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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q3 2023
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
403+ 1.79% |
$26K - $30.9K
|
22.9K
$1.62M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
32New |
$2.06K - $2.45K
|
32
$2.26K
|
|
|
Feb 22, 2024
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-14K- 44.15% |
$901K - $1.07M
|
17.7K
$1.25M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
80New |
$5.16K - $6.13K
|
80
$5.66K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-535- 71.14% |
$34.5K - $41K
|
217
$15.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
59New |
$3.8K - $4.52K
|
59
$4.17K
|
|
|
Nov 14, 2023
Q3 2023
|
Interval Partners, LP
New York, NY |
BUY
|
- |
118KNew |
$7.64M - $9.08M
|
118K
$8.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-2.47K- 10.44% |
$159K - $189K
|
21.2K
$1.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-1.66K- 27.53% |
$107K - $127K
|
4.37K
$309K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
22+ 275.0% |
$1.42K - $1.69K
|
30
$2.12K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
33New |
$2.13K - $2.53K
|
33
$2.33K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-10- 8.13% |
$645 - $766
|
113
$7.99K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-9.79K- 70.47% |
$631K - $750K
|
4.1K
$290K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
2.97K+ 68.97% |
$191K - $227K
|
7.27K
$514K
|
|
|
Nov 09, 2023
Q3 2023
|
Jupiter Asset Management LTD
|
SELL
|
- |
-31.9K- 56.44% |
$2.06M - $2.45M
|
24.6K
$1.74M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
876+ 5.55% |
$56.5K - $67.1K
|
16.7K
$1.18M
|
|
|
Nov 09, 2023
Q3 2023
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-37.6K- 35.25% |
$2.43M - $2.88M
|
69.1K
$4.89M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
27+ 270.0% |
$1.74K - $2.07K
|
37
$2.62K
|
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
BUY
|
- |
4.5KNew |
$290K - $345K
|
4.5K
$318K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-422- 4.63% |
$27.2K - $32.3K
|
8.69K
$615K
|
|
|
Nov 06, 2023
Q3 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-136- 2.25% |
$8.77K - $10.4K
|
5.9K
$417K
|
|
|
Nov 02, 2023
Q3 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
9.69KNew |
$624K - $742K
|
9.69K
$685K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
243+ 2.74% |
$15.7K - $18.6K
|
9.13K
$646K
|
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
11.8KNew |
$764K - $908K
|
11.8K
$838K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
97New |
$6.25K - $7.43K
|
97
$6.86K
|
|
|
Oct 18, 2023
Q3 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
555New |
$35.8K - $42.5K
|
555
$39.3K
|
|
|
Oct 11, 2023
Q3 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-200- 2.5% |
$12.9K - $15.3K
|
7.8K
$552K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
200New |
$12.9K - $15.3K
|
200
$14.2K
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2024
Q2 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
138K+ 39.17% |
$8.8M - $10M
|
489K
$34.6M
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-9K- 23.07% |
$575K - $655K
|
30K
$2.12M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.69K- 26.81% |
$172K - $196K
|
7.35K
$520K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
10New |
$639 - $728
|
10
$708
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
69New |
$4.41K - $5.02K
|
69
$4.88K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
5+ 71.43% |
$320 - $364
|
12
$849
|
|
|
Aug 14, 2023
Q2 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
5.27KNew |
$337K - $383K
|
5.27K
$373K
|
|
|
Aug 14, 2023
Q2 2023
|
Lrt Capital Management, LLC
Austin, TX |
SELL
|
- |
-6.32K- 33.99% |
$404K - $460K
|
12.3K
$868K
|
|
|
Aug 14, 2023
Q2 2023
|
Troluce Capital Advisors LLC
Dorado, PR |
BUY
|
- |
12.8KNew |
$818K - $932K
|
12.8K
$906K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-70- 1.63% |
$4.48K - $5.09K
|
4.21K
$298K
|
|
|
Aug 14, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
158KNew |
$10.1M - $11.5M
|
158K
$11.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
66.6KNew |
$4.26M - $4.85M
|
66.6K
$4.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-15.4K- 25.06% |
$987K - $1.12M
|
46.2K
$3.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
168K+ 251.92% |
$10.8M - $12.3M
|
235K
$16.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
13.9KNew |
$887K - $1.01M
|
13.9K
$981K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
8New |
$512 - $582
|
8
$566
|
|
|
Aug 11, 2023
Q2 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
5.96KNew |
$381K - $434K
|
5.96K
$422K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-394- 11.27% |
$25.2K - $28.7K
|
3.1K
$220K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-24K- 16.8% |
$1.53M - $1.74M
|
119K
$8.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-1.4K- 62.52% |
$89.6K - $102K
|
840
$59.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-56.9K- 3.61% |
$3.64M - $4.14M
|
1.52M
$108M
|
|