Purchases and Sales Made in Q3 2024 in American States Water CO (AWR)
This table provides information about the institutional ownership of American States Water CO (AWR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
144+ 0.15% |
$10.3K - $12.3K
|
98.2K
$7.17M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
142+ 2.9% |
$10.2K - $12.1K
|
5.03K
$368K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
140+ 2000.0% |
$10K - $12K
|
147
$10.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
116+ 2.35% |
$8.3K - $9.9K
|
5.05K
$369K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
102+ 1.72% |
$7.3K - $8.71K
|
6.04K
$441K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
100+ 2.45% |
$7.16K - $8.54K
|
4.18K
$305K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
100New |
$7.16K - $8.54K
|
100
$7.31K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
97New |
$6.94K - $8.28K
|
97
$7.09K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
77New |
$5.51K - $6.57K
|
77
$5.62K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
74+ 224.24% |
$5.29K - $6.32K
|
107
$7.82K
|
|
|
Nov 12, 2024
Q3 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
74+ 0.86% |
$5.29K - $6.32K
|
8.66K
$633K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
71+ 26.39% |
$5.08K - $6.06K
|
340
$24.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
69+ 2.78% |
$4.94K - $5.89K
|
2.55K
$186K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
68+ 1.71% |
$4.87K - $5.81K
|
4.06K
$296K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
67+ 7.02% |
$4.79K - $5.72K
|
1.02K
$74.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
60+ 0.5% |
$4.29K - $5.12K
|
12.1K
$887K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
55+ 130.95% |
$3.94K - $4.7K
|
97
$7.09K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
49+ 24.02% |
$3.51K - $4.18K
|
253
$18.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
45+ 2.5% |
$3.22K - $3.84K
|
1.85K
$135K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
43+ 30.5% |
$3.08K - $3.67K
|
184
$13.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
41+ 1.29% |
$2.93K - $3.5K
|
3.22K
$235K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
31New |
$2.22K - $2.65K
|
31
$2.26K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
27New |
$1.93K - $2.31K
|
27
$1.97K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
26+ 0.24% |
$1.86K - $2.22K
|
11K
$804K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
21+ 1.95% |
$1.5K - $1.79K
|
1.1K
$80.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20+ 133.33% |
$1.43K - $1.71K
|
35
$2.56K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
19+ 0.16% |
$1.36K - $1.62K
|
11.6K
$846K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10+ 0.11% |
$716 - $854
|
8.72K
$637K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 0.86% |
$572 - $683
|
943
$68.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
6+ 0.2% |
$429 - $512
|
3.05K
$223K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5+ 6.33% |
$358 - $427
|
84
$6.14K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3+ 0.5% |
$215 - $256
|
605
$44.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
3New |
$215 - $256
|
3
$219
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2+ 4.26% |
$143 - $171
|
49
$3.58K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2New |
$143 - $171
|
2
$146
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.09% |
$143 - $171
|
2.14K
$156K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 5.88% |
$71.6 - $85.4
|
18
$1.31K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 16.67% |
$71.6 - $85.4
|
7
$511
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1+ 0.35% |
$71.6 - $85.4
|
287
$21K
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 25.0% |
$71.6 - $85.4
|
3
$219
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2- 0.03% |
$143 - $171
|
7.39K
$540K
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-5- 1.04% |
$358 - $427
|
476
$34.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5- 0.15% |
$358 - $427
|
3.41K
$249K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-7- 25.93% |
$501 - $598
|
20
$1.46K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-10- 0.97% |
$716 - $854
|
1.02K
$74.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-14- 6.33% |
$1K - $1.2K
|
207
$15.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-14- 6.33% |
$1K - $1.2K
|
207
$15.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-15- 0.04% |
$1.07K - $1.28K
|
35K
$2.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-28- 28.0% |
$2K - $2.39K
|
72
$5.26K
|