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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.58K+ 11.94% |
$168K - $188K
|
24.2K
$1.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-46- 56.1% |
$3K - $3.34K
|
36
$2.55K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
607+ 10.73% |
$39.6K - $44.1K
|
6.26K
$443K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-3- 9.38% |
$195 - $218
|
29
$2.05K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.01K- 2.29% |
$66K - $73.6K
|
43.3K
$3.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
10.3K+ 1.32% |
$669K - $746K
|
788K
$55.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.28KNew |
$279K - $311K
|
4.28K
$303K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.64K+ 24.93% |
$107K - $119K
|
8.23K
$582K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-413- 1.6% |
$26.9K - $30K
|
25.4K
$1.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
7New |
$456 - $509
|
7
$495
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
445+ 7.5% |
$29K - $32.3K
|
6.38K
$451K
|
|
|
Apr 17, 2025
Q1 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-4.8K- 9.9% |
$313K - $349K
|
43.7K
$3.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-36- 0.07% |
$2.35K - $2.62K
|
49K
$3.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-331- 9.78% |
$21.6K - $24.1K
|
3.05K
$216K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
24.1KNew |
$1.57M - $1.75M
|
24.1K
$1.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Cypress Advisory Group LLC
Scottsdale, AZ |
BUY
|
- |
780+ 7.86% |
$50.8K - $56.7K
|
10.7K
$757K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-829- 7.32% |
$54K - $60.3K
|
10.5K
$742K
|
|
|
Apr 16, 2025
Q1 2025
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-186K- 91.02% |
$12.1M - $13.5M
|
18.4K
$1.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-126- 38.77% |
$8.21K - $9.16K
|
199
$14.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-7- 8.14% |
$456 - $509
|
79
$5.59K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-2.05K- 4.56% |
$134K - $149K
|
43K
$3.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
29.6KNew |
$1.93M - $2.15M
|
29.6K
$2.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-800- 80.0% |
$52.1K - $58.2K
|
200
$14.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-149K- 93.85% |
$9.69M - $10.8M
|
9.74K
$689K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
10+ 10.1% |
$652 - $727
|
109
$7.71K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
2.22K+ 4.41% |
$145K - $161K
|
52.5K
$3.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
3.84KNew |
$250K - $279K
|
3.84K
$272K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
857+ 16.46% |
$55.8K - $62.3K
|
6.07K
$429K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-5- 0.08% |
$326 - $363
|
6.4K
$453K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
4.93K+ 4.55% |
$321K - $358K
|
113K
$8.02M
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
4.13K+ 3.7% |
$269K - $300K
|
116K
$8.19M
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
612+ 10.24% |
$39.9K - $44.5K
|
6.59K
$466K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2+ 100.0% |
$130 - $145
|
4
$283
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
SELL
|
- |
-54.3K- 50.28% |
$3.54M - $3.95M
|
53.7K
$3.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
50.8K+ 6.61% |
$3.31M - $3.69M
|
820K
$58M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-5.69K- 9.7% |
$370K - $413K
|
52.9K
$3.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
75+ 111.94% |
$4.89K - $5.45K
|
142
$10K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-57- 12.18% |
$3.71K - $4.14K
|
411
$29.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
2.36K+ 6566.67% |
$154K - $172K
|
2.4K
$170K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40+ 66.67% |
$2.61K - $2.91K
|
100
$7.08K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
3New |
$195 - $218
|
3
$212
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9+ 25.0% |
$586 - $654
|
45
$3.18K
|
|
| Q4 2024 | |||||||
|
Jul 15, 2025
Q4 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-2.12K- 1.79% |
$144K - $189K
|
116K
$8.24M
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
71.4K+ 10.71% |
$4.86M - $6.35M
|
738K
$52.2M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.9K+ 6.88% |
$129K - $169K
|
29.5K
$2.09M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-40.3K- 15.5% |
$2.74M - $3.59M
|
220K
$15.6M
|
|
|
May 13, 2025
Q4 2024
|
Ccm Investment Group, LLC
Northfield, MN |
SELL
|
- |
-513- 4.47% |
$34.9K - $45.6K
|
11K
$776K
|
|
|
Apr 14, 2025
Q4 2024
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
38.4KNew |
$2.61M - $3.42M
|
38.4K
$2.72M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
6.84KNew |
$465K - $608K
|
6.84K
$484K
|
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-79- 2.55% |
$5.37K - $7.03K
|
3.02K
$213K
|
|