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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
5+ 0.03% |
$385 - $449
|
15K
$982K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
4+ 0.06% |
$308 - $360
|
6.54K
$427K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
4+ 0.04% |
$308 - $360
|
11.3K
$736K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
3+ 0.28% |
$231 - $270
|
1.09K
$71.2K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
3New |
$231 - $270
|
3
$196
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3New |
$231 - $270
|
3
$196
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3+ 60.0% |
$231 - $270
|
8
$522
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
3+ 0.35% |
$231 - $270
|
861
$56.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 20.0% |
$154 - $180
|
12
$784
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
2+ 2.47% |
$154 - $180
|
83
$5.42K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 25.0% |
$154 - $180
|
10
$653
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2New |
$154 - $180
|
2
$131
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2+ 0.33% |
$154 - $180
|
613
$40K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2New |
$154 - $180
|
2
$131
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.07% |
$77.1 - $89.9
|
1.51K
$98.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.15% |
$77.1 - $89.9
|
687
$44.9K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-1- 0.52% |
$77.1 - $89.9
|
190
$12.4K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3- 0.03% |
$231 - $270
|
9.48K
$619K
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-3- 0.09% |
$231 - $270
|
3.4K
$222K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3- 1.48% |
$231 - $270
|
200
$13.1K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3- 12.5% |
$231 - $270
|
21
$1.37K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-6- 0.15% |
$463 - $539
|
4.12K
$269K
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-8- 4.12% |
$617 - $719
|
186
$12.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-8- 4.12% |
$617 - $719
|
186
$12.1K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-9- 64.29% |
$694 - $809
|
5
$327
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-12- 0.21% |
$925 - $1.08K
|
5.79K
$378K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-12- 0.42% |
$925 - $1.08K
|
2.83K
$185K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-20- 0.06% |
$1.54K - $1.8K
|
34.2K
$2.23M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-22- 6.77% |
$1.7K - $1.98K
|
303
$19.8K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-23- 2.39% |
$1.77K - $2.07K
|
938
$61.3K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-26- 0.62% |
$2K - $2.34K
|
4.14K
$270K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-29- 1.04% |
$2.24K - $2.61K
|
2.75K
$179K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-29- 0.11% |
$2.24K - $2.61K
|
27.1K
$1.77M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-33- 0.55% |
$2.54K - $2.97K
|
5.99K
$391K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-34- 0.58% |
$2.62K - $3.06K
|
5.79K
$378K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-35- 0.06% |
$2.7K - $3.15K
|
60.2K
$3.93M
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-35- 1.17% |
$2.7K - $3.15K
|
2.97K
$194K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-37- 78.72% |
$2.85K - $3.33K
|
10
$653
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-41- 0.36% |
$3.16K - $3.69K
|
11.4K
$744K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-41- 6.75% |
$3.16K - $3.69K
|
566
$37K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-43Closed |
$3.31K - $3.86K
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-44- 6.0% |
$3.39K - $3.95K
|
689
$45K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-45- 0.9% |
$3.47K - $4.04K
|
4.95K
$323K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-48- 2.48% |
$3.7K - $4.31K
|
1.89K
$123K
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-49- 0.38% |
$3.78K - $4.4K
|
12.7K
$828K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-50- 22.73% |
$3.85K - $4.49K
|
170
$11.1K
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-53- 1.28% |
$4.09K - $4.76K
|
4.07K
$266K
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-55- 2.2% |
$4.24K - $4.94K
|
2.44K
$159K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-58- 3.55% |
$4.47K - $5.21K
|
1.58K
$103K
|
|
|
Apr 05, 2024
Q1 2024
|
Somerset Trust CO
|
SELL
|
- |
-60- 2.43% |
$4.63K - $5.39K
|
2.41K
$158K
|