Baker Tilly Wealth Management, LLC Aaon, Inc. Transaction History

Baker Tilly Wealth Management, LLC

$249 Million
Q4 2024

A detailed history of Baker Tilly Wealth Management, LLC transactions in Aaon, Inc. stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 1,836 shares of AAON stock, worth $205,209. This represents 0.09% of its overall portfolio holdings.

Number of Shares

1,836

Previous 2,415 23.98%

Holding current value

$205,209

Previous $260,000 16.92%

% of portfolio

0.09%

Previous 0.12%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	SELL	$106.25 - $140.75 $61,518 - $81,494	-579 Reduced 23.98%	1,836 $216,000
Q3 2024 Oct 24, 2024	SELL	$83.58 - $107.82 $98,122 - $126,580	-1,174 Reduced 32.71%	2,415 $260,000
Q2 2024 Jul 18, 2024	SELL	$71.99 - $94.47 $728,682 - $956,225	-10,122 Reduced 73.82%	3,589 $313,000
Q1 2024 May 09, 2024	BUY	$69.81 - $88.35 $18,639 - $23,589	267 Added 1.99%	13,711 $1.21 Million
Q4 2023 Jan 10, 2024	BUY	$52.85 - $74.23 $85,828 - $120,549	1,624 Added 13.74%	13,444 $993,000
Q3 2023 Oct 10, 2023	BUY	$55.53 - $106.54 $116,168 - $222,881	2,092 Added 21.5%	11,820 $672,000
Q2 2023 Jul 20, 2023	SELL	$86.61 - $103.26 $58,548 - $69,803	-676 Reduced 6.5%	9,728 $922,000
Q1 2023 Apr 12, 2023	SELL	$70.5 - $96.69 $67,257 - $92,242	-954 Reduced 8.4%	10,404 $1.01 Million
Q4 2022 Jan 26, 2023	SELL	$53.14 - $80.5 $29,970 - $45,402	-564 Reduced 4.73%	11,358 $0
Q3 2022 Oct 20, 2022	SELL	$52.23 - $63.36 $75,263 - $91,301	-1,441 Reduced 10.78%	11,922 $642,000
Q2 2022 Jul 28, 2022	SELL	$47.93 - $56.35 $3,019 - $3,550	-63 Reduced 0.47%	13,363 $732,000
Q1 2022 Apr 27, 2022	SELL	$52.18 - $78.95 $2,713 - $4,105	-52 Reduced 0.39%	13,426 $748,000
Q4 2021 Feb 08, 2022	SELL	$66.61 - $83.2 $19,117 - $23,878	-287 Reduced 2.08%	13,478 $1.07 Million
Q3 2021 Nov 02, 2021	BUY	$59.87 - $70.15 $78,609 - $92,106	1,313 Added 10.54%	13,765 $899,000
Q2 2021 Jul 30, 2021	BUY	$60.9 - $70.87 $63,701 - $74,130	1,046 Added 9.17%	12,452 $779,000
Q1 2021 Apr 28, 2021	BUY	$64.71 - $80.8 $140,550 - $175,497	2,172 Added 23.52%	11,406 $799,000
Q4 2020 Feb 03, 2021	BUY	$57.53 - $67.24 $531,232 - $620,894	9,234 New	9,234 $615,000

Others Institutions Holding AAON

# of Institutions

403

Shares Held

56.8M

Call Options Held

38.7K

Put Options Held

23.5K

View Full List

About AAON, INC.

Ticker AAON
Exchange NASDAQ
Sector Industrials
Industry Building Products & Equipment
Shares Outstandng 53,158,600
Market Cap $5.94B
Description
AAON, Inc., together with its subsidiaries, engages in engineering, manufacturing, marketing, and selling air conditioning and heating equipment in the United States and Canada. The company operates through three segments: AAON Oklahoma, AAON Coil Products, and BasX. It offers rooftop units, data center cooling solutions, cleanroom systems, chil...

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Baker Tilly Wealth Management, LLC Aaon, Inc. Transaction History