Purchases and Sales Made in Q1 2024 in Smith A O Corp (AOS)
This table provides information about the institutional ownership of Smith A O Corp (AOS) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.74KNew |
$212K - $247K
|
2.74K
$200K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.74KNew |
$211K - $246K
|
2.74K
$200K
|
|
|
Apr 30, 2024
Q1 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
2.7KNew |
$208K - $243K
|
2.7K
$197K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.61K+ 101.36% |
$202K - $235K
|
5.19K
$378K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.61K+ 30.63% |
$201K - $234K
|
11.1K
$810K
|
|
|
May 14, 2024
Q1 2024
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
2.59KNew |
$200K - $233K
|
2.59K
$189K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.58KNew |
$199K - $232K
|
2.58K
$188K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
2.53KNew |
$195K - $227K
|
2.53K
$184K
|
|
|
May 15, 2024
Q1 2024
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
2.52KNew |
$194K - $226K
|
2.52K
$184K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.51K+ 11.75% |
$194K - $226K
|
23.9K
$1.74M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.44KNew |
$188K - $219K
|
2.44K
$177K
|
|
|
Apr 12, 2024
Q1 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
2.4KNew |
$185K - $216K
|
2.4K
$175K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
2.4KNew |
$185K - $216K
|
2.4K
$175K
|
|
|
May 09, 2024
Q1 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
2.4KNew |
$185K - $216K
|
2.4K
$175K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.38KNew |
$184K - $214K
|
2.38K
$174K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
2.37KNew |
$183K - $213K
|
2.37K
$173K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.32KNew |
$179K - $208K
|
2.32K
$169K
|
|
|
May 14, 2024
Q1 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
2.3KNew |
$177K - $207K
|
2.3K
$168K
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.25KNew |
$173K - $202K
|
2.25K
$164K
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
2.25KNew |
$173K - $202K
|
2.25K
$164K
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
2.23KNew |
$172K - $201K
|
2.23K
$163K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.03K+ 10.38% |
$156K - $182K
|
21.5K
$1.57M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.93K+ 398.35% |
$149K - $174K
|
2.42K
$176K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.9K+ 55.16% |
$147K - $171K
|
5.35K
$390K
|
|
|
Apr 12, 2024
Q1 2024
|
Fcf Advisors LLC
|
BUY
|
- |
1.77K+ 7.97% |
$137K - $159K
|
24K
$1.75M
|
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
BUY
|
- |
1.77K+ 1.64% |
$136K - $159K
|
110K
$7.99M
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
1.76K+ 56.0% |
$136K - $159K
|
4.91K
$358K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.71K+ 63.28% |
$132K - $154K
|
4.42K
$322K
|
|
|
May 15, 2024
Q1 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
1.61K+ 15.43% |
$124K - $145K
|
12K
$877K
|
|
|
May 03, 2024
Q1 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
1.6K+ 87.25% |
$123K - $143K
|
3.42K
$249K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.55K+ 0.92% |
$119K - $139K
|
170K
$12.4M
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
1.53K+ 17.01% |
$118K - $137K
|
10.5K
$765K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.48KNew |
$114K - $133K
|
1.48K
$107K
|
|
|
May 15, 2024
Q1 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
1.44K+ 115.25% |
$111K - $129K
|
2.68K
$195K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.37K+ 52.07% |
$106K - $123K
|
4.01K
$292K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.37K+ 99.35% |
$106K - $123K
|
2.75K
$200K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.34K+ 3.15% |
$104K - $121K
|
44K
$3.2M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.33KNew |
$102K - $119K
|
1.33K
$96.9K
|
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
1.33K+ 3.41% |
$102K - $119K
|
40.3K
$2.93M
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.25K+ 5.13% |
$96.3K - $112K
|
25.6K
$1.87M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.24K+ 0.3% |
$95.4K - $111K
|
409K
$29.8M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.22KNew |
$93.9K - $109K
|
1.22K
$88.8K
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.21K+ 1.77% |
$93.1K - $109K
|
69.3K
$5.05M
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
1.2K+ 18.6% |
$92.5K - $108K
|
7.65K
$558K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.15K+ 35.91% |
$88.8K - $104K
|
4.36K
$318K
|
|
|
May 13, 2024
Q1 2024
|
Arjuna Capital
|
BUY
|
- |
1.05K+ 3.87% |
$80.8K - $94.2K
|
28.1K
$2.05M
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
863+ 4.89% |
$66.5K - $77.6K
|
18.5K
$1.35M
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
772+ 21.92% |
$59.5K - $69.4K
|
4.29K
$313K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
766+ 22.54% |
$59.1K - $68.8K
|
4.16K
$303K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
751+ 4.55% |
$57.9K - $67.5K
|
17.3K
$1.26M
|