Latest Institutional Transactions on Smith A O Corp (AOS)
This table provides information on the latest institutional transactions involving Smith A O Corp (AOS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-33- 1.17% |
$2.54K - $3.04K
|
2.79K
$192K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
415New |
$31.9K - $38.2K
|
415
$28.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-1.87K- 1.88% |
$144K - $172K
|
97.5K
$6.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2- 0.13% |
$154 - $184
|
1.51K
$104K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
322+ 7.22% |
$24.8K - $29.6K
|
4.78K
$328K
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.24K+ 2.56% |
$95.1K - $114K
|
49.5K
$3.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
6New |
$462 - $552
|
6
$412
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
6.84KNew |
$526K - $629K
|
6.84K
$470K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5- 50.0% |
$385 - $460
|
5
$344
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.39K+ 33.49% |
$107K - $128K
|
5.55K
$381K
|
|
|
Oct 15, 2024
Q3 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-200- 1.33% |
$15.4K - $18.4K
|
14.8K
$1.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-8.67K- 1.71% |
$667K - $797K
|
499K
$34.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
500+ 0.25% |
$38.5K - $46K
|
204K
$14M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.27K- 10.43% |
$482K - $577K
|
53.8K
$3.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-94- 34.43% |
$7.23K - $8.65K
|
179
$12.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-5.84K- 72.59% |
$449K - $537K
|
2.21K
$152K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
6.99KNew |
$538K - $643K
|
6.99K
$480K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
4.1K+ 30.83% |
$315K - $377K
|
17.4K
$1.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-9- 10.23% |
$693 - $828
|
79
$5.43K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
142+ 4.99% |
$10.9K - $13.1K
|
2.99K
$205K
|
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
BUY
|
- |
1.21K+ 1.09% |
$93.3K - $111K
|
112K
$7.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
5.57K+ 22.79% |
$429K - $513K
|
30K
$2.06M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
75+ 3.27% |
$5.77K - $6.9K
|
2.37K
$163K
|
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-1.56K- 9.2% |
$120K - $143K
|
15.4K
$1.06M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-78K- 33.21% |
$6M - $7.17M
|
157K
$10.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-255- 0.24% |
$19.6K - $23.5K
|
107K
$7.39M
|
|
|
Oct 09, 2024
Q3 2024
|
Pensionfund Sabic
|
SELL
|
- |
-2.5K- 16.13% |
$192K - $230K
|
13K
$893K
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
85+ 35.42% |
$6.54K - $7.82K
|
325
$22.3K
|
|
|
Oct 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-275- 0.69% |
$21.2K - $25.3K
|
39.8K
$2.73M
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-73- 0.94% |
$5.62K - $6.71K
|
7.73K
$531K
|
|
|
Oct 09, 2024
Q3 2024
|
Sarasin & Partners LLP
|
BUY
|
- |
877KNew |
$67.5M - $80.7M
|
877K
$60.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
23+ 0.04% |
$1.77K - $2.12K
|
59K
$4.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
BUY
|
- |
2.31KNew |
$178K - $213K
|
2.31K
$159K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-29- 1.14% |
$2.23K - $2.67K
|
2.51K
$173K
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-202- 6.11% |
$15.5K - $18.6K
|
3.1K
$213K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-14- 0.46% |
$1.08K - $1.29K
|
3.01K
$207K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-110- 1.26% |
$8.46K - $10.1K
|
8.63K
$593K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-16- 72.73% |
$1.23K - $1.47K
|
6
$412
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
19+ 0.3% |
$1.46K - $1.75K
|
6.28K
$431K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
136+ 12.47% |
$10.5K - $12.5K
|
1.23K
$84.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-1.21K- 2.09% |
$93.1K - $111K
|
56.7K
$3.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10+ 0.4% |
$770 - $920
|
2.49K
$171K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-48- 1.8% |
$3.69K - $4.42K
|
2.62K
$180K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-283- 61.12% |
$21.8K - $26K
|
180
$12.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-673- 32.47% |
$51.8K - $61.9K
|
1.4K
$96.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-12- 0.44% |
$923 - $1.1K
|
2.74K
$188K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-1.39K- 20.51% |
$107K - $127K
|
5.37K
$369K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2- 2.9% |
$154 - $184
|
67
$4.6K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
197+ 7.81% |
$15.2K - $18.1K
|
2.72K
$187K
|
|
|
Oct 03, 2024
Q3 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.42K+ 6.17% |
$109K - $131K
|
24.4K
$1.68M
|