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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
91New |
$4.42K - $5.85K
|
91
$6.25K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
38+ 633.33% |
$1.85K - $2.44K
|
44
$3.02K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
15+ 21.13% |
$729 - $965
|
86
$5.91K
|
|
|
Oct 31, 2022
Q3 2022
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
15New |
$729 - $965
|
15
$1.03K
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
67+ 1.01% |
$3.25K - $4.31K
|
6.67K
$458K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
637New |
$30.9K - $41K
|
637
$43.7K
|
|
|
Oct 26, 2022
Q3 2022
|
Peregrine Capital Management LLC
|
SELL
|
- |
-4.54K- 5.26% |
$221K - $292K
|
81.8K
$5.62M
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-21- 67.74% |
$1.02K - $1.35K
|
10
$687
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
2.64K+ 163.1% |
$128K - $170K
|
4.26K
$292K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Oak Thistle LLC
|
SELL
|
- |
-1.22K- 18.29% |
$59.2K - $78.4K
|
5.45K
$374K
|
|
|
Oct 12, 2022
Q3 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-47.4K- 77.1% |
$2.3M - $3.05M
|
14.1K
$967K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
SELL
|
- |
-820- 98.44% |
$39.8K - $52.8K
|
13
$893
|
|
| Q2 2022 | |||||||
|
Aug 25, 2022
Q2 2022
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
147+ 1.0% |
$7.77K - $9.86K
|
14.8K
$1.02M
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-48Closed |
$2.54K - $3.22K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-107Closed |
$5.66K - $7.18K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-3.14KClosed |
$166K - $210K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-3.24KClosed |
$171K - $217K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-13.3K- 75.12% |
$705K - $894K
|
4.42K
$303K
|
|
|
Aug 15, 2022
Q2 2022
|
Credit Capital Investments LLC
Short Hills, NJ |
SELL
|
- |
-6.05KClosed |
$320K - $406K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-18.8K- 63.34% |
$996K - $1.26M
|
10.9K
$749K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-58Closed |
$3.07K - $3.89K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-378- 1.43% |
$20K - $25.3K
|
26.1K
$1.79M
|
|
|
Aug 12, 2022
Q2 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.93K+ 27.8% |
$102K - $130K
|
8.89K
$610K
|
|
|
Aug 12, 2022
Q2 2022
|
Jade Capital Advisors, LLC
Essex Fells, NJ |
SELL
|
- |
-25KClosed |
$1.32M - $1.68M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Boulder Hill Capital Management LP
New York, NY |
SELL
|
- |
-11.4KClosed |
$603K - $764K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-4.37KClosed |
$231K - $293K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-25Closed |
$1.32K - $1.68K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.2KClosed |
$275K - $349K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-9.83KClosed |
$520K - $659K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
360+ 5.42% |
$19K - $24.1K
|
7K
$481K
|
|
|
Aug 11, 2022
Q2 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
121KNew |
$6.39M - $8.1M
|
121K
$8.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
5.78KNew |
$306K - $387K
|
5.78K
$397K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubp Investment Advisors Sa
|
BUY
|
- |
16.7KNew |
$882K - $1.12M
|
16.7K
$1.15M
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-7.82KClosed |
$414K - $525K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.78K- 91.7% |
$94.1K - $119K
|
161
$11.1K
|
|
|
Aug 08, 2022
Q2 2022
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-980- 2.3% |
$51.8K - $65.7K
|
41.6K
$2.85M
|
|
|
Aug 05, 2022
Q2 2022
|
Ctc Capital Management, LLC
|
SELL
|
- |
-3.8KClosed |
$201K - $255K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-5- 0.25% |
$264 - $335
|
2.01K
$138K
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-64Closed |
$3.38K - $4.29K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
12.8K+ 68.65% |
$675K - $856K
|
31.4K
$2.15M
|
|
|
Aug 04, 2022
Q2 2022
|
Washington Trust Bank
|
SELL
|
- |
-6.16KClosed |
$326K - $413K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
SELL
|
- |
-16KClosed |
$846K - $1.07M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-18.5KClosed |
$980K - $1.24M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
364New |
$19.3K - $24.4K
|
364
$25K
|
|
|
Aug 02, 2022
Q2 2022
|
Q3 Asset Management
|
SELL
|
- |
-14.2KClosed |
$750K - $951K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Foundry Partners, LLC
|
SELL
|
- |
-5.05KClosed |
$267K - $339K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
50+ 3.53% |
$2.64K - $3.35K
|
1.47K
$101K
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
237New |
$12.5K - $15.9K
|
237
$16.3K
|
|