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 |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
97
shares
|
$7,599
0.0% of portfolio
|
Q3 2024
Added 130.95%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
91
shares
|
$7,129
0.0% of portfolio
|
Q2 2023
Reduced 1.09%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
84
shares
|
$6,581
0.0% of portfolio
|
Q3 2024
Added 6.33%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
77
shares
|
$6,032
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
72
shares
|
$5,641
0.0% of portfolio
|
Q3 2024
Reduced 28.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
67
shares
|
$5,249
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
62
shares
|
$4,857
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
62
shares
|
$4,857
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
58
shares
|
$4,544
0.0% of portfolio
|
Q1 2024
Added 1.75%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
51
shares
|
$3,995
0.0% of portfolio
|
Q2 2024
Added 240.0%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
50
shares
|
$3,917
0.0% of portfolio
|
Q2 2022
Reduced 58.33%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
50
shares
|
$3,917
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
49
shares
|
$3,839
0.0% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
43
shares
|
$3,369
0.0% of portfolio
|
Q1 2022
Reduced 8.51%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
35
shares
|
$2,742
0.0% of portfolio
|
Q3 2024
Added 133.33%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
31
shares
|
$2,428
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
31
shares
|
$2,428
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
31
shares
|
$2,428
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
27
shares
|
$2,115
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2024 Q3 2024 |
23
shares
|
$1,802
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
20
shares
|
$1,567
0.0% of portfolio
|
Q3 2024
Reduced 25.93%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
20
shares
|
$1,567
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
19
shares
|
$1,488
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
18
shares
|
$1,410
0.0% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
14
shares
|
$1,096
0.0% of portfolio
|
Q2 2024
Reduced 61.11%
|