Purchases and Sales Made in Q1 2023 in Smith A O Corp (AOS)
This table provides information about the institutional ownership of Smith A O Corp (AOS) during Q1 2023. The information is specifically focused on institutions that hold shares of SMITH A O CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
107+ 58.15% |
$6.18K - $7.53K
|
291
$20.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
106+ 2.26% |
$6.13K - $7.46K
|
4.79K
$339K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
102New |
$5.89K - $7.18K
|
102
$7.22K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
98+ 1.93% |
$5.66K - $6.9K
|
5.18K
$367K
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
94+ 0.63% |
$5.43K - $6.62K
|
14.9K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
88+ 0.26% |
$5.09K - $6.2K
|
34.6K
$2.45M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
81+ 0.05% |
$4.68K - $5.7K
|
152K
$10.8M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
76+ 31.93% |
$4.39K - $5.35K
|
314
$22.2K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
75+ 1.38% |
$4.33K - $5.28K
|
5.5K
$389K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
74+ 0.8% |
$4.28K - $5.21K
|
9.38K
$663K
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
73+ 0.12% |
$4.22K - $5.14K
|
63.2K
$4.47M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
73New |
$4.22K - $5.14K
|
73
$5.16K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
72New |
$4.16K - $5.07K
|
72
$5.09K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
63+ 88.73% |
$3.64K - $4.44K
|
134
$9.48K
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
63+ 0.29% |
$3.64K - $4.44K
|
21.5K
$1.52M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
56+ 103.7% |
$3.24K - $3.94K
|
110
$7.78K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
49+ 188.46% |
$2.83K - $3.45K
|
75
$5.31K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
44New |
$2.54K - $3.1K
|
44
$3.11K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
43New |
$2.48K - $3.03K
|
43
$3.04K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
35New |
$2.02K - $2.46K
|
35
$2.48K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
34+ 0.42% |
$1.96K - $2.39K
|
8.06K
$570K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
33+ 5.19% |
$1.91K - $2.32K
|
669
$47.3K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
30+ 0.16% |
$1.73K - $2.11K
|
18.3K
$1.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
27New |
$1.56K - $1.9K
|
27
$1.91K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
27New |
$1.56K - $1.9K
|
27
$1.91K
|
|
|
May 03, 2023
Q1 2023
|
Baillie Gifford & CO
|
BUY
|
- |
26+ 9.89% |
$1.5K - $1.83K
|
289
$20.4K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
25+ 4.89% |
$1.44K - $1.76K
|
536
$37.9K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
23+ 11.27% |
$1.33K - $1.62K
|
227
$16.1K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
22+ 1100.0% |
$1.27K - $1.55K
|
24
$1.7K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
22+ 32.35% |
$1.27K - $1.55K
|
90
$6.37K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
20+ 64.52% |
$1.16K - $1.41K
|
51
$3.61K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
19+ 100.0% |
$1.1K - $1.34K
|
38
$2.69K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
17+ 0.25% |
$982 - $1.2K
|
6.83K
$483K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
16+ 22.22% |
$925 - $1.13K
|
88
$6.23K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
12+ 0.15% |
$693 - $845
|
8.08K
$572K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
12+ 240.0% |
$693 - $845
|
17
$1.2K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
12+ 0.3% |
$693 - $845
|
3.99K
$282K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
12+ 21.82% |
$693 - $845
|
67
$4.74K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
11+ 0.48% |
$636 - $774
|
2.29K
$162K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
8+ 0.05% |
$462 - $563
|
17.6K
$1.25M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
8+ 0.2% |
$462 - $563
|
3.96K
$280K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7+ 0.12% |
$405 - $493
|
5.68K
$402K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
7New |
$405 - $493
|
7
$495
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7+ 3.47% |
$405 - $493
|
209
$14.8K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
6+ 0.44% |
$347 - $422
|
1.37K
$96.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 14.29% |
$231 - $282
|
32
$2.26K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
4+ 2.23% |
$231 - $282
|
183
$12.9K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 16.0% |
$231 - $282
|
29
$2.05K
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
4+ 0.5% |
$231 - $282
|
804
$56.9K
|
|
|
May 10, 2023
Q1 2023
|
Harfst & Associates, Inc.
|
BUY
|
- |
2+ 0.01% |
$116 - $141
|
23.7K
$1.68M
|