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 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
4+ 0.06% |
$308 - $360
|
6.54K
$463K
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-48- 2.48% |
$3.7K - $4.31K
|
1.89K
$134K
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.96K- 36.81% |
$228K - $266K
|
5.08K
$359K
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-50- 22.73% |
$3.85K - $4.49K
|
170
$12K
|
|
Apr 12, 2024
Q1 2024
|
Fcf Advisors LLC
|
BUY
|
- |
1.77K+ 7.97% |
$137K - $159K
|
24K
$1.7M
|
|
Q4 2023 | |||||||
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.78K+ 0.28% |
$116K - $147K
|
642K
$45.4M
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.35KNew |
$218K - $276K
|
3.35K
$237K
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-3.95K- 76.67% |
$257K - $325K
|
1.2K
$85K
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
46New |
$3K - $3.79K
|
46
$3.25K
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
157New |
$10.2K - $12.9K
|
157
$11.1K
|
|
Feb 14, 2024
Q4 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
38.1K+ 24.75% |
$2.48M - $3.14M
|
192K
$13.6M
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
40+ 210.53% |
$2.61K - $3.3K
|
59
$4.17K
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
194New |
$12.6K - $16K
|
194
$13.7K
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
268+ 326.83% |
$17.5K - $22.1K
|
350
$24.8K
|
|
Feb 14, 2024
Q4 2023
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-944- 16.85% |
$61.5K - $77.8K
|
4.66K
$330K
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
44.7KNew |
$2.92M - $3.69M
|
44.7K
$3.17M
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
251New |
$16.4K - $20.7K
|
251
$17.8K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.09K- 17.81% |
$70.8K - $89.5K
|
5.01K
$355K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
6.94KNew |
$453K - $572K
|
6.94K
$491K
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
10KNew |
$653K - $826K
|
10K
$709K
|
|
Feb 14, 2024
Q4 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
22.4KNew |
$1.46M - $1.85M
|
22.4K
$1.58M
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
9.73KNew |
$634K - $802K
|
9.73K
$688K
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-4.51K- 61.63% |
$294K - $372K
|
2.81K
$199K
|
|
Feb 14, 2024
Q4 2023
|
Sandler Capital Management
New York, NY |
BUY
|
- |
183KNew |
$11.9M - $15.1M
|
183K
$12.9M
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-6.79K- 17.51% |
$443K - $560K
|
32K
$2.26M
|
|
Feb 14, 2024
Q4 2023
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
35New |
$2.28K - $2.89K
|
35
$2.48K
|
|
Feb 13, 2024
Q4 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
8.57K+ 51.85% |
$559K - $706K
|
25.1K
$1.78M
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
2.65KNew |
$172K - $218K
|
2.65K
$187K
|
|
Feb 12, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
2.49KNew |
$163K - $206K
|
2.49K
$176K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
24+ 1.77% |
$1.56K - $1.98K
|
1.38K
$97.6K
|
|
Feb 12, 2024
Q4 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
6.53KNew |
$426K - $539K
|
6.53K
$462K
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-747- 14.51% |
$48.7K - $61.6K
|
4.4K
$311K
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
3KNew |
$196K - $247K
|
3K
$212K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
15New |
$978 - $1.24K
|
15
$1.06K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-2- 1.1% |
$130 - $165
|
180
$12.7K
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
34New |
$2.22K - $2.8K
|
34
$2.41K
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-26- 34.67% |
$1.69K - $2.14K
|
49
$3.47K
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
5.75KNew |
$375K - $474K
|
5.75K
$407K
|
|
Feb 05, 2024
Q4 2023
|
Buckhead Capital Management LLC
|
BUY
|
- |
408+ 6.99% |
$26.6K - $33.6K
|
6.24K
$442K
|
|
Feb 02, 2024
Q4 2023
|
Sonen Capital LLC
San Francisco, CA |
SELL
|
- |
-3.83K- 41.77% |
$249K - $315K
|
5.33K
$377K
|
|
Jan 31, 2024
Q4 2023
|
Groesbeck Investment Management Corp
|
BUY
|
- |
2.96KNew |
$193K - $244K
|
2.96K
$209K
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-30- 0.86% |
$1.96K - $2.47K
|
3.47K
$246K
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
382+ 31.44% |
$24.9K - $31.5K
|
1.6K
$113K
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
17New |
$1.11K - $1.4K
|
17
$1.2K
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
91New |
$5.93K - $7.5K
|
91
$6.44K
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
2.46KNew |
$160K - $202K
|
2.46K
$174K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
115New |
$7.5K - $9.48K
|
115
$8.14K
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
2.66KNew |
$173K - $219K
|
2.66K
$188K
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.07KNew |
$200K - $253K
|
3.07K
$217K
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
2.86KNew |
$186K - $236K
|
2.86K
$202K
|