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 375 institutions that hold shares in the stock, with a total of 30.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
140
shares
|
$10,876
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
137
shares
|
$10,643
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
114
shares
|
$8,856
0.0% of portfolio
|
Q4 2024
Added 17.53%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
110
shares
|
$8,545
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
106
shares
|
$8,235
0.0% of portfolio
|
Q4 2024
Added 107.84%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
102
shares
|
$7,924
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
100
shares
|
$7,769
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
100
shares
|
$7,769
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
100
shares
|
$7,769
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
97
shares
|
$7,535
0.0% of portfolio
|
Q3 2024
Added 130.95%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
84
shares
|
$6,525
0.0% of portfolio
|
Q3 2024
Added 6.33%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
69
shares
|
$5,360
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
67
shares
|
$5,205
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
62
shares
|
$4,816
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
62
shares
|
$4,816
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
59
shares
|
$4,583
0.0% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
50
shares
|
$3,884
0.0% of portfolio
|
Q2 2022
Reduced 58.33%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
50
shares
|
$3,884
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
43
shares
|
$3,340
0.0% of portfolio
|
Q1 2022
Reduced 8.51%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
40
shares
|
$3,107
0.0% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
38
shares
|
$2,952
0.0% of portfolio
|
Q4 2024
Reduced 84.1%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
31
shares
|
$2,408
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
31
shares
|
$2,408
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
29
shares
|
$2,253
0.0% of portfolio
|
Q4 2024
Reduced 40.82%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
23
shares
|
$1,786
0.0% of portfolio
|
Q4 2024
New holding
|