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 04, 2021
Q2 2021
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-11.5KClosed |
$757K - $828K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Toews Corp
|
SELL
|
- |
-13.6KClosed |
$898K - $983K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Cambiar Investors LLC
|
SELL
|
- |
-125KClosed |
$8.24M - $9.01M
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-34Closed |
$2.25K - $2.46K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Bell Bank
|
SELL
|
- |
-6.6KClosed |
$436K - $476K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-25KClosed |
$1.65M - $1.81M
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-10Closed |
$661 - $723
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-92Closed |
$6.08K - $6.65K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-40Closed |
$2.64K - $2.89K
|
0
$0
|
|
|
Jul 08, 2021
Q2 2021
|
Canton Hathaway, LLC
|
SELL
|
- |
-114Closed |
$7.53K - $8.24K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 19, 2021
Q1 2021
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-11.5KClosed |
$612K - $799K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
J. Goldman & CO LP
New York, NY |
SELL
|
PUT |
-122KClosed |
$6.48M - $8.46M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-4.24KClosed |
$226K - $295K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Samlyn Capital, LLC
New York, NY |
SELL
|
- |
-7.67KClosed |
$408K - $533K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-325Closed |
$17.3K - $22.6K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-931Closed |
$49.5K - $64.7K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-18.7KClosed |
$994K - $1.3M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-1.05KClosed |
$55.7K - $72.8K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-134Closed |
$7.13K - $9.31K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-10.4K- 96.62% |
$551K - $719K
|
362
$25.6K
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-220Closed |
$11.7K - $15.3K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-775Closed |
$41.2K - $53.9K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
209New |
$11.1K - $14.5K
|
209
$14.8K
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-30Closed |
$1.6K - $2.08K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-5Closed |
$266 - $347
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-385Closed |
$20.5K - $26.8K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-53Closed |
$2.82K - $3.68K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-46Closed |
$2.45K - $3.2K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-21Closed |
$1.12K - $1.46K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-13.9KClosed |
$742K - $969K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Cutler Group LP
|
SELL
|
- |
-300Closed |
$16K - $20.8K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
High Mark Wealth Management LLC
|
SELL
|
- |
-79Closed |
$4.2K - $5.49K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-264Closed |
$14K - $18.3K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-27Closed |
$1.44K - $1.88K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2Closed |
$106 - $139
|
0
$0
|
|
|
Apr 06, 2021
Q1 2021
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-15.2KClosed |
$811K - $1.06M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Dec 01, 2022
Q4 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
9New |
$463 - $522
|
9
$637
|
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-259Closed |
$13.3K - $15K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Jeffrey Ubben
Value Act Holdings, L.P. | San Francisco, Ca
|
SELL
|
- |
-2.09MClosed |
$108M - $121M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
859New |
$44.2K - $49.8K
|
859
$60.8K
|
|
|
Feb 16, 2021
Q4 2020
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
BUY
|
- |
16KNew |
$824K - $928K
|
16K
$1.13M
|
|
|
Feb 16, 2021
Q4 2020
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-27.4KClosed |
$1.41M - $1.59M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-5.72KClosed |
$294K - $331K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Generation Investment Management LLP
London, X0 |
SELL
|
- |
-3.14MClosed |
$161M - $182M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-10.4KClosed |
$535K - $603K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Hourglass Capital, LLC
|
SELL
|
- |
-3.8KClosed |
$196K - $220K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-13KClosed |
$669K - $753K
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Proffitt & Goodson Inc
|
SELL
|
- |
-15Closed |
$772 - $869
|
0
$0
|
|
| Q3 2020 | |||||||
|
Apr 08, 2025
Q3 2020
|
Cooper Investors Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-26.9KClosed |
$1.25M - $1.45M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-2.25KClosed |
$104K - $121K
|
0
$0
|
|