Institutional Ownership American States Water CO (AWR)
This table provides information about the institutional ownership of American States Water CO (AWR). We have compiled data on the 362 institutions that hold shares in the stock, with a total of 29.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
893
shares
|
$69,966
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
742
shares
|
$58,135
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
717
shares
|
$56,176
0.04% of portfolio
|
Q3 2024
Reduced 59.05%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
643
shares
|
$50,379
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
610
shares
|
$47,793
0.0% of portfolio
|
Q2 2021
Reduced 76.63%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
605
shares
|
$47,401
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
605
shares
|
$47,401
0.0% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
554
shares
|
$43,405
0.0% of portfolio
|
Q3 2023
Added 82.24%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
550
shares
|
$43,092
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
502
shares
|
$39,331
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
500
shares
|
$39,175
0.0% of portfolio
|
Q2 2022
Reduced 1.77%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
500
shares
|
$39,175
0.0% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Natixis
Paris, I0 |
Nov 13, 2024 Q3 2024 |
476
shares
|
$37,294
0.0% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
450
shares
|
$35,257
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
400
shares
|
$31,339
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
400
shares
|
$31,339
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
400
shares
|
$31,339
0.0% of portfolio
|
Q4 2021
Reduced 50.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
340
shares
|
$26,638
0.0% of portfolio
|
Q3 2024
Added 26.39%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
335
shares
|
$26,247
0.01% of portfolio
|
Q3 2024
Reduced 64.13%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
309
shares
|
$24,210
0.0% of portfolio
|
Q2 2024
Added 758.33%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
300
shares
|
$23,505
0.02% of portfolio
|
Q2 2018
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
290
shares
|
$22,721
0.0% of portfolio
|
Q3 2024
Reduced 49.91%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
287
shares
|
$22,486
0.0% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
253
shares
|
$19,822
0.0% of portfolio
|
Q3 2024
Added 24.02%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
239
shares
|
$18,725
0.0% of portfolio
|
Q2 2024
Reduced 20.33%
|