Purchases and Sales Made in Q2 2023 in Smith A O Corp (AOS)
This table provides information about the institutional ownership of Smith A O Corp (AOS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
316New |
$20.2K - $23K
|
316
$21.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
304+ 2.95% |
$19.4K - $22.1K
|
10.6K
$724K
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
300+ 5.13% |
$19.2K - $21.8K
|
6.15K
$420K
|
|
|
Jul 27, 2023
Q2 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
289+ 3.14% |
$18.5K - $21K
|
9.5K
$649K
|
|
|
May 17, 2024
Q2 2023
|
Cim, LLC
|
BUY
|
- |
269+ 0.69% |
$17.2K - $19.6K
|
39.5K
$2.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
266+ 700.0% |
$17K - $19.4K
|
304
$20.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
258New |
$16.5K - $18.8K
|
258
$17.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
226+ 16.5% |
$14.5K - $16.4K
|
1.6K
$109K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
212+ 2.25% |
$13.6K - $15.4K
|
9.64K
$658K
|
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
212+ 0.99% |
$13.6K - $15.4K
|
21.7K
$1.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
201+ 4.9% |
$12.9K - $14.6K
|
4.3K
$294K
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
179+ 5.66% |
$11.4K - $13K
|
3.34K
$228K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
172New |
$11K - $12.5K
|
172
$11.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
162+ 4.11% |
$10.4K - $11.8K
|
4.11K
$280K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
157+ 6.72% |
$10K - $11.4K
|
2.49K
$170K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
154+ 6.73% |
$9.85K - $11.2K
|
2.44K
$167K
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
152+ 0.53% |
$9.72K - $11.1K
|
29K
$1.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
139+ 25.93% |
$8.89K - $10.1K
|
675
$46.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
128+ 3.86% |
$8.18K - $9.32K
|
3.45K
$235K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
123+ 1.8% |
$7.86K - $8.95K
|
6.95K
$475K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
BUY
|
- |
122+ 31.28% |
$7.8K - $8.88K
|
512
$35K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
118+ 5.46% |
$7.54K - $8.59K
|
2.28K
$156K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
115+ 3.07% |
$7.35K - $8.37K
|
3.86K
$264K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
97New |
$6.2K - $7.06K
|
97
$6.63K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
83+ 0.37% |
$5.31K - $6.04K
|
22.6K
$1.54M
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
79New |
$5.05K - $5.75K
|
79
$5.4K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
69New |
$4.41K - $5.02K
|
69
$4.71K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
66+ 14.44% |
$4.22K - $4.8K
|
523
$35.7K
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
54+ 0.65% |
$3.45K - $3.93K
|
8.37K
$571K
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
53+ 1.58% |
$3.39K - $3.86K
|
3.41K
$233K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
53+ 0.81% |
$3.39K - $3.86K
|
6.64K
$453K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
52+ 4.0% |
$3.32K - $3.78K
|
1.35K
$92.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
36New |
$2.3K - $2.62K
|
36
$2.46K
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
31+ 0.61% |
$1.98K - $2.26K
|
5.15K
$352K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
31+ 0.35% |
$1.98K - $2.26K
|
8.88K
$607K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
30New |
$1.92K - $2.18K
|
30
$2.05K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
28+ 4.19% |
$1.79K - $2.04K
|
697
$47.6K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
28+ 4.19% |
$1.79K - $2.04K
|
697
$47.6K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
27+ 8.21% |
$1.73K - $1.97K
|
356
$24.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
27+ 8.21% |
$1.73K - $1.97K
|
356
$24.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
24+ 0.44% |
$1.53K - $1.75K
|
5.53K
$378K
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
24+ 0.04% |
$1.53K - $1.75K
|
58.9K
$4.02M
|
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
23+ 0.66% |
$1.47K - $1.67K
|
3.51K
$240K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
22+ 0.27% |
$1.41K - $1.6K
|
8.22K
$562K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
17New |
$1.09K - $1.24K
|
17
$1.16K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
16+ 23.88% |
$1.02K - $1.16K
|
83
$5.67K
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
BUY
|
- |
13+ 0.43% |
$831 - $946
|
3.07K
$210K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
13New |
$831 - $946
|
13
$888
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
10New |
$639 - $728
|
10
$683
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 8.85% |
$639 - $728
|
123
$8.4K
|