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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
962+ 11.46% |
$65.4K - $85.6K
|
9.35K
$611K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-8.68K- 12.27% |
$590K - $772K
|
62.1K
$4.06M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-618- 4.81% |
$42K - $55K
|
12.2K
$799K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
99+ 37.79% |
$6.73K - $8.81K
|
361
$23.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
91+ 1.14% |
$6.19K - $8.09K
|
8.06K
$527K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-177K- 75.29% |
$12.1M - $15.8M
|
58.2K
$3.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3+ 0.49% |
$204 - $267
|
621
$40.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.26% |
$68 - $88.9
|
377
$24.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4New |
$272 - $356
|
4
$261
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
1.36K+ 20.07% |
$92.6K - $121K
|
8.15K
$532K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-17- 4.68% |
$1.16K - $1.51K
|
346
$22.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
12.3K+ 1.01% |
$837K - $1.09M
|
1.23M
$80.5M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-600- 1.73% |
$40.8K - $53.4K
|
34.1K
$2.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-3.01K- 3.05% |
$205K - $267K
|
95.6K
$6.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
72+ 2.51% |
$4.9K - $6.4K
|
2.95K
$192K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.83K+ 7.06% |
$125K - $163K
|
27.8K
$1.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-6.03K- 5.81% |
$410K - $536K
|
97.7K
$6.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-9.81K- 27.45% |
$667K - $872K
|
25.9K
$1.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
1.73K+ 20.53% |
$118K - $154K
|
10.2K
$665K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
14+ 0.48% |
$952 - $1.25K
|
2.95K
$193K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
234+ 0.68% |
$15.9K - $20.8K
|
34.8K
$2.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
25.4KNew |
$1.73M - $2.26M
|
25.4K
$1.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.51K+ 53.9% |
$103K - $135K
|
4.32K
$282K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
103KNew |
$7M - $9.15M
|
103K
$6.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
76+ 58.46% |
$5.17K - $6.76K
|
206
$13.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
16+ 0.42% |
$1.09K - $1.42K
|
3.8K
$248K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
2.21K+ 0.39% |
$150K - $197K
|
569K
$37.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
BUY
|
- |
1.12K+ 2.45% |
$76.1K - $99.5K
|
46.8K
$3.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
136KNew |
$9.28M - $12.1M
|
136K
$8.92M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-270- 2.71% |
$18.4K - $24K
|
9.71K
$635K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
37.8KNew |
$2.57M - $3.36M
|
37.8K
$2.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
684+ 6.43% |
$46.5K - $60.8K
|
11.3K
$740K
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-126K- 18.96% |
$8.59M - $11.2M
|
540K
$35.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-1- 25.0% |
$68 - $88.9
|
3
$196
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
52+ 5.68% |
$3.54K - $4.62K
|
967
$63.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-505- 3.42% |
$34.4K - $44.9K
|
14.3K
$933K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-2.42K- 37.75% |
$164K - $215K
|
3.99K
$261K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-126- 0.76% |
$8.57K - $11.2K
|
16.4K
$1.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-86.7K- 3.77% |
$5.9M - $7.71M
|
2.22M
$145M
|
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-200- 2.3% |
$13.6K - $17.8K
|
8.5K
$556K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
47+ 8.97% |
$3.2K - $4.18K
|
571
$37.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.57K+ 187.73% |
$242K - $317K
|
5.46K
$357K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
7.13KNew |
$485K - $634K
|
7.13K
$466K
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
262New |
$17.8K - $23.3K
|
262
$17.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-2.3K- 8.76% |
$156K - $205K
|
24K
$1.57M
|
|
|
Feb 04, 2025
Q4 2024
|
C World Wide Group Holding A
|
SELL
|
- |
-401K- 75.8% |
$27.3M - $35.7M
|
128K
$8.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
23.9KNew |
$1.63M - $2.13M
|
23.9K
$1.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-117- 1.97% |
$7.96K - $10.4K
|
5.83K
$381K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-881- 10.21% |
$59.9K - $78.4K
|
7.75K
$506K
|
|
|
Feb 04, 2025
Q4 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-31.5K- 1.0% |
$2.14M - $2.8M
|
3.1M
$203M
|