Latest Institutional Purchases of Smith A O Corp (AOS)
This list provides information on the latest institutional transactions involving Smith A O Corp (AOS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
75+ 111.94% |
$4.89K - $5.45K
|
142
$10K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
58+ 3.54% |
$3.78K - $4.22K
|
1.7K
$120K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
55New |
$3.58K - $4K
|
55
$3.89K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
54+ 25.23% |
$3.52K - $3.93K
|
268
$19K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
50New |
$3.26K - $3.63K
|
50
$3.54K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
42+ 45.16% |
$2.74K - $3.05K
|
135
$9.55K
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
40+ 1.1% |
$2.61K - $2.91K
|
3.66K
$259K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40+ 66.67% |
$2.61K - $2.91K
|
100
$7.08K
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
35+ 0.41% |
$2.28K - $2.54K
|
8.6K
$608K
|
|
|
May 13, 2025
Q1 2025
|
Abrdn PLC
|
BUY
|
- |
34+ 0.39% |
$2.22K - $2.47K
|
8.8K
$623K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
34New |
$2.22K - $2.47K
|
34
$2.41K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
31+ 0.17% |
$2.02K - $2.25K
|
18.8K
$1.33M
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
30New |
$1.95K - $2.18K
|
30
$2.12K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
29+ 0.72% |
$1.89K - $2.11K
|
4.05K
$287K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
26+ 0.11% |
$1.69K - $1.89K
|
23.1K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
22+ 24.44% |
$1.43K - $1.6K
|
112
$7.92K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
21+ 0.62% |
$1.37K - $1.53K
|
3.41K
$241K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
17+ 100.0% |
$1.11K - $1.24K
|
34
$2.41K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
17+ 0.54% |
$1.11K - $1.24K
|
3.15K
$223K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
15New |
$977 - $1.09K
|
15
$1.06K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
14+ 8.64% |
$912 - $1.02K
|
176
$12.5K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
11New |
$717 - $800
|
11
$778
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
10+ 333.33% |
$652 - $727
|
13
$920
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
10+ 10.1% |
$652 - $727
|
109
$7.71K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
9New |
$586 - $654
|
9
$637
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9+ 25.0% |
$586 - $654
|
45
$3.18K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
8New |
$521 - $582
|
8
$566
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
8+ 0.09% |
$521 - $582
|
8.68K
$614K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
8New |
$521 - $582
|
8
$566
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
7New |
$456 - $509
|
7
$495
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
6+ 0.13% |
$391 - $436
|
4.47K
$316K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
5New |
$326 - $363
|
5
$354
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5New |
$326 - $363
|
5
$354
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
5New |
$326 - $363
|
5
$354
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4+ 0.08% |
$261 - $291
|
5.07K
$359K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
3New |
$195 - $218
|
3
$212
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3New |
$195 - $218
|
3
$212
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3+ 0.48% |
$195 - $218
|
624
$44.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
3New |
$195 - $218
|
3
$212
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2New |
$130 - $145
|
2
$142
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2+ 1.31% |
$130 - $145
|
155
$11K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2+ 100.0% |
$130 - $145
|
4
$283
|
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
1+ 1.75% |
$65.2 - $72.7
|
58
$4.1K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1+ 0.76% |
$65.2 - $72.7
|
132
$9.34K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1+ 0.63% |
$65.2 - $72.7
|
160
$11.3K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1New |
$65.2 - $72.7
|
1
$70.8
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
168KNew |
$11.4M - $14.9M
|
168K
$11.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Regents Gate Capital LLP
London, X0 |
BUY
|
- |
146KNew |
$9.96M - $13M
|
146K
$10.4M
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
71.4K+ 10.71% |
$4.86M - $6.35M
|
738K
$52.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
70.8K+ 1406.82% |
$4.81M - $6.29M
|
75.8K
$5.36M
|
|