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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Times Square Capital Management, LLC
|
SELL
|
- |
-263K- 24.24% |
$16.8M - $19.2M
|
823K
$58.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-322- 8.12% |
$20.6K - $23.4K
|
3.64K
$258K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.03K+ 4.76% |
$65.9K - $75K
|
22.7K
$1.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
36New |
$2.3K - $2.62K
|
36
$2.55K
|
|
|
Aug 03, 2023
Q2 2023
|
Premier Fund Managers LTD
|
SELL
|
- |
-60.7K- 41.98% |
$3.88M - $4.42M
|
83.9K
$5.94M
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-950- 21.33% |
$60.7K - $69.1K
|
3.5K
$248K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-50- 50.0% |
$3.2K - $3.64K
|
50
$3.54K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
4.64K+ 87.57% |
$297K - $338K
|
9.95K
$704K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.2K+ 2.58% |
$141K - $160K
|
87.3K
$6.18M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
172New |
$11K - $12.5K
|
172
$12.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
SELL
|
- |
-1.09K- 2.65% |
$69.8K - $79.4K
|
40K
$2.83M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-29- 65.91% |
$1.85K - $2.11K
|
15
$1.06K
|
|
|
Jul 14, 2023
Q2 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-70- 51.47% |
$4.48K - $5.09K
|
66
$4.67K
|
|
|
Jul 12, 2023
Q2 2023
|
Sciencast Management LP
|
SELL
|
- |
-1.61K- 15.68% |
$103K - $117K
|
8.65K
$612K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 10.34% |
$192 - $218
|
26
$1.84K
|
|
| Q1 2023 | |||||||
|
Apr 05, 2024
Q1 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.8K+ 36.73% |
$104K - $127K
|
6.7K
$474K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
43New |
$2.48K - $3.03K
|
43
$3.04K
|
|
|
May 12, 2023
Q1 2023
|
Sandbar Asset Management LLP
London, X0 |
BUY
|
- |
1.69K+ 12.59% |
$97.5K - $119K
|
15.1K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.28KNew |
$247K - $301K
|
4.28K
$303K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
343+ 6.3% |
$19.8K - $24.1K
|
5.79K
$410K
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2.33K+ 28.58% |
$135K - $164K
|
10.5K
$743K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
152New |
$8.78K - $10.7K
|
152
$10.8K
|
|
|
May 03, 2023
Q1 2023
|
Baillie Gifford & CO
|
BUY
|
- |
26+ 9.89% |
$1.5K - $1.83K
|
289
$20.4K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$57.8 - $70.4
|
1
$70.8
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 1.04% |
$57.8 - $70.4
|
95
$6.72K
|
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
BUY
|
- |
9.48KNew |
$548K - $668K
|
9.48K
$671K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
20+ 64.52% |
$1.16K - $1.41K
|
51
$3.61K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
400New |
$23.1K - $28.2K
|
400
$28.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-14.5K- 5.49% |
$838K - $1.02M
|
250K
$17.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
27New |
$1.56K - $1.9K
|
27
$1.91K
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-2.81K- 97.24% |
$163K - $198K
|
80
$5.66K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
170+ 1.51% |
$9.82K - $12K
|
11.4K
$808K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
73New |
$4.22K - $5.14K
|
73
$5.16K
|
|
| Q4 2022 | |||||||
|
Mar 29, 2023
Q4 2022
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
7.99KNew |
$389K - $494K
|
7.99K
$565K
|
|
|
Feb 15, 2023
Q4 2022
|
Chimera Capital Management LLC
New York, NY |
BUY
|
- |
8.57KNew |
$418K - $531K
|
8.57K
$606K
|
|
|
Feb 15, 2023
Q4 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.2KNew |
$58.5K - $74.3K
|
1.2K
$84.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Winton Group LTD
London, X0 |
BUY
|
- |
8.26K+ 139.51% |
$403K - $512K
|
14.2K
$1M
|
|
|
Feb 14, 2023
Q4 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
7KNew |
$341K - $433K
|
7K
$495K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
50+ 6.76% |
$2.44K - $3.1K
|
790
$55.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
3.84KNew |
$187K - $238K
|
3.84K
$272K
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-16.5K- 70.93% |
$805K - $1.02M
|
6.77K
$479K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.18MNew |
$57.8M - $73.3M
|
1.18M
$83.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Deprince Race & Zollo Inc
Winter Park, FL |
BUY
|
- |
10.8K+ 20.38% |
$526K - $668K
|
63.7K
$4.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
250New |
$12.2K - $15.5K
|
250
$17.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
10.1KNew |
$492K - $624K
|
10.1K
$713K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
150New |
$7.31K - $9.29K
|
150
$10.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.17K- 14.02% |
$57K - $72.4K
|
7.17K
$508K
|
|
|
Feb 13, 2023
Q4 2022
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-115K- 56.19% |
$5.63M - $7.15M
|
90K
$6.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
39+ 100.0% |
$1.9K - $2.41K
|
78
$5.52K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
54New |
$2.63K - $3.34K
|
54
$3.82K
|
|