Institutional Ownership Smith A O Corp (AOS)
This table provides information about the institutional ownership of Smith A O Corp (AOS). We have compiled data on the 708 institutions that hold shares in the stock, with a total of 110 Million shares, which have been reported (via 13F filing form) to have a value of $8.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
143
shares
|
$10,501
0.0% of portfolio
|
Q2 2024
Added 7.52%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
138
shares
|
$10,134
0.0% of portfolio
|
Q4 2022
Reduced 2.82%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
130
shares
|
$9,547
0.0% of portfolio
|
Q3 2024
Reduced 64.86%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
130
shares
|
$9,547
0.0% of portfolio
|
Q2 2024
Reduced 24.86%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
127
shares
|
$9,326
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
110
shares
|
$8,078
0.0% of portfolio
|
Q2 2024
Reduced 81.57%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
104
shares
|
$7,637
0.0% of portfolio
|
Q2 2023
Added 5.05%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
104
shares
|
$7,637
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
97
shares
|
$7,123
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
90
shares
|
$6,609
0.0% of portfolio
|
Q1 2023
Added 32.35%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
88
shares
|
$6,462
0.0% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
86
shares
|
$6,315
0.0% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
86
shares
|
$6,315
0.0% of portfolio
|
Q3 2022
Added 21.13%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
85
shares
|
$6,242
0.0% of portfolio
|
Q3 2024
Reduced 10.53%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
83
shares
|
$6,095
0.0% of portfolio
|
Q2 2023
Added 23.88%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Oct 11, 2024 Q3 2024 |
80
shares
|
$5,875
0.0% of portfolio
|
Q1 2023
Reduced 97.24%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
79
shares
|
$5,801
0.0% of portfolio
|
Q3 2024
Reduced 10.23%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
73
shares
|
$5,361
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
72
shares
|
$5,287
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
69
shares
|
$5,067
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
67
shares
|
$4,920
0.0% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
60
shares
|
$4,406
0.0% of portfolio
|
Q3 2024
Reduced 10.45%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
54
shares
|
$3,965
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
49
shares
|
$3,598
0.0% of portfolio
|
Q4 2023
Reduced 34.67%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
49
shares
|
$3,598
0.0% of portfolio
|
Q3 2024
New holding
|