Institutional Ownership Aaon, Inc. (AAON)
This table provides information about the institutional ownership of Aaon, Inc. (AAON). We have compiled data on the 375 institutions that hold shares in the stock, with a total of 58.9 Million shares, which have been reported (via 13F filing form) to have a value of $6.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2024 Q2 2024 |
4,179
shares
|
$447,529
0.01% of portfolio
|
Q1 2024
Added 4.61%
|
|
Inspire Investing, LLC
Meridian, ID |
Aug 12, 2024 Q2 2024 |
3,999
shares
|
$428,252
0.04% of portfolio
|
Q2 2024
Reduced 2.34%
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Aug 14, 2024 Q2 2024 |
3,952
shares
|
$423,219
0.0% of portfolio
|
Q2 2024
Added 1.1%
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
3,858
shares
|
$413,153
0.01% of portfolio
|
Q3 2023
Added 52.25%
|
|
Park Avenue Securities LLC
|
Jul 09, 2024 Q2 2024 |
3,853
shares
|
$412,617
0.0% of portfolio
|
Q2 2024
Reduced 0.1%
|
|
Utah Retirement Systems
Salt Lake City, UT |
Aug 14, 2024 Q2 2024 |
3,700
shares
|
$396,233
0.0% of portfolio
|
Q2 2024
New holding
|
|
Alpha Cubed Investments, LLC
|
Jul 15, 2024 Q2 2024 |
3,675
shares
|
$393,555
0.02% of portfolio
|
Q2 2024
Reduced 2.57%
|
|
Trust CO Of Oklahoma
|
Jul 23, 2024 Q2 2024 |
3,670
shares
|
$393,020
0.11% of portfolio
|
Q1 2024
Reduced 4.53%
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 08, 2024 Q2 2024 |
3,642
shares
|
$390,021
0.04% of portfolio
|
Q2 2024
New holding
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Aug 14, 2024 Q2 2024 |
3,641
shares
|
$389,914
0.23% of portfolio
|
Q2 2024
Reduced 8.43%
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Aug 13, 2024 Q2 2024 |
3,633
shares
|
$389,057
0.0% of portfolio
|
Q2 2024
New holding
|
|
Lindenwold Advisors
|
Aug 13, 2024 Q2 2024 |
3,608
shares
|
$386,380
0.17% of portfolio
|
Q2 2024
Reduced 18.7%
|
|
Baker Tilly Wealth Management, LLC
|
Jul 18, 2024 Q2 2024 |
3,589
shares
|
$384,346
0.13% of portfolio
|
Q2 2024
Reduced 73.82%
|
|
Mechanics Bank Trust Department
|
Jul 12, 2024 Q2 2024 |
3,547
shares
|
$379,848
0.04% of portfolio
|
Q2 2024
New holding
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 10, 2024 Q2 2024 |
3,445
shares
|
$368,925
0.03% of portfolio
|
Q2 2024
New holding
|
|
State Of Wyoming
Cheyenne, WY |
Aug 14, 2024 Q2 2024 |
3,378
shares
|
$361,750
0.05% of portfolio
|
Q2 2024
Reduced 52.62%
|
|
Prudential Financial Inc
Newark, NJ |
Aug 13, 2024 Q2 2024 |
3,363
shares
|
$360,143
0.0% of portfolio
|
Q2 2024
Reduced 95.55%
|
|
Cottonwood Capital Advisors, LLC
|
Jul 16, 2024 Q2 2024 |
3,314
shares
|
$354,896
0.24% of portfolio
|
Q2 2024
New holding
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 09, 2024 Q2 2024 |
3,309
shares
|
$354,360
0.04% of portfolio
|
Q4 2023
New holding
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
3,255
shares
|
$348,577
0.02% of portfolio
|
Q4 2023
New holding
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
3,222
shares
|
$345,043
0.0% of portfolio
|
Q2 2024
New holding
|
|
Caprock Group, Inc.
|
Aug 06, 2024 Q2 2024 |
3,199
shares
|
$342,580
0.01% of portfolio
|
Q2 2024
Added 2.56%
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 08, 2024 Q2 2024 |
3,048
shares
|
$326,410
0.01% of portfolio
|
Q2 2024
Reduced 2.78%
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
2,988
shares
|
$319,984
0.1% of portfolio
|
Q1 2024
Added 5.21%
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 14, 2024 Q2 2024 |
2,900
shares
|
$310,561
0.03% of portfolio
|
Q2 2024
Added 11.54%
|