Latest Institutional Transactions on American States Water CO (AWR)
This table provides information on the latest institutional transactions involving American States Water CO (AWR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-75- 1.69% |
$5.83K - $6.55K
|
4.35K
$326K
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
12.8KNew |
$992K - $1.11M
|
12.8K
$955K
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
3.19KNew |
$248K - $278K
|
3.19K
$239K
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 1.72% |
$77.7 - $87.3
|
59
$4.42K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
380New |
$29.5K - $33.2K
|
380
$28.4K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
102New |
$7.93K - $8.9K
|
102
$7.63K
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
50.9KNew |
$3.96M - $4.44M
|
50.9K
$3.81M
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
106+ 0.5% |
$8.24K - $9.25K
|
21.5K
$1.61M
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
822+ 21.77% |
$63.9K - $71.7K
|
4.6K
$344K
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-216- 1.49% |
$16.8K - $18.9K
|
14.3K
$1.07M
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-664- 1.7% |
$51.6K - $57.9K
|
38.4K
$2.88M
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-357- 11.72% |
$27.7K - $31.2K
|
2.69K
$201K
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
4.95K+ 400.65% |
$385K - $432K
|
6.19K
$463K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
393+ 367.29% |
$30.5K - $34.3K
|
500
$37.4K
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
28+ 1.05% |
$2.18K - $2.44K
|
2.68K
$201K
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 28.57% |
$155 - $175
|
5
$374
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
18+ 11.92% |
$1.4K - $1.57K
|
169
$12.6K
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-37- 0.17% |
$2.88K - $3.23K
|
21.9K
$1.64M
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
26+ 2.55% |
$2.02K - $2.27K
|
1.05K
$78.4K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
150+ 3.14% |
$11.7K - $13.1K
|
4.93K
$369K
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
12.9K+ 875.25% |
$1M - $1.12M
|
14.3K
$1.07M
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
206+ 4.08% |
$16K - $18K
|
5.26K
$393K
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
8.28K+ 8.36% |
$643K - $722K
|
107K
$8.03M
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
449+ 0.96% |
$34.9K - $39.2K
|
47.4K
$3.55M
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
59+ 1.83% |
$4.59K - $5.15K
|
3.28K
$245K
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-21- 0.57% |
$1.63K - $1.83K
|
3.68K
$275K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
23New |
$1.79K - $2.01K
|
23
$1.72K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10+ 0.14% |
$777 - $873
|
7.4K
$554K
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-591- 5.1% |
$45.9K - $51.6K
|
11K
$823K
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-90- 12.13% |
$6.99K - $7.85K
|
652
$48.8K
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-150- 2.74% |
$11.7K - $13.1K
|
5.32K
$398K
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
95+ 1.08% |
$7.38K - $8.29K
|
8.88K
$664K
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
3.51KNew |
$273K - $306K
|
3.51K
$263K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2New |
$155 - $175
|
2
$150
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
17+ 17.53% |
$1.32K - $1.48K
|
114
$8.53K
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-10- 0.17% |
$777 - $873
|
5.82K
$436K
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-1.61K- 27.33% |
$125K - $141K
|
4.28K
$320K
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
216+ 14.36% |
$16.8K - $18.9K
|
1.72K
$129K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
13+ 6.77% |
$1.01K - $1.13K
|
205
$15.3K
|
|
Q3 2024 | |||||||
Jan 16, 2025
Q3 2024
|
Cim, LLC
|
BUY
|
- |
5.34KNew |
$382K - $456K
|
5.34K
$400K
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.69K- 1.72% |
$335K - $400K
|
268K
$20M
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
100New |
$7.16K - $8.54K
|
100
$7.48K
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3+ 0.5% |
$215 - $256
|
605
$45.3K
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.45KNew |
$247K - $294K
|
3.45K
$258K
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
168New |
$12K - $14.3K
|
168
$12.6K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.48KNew |
$177K - $211K
|
2.48K
$185K
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-1.05K- 16.78% |
$75.1K - $89.6K
|
5.2K
$389K
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
49.9K+ 172.76% |
$3.57M - $4.26M
|
78.7K
$5.89M
|
|
Nov 15, 2024
Q3 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-10K- 13.31% |
$716K - $854K
|
65.1K
$4.87M
|
|
Nov 15, 2024
Q3 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
14.4K+ 50.92% |
$1.03M - $1.23M
|
42.6K
$3.19M
|