American States Water Ownership 2024 | Who Owns American States Water Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

53.31%

Insider Ownership

0.83%

Retail Ownership

45.86%

Institutional Holders

217.00

American States Water Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.18.44%0.01%6,818,87759,7660.88%492,595,653Mar 31, 2024
VANGUARD GROUP INC12.87%0.01%4,760,524132,6742.87%343,900,254Mar 31, 2024
STATE STREET CORP5.90%0.01%2,180,892-45,102-2.03%157,547,638Mar 31, 2024
FIRST TRUST ADVISORS LP3.41%0.09%1,260,65192,3297.90%91,069,436Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP2.27%0.02%839,5645,2460.63%60,650,104Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC2.17%0.01%803,48225,1443.23%58,051,966Mar 31, 2024
PICTET ASSET MANAGEMENT HOLDING SA2.04%0.06%753,766-39,422-4.97%54,452,056Mar 31, 2024
INVESCO LTD.1.79%0.01%661,584-74,654-10.14%47,792,828Mar 31, 2024
MORGAN STANLEY1.73%0.00%639,58339,8046.64%46,203,589Mar 31, 2024
NORTHERN TRUST CORP1.57%0.01%579,05219,7843.54%41,830,717Mar 31, 2024
BANK OF NEW YORK MELLON CORP1.15%0.01%426,746-30,873-6.75%30,828,099Mar 31, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.03%0.01%379,63711,2273.05%27,424,976Mar 31, 2024
JPMORGAN CHASE & CO0.97%0.00%360,17029,7589.01%26,018,680Mar 31, 2024
NUVEEN ASSET MANAGEMENT, LLC0.87%0.01%321,74019,8616.58%23,242,497Mar 31, 2024
ROBECO SCHWEIZ AG0.84%0.39%311,789-14,939-4.57%22,523,637Mar 31, 2024
AMUNDI0.79%0.01%290,546-3,260-1.11%19,748,412Mar 31, 2024
LEGAL & GENERAL GROUP PLC0.73%0.00%269,644-97,726-26.60%19,479,083Mar 31, 2024
DEUTSCHE BANK AG\0.64%0.01%237,37152,90128.68%17,147,681Mar 31, 2024
PRINCIPAL FINANCIAL GROUP INC0.52%0.01%192,746-11,825-5.78%13,923,971Mar 31, 2024
MILLENNIUM MANAGEMENT LLC0.39%0.00%144,237-30,915-17.65%10,419,681Mar 31, 2024

American States Water's largest institutional shareholder is BLACKROCK INC., holding 18.44% of the company's total share outstanding, currently valued at $492.60M. The top 10 institutional shareholders own together 52.18% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
QSV EQUITY INVESTORS LLC0.04%1.06%15,222290.19%1,099,605Mar 31, 2024
DEAN CAPITAL MANAGEMENT0.06%0.91%21,7452,03910.35%1,570,859Mar 31, 2024
NORTHSTAR ASSET MANAGEMENT INC0.16%0.73%57,5218,17916.58%4,155,317Mar 31, 2024
SKYOAK WEALTH, LLC0.11%0.69%39,896-377-0.94%2,882,062Mar 31, 2024
ATOM INVESTORS LP0.20%0.67%74,39560,015417.35%5,374,295Mar 31, 2024
DEAN INVESTMENT ASSOCIATES, LLC0.17%0.63%63,3645,1478.84%4,577,415Mar 31, 2024
CORECOMMODITY MANAGEMENT, LLC0.05%0.44%17,271-6,876-28.48%1,247,657Mar 31, 2024
FIRST NATIONAL CORP /MA/ /ADV0.05%0.40%20,300-69-0.34%1,632,543Mar 31, 2024
ROBECO SCHWEIZ AG0.84%0.39%311,789-14,939-4.57%22,523,637Mar 31, 2024
NUMERAI GP LLC0.03%0.38%12,05612,056100.00%870,925Mar 31, 2024
PEOPLES BANK/KS0.02%0.33%5,831--421,228Mar 31, 2024
RICHARD C. YOUNG & CO., LTD.0.09%0.32%34,7467,78028.85%2,510,016Mar 31, 2024
VIRTUS INVESTMENT ADVISERS, INC.0.01%0.25%4,803-1,900-28.35%346,969Mar 31, 2024
CORNERSTONE WEALTH MANAGEMENT, LLC0.11%0.24%40,7832,5126.56%2,946,181Mar 31, 2024
COZAD ASSET MANAGEMENT INC0.08%0.21%28,0315,47924.30%2,024,959Mar 31, 2024
LEGATO CAPITAL MANAGEMENT LLC0.06%0.19%21,7452,03910.35%1,570,859Mar 31, 2024
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA0.01%0.19%3,750--271,000Mar 31, 2024
FIRST PACIFIC FINANCIAL0.02%0.18%8,8524845.78%639,481Mar 31, 2024
CENTERBOOK PARTNERS LP0.09%0.17%33,33128,382573.49%2,407,831Mar 31, 2024
ELCO MANAGEMENT CO., LLC0.01%0.16%3,74954517.01%270,828Mar 31, 2024

The largest American States Water shareholder by % of total assets is QSV EQUITY INVESTORS LLC. The company owns 15.22K shares of American States Water (AWR), representing 1.06% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC12.87%0.01%4,760,524132,6742.87%343,900,254Mar 31, 2024
FIRST TRUST ADVISORS LP3.41%0.09%1,260,65192,3297.90%91,069,436Mar 31, 2024
VICTORY CAPITAL MANAGEMENT INC0.21%0.01%78,05464,402471.74%5,638,621Mar 31, 2024
ATOM INVESTORS LP0.20%0.67%74,39560,015417.35%5,374,295Mar 31, 2024
BLACKROCK INC.18.44%0.01%6,818,87759,7660.88%492,595,653Mar 31, 2024
DEUTSCHE BANK AG\0.64%0.01%237,37152,90128.68%17,147,681Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.13%0.01%46,28746,287100.00%3,344,000Mar 31, 2024
CITADEL ADVISORS LLC0.16%0.00%58,09745,332355.13%4,196,927Mar 31, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.29%0.01%106,56543,83669.88%7,698,256Mar 31, 2024
BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.0.27%0.02%100,30241,57670.80%7,246,000Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC0.13%0.01%48,40040,500512.66%3,496,000Mar 31, 2024
MORGAN STANLEY1.73%0.00%639,58339,8046.64%46,203,589Mar 31, 2024
EDGESTREAM PARTNERS, L.P.0.12%0.16%45,38831,593229.02%3,278,829Mar 31, 2024
JPMORGAN CHASE & CO0.97%0.00%360,17029,7589.01%26,018,680Mar 31, 2024
CENTERBOOK PARTNERS LP0.09%0.17%33,33128,382573.49%2,407,831Mar 31, 2024
AMERICAN CENTURY COMPANIES INC0.09%0.00%33,33927,916514.77%2,408,409Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC2.17%0.01%803,48225,1443.23%58,051,966Mar 31, 2024
WALLEYE TRADING LLC0.07%0.00%27,40024,800953.85%1,979,376Mar 31, 2024
STATE OF WISCONSIN INVESTMENT BOARD0.07%0.01%27,52824,022685.17%1,988,623Mar 31, 2024
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC0.06%0.00%23,70721,236859.41%1,712,594Mar 31, 2024

As of Mar 31 2024, American States Water's largest institutional buyer is VANGUARD GROUP INC. The company purchased 132.67K stocks of AWR, valued at $343.90M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
LEGAL & GENERAL GROUP PLC0.73%0.00%269,644-97,726-26.60%19,479,083Mar 31, 2024
BESSEMER GROUP INC0.13%0.01%46,843-80,896-63.33%3,384,000Mar 31, 2024
INVESCO LTD.1.79%0.01%661,584-74,654-10.14%47,792,828Mar 31, 2024
BANK OF AMERICA CORP /DE/0.10%0.00%36,064-50,817-58.49%2,605,239,000Mar 31, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC0.04%0.01%15,544-45,448-74.51%1,122,881Mar 31, 2024
STATE STREET CORP5.90%0.01%2,180,892-45,102-2.03%157,547,638Mar 31, 2024
SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)----42,940-100.00%-Mar 31, 2024
JANE STREET GROUP, LLC0.01%0.00%5,408-41,631-88.50%390,674Mar 31, 2024
PICTET ASSET MANAGEMENT HOLDING SA2.04%0.06%753,766-39,422-4.97%54,452,056Mar 31, 2024
TUDOR INVESTMENT CORP ET AL----32,788-100.00%-Mar 31, 2024
MILLENNIUM MANAGEMENT LLC0.39%0.00%144,237-30,915-17.65%10,419,681Mar 31, 2024
BANK OF NEW YORK MELLON CORP1.15%0.01%426,746-30,873-6.75%30,828,099Mar 31, 2024
GOLDMAN SACHS GROUP INC0.34%0.00%125,788-30,615-19.57%9,086,903Mar 31, 2024
TWO SIGMA INVESTMENTS, LP0.03%0.00%12,278-24,256-66.39%886,963Mar 31, 2024
CI PRIVATE WEALTH, LLC0.03%0.00%9,541-23,478-71.10%689,242Mar 31, 2024
TREXQUANT INVESTMENT LP----23,373-100.00%-Mar 31, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP0.05%0.01%19,039-18,946-49.88%1,375,000Mar 31, 2024
MAN GROUP PLC0.27%0.02%99,850-18,655-15.74%7,213,163Mar 31, 2024
PRUDENTIAL FINANCIAL INC0.13%0.00%47,717-18,514-27.95%3,447,094Mar 31, 2024
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND----17,000-100.00%-Mar 31, 2024

As of Mar 31 2024, American States Water's biggest institutional seller is LEGAL & GENERAL GROUP PLC. The company sold -97.73K shares of AWR, valued at $19.48M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
COMMONWEALTH EQUITY SERVICES, LLC0.13%0.01%46,28746,287100.00%3,344,000Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.06%0.00%20,70020,700100.00%1,495,368Mar 31, 2024
HOLOCENE ADVISORS, LP0.05%0.01%20,11320,113100.00%1,452,963Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.04%0.00%15,26815,268100.00%1,102,960Mar 31, 2024
SCHONFELD STRATEGIC ADVISORS LLC0.03%0.01%12,50012,500100.00%903,000Mar 31, 2024
NUMERAI GP LLC0.03%0.38%12,05612,056100.00%870,925Mar 31, 2024
SPIDERROCK ADVISORS, LLC0.03%0.02%10,90510,905100.00%766,076Mar 31, 2024
UNISUPER MANAGEMENT PTY LTD0.02%0.01%8,7488,748100.00%631,956Mar 31, 2024
WEALTHCARE ADVISORY PARTNERS LLC0.02%0.02%7,3927,392100.00%533,998Mar 31, 2024
CETERA ADVISORS LLC0.02%0.00%7,3787,378100.00%532,976Mar 31, 2024
AIGEN INVESTMENT MANAGEMENT, LP0.02%0.10%6,1106,110100.00%441,386Mar 31, 2024
PETRUS TRUST COMPANY, LTA0.02%0.04%5,5905,590100.00%403,822Mar 31, 2024
NEW YORK LIFE INVESTMENT MANAGEMENT LLC0.01%0.00%5,0825,082100.00%367,124Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.01%0.00%4,8004,800100.00%346,752Mar 31, 2024
VERITION FUND MANAGEMENT LLC0.01%0.00%3,9703,970100.00%286,793Mar 31, 2024
ARMISTICE CAPITAL, LLC0.01%0.00%3,7013,701100.00%267,360Mar 31, 2024
AVANTAX PLANNING PARTNERS, INC.0.01%0.01%3,4193,419100.00%246,989Mar 31, 2024
OAK HILL WEALTH ADVISORS, LLC0.01%0.08%3,4003,400100.00%245,616Mar 31, 2024
SCIENCAST MANAGEMENT LP0.01%0.14%3,1193,119100.00%225,317Mar 31, 2024
PHOENIX HOLDINGS LTD.0.01%0.00%2,8462,846100.00%205,003Mar 31, 2024
BANK JULIUS BAER & CO. LTD, ZURICH0.00%0.00%1,0411,041100.00%75,201Mar 31, 2024
CONTINUUM ADVISORY, LLC0.00%0.01%893893100.00%69,609,000Mar 31, 2024
CIBC PRIVATE WEALTH GROUP, LLC0.00%0.00%550550100.00%39,413,000Mar 31, 2024
FERNWOOD INVESTMENT MANAGEMENT, LLC0.00%0.00%122122100.00%8,813,000Mar 31, 2024
TD WATERHOUSE CANADA INC.0.00%-5050100.00%3,499Mar 31, 2024
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.0.00%0.00%4747100.00%3,382,000Mar 31, 2024
PRIVATE WEALTH MANAGEMENT GROUP, LLC0.00%0.00%3636100.00%2,601Mar 31, 2024
0.00%0.00%3131100.00%2,399Mar 31, 2024
VALLEY NATIONAL ADVISERS INC-0.00%1515100.00%1,000Mar 31, 2024

American States Water's largest new institutional shareholder by number of shares is COMMONWEALTH EQUITY SERVICES, LLC, purchased 46.29K shares, valued at $3.34M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)----42,940-100.00%-Mar 31, 2024
TUDOR INVESTMENT CORP ET AL----32,788-100.00%-Mar 31, 2024
TREXQUANT INVESTMENT LP----23,373-100.00%-Mar 31, 2024
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND----17,000-100.00%-Mar 31, 2024
HRT FINANCIAL LP----16,873-100.00%-Mar 31, 2024
LIDO ADVISORS, LLC----16,047-100.00%-Mar 31, 2024
GSA CAPITAL PARTNERS LLP----15,062-100.00%-Mar 31, 2024
JUMP FINANCIAL, LLC----14,000-100.00%-Mar 31, 2024
NATIXIS ADVISORS, L.P.----10,174-100.00%-Mar 31, 2024
SG AMERICAS SECURITIES, LLC----8,449-100.00%-Mar 31, 2024
BAIRD FINANCIAL GROUP, INC.----8,135-100.00%-Mar 31, 2024
TORTOISE INDEX SOLUTIONS, LLC----7,332-100.00%-Mar 31, 2024
CETERA INVESTMENT ADVISERS----6,821-100.00%-Mar 31, 2024
DYNAMIC TECHNOLOGY LAB PRIVATE LTD----5,299-100.00%-Mar 31, 2024
TORTOISE CAPITAL ADVISORS, L.L.C.----5,270-100.00%-Mar 31, 2024
MQS MANAGEMENT LLC----4,516-100.00%-Mar 31, 2024
CENTIVA CAPITAL, LP----3,811-100.00%-Mar 31, 2024
SEI INVESTMENTS CO----3,573-100.00%-Mar 31, 2024
BREVAN HOWARD CAPITAL MANAGEMENT LP----3,555-100.00%-Mar 31, 2024
FREEDOM DAY SOLUTIONS, LLC----3,427-100.00%-Mar 31, 2024
INDEPENDENT ADVISOR ALLIANCE----3,413-100.00%-Mar 31, 2024
OAK HILL WEALTH ADVISORS, LLC----3,400-100.00%-Mar 31, 2024
MERCER GLOBAL ADVISORS INC /ADV----3,321-100.00%-Mar 31, 2024
PEAK6 INVESTMENTS LLC----3,100-100.00%-Mar 31, 2024
POINT72 EUROPE (LONDON) LLP----2,914-100.00%-Mar 31, 2024
CAMPBELL & CO INVESTMENT ADVISER LLC----2,851-100.00%-Mar 31, 2024
SMITH, MOORE & CO.----2,757-100.00%-Mar 31, 2024
WEALTHFRONT ADVISERS LLC----2,742-100.00%-Mar 31, 2024
B. RILEY WEALTH ADVISORS, INC.----2,733-100.00%-Mar 31, 2024
RESOURCES INVESTMENT ADVISORS, LLC.----2,658-100.00%-Mar 31, 2024
WEDBUSH SECURITIES INC----2,567-100.00%-Mar 31, 2024
WINTON GROUP LTD----2,556-100.00%-Mar 31, 2024
BOURGEON CAPITAL MANAGEMENT LLC----2,100-100.00%-Mar 31, 2024
POINT72 ASSET MANAGEMENT, L.P.----1,600-100.00%-Mar 31, 2024
WALLEYE CAPITAL LLC----1,500-100.00%-Mar 31, 2024
PRIVATE OCEAN, LLC----1,101-100.00%-Mar 31, 2024
ORG PARTNERS LLC----779-100.00%-Mar 31, 2024
ADVISORY SERVICES NETWORK, LLC----594-100.00%-Mar 31, 2024
LAZARD ASSET MANAGEMENT LLC----551-100.00%-Mar 31, 2024
PACIFICA PARTNERS INC.----500-100.00%-Mar 31, 2024
JONES FINANCIAL COMPANIES LLLP----400-100.00%-Mar 31, 2024
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO----200-100.00%-Mar 31, 2024
QUARRY LP----200-100.00%-Mar 31, 2024
GRADIENT INVESTMENTS LLC----195-100.00%-Mar 31, 2024
SOUTH DAKOTA INVESTMENT COUNCIL----193-100.00%-Mar 31, 2024
CREEKMUR ASSET MANAGEMENT LLC----63-100.00%-Mar 31, 2024
HILLSDALE INVESTMENT MANAGEMENT INC.----60-100.00%-Mar 31, 2024
GLASSMAN WEALTH SERVICES----38-100.00%-Mar 31, 2024
RONALD BLUE TRUST, INC.----31-100.00%-Mar 31, 2024
CAPITAL ADVISORS, LTD. LLC----24-100.00%-Mar 31, 2024
PLANNED SOLUTIONS, INC.----15-100.00%-Mar 31, 2024

American States Water's largest sold out institutional shareholder by shares sold is SKANDINAVISKA ENSKILDA BANKEN AB (PUBL), sold -42.94K shares, valued at -, as of undefined.

American States Water Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
REAVES UTILITY INCOME FUND0.33%295,000--Jan 31, 2024
Value Line Small Cap Opportunities Fund, Inc.0.20%59,900--Dec 31, 2023
Vanguard Montgomery Funds0.14%5,584--Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED FUND0.11%1,150,493-17,372-1.49%Dec 31, 2023
GABELLI UTILITY TRUST0.06%26,000--Dec 29, 2023
Humankind Benefit Corp0.06%1,366836.47%Dec 31, 2023
VANGUARD VALLEY FORGE FUNDS0.05%26,494--Dec 31, 2023
VANGUARD ADMIRAL FUNDS0.05%220,66612,7306.12%Feb 29, 2024
Copeland Trust0.05%2,602--Feb 29, 2024
Monteagle Funds0.04%1,600--Feb 29, 2024
BNY MELLON INDEX FUNDS, INC.0.03%37,504-4,881-11.52%Jan 31, 2024
BNY MELLON INVESTMENT PORTFOLIOS0.03%18,514630.34%Mar 31, 2024
VIRTUS ALTERNATIVE SOLUTIONS TRUST0.03%109--Jan 31, 2024
OSI ETF Trust0.02%4,2252255.63%Mar 31, 2022
FRONTIER FUNDS, INC.0.02%9,482-724-7.09%Dec 31, 2023
SYNTAX ETF TRUST0.02%658-50-7.06%Dec 31, 2023
PRUDENTIAL JENNISON BLEND FUND, INC.0.02%11,642--Feb 29, 2024
Walthausen Funds0.02%620--Apr 30, 2023
STATE STREET INSTITUTIONAL FUNDS0.01%13,614-814-5.64%Dec 31, 2023
UNIFIED SERIES TRUST0.01%57,818--Feb 29, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.01%5,666721.29%Dec 31, 2023
GABELLI UTILITIES FUND0.01%8,000--Dec 29, 2023
QUANTITATIVE MASTER SERIES LLC0.01%67,5255,0438.07%Dec 31, 2023
VANGUARD INDEX FUNDS0.01%3,862,716565,11817.14%Dec 31, 2023
CALVERT IMPACT FUND INC0.01%90,174-8,570-8.68%Dec 31, 2023
Calvert Responsible Index Series, Inc.0.01%13,201--Dec 31, 2023
Nuveen S&P 500 Dynamic Overwrite Fund0.01%480--Dec 31, 2023
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.01%17,177--Dec 31, 2023
GABELLI DIVIDEND & INCOME TRUST0.01%11,000--Dec 29, 2023
Virtus Strategy Trust0.01%136,450--Dec 29, 2023
Destra Multi-Alternative Fund0.01%1,264--Dec 31, 2023
Federated Hermes MDT Series0.01%12,552--Jan 31, 2024
Vericimetry Funds0.00%460-330-41.77%Dec 31, 2023
AMG FUNDS III0.00%689--Feb 29, 2024
VANGUARD SPECIALIZED FUNDS0.00%211,0535450.26%Jan 31, 2024
AllianzGI Institutional Multi-Series Trust0.00%440--Sep 30, 2020
Nushares ETF Trust0.00%26,443-5,553-17.36%Jan 31, 2024
TIAA SEPARATE ACCOUNT VA 10.00%773--Dec 31, 2023
AGF Investments Trust0.00%-111--Dec 31, 2023
Natixis Funds Trust IV0.00%933525.90%Jan 31, 2024
Fidelity Commonwealth Trust II0.00%19,5944,28427.98%Aug 31, 2023
EXCHANGE TRADED CONCEPTS TRUST0.00%16,1007434.84%Feb 29, 2024
BNY Mellon Strategic Funds, Inc.0.00%6,450--Mar 31, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%214,700-108,963-33.67%Jan 31, 2024
MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC0.00%1,215--Sep 30, 2020
ARCHER INVESTMENT SERIES TRUST0.00%600--Feb 29, 2024
FLEXSHARES TRUST0.00%146,867-24,399-14.25%Jan 31, 2024
AIM GROWTH SERIES (INVESCO GROWTH SERIES)0.00%64,115-815-1.26%Dec 31, 2023
Procure ETF Trust II0.00%99--Jan 31, 2024
Calvert Variable Products, Inc.0.00%3,8391544.18%Dec 31, 2023
FIDELITY CONCORD STREET TRUST0.00%325,1217,3482.31%Feb 29, 2024
Virtus Investment Trust0.00%52,0841,5863.14%Dec 29, 2023
SCHWAB STRATEGIC TRUST0.00%250,44510,8074.51%Feb 29, 2024
VANGUARD EXPLORER FUND0.00%16,305--Jan 31, 2024
Meeder Funds0.00%6,145--Mar 31, 2024
PFM Multi-Manager Series Trust0.00%1,010--Dec 31, 2023
VANGUARD HORIZON FUNDS0.00%25,783--Dec 31, 2023
FIDELITY COVINGTON TRUST0.00%16,693-1-0.01%Feb 29, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.00%4,454-9,770-68.69%Jan 31, 2024
KP Funds0.00%52,040-997-1.88%Sep 30, 2020
VARIABLE INSURANCE PRODUCTS FUND II0.00%13,814-995-6.72%Dec 31, 2023
SHELTON FUNDS0.00%1,722-175-9.23%Feb 29, 2024
Principal Exchange-Traded Funds0.00%12,209--Mar 31, 2024
ETF Managers Trust0.00%7,510-318-4.06%Dec 31, 2023
SEI Catholic Values Trust0.00%2,520--Feb 29, 2024
VANGUARD VARIABLE INSURANCE FUNDS0.00%49,777--Dec 31, 2023
VANGUARD WORLD FUND0.00%224,3344,9502.26%Feb 29, 2024
Principal Diversified Select Real Asset Fund0.00%425--Dec 31, 2023
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%25,186--Dec 31, 2023
VANGUARD TAX-MANAGED FUNDS0.00%288,895-13,449-4.45%Dec 31, 2023
T. Rowe Price Index Trust, Inc.0.00%14,565--Feb 29, 2024
STEWARD FUNDS, INC.0.00%1,920-48-2.44%Jan 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%805,295241,50242.84%Jan 31, 2024
OLD WESTBURY FUNDS INC0.00%97,67511,89013.86%Jan 31, 2024
ALPS ETF Trust0.00%7,6791,41022.49%Feb 29, 2024
SunAmerica Specialty Series0.00%304--Apr 30, 2021
ROYCE VALUE TRUST, INC.0.00%679--Dec 31, 2023
PRAXIS MUTUAL FUNDS0.00%5,890-1,300-18.08%Dec 31, 2023
Catholic Responsible Investments Funds0.00%18,874-226-1.18%Jan 31, 2024
PRUDENTIAL SERIES FUND0.00%39,052-750-1.88%Dec 29, 2023
Voya VARIABLE PORTFOLIOS INC0.00%14,704-241-1.61%Dec 31, 2023
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%2,112-155-6.84%Dec 31, 2023
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST0.00%24,556-1,263-4.89%Dec 31, 2023
FundVantage Trust0.00%2,091--Jan 31, 2024
BMC FUND INC0.00%100--Jan 31, 2024
PROSHARES TRUST0.00%101,600-329-0.32%Feb 29, 2024
Thrivent Core Funds0.00%25,005--Jan 31, 2024
Lattice Strategies Trust0.00%752--Dec 31, 2023
CLEARWATER INVESTMENT TRUST0.00%3,6552,000120.85%Dec 29, 2023
AMERICAN PENSION INVESTORS TRUST0.00%2,300--Jan 31, 2024
Mutual of America Variable Insurance Portfolios, Inc.0.00%235-33-12.31%Sep 30, 2023
Dimensional ETF Trust0.00%136,52315,68112.98%Jan 31, 2024
THRIVENT SERIES FUND INC0.00%32,953-873-2.58%Dec 29, 2023
TIAA-CREF LIFE FUNDS0.00%745--Dec 31, 2023
SA FUNDS INVESTMENT TRUST0.00%4,082--Dec 31, 2023
FINANCIAL INVESTORS TRUST0.00%20,3513,31719.47%Jan 31, 2024
Invesco Exchange-Traded Fund Trust II0.00%70,725-4,742-6.28%Feb 29, 2024
GOLDMAN SACHS VARIABLE INSURANCE TRUST0.00%692--Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED FUND VI0.00%74333883.46%Dec 31, 2023
VANGUARD WHITEHALL FUNDS0.00%15,287-15,071-49.64%Jan 31, 2024

American States Water's largest mutual fund holder by % of total assets is "REAVES UTILITY INCOME FUND", owning 295.00K shares, compromising 0.33% of its total assets.

American States Water Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 24217-38.18%
31 Dec, 233515.41%
30 Sep, 233333.42%
30 Jun, 233220.63%
31 Mar, 233200.95%
31 Dec, 223172.26%
30 Sep, 22310-1.59%
30 Jun, 22315-2.48%
31 Mar, 223231.57%
31 Dec, 213186.00%
30 Sep, 213007.53%
30 Jun, 21279-0.71%
31 Mar, 21281-5.39%
31 Dec, 20297-5.11%
30 Sep, 20313-
30 Jun, 20313-1.88%
31 Mar, 20319-0.31%
31 Dec, 193200.95%
30 Sep, 193176.73%
30 Jun, 19297-1.98%
31 Mar, 193033.77%
31 Dec, 182929.77%
30 Sep, 182666.40%
30 Jun, 18250-1.96%
31 Mar, 182550.39%
31 Dec, 1725412.39%
30 Sep, 172265.12%
30 Jun, 172158.04%
31 Mar, 17199-9.13%
31 Dec, 162193.79%
30 Sep, 162113.43%
30 Jun, 16204-5.12%
31 Mar, 162151.42%
31 Dec, 152122.42%
30 Sep, 152073.50%
30 Jun, 152002.56%
31 Mar, 15195-6.70%
31 Dec, 142096.09%
30 Sep, 14197-2.96%
30 Jun, 142036.28%
31 Mar, 141918.52%
31 Dec, 13176-1.68%
30 Sep, 13179-4.28%
30 Jun, 13187128.05%
31 Mar, 138210.81%
31 Dec, 12741.37%
30 Sep, 12735.80%
30 Jun, 12697.81%
31 Mar, 1264-4.48%
31 Dec, 116742.55%
30 Sep, 11472.17%
30 Jun, 11462.22%
31 Mar, 114512.50%
31 Dec, 10405.26%
30 Sep, 1038-5.00%
30 Jun, 104014.29%
31 Mar, 103512.90%
31 Dec, 0931-6.06%
30 Sep, 0933-2.94%
30 Jun, 093413.33%
31 Mar, 0930-28.57%
31 Dec, 084223.53%
30 Sep, 0834-
30 Jun, 08346.25%
31 Mar, 0832-
31 Dec, 073218.52%
30 Sep, 07278.00%
30 Jun, 0725-3.85%
31 Mar, 0726-7.14%
31 Dec, 062816.67%
30 Sep, 06244.35%
30 Jun, 0623-4.17%
31 Mar, 062420.00%
31 Dec, 0520-
30 Sep, 052011.11%
30 Jun, 05185.88%
31 Mar, 05176.25%
31 Dec, 0416-5.88%
30 Sep, 041713.33%
30 Jun, 0415-25.00%
31 Mar, 042053.85%
31 Dec, 03138.33%
30 Sep, 03129.09%
30 Jun, 031110.00%
31 Mar, 0310-28.57%
31 Dec, 021440.00%
30 Sep, 0210-
30 Jun, 0210-
31 Mar, 021042.86%
31 Dec, 017-30.00%
30 Sep, 011042.86%
30 Jun, 017-30.00%
31 Mar, 0110-9.09%
31 Dec, 0011-8.33%
30 Sep, 0012-7.69%
30 Jun, 001330.00%
31 Mar, 0010-9.09%
31 Dec, 991122.22%
30 Sep, 999-25.00%
30 Jun, 9912-
31 Mar, 99121100.00%
31 Dec, 981-

As of 31 Mar 24, 217 institutions are holding American States Water's shares, representing a decrease of -38.18% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 2419,715,087-28.93%
31 Dec, 2327,741,0391.88%
30 Sep, 2327,230,464-1.08%
30 Jun, 2327,529,1411.01%
31 Mar, 2327,254,309-2.15%
31 Dec, 2227,853,6771.12%
30 Sep, 2227,544,6002.19%
30 Jun, 2226,952,983-0.30%
31 Mar, 2227,033,2061.62%
31 Dec, 2126,602,7831.89%
30 Sep, 2126,109,5140.60%
30 Jun, 2125,953,706-0.49%
31 Mar, 2126,080,8610.05%
31 Dec, 2026,067,3870.51%
30 Sep, 2025,934,0100.03%
30 Jun, 2025,926,024-1.14%
31 Mar, 2026,225,300-1.35%
31 Dec, 1926,583,513-1.79%
30 Sep, 1927,067,6901.06%
30 Jun, 1926,785,008-0.07%
31 Mar, 1926,804,6361.53%
31 Dec, 1826,399,5820.42%
30 Sep, 1826,288,057-3.01%
30 Jun, 1827,102,6814.88%
31 Mar, 1825,840,9985.87%
31 Dec, 1724,409,0422.09%
30 Sep, 1723,908,801-1.41%
30 Jun, 1724,251,326-2.06%
31 Mar, 1724,761,1702.74%
31 Dec, 1624,100,5993.06%
30 Sep, 1623,386,0930.29%
30 Jun, 1623,317,6901.81%
31 Mar, 1622,903,379-1.24%
31 Dec, 1523,192,110-29.64%
30 Sep, 1532,959,84540.53%
30 Jun, 1523,454,004-0.09%
31 Mar, 1523,475,8462.53%
31 Dec, 1422,895,837-0.05%
30 Sep, 1422,908,340-1.81%
30 Jun, 1423,331,3490.54%
31 Mar, 1423,205,2960.66%
31 Dec, 1323,053,466-7.46%
30 Sep, 1324,912,862108.34%
30 Jun, 1311,957,809176.22%
31 Mar, 134,329,074-11.56%
31 Dec, 124,894,9023.95%
30 Sep, 124,708,707-5.26%
30 Jun, 124,969,9385.40%
31 Mar, 124,715,4863.75%
31 Dec, 114,544,99432.89%
30 Sep, 113,420,241-27.48%
30 Jun, 114,716,1454.11%
31 Mar, 114,530,04124.39%
31 Dec, 103,641,95028.10%
30 Sep, 102,843,032-23.98%
30 Jun, 103,739,78131.65%
31 Mar, 102,840,661-3.40%
31 Dec, 092,940,569-0.71%
30 Sep, 092,961,7086.30%
30 Jun, 092,786,29148.29%
31 Mar, 091,879,003-50.19%
31 Dec, 083,772,31776.29%
30 Sep, 082,139,78021.43%
30 Jun, 081,762,1532.04%
31 Mar, 081,726,86255.24%
31 Dec, 071,112,39524.75%
30 Sep, 07891,66917.48%
30 Jun, 07758,969-4.10%
31 Mar, 07791,41820.99%
31 Dec, 06654,14518.02%
30 Sep, 06554,2571.16%
30 Jun, 06547,920-28.79%
31 Mar, 06769,4451.96%
31 Dec, 05754,64823.74%
30 Sep, 05609,86274.09%
30 Jun, 05350,311-24.42%
31 Mar, 05463,525-1.99%
31 Dec, 04472,958-2.04%
30 Sep, 04482,8129.66%
30 Jun, 04440,285-12.00%
31 Mar, 04500,3327.45%
31 Dec, 03465,63511.74%
30 Sep, 03416,70031.22%
30 Jun, 03317,560-21.03%
31 Mar, 03402,118-36.94%
31 Dec, 02637,627105.29%
30 Sep, 02310,601-26.60%
30 Jun, 02423,19025.43%
31 Mar, 02337,3905.90%
31 Dec, 01318,592-4.37%
30 Sep, 01333,15928.19%
30 Jun, 01259,889-19.22%
31 Mar, 01321,72824.84%
31 Dec, 00257,706-36.52%
30 Sep, 00405,9457.37%
30 Jun, 00378,0860.78%
31 Mar, 00375,160-34.58%
31 Dec, 99573,443-17.46%
30 Sep, 99694,78523.33%
30 Jun, 99563,359-7.69%
31 Mar, 99610,27120871.51%
31 Dec, 982,910-

American States Water (AWR) has 19.72M shares outstanding as of 31 Mar 24, down -28.93% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2453.31%0.95%
31 Dec, 2375.02%1.38%
30 Sep, 2373.64%1.33%
30 Jun, 2374.47%1.37%
31 Mar, 2373.72%1.30%
31 Dec, 2275.36%1.36%
30 Sep, 2274.53%1.40%
30 Jun, 2272.93%1.36%
31 Mar, 2273.17%1.41%
31 Dec, 2172.05%1.44%
30 Sep, 2170.69%1.43%
30 Jun, 2170.30%1.41%
31 Mar, 2170.68%1.42%
31 Dec, 2070.66%1.43%
30 Sep, 2070.31%1.42%
30 Jun, 2070.29%1.39%
31 Mar, 2071.15%1.36%
31 Dec, 1972.21%1.34%
30 Sep, 1973.48%1.39%
30 Jun, 1972.78%1.37%
31 Mar, 1972.89%1.41%
31 Dec, 1871.87%1.40%
30 Sep, 1871.56%1.31%
30 Jun, 1873.78%1.49%
31 Mar, 1870.39%1.59%
31 Dec, 1766.49%1.56%
30 Sep, 1765.22%1.49%
30 Jun, 1766.22%1.45%
31 Mar, 1767.67%1.56%
31 Dec, 1665.90%1.61%
30 Sep, 1663.96%1.57%
30 Jun, 1663.79%1.62%
31 Mar, 1662.71%1.63%
31 Dec, 1562.03%0.78%
30 Sep, 1588.93%2.30%
30 Jun, 1562.21%1.65%
31 Mar, 1561.45%1.73%
31 Dec, 1459.62%1.70%
30 Sep, 1459.19%1.64%
30 Jun, 1460.16%1.68%
31 Mar, 1459.89%1.68%
31 Dec, 1359.66%1.44%
30 Sep, 1364.38%6.71%
30 Jun, 1330.97%24.53%
31 Mar, 1311.24%6.77%
31 Dec, 1212.88%8.44%
30 Sep, 1212.35%7.13%
30 Jun, 1213.16%8.40%
31 Mar, 1212.52%8.60%
31 Dec, 1112.07%14.43%
30 Sep, 119.14%5.73%
30 Jun, 1112.63%8.56%
31 Mar, 1112.15%12.65%
31 Dec, 109.80%16.77%
30 Sep, 107.64%7.54%
30 Jun, 1010.07%17.16%
31 Mar, 107.66%12.18%
31 Dec, 097.93%12.38%
30 Sep, 098.00%13.16%
30 Jun, 097.80%26.48%
31 Mar, 095.43%4.57%
31 Dec, 0810.90%28.38%
30 Sep, 086.20%23.74%
30 Jun, 085.11%20.36%
31 Mar, 085.01%47.46%
31 Dec, 073.25%48.34%
30 Sep, 072.59%52.60%
30 Jun, 072.22%41.24%
31 Mar, 072.32%62.20%
31 Dec, 061.93%72.70%
30 Sep, 061.63%61.88%
30 Jun, 061.62%30.97%
31 Mar, 062.29%45.26%
31 Dec, 052.25%68.12%
30 Sep, 051.82%166.62%
30 Jun, 051.04%54.62%
31 Mar, 051.38%69.47%
31 Dec, 041.41%56.81%
30 Sep, 041.58%75.61%
30 Jun, 041.44%53.47%
31 Mar, 041.64%70.26%
31 Dec, 031.53%81.42%
30 Sep, 031.37%125.62%
30 Jun, 031.04%59.60%
31 Mar, 031.32%29.87%
31 Dec, 022.11%200.45%
30 Sep, 021.02%52.40%
30 Jun, 021.40%112.34%
31 Mar, 021.12%100.52%
31 Dec, 011.05%86.80%
30 Sep, 011.10%149.16%
30 Jun, 010.86%75.93%
31 Mar, 011.06%126.85%
31 Dec, 000.92%45.29%
30 Sep, 001.42%71.84%
30 Jun, 001.41%72.19%
31 Mar, 001.40%30.66%
31 Dec, 992.13%31.93%
30 Sep, 992.59%58.83%
30 Jun, 992.10%40.65%
31 Mar, 992.27%1941806.48%
31 Dec, 980.01%-

As of 31 Mar 24, American States Water is held by 53.31% institutional shareholders, representing a 0.95% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 2491-43.13%
31 Dec, 231603.90%
30 Sep, 231548.45%
30 Jun, 2314216.39%
31 Mar, 23122-19.74%
31 Dec, 2215213.43%
30 Sep, 221342.29%
30 Jun, 22131-15.48%
31 Mar, 22155-2.52%
31 Dec, 211598.90%
30 Sep, 2114615.87%
30 Jun, 211261.61%
31 Mar, 211245.98%
31 Dec, 20117-4.10%
30 Sep, 20122-10.29%
30 Jun, 201366.25%
31 Mar, 20128-9.86%
31 Dec, 19142-4.70%
30 Sep, 191494.93%
30 Jun, 191420.71%
31 Mar, 19141-3.42%
31 Dec, 1814636.45%
30 Sep, 18107-1.83%
30 Jun, 18109-4.39%
31 Mar, 18114-16.79%
31 Dec, 1713737.00%
30 Sep, 171008.70%
30 Jun, 179215.00%
31 Mar, 1780-23.08%
31 Dec, 1610422.35%
30 Sep, 1685-10.53%
30 Jun, 1695-5.94%
31 Mar, 161017.45%
31 Dec, 15942.17%
30 Sep, 159217.95%
30 Jun, 1578-7.14%
31 Mar, 1584-15.15%
31 Dec, 149926.92%
30 Sep, 1478-17.89%
30 Jun, 149514.46%
31 Mar, 14839.21%
31 Dec, 1376-53.94%
30 Sep, 1316513.79%
30 Jun, 13145190.00%
31 Mar, 135019.05%
31 Dec, 1242-
30 Sep, 124220.00%
30 Jun, 12359.38%
31 Mar, 1232-25.58%
31 Dec, 114379.17%
30 Sep, 112414.29%
30 Jun, 1121-4.55%
31 Mar, 1122-8.33%
31 Dec, 102441.18%
30 Sep, 1017-10.53%
30 Jun, 1019-
31 Mar, 101935.71%
31 Dec, 0914-26.32%
30 Sep, 0919-9.52%
30 Jun, 092123.53%
31 Mar, 0917-29.17%
31 Dec, 082441.18%
30 Sep, 0817-15.00%
30 Jun, 082033.33%
31 Mar, 0815-16.67%
31 Dec, 071820.00%
30 Sep, 071515.38%
30 Jun, 071318.18%
31 Mar, 0711-15.38%
31 Dec, 0613-18.75%
30 Sep, 061614.29%
30 Jun, 061416.67%
31 Mar, 061250.00%
31 Dec, 058-38.46%
30 Sep, 051344.44%
30 Jun, 05950.00%
31 Mar, 056-45.45%
31 Dec, 0411-
30 Sep, 041122.22%
30 Jun, 049-35.71%
31 Mar, 0414133.33%
31 Dec, 036-
30 Sep, 036-
30 Jun, 036-14.29%
31 Mar, 037-22.22%
31 Dec, 02980.00%
30 Sep, 025-50.00%
30 Jun, 021066.67%
31 Mar, 026100.00%
31 Dec, 013-57.14%
30 Sep, 017133.33%
30 Jun, 013-62.50%
31 Mar, 01860.00%
31 Dec, 005-
30 Sep, 005-28.57%
30 Jun, 00716.67%
31 Mar, 006-14.29%
31 Dec, 99716.67%
30 Sep, 996-14.29%
30 Jun, 997-36.36%
31 Mar, 99111000.00%
31 Dec, 981-

91 institutional shareholders have increased their position in AWR stock as of 31 Mar 24 compared to 160 in the previous quarter (a -43.13% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 2470-39.13%
31 Dec, 2311510.58%
30 Sep, 231044.00%
30 Jun, 23100-21.88%
31 Mar, 2312848.84%
31 Dec, 2286-11.34%
30 Sep, 2297-12.61%
30 Jun, 2211119.35%
31 Mar, 22936.90%
31 Dec, 21873.57%
30 Sep, 2184-7.69%
30 Jun, 2191-1.09%
31 Mar, 2192-14.81%
31 Dec, 201080.93%
30 Sep, 2010710.31%
30 Jun, 2097-21.14%
31 Mar, 2012320.59%
31 Dec, 191029.68%
30 Sep, 199327.40%
30 Jun, 1973-16.09%
31 Mar, 198716.00%
31 Dec, 1875-15.73%
30 Sep, 188934.85%
30 Jun, 1866-17.50%
31 Mar, 188021.21%
31 Dec, 1766-
30 Sep, 1766-5.71%
30 Jun, 177012.90%
31 Mar, 1762-3.13%
31 Dec, 1664-12.33%
30 Sep, 167321.67%
30 Jun, 1660-15.49%
31 Mar, 16717.58%
31 Dec, 1566-1.49%
30 Sep, 15671.52%
30 Jun, 15668.20%
31 Mar, 1561-1.61%
31 Dec, 1462-4.62%
30 Sep, 146525.00%
30 Jun, 1452-8.77%
31 Mar, 14577.55%
31 Dec, 1353381.82%
30 Sep, 1311-52.17%
30 Jun, 132353.33%
31 Mar, 13157.14%
31 Dec, 1214-30.00%
30 Sep, 1220-
30 Jun, 122033.33%
31 Mar, 121550.00%
31 Dec, 1110-23.08%
30 Sep, 1113-7.14%
30 Jun, 111455.56%
31 Mar, 11912.50%
31 Dec, 108-27.27%
30 Sep, 1011-8.33%
30 Jun, 1012100.00%
31 Mar, 106-
31 Dec, 096-33.33%
30 Sep, 099-
30 Jun, 09912.50%
31 Mar, 098-11.11%
31 Dec, 08912.50%
30 Sep, 08814.29%
30 Jun, 087-12.50%
31 Mar, 08833.33%
31 Dec, 076-14.29%
30 Sep, 077133.33%
30 Jun, 073-40.00%
31 Mar, 075-
31 Dec, 06525.00%
30 Sep, 064-
30 Jun, 064-
31 Mar, 064-
31 Dec, 054100.00%
30 Sep, 052-
30 Jun, 052-66.67%
31 Mar, 056500.00%
31 Dec, 041-
30 Sep, 041-66.67%
30 Jun, 04350.00%
31 Mar, 042-66.67%
31 Dec, 03620.00%
30 Sep, 035150.00%
30 Jun, 032-
31 Mar, 032-33.33%
31 Dec, 023-25.00%
30 Sep, 024-
30 Jun, 02--100.00%
31 Mar, 021-66.67%
31 Dec, 013200.00%
30 Sep, 011-50.00%
30 Jun, 012-
31 Mar, 01--100.00%
31 Dec, 003-
30 Sep, 003200.00%
30 Jun, 001-50.00%
31 Mar, 002-33.33%
31 Dec, 993200.00%
30 Sep, 991-75.00%
30 Jun, 994-
31 Mar, 99--
31 Dec, 98--

70 institutional shareholders have reduced their position in AWR stock as of 31 Mar 24 compared to 115 in the previous quarter (a -39.13% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 24217-38.18%19,715,087-28.93%53.31%0.95%91-43.13%70-39.13%
31 Dec, 233515.41%27,741,0391.88%75.02%1.38%1603.90%11510.58%
30 Sep, 233333.42%27,230,464-1.08%73.64%1.33%1548.45%1044.00%
30 Jun, 233220.63%27,529,1411.01%74.47%1.37%14216.39%100-21.88%
31 Mar, 233200.95%27,254,309-2.15%73.72%1.30%122-19.74%12848.84%
31 Dec, 223172.26%27,853,6771.12%75.36%1.36%15213.43%86-11.34%
30 Sep, 22310-1.59%27,544,6002.19%74.53%1.40%1342.29%97-12.61%
30 Jun, 22315-2.48%26,952,983-0.30%72.93%1.36%131-15.48%11119.35%
31 Mar, 223231.57%27,033,2061.62%73.17%1.41%155-2.52%936.90%
31 Dec, 213186.00%26,602,7831.89%72.05%1.44%1598.90%873.57%
30 Sep, 213007.53%26,109,5140.60%70.69%1.43%14615.87%84-7.69%
30 Jun, 21279-0.71%25,953,706-0.49%70.30%1.41%1261.61%91-1.09%
31 Mar, 21281-5.39%26,080,8610.05%70.68%1.42%1245.98%92-14.81%
31 Dec, 20297-5.11%26,067,3870.51%70.66%1.43%117-4.10%1080.93%
30 Sep, 20313-25,934,0100.03%70.31%1.42%122-10.29%10710.31%
30 Jun, 20313-1.88%25,926,024-1.14%70.29%1.39%1366.25%97-21.14%
31 Mar, 20319-0.31%26,225,300-1.35%71.15%1.36%128-9.86%12320.59%
31 Dec, 193200.95%26,583,513-1.79%72.21%1.34%142-4.70%1029.68%
30 Sep, 193176.73%27,067,6901.06%73.48%1.39%1494.93%9327.40%
30 Jun, 19297-1.98%26,785,008-0.07%72.78%1.37%1420.71%73-16.09%
31 Mar, 193033.77%26,804,6361.53%72.89%1.41%141-3.42%8716.00%
31 Dec, 182929.77%26,399,5820.42%71.87%1.40%14636.45%75-15.73%
30 Sep, 182666.40%26,288,057-3.01%71.56%1.31%107-1.83%8934.85%
30 Jun, 18250-1.96%27,102,6814.88%73.78%1.49%109-4.39%66-17.50%
31 Mar, 182550.39%25,840,9985.87%70.39%1.59%114-16.79%8021.21%
31 Dec, 1725412.39%24,409,0422.09%66.49%1.56%13737.00%66-
30 Sep, 172265.12%23,908,801-1.41%65.22%1.49%1008.70%66-5.71%
30 Jun, 172158.04%24,251,326-2.06%66.22%1.45%9215.00%7012.90%
31 Mar, 17199-9.13%24,761,1702.74%67.67%1.56%80-23.08%62-3.13%
31 Dec, 162193.79%24,100,5993.06%65.90%1.61%10422.35%64-12.33%
30 Sep, 162113.43%23,386,0930.29%63.96%1.57%85-10.53%7321.67%
30 Jun, 16204-5.12%23,317,6901.81%63.79%1.62%95-5.94%60-15.49%
31 Mar, 162151.42%22,903,379-1.24%62.71%1.63%1017.45%717.58%
31 Dec, 152122.42%23,192,110-29.64%62.03%0.78%942.17%66-1.49%
30 Sep, 152073.50%32,959,84540.53%88.93%2.30%9217.95%671.52%
30 Jun, 152002.56%23,454,004-0.09%62.21%1.65%78-7.14%668.20%
31 Mar, 15195-6.70%23,475,8462.53%61.45%1.73%84-15.15%61-1.61%
31 Dec, 142096.09%22,895,837-0.05%59.62%1.70%9926.92%62-4.62%
30 Sep, 14197-2.96%22,908,340-1.81%59.19%1.64%78-17.89%6525.00%
30 Jun, 142036.28%23,331,3490.54%60.16%1.68%9514.46%52-8.77%
31 Mar, 141918.52%23,205,2960.66%59.89%1.68%839.21%577.55%
31 Dec, 13176-1.68%23,053,466-7.46%59.66%1.44%76-53.94%53381.82%
30 Sep, 13179-4.28%24,912,862108.34%64.38%6.71%16513.79%11-52.17%
30 Jun, 13187128.05%11,957,809176.22%30.97%24.53%145190.00%2353.33%
31 Mar, 138210.81%4,329,074-11.56%11.24%6.77%5019.05%157.14%
31 Dec, 12741.37%4,894,9023.95%12.88%8.44%42-14-30.00%
30 Sep, 12735.80%4,708,707-5.26%12.35%7.13%4220.00%20-
30 Jun, 12697.81%4,969,9385.40%13.16%8.40%359.38%2033.33%
31 Mar, 1264-4.48%4,715,4863.75%12.52%8.60%32-25.58%1550.00%
31 Dec, 116742.55%4,544,99432.89%12.07%14.43%4379.17%10-23.08%
30 Sep, 11472.17%3,420,241-27.48%9.14%5.73%2414.29%13-7.14%
30 Jun, 11462.22%4,716,1454.11%12.63%8.56%21-4.55%1455.56%
31 Mar, 114512.50%4,530,04124.39%12.15%12.65%22-8.33%912.50%
31 Dec, 10405.26%3,641,95028.10%9.80%16.77%2441.18%8-27.27%
30 Sep, 1038-5.00%2,843,032-23.98%7.64%7.54%17-10.53%11-8.33%
30 Jun, 104014.29%3,739,78131.65%10.07%17.16%19-12100.00%
31 Mar, 103512.90%2,840,661-3.40%7.66%12.18%1935.71%6-
31 Dec, 0931-6.06%2,940,569-0.71%7.93%12.38%14-26.32%6-33.33%
30 Sep, 0933-2.94%2,961,7086.30%8.00%13.16%19-9.52%9-
30 Jun, 093413.33%2,786,29148.29%7.80%26.48%2123.53%912.50%
31 Mar, 0930-28.57%1,879,003-50.19%5.43%4.57%17-29.17%8-11.11%
31 Dec, 084223.53%3,772,31776.29%10.90%28.38%2441.18%912.50%
30 Sep, 0834-2,139,78021.43%6.20%23.74%17-15.00%814.29%
30 Jun, 08346.25%1,762,1532.04%5.11%20.36%2033.33%7-12.50%
31 Mar, 0832-1,726,86255.24%5.01%47.46%15-16.67%833.33%
31 Dec, 073218.52%1,112,39524.75%3.25%48.34%1820.00%6-14.29%
30 Sep, 07278.00%891,66917.48%2.59%52.60%1515.38%7133.33%
30 Jun, 0725-3.85%758,969-4.10%2.22%41.24%1318.18%3-40.00%
31 Mar, 0726-7.14%791,41820.99%2.32%62.20%11-15.38%5-
31 Dec, 062816.67%654,14518.02%1.93%72.70%13-18.75%525.00%
30 Sep, 06244.35%554,2571.16%1.63%61.88%1614.29%4-
30 Jun, 0623-4.17%547,920-28.79%1.62%30.97%1416.67%4-
31 Mar, 062420.00%769,4451.96%2.29%45.26%1250.00%4-
31 Dec, 0520-754,64823.74%2.25%68.12%8-38.46%4100.00%
30 Sep, 052011.11%609,86274.09%1.82%166.62%1344.44%2-
30 Jun, 05185.88%350,311-24.42%1.04%54.62%950.00%2-66.67%
31 Mar, 05176.25%463,525-1.99%1.38%69.47%6-45.45%6500.00%
31 Dec, 0416-5.88%472,958-2.04%1.41%56.81%11-1-
30 Sep, 041713.33%482,8129.66%1.58%75.61%1122.22%1-66.67%
30 Jun, 0415-25.00%440,285-12.00%1.44%53.47%9-35.71%350.00%
31 Mar, 042053.85%500,3327.45%1.64%70.26%14133.33%2-66.67%
31 Dec, 03138.33%465,63511.74%1.53%81.42%6-620.00%
30 Sep, 03129.09%416,70031.22%1.37%125.62%6-5150.00%
30 Jun, 031110.00%317,560-21.03%1.04%59.60%6-14.29%2-
31 Mar, 0310-28.57%402,118-36.94%1.32%29.87%7-22.22%2-33.33%
31 Dec, 021440.00%637,627105.29%2.11%200.45%980.00%3-25.00%
30 Sep, 0210-310,601-26.60%1.02%52.40%5-50.00%4-
30 Jun, 0210-423,19025.43%1.40%112.34%1066.67%--100.00%
31 Mar, 021042.86%337,3905.90%1.12%100.52%6100.00%1-66.67%
31 Dec, 017-30.00%318,592-4.37%1.05%86.80%3-57.14%3200.00%
30 Sep, 011042.86%333,15928.19%1.10%149.16%7133.33%1-50.00%
30 Jun, 017-30.00%259,889-19.22%0.86%75.93%3-62.50%2-
31 Mar, 0110-9.09%321,72824.84%1.06%126.85%860.00%--100.00%
31 Dec, 0011-8.33%257,706-36.52%0.92%45.29%5-3-
30 Sep, 0012-7.69%405,9457.37%1.42%71.84%5-28.57%3200.00%
30 Jun, 001330.00%378,0860.78%1.41%72.19%716.67%1-50.00%
31 Mar, 0010-9.09%375,160-34.58%1.40%30.66%6-14.29%2-33.33%
31 Dec, 991122.22%573,443-17.46%2.13%31.93%716.67%3200.00%
30 Sep, 999-25.00%694,78523.33%2.59%58.83%6-14.29%1-75.00%
30 Jun, 9912-563,359-7.69%2.10%40.65%7-36.36%4-
31 Mar, 99121100.00%610,27120871.51%2.27%1941806.48%111000.00%--
31 Dec, 981-2,910-0.01%-1---

American States Water Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Mar 15, 2024Kubiak Patrickofficer VP of Asset ManagementF-InKindSell216$71.79$15.57K2,364
Mar 15, 2024FARROW GLADYSofficer VP - Fin., Treas., & Asst. SecF-InKindSell403$71.79$28.98K8,973
Mar 15, 2024Pierotti Jonofficer Vice President Reg AffairsF-InKindSell47$71.79$3.39K1,993
Mar 15, 2024Connor Christopher Hofficer SVP of ASUSF-InKindSell71$71.79$5.13K2,345
Mar 15, 2024TANG EVA Gofficer Sr. Vice President & CFOF-InKindSell505$71.79$36.26K39,008

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Mar 15, 2024Kubiak Patrickofficer VP of Asset ManagementA-AwardBuy529$71.79$38.00K2,581
Mar 15, 2024Kubiak Patrickofficer VP of Asset ManagementF-InKindSell216$71.79$15.57K2,364
Mar 15, 2024Kubiak Patrickofficer VP of Asset ManagementA-AwardBuy729--2,052
Mar 15, 2024Kubiak Patrickofficer VP of Asset ManagementA-AwardBuy3$71.64$282.881,323
Mar 15, 2024FARROW GLADYSofficer VP - Fin., Treas., & Asst. SecA-AwardBuy985$71.79$70.72K9,377
Mar 15, 2024FARROW GLADYSofficer VP - Fin., Treas., & Asst. SecF-InKindSell403$71.79$28.98K8,973
Mar 15, 2024FARROW GLADYSofficer VP - Fin., Treas., & Asst. SecA-AwardBuy729--8,392
Mar 15, 2024FARROW GLADYSofficer VP - Fin., Treas., & Asst. SecA-AwardBuy3$71.64$229.147,663
Mar 15, 2024Pierotti Jonofficer Vice President Reg AffairsA-AwardBuy729--2,040
Mar 15, 2024Pierotti Jonofficer Vice President Reg AffairsF-InKindSell47$71.79$3.39K1,993
Mar 15, 2024Pierotti Jonofficer Vice President Reg AffairsA-AwardBuy3$71.64$268.021,311
Mar 15, 2024Connor Christopher Hofficer SVP of ASUSA-AwardBuy1,056--2,416
Mar 15, 2024Connor Christopher Hofficer SVP of ASUSF-InKindSell71$71.79$5.13K2,345
Mar 15, 2024Connor Christopher Hofficer SVP of ASUSA-AwardBuy6$71.64$433.691,360
Mar 15, 2024TANG EVA Gofficer Sr. Vice President & CFOA-AwardBuy1,300$71.79$93.36K39,513
Mar 15, 2024TANG EVA Gofficer Sr. Vice President & CFOF-InKindSell505$71.79$36.26K39,008
Mar 15, 2024TANG EVA Gofficer Sr. Vice President & CFOA-AwardBuy1,014--38,213
Mar 15, 2024TANG EVA Gofficer Sr. Vice President & CFOA-AwardBuy9--37,199
Mar 15, 2024TANG EVA Gofficer Sr. Vice President & CFOA-AwardBuy4$71.64$318.4837,190
Mar 15, 2024SPROWLS ROBERT Jofficer President & CEOA-AwardBuy15,950$71.79$1.15M190,866

The last insider sell of American States Water's stock was made by Kubiak Patrick on Mar 15 2024, selling 216 shares at $71.79 per share (valued at $15.57K).

American States Water Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q1 2024355070.00%
Q4 2023182900.00%
Q3 20231711700.00%
Q2 2023234575.00%
Q1 2023404295.24%
Q4 2022152750.00%
Q3 2022166266.67%
Q2 2022144350.00%
Q1 2022284168.29%
Q4 2021114275.00%
Q3 2021122060.00%
Q2 20212212200.00%
Q1 2021415082.00%
Q4 202016--
Q3 2020172850.00%
Q2 2020225440.00%
Q1 2020505296.15%
Q4 20191513115.38%
Q3 2019157121.13%
Q2 20193711133.33%

35 total buy trades, and 50 total sell trades (buy/sell ratio of 0.70%) were made by American States Water's insiders, as of Q1 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q1 20242--
Q4 202331300.00%
Q3 20231--
Q2 20231250.00%
Q1 2023---
Q4 2022---
Q3 2022-3-
Q2 2022-1-
Q1 2022-1-
Q4 2021-3-
Q3 2021-17-
Q2 2021---
Q1 2021---
Q4 2020---
Q3 2020---
Q2 2020-3-
Q1 2020-3-
Q4 2019-13-
Q3 2019-70-
Q2 2019-109-

As of Q1 2024, Insider owners conducted 2 open market buy trades and 0 open market sell trades of American States Water's stocks.

American States Water Peer Ownership


TickerCompany
ARTNAArtesian Resources Corporation
SJWSJW Group
CWTCalifornia Water Service Group
AWKAmerican Water Works Company, Inc.
WTRGEssential Utilities, Inc.
MSEXMiddlesex Water Company
YORWThe York Water Company
CWCOConsolidated Water Co. Ltd.
GWRSGlobal Water Resources, Inc.

AWR Ownership FAQ


American States Water is owned by institutional shareholders (53.31%), insiders (0.83%), and public (45.86%). The largest institutional shareholder of American States Water is BLACKROCK INC. (18.44% of total shares) and the top mutual fund owner is REAVES UTILITY INCOME FUND (0.33% of total shares).

American States Water's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, STATE STREET CORP, FIRST TRUST ADVISORS LP, and DIMENSIONAL FUND ADVISORS LP. The top five shareholders own together 42.89% of the company's share outstanding.

As of Mar 2024, there are 217 institutional shareholders of American States Water.

BLACKROCK INC owns 6.82M shares of American States Water, representing 18.44% of the company's total shares outstanding, valued at $492.6M (as of Mar 2024).

As of Mar 2024, VANGUARD GROUP INC holds 4.76M shares of American States Water (AWR), compromising 12.87% of the company, valued at $343.9M.

STATE STREET CORP is the third largest holder of American States Water. The company owns 2.18M of the company's shares outstanding (worth $157.55M).