Q2 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-21Closed |
$1.4K - $1.65K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-22- 61.11% |
$1.46K - $1.73K
|
14
$1.06K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-24- 2.5% |
$1.6K - $1.89K
|
935
$70.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-35- 0.3% |
$2.33K - $2.76K
|
11.6K
$875K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-42- 1.35% |
$2.8K - $3.31K
|
3.07K
$232K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-46- 17.23% |
$3.06K - $3.62K
|
221
$16.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-46- 17.23% |
$3.06K - $3.62K
|
221
$16.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-48- 50.0% |
$3.2K - $3.78K
|
48
$3.62K
|
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-50- 0.68% |
$3.33K - $3.94K
|
7.26K
$549K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-61- 20.33% |
$4.06K - $4.81K
|
239
$18K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-79- 1.24% |
$5.26K - $6.23K
|
6.31K
$476K
|
|
|
Aug 13, 2024
Q2 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-86- 2.62% |
$5.73K - $6.78K
|
3.2K
$242K
|
|
|
Aug 14, 2024
Q2 2024
|
Qsv Equity Investors LLC
Naperville, IL |
SELL
|
- |
-88- 0.58% |
$5.86K - $6.93K
|
15.1K
$1.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-91- 1.81% |
$6.06K - $7.17K
|
4.94K
$373K
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-101- 17.35% |
$6.72K - $7.96K
|
481
$36.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-105- 4.68% |
$6.99K - $8.27K
|
2.14K
$161K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-106- 10.18% |
$7.06K - $8.35K
|
935
$70.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-136- 4.02% |
$9.05K - $10.7K
|
3.24K
$245K
|