Latest Institutional Purchases of Aaon, Inc. (AAON)
This list provides information on the latest institutional transactions involving Aaon, Inc. (AAON) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
17+ 121.43% |
$1.2K - $1.64K
|
31
$4.14K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$141 - $193
|
2
$267
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
25.5KNew |
$1.36M - $2.05M
|
25.5K
$3.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
10.3KNew |
$550K - $833K
|
10.3K
$1.38M
|
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
4.67KNew |
$248K - $376K
|
4.67K
$624K
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
4.57KNew |
$243K - $368K
|
4.57K
$609K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.77KNew |
$147K - $223K
|
2.77K
$370K
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.68KNew |
$142K - $216K
|
2.68K
$357K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
724New |
$38.5K - $58.3K
|
724
$96.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
109+ 100.0% |
$5.79K - $8.77K
|
218
$29.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
53New |
$2.82K - $4.27K
|
53
$7.07K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
21New |
$1.12K - $1.69K
|
21
$2.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3New |
$159 - $242
|
3
$400
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
2+ 8.0% |
$106 - $161
|
27
$3.6K
|
|
| Q3 2022 | |||||||
|
May 04, 2023
Q3 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
PUT |
39.7KNew |
$2.07M - $2.52M
|
39.7K
$5.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
34KNew |
$1.78M - $2.16M
|
34K
$4.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
16.2K+ 1.56% |
$847K - $1.03M
|
1.06M
$141M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
8.04KNew |
$420K - $509K
|
8.04K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
6.72KNew |
$351K - $426K
|
6.72K
$896K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1KNew |
$52.2K - $63.4K
|
1K
$133K
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
312New |
$16.3K - $19.8K
|
312
$41.6K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
137New |
$7.16K - $8.68K
|
137
$18.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3+ 6.98% |
$157 - $190
|
46
$6.14K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
10.6K+ 39.39% |
$508K - $597K
|
37.5K
$5.01M
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
387New |
$18.5K - $21.8K
|
387
$51.6K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Harding Loevner LP
Bridgewater, NJ |
BUY
|
- |
188New |
$12.5K - $15.6K
|
188
$25.1K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
5New |
$299 - $351
|
5
$667
|
|
| Q2 2021 | |||||||
|
Jul 29, 2021
Q2 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
24New |
$1.46K - $1.7K
|
24
$3.2K
|
|
| Q1 2021 | |||||||
|
Sep 21, 2023
Q1 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
29KNew |
$1.88M - $2.34M
|
29K
$3.87M
|
|
| Q4 2020 | |||||||
|
Feb 18, 2021
Q4 2020
|
Truist Financial Corp
|
BUY
|
- |
4.98KNew |
$286K - $335K
|
4.98K
$664K
|
|
|
Feb 13, 2024
Q4 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
30New |
$1.73K - $2.02K
|
30
$4K
|
|
| Q3 2020 | |||||||
|
Oct 20, 2020
Q3 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
9.75KNew |
$514K - $588K
|
9.75K
$1.3M
|
|
| Q3 2019 | |||||||
|
Oct 09, 2024
Q3 2019
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
2.12KNew |
$93.1K - $112K
|
2.12K
$283K
|
|
| Q3 2016 | |||||||
|
Jan 03, 2024
Q3 2016
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.1KNew |
N/A
|
1.1K
$147K
|
|