Latest Institutional Purchases of American States Water CO (AWR)
This list provides information on the latest institutional transactions involving American States Water CO (AWR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
11.5KNew |
$902K - $1.15M
|
11.5K
$920K
|
|
|
Feb 13, 2023
Q4 2022
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
2.99KNew |
$234K - $297K
|
2.99K
$238K
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.7KNew |
$211K - $268K
|
2.7K
$215K
|
|
|
Feb 14, 2023
Q4 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
2.55KNew |
$200K - $254K
|
2.55K
$203K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
2.5KNew |
$196K - $249K
|
2.5K
$199K
|
|
|
Feb 13, 2023
Q4 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
2.31KNew |
$181K - $230K
|
2.31K
$184K
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
2.31KNew |
$180K - $229K
|
2.31K
$184K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.23KNew |
$175K - $222K
|
2.23K
$178K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.7KNew |
$133K - $169K
|
1.7K
$136K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
533New |
$41.7K - $53K
|
533
$42.5K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
263New |
$20.6K - $26.2K
|
263
$21K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
173New |
$13.5K - $17.2K
|
173
$13.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
29New |
$2.27K - $2.88K
|
29
$2.31K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
21+ 12.07% |
$1.64K - $2.09K
|
195
$15.6K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
19New |
$1.49K - $1.89K
|
19
$1.52K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5New |
$391 - $497
|
5
$399
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
14.6K+ 392.95% |
$1.13M - $1.32M
|
18.3K
$1.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
7.89K+ 117.16% |
$615K - $713K
|
14.6K
$1.17M
|
|
|
Nov 02, 2022
Q3 2022
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
6.56KNew |
$511K - $593K
|
6.56K
$523K
|
|
|
Nov 10, 2022
Q3 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
5.49K+ 41.45% |
$428K - $496K
|
18.7K
$1.49M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
502New |
$39.1K - $45.4K
|
502
$40K
|
|
|
Nov 09, 2022
Q3 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
400New |
$31.2K - $36.2K
|
400
$31.9K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
296+ 10.1% |
$23.1K - $26.8K
|
3.23K
$257K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
91+ 96.81% |
$7.09K - $8.23K
|
185
$14.8K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.47% |
$234 - $271
|
640
$51.1K
|
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1New |
$78 - $90.4
|
1
$79.8
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
4.31K+ 94.55% |
$308K - $399K
|
8.86K
$707K
|
|
|
Aug 15, 2022
Q2 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
1.35K+ 54.62% |
$96.4K - $125K
|
3.82K
$305K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
405New |
$28.9K - $37.6K
|
405
$32.3K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
185New |
$13.2K - $17.2K
|
185
$14.8K
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
140New |
$10K - $13K
|
140
$11.2K
|
|
| Q1 2022 | |||||||
|
May 05, 2022
Q1 2022
|
Reaves W H & CO Inc
|
BUY
|
- |
150K+ 103.45% |
$12.5M - $15.4M
|
295K
$23.5M
|
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
6KNew |
$499K - $617K
|
6K
$479K
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.1KNew |
$257K - $318K
|
3.1K
$247K
|
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
31New |
$2.58K - $3.19K
|
31
$2.47K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
21New |
$1.75K - $2.16K
|
21
$1.68K
|
|
|
Jul 21, 2022
Q1 2022
|
Gould Capital, LLC
|
BUY
|
- |
1+ 6.67% |
$83.1 - $103
|
16
$1.28K
|
|
| Q4 2021 | |||||||
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3KNew |
$257K - $310K
|
3K
$239K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
141New |
$12.1K - $14.6K
|
141
$11.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
137New |
$11.7K - $14.2K
|
137
$10.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
100New |
$8.56K - $10.3K
|
100
$7.98K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
8New |
$685 - $828
|
8
$638
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
41.9KNew |
$3.37M - $3.97M
|
41.9K
$3.35M
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
23.1KNew |
$1.85M - $2.19M
|
23.1K
$1.84M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.54KNew |
$204K - $241K
|
2.54K
$203K
|
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
564New |
$45.3K - $53.4K
|
564
$45K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
10New |
$803 - $947
|
10
$798
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
9New |
$723 - $852
|
9
$718
|
|
| Q2 2021 | |||||||
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
20New |
$1.52K - $1.66K
|
20
$1.6K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
16New |
$1.21K - $1.33K
|
16
$1.28K
|
|