Purchases and Sales Made in Q2 2024 in Smith A O Corp (AOS)
This table provides information about the institutional ownership of Smith A O Corp (AOS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
325New |
$26.3K - $29K
|
325
$21.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
300+ 11.88% |
$24.3K - $26.7K
|
2.83K
$185K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
300New |
$24.3K - $26.7K
|
300
$19.6K
|
|
|
Sep 17, 2024
Q2 2024
|
University Of Texas
|
BUY
|
- |
300New |
$24.3K - $26.7K
|
300
$19.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
296New |
$23.9K - $26.4K
|
296
$19.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
294+ 294.0% |
$23.8K - $26.2K
|
394
$25.7K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
283+ 157.22% |
$22.9K - $25.2K
|
463
$30.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
279+ 5.29% |
$22.6K - $24.9K
|
5.55K
$363K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
270+ 9.8% |
$21.8K - $24.1K
|
3.03K
$198K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
269+ 7.89% |
$21.8K - $24K
|
3.68K
$240K
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
260+ 2.68% |
$21K - $23.2K
|
9.97K
$651K
|
|
|
Aug 15, 2024
Q2 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
256+ 9.47% |
$20.7K - $22.8K
|
2.96K
$193K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
245+ 214.91% |
$19.8K - $21.8K
|
359
$23.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
244New |
$19.7K - $21.7K
|
244
$15.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
243New |
$19.7K - $21.6K
|
243
$15.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Tobam
|
BUY
|
- |
240New |
$19.4K - $21.4K
|
240
$15.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
208New |
$16.8K - $18.5K
|
208
$13.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
204+ 2.55% |
$16.5K - $18.2K
|
8.2K
$535K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
200+ 5.13% |
$16.2K - $17.8K
|
4.1K
$268K
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
200New |
$16.2K - $17.8K
|
200
$13.1K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
193+ 1.41% |
$15.6K - $17.2K
|
13.8K
$904K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
182+ 34.27% |
$14.7K - $16.2K
|
713
$46.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
179+ 1.75% |
$14.5K - $15.9K
|
10.4K
$679K
|
|
|
Jul 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
173+ 3.52% |
$14K - $15.4K
|
5.09K
$332K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
165+ 62.03% |
$13.3K - $14.7K
|
431
$28.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
161+ 5.68% |
$13K - $14.3K
|
3K
$196K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
159+ 60.0% |
$12.9K - $14.2K
|
424
$27.7K
|
|
|
Jan 10, 2025
Q2 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
150+ 4.89% |
$12.1K - $13.4K
|
3.22K
$210K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
145+ 763.16% |
$11.7K - $12.9K
|
164
$10.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
144+ 0.28% |
$11.6K - $12.8K
|
50.8K
$3.32M
|
|
|
Jul 24, 2024
Q2 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
143+ 0.07% |
$11.6K - $12.7K
|
203K
$13.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
142+ 36.41% |
$11.5K - $12.6K
|
532
$34.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
139+ 0.75% |
$11.2K - $12.4K
|
18.7K
$1.22M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
134+ 7.15% |
$10.8K - $11.9K
|
2.01K
$131K
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
124+ 4.88% |
$10K - $11K
|
2.66K
$174K
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
121+ 2.97% |
$9.79K - $10.8K
|
4.19K
$274K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
119+ 47.41% |
$9.62K - $10.6K
|
370
$24.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
118+ 3.5% |
$9.54K - $10.5K
|
3.49K
$228K
|
|
|
Jul 11, 2024
Q2 2024
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
108+ 1.7% |
$8.74K - $9.62K
|
6.45K
$421K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
103+ 3.61% |
$8.33K - $9.18K
|
2.96K
$193K
|
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
103+ 0.37% |
$8.33K - $9.18K
|
27.6K
$1.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
102+ 33.66% |
$8.25K - $9.09K
|
405
$26.4K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
101+ 4.14% |
$8.17K - $9K
|
2.54K
$166K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
100+ 50.0% |
$8.09K - $8.91K
|
300
$19.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
100+ 3.05% |
$8.09K - $8.91K
|
3.38K
$221K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
98+ 1.11% |
$7.93K - $8.73K
|
8.91K
$582K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
95New |
$7.68K - $8.46K
|
95
$6.2K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
94+ 0.99% |
$7.6K - $8.37K
|
9.57K
$625K
|
|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
90+ 1.99% |
$7.28K - $8.02K
|
4.61K
$301K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
89+ 2.6% |
$7.2K - $7.93K
|
3.51K
$229K
|