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 401 institutions that hold shares in the stock, with a total of 31.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
17
shares
|
$1,268
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
14
shares
|
$1,044
0.0% of portfolio
|
Q2 2024
Reduced 61.11%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
13
shares
|
$969
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
12
shares
|
$895
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
10
shares
|
$745
0.0% of portfolio
|
Q3 2025
Reduced 77.78%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
9
shares
|
$671
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
9
shares
|
$671
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
7
shares
|
$522
0.0% of portfolio
|
Q3 2025
Added 16.67%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
7
shares
|
$522
0.0% of portfolio
|
Q3 2025
Reduced 30.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
6
shares
|
$447
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
4
shares
|
$298
0.0% of portfolio
|
Q3 2025
Reduced 97.91%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
4
shares
|
$298
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
4
shares
|
$298
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
3
shares
|
$223
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
3
shares
|
$223
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
3
shares
|
$223
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
2
shares
|
$149
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
2
shares
|
$149
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
1
shares
|
$74
0.0% of portfolio
|
Q3 2025
Reduced 85.71%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
1
shares
|
$74
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
1
shares
|
$74
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|