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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11- 35.48% |
$855 - $960
|
20
$1.49K
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-124- 4.59% |
$9.64K - $10.8K
|
2.58K
$192K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.6KNew |
$357K - $401K
|
4.6K
$343K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
146+ 202.78% |
$11.3K - $12.7K
|
218
$16.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
2.8KNew |
$218K - $244K
|
2.8K
$209K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
17.5KNew |
$1.36M - $1.53M
|
17.5K
$1.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-100- 2.39% |
$7.77K - $8.73K
|
4.08K
$304K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-181- 18.41% |
$14.1K - $15.8K
|
802
$59.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.59KNew |
$201K - $226K
|
2.59K
$193K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-17- 8.21% |
$1.32K - $1.48K
|
190
$14.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
1.45KNew |
$113K - $127K
|
1.45K
$108K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-264- 6.75% |
$20.5K - $23K
|
3.65K
$272K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
102New |
$7.93K - $8.9K
|
102
$7.61K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 1.72% |
$77.7 - $87.3
|
59
$4.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
3.19KNew |
$248K - $278K
|
3.19K
$238K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
393+ 367.29% |
$30.5K - $34.3K
|
500
$37.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
28+ 1.05% |
$2.18K - $2.44K
|
2.68K
$200K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
3.51KNew |
$273K - $306K
|
3.51K
$262K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-10- 0.17% |
$777 - $873
|
5.82K
$434K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-1.61K- 27.33% |
$125K - $141K
|
4.28K
$319K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2025
Q3 2024
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-28.2K- 5.7% |
$2.01M - $2.4M
|
466K
$34.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
168New |
$12K - $14.3K
|
168
$12.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.48KNew |
$177K - $211K
|
2.48K
$185K
|
|
|
Nov 14, 2024
Q3 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
40.1KNew |
$2.87M - $3.42M
|
40.1K
$2.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-14- 6.33% |
$1K - $1.2K
|
207
$15.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
68+ 1.71% |
$4.87K - $5.81K
|
4.06K
$303K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-50- 1.11% |
$3.58K - $4.27K
|
4.47K
$333K
|
|
|
Nov 12, 2024
Q3 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-750- 23.44% |
$53.7K - $64K
|
2.45K
$183K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-240- 7.36% |
$17.2K - $20.5K
|
3.02K
$225K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-48- 1.68% |
$3.43K - $4.1K
|
2.8K
$209K
|
|
|
Nov 08, 2024
Q3 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.1K+ 18.66% |
$78.7K - $93.9K
|
7K
$522K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
200New |
$14.3K - $17.1K
|
200
$14.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 25.0% |
$71.6 - $85.4
|
3
$224
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
27New |
$1.93K - $2.31K
|
27
$2.01K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2New |
$143 - $171
|
2
$149
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
609+ 19.8% |
$43.6K - $52K
|
3.68K
$275K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.5KNew |
$179K - $213K
|
2.5K
$186K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-613- 5.29% |
$43.9K - $52.3K
|
11K
$818K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-804- 1.9% |
$57.5K - $68.6K
|
41.6K
$3.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-289- 49.91% |
$20.7K - $24.7K
|
290
$21.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
2.8KNew |
$200K - $239K
|
2.8K
$209K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
3New |
$215 - $256
|
3
$224
|
|
|
Oct 04, 2024
Q3 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
4.05KNew |
$290K - $346K
|
4.05K
$302K
|
|
| Q2 2024 | |||||||
|
Jun 10, 2025
Q2 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-21Closed |
$1.4K - $1.65K
|
0
$0
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
100+ 50.0% |
$6.66K - $7.88K
|
300
$22.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-10K- 51.7% |
$666K - $789K
|
9.35K
$698K
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
13.1K+ 123.81% |
$874K - $1.03M
|
23.7K
$1.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
2.1KNew |
$140K - $165K
|
2.1K
$157K
|
|
|
Aug 14, 2024
Q2 2024
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-1.87K- 33.42% |
$124K - $147K
|
3.72K
$278K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
150New |
$9.99K - $11.8K
|
150
$11.2K
|
|