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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
60+ 1.38% |
$4.85K - $5.34K
|
4.42K
$323K
|
|
|
Aug 13, 2024
Q2 2024
|
Kepos Capital LP
New York, NY |
BUY
|
- |
60+ 4.28% |
$4.85K - $5.34K
|
1.46K
$107K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
59+ 8.21% |
$4.77K - $5.26K
|
778
$56.8K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
55New |
$4.45K - $4.9K
|
55
$4.01K
|
|
|
Jul 10, 2024
Q2 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
53+ 0.61% |
$4.29K - $4.72K
|
8.69K
$634K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
49+ 5.69% |
$3.96K - $4.36K
|
910
$66.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
BUY
|
- |
48+ 0.16% |
$3.88K - $4.28K
|
29.8K
$2.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
47+ 2.1% |
$3.8K - $4.19K
|
2.28K
$166K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
47+ 2.09% |
$3.8K - $4.19K
|
2.3K
$168K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
47+ 1.43% |
$3.8K - $4.19K
|
3.33K
$243K
|
|
|
Aug 02, 2024
Q2 2024
|
Aviva PLC
|
BUY
|
- |
41+ 0.55% |
$3.32K - $3.65K
|
7.48K
$546K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
40+ 1.64% |
$3.24K - $3.56K
|
2.48K
$181K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
39+ 1.0% |
$3.15K - $3.47K
|
3.94K
$287K
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
39+ 0.65% |
$3.15K - $3.47K
|
6.03K
$440K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
37+ 1.03% |
$2.99K - $3.3K
|
3.63K
$265K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
28+ 1.02% |
$2.26K - $2.49K
|
2.77K
$202K
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
26+ 0.63% |
$2.1K - $2.32K
|
4.14K
$302K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
22+ 9.02% |
$1.78K - $1.96K
|
266
$19.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
22+ 0.87% |
$1.78K - $1.96K
|
2.54K
$185K
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
22+ 0.2% |
$1.78K - $1.96K
|
11.3K
$824K
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
20+ 0.03% |
$1.62K - $1.78K
|
59K
$4.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
18+ 0.16% |
$1.46K - $1.6K
|
11.6K
$843K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
16New |
$1.29K - $1.43K
|
16
$1.17K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
16New |
$1.29K - $1.43K
|
16
$1.17K
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
14+ 0.2% |
$1.13K - $1.25K
|
7.07K
$516K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
12New |
$971 - $1.07K
|
12
$876
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
11+ 0.35% |
$890 - $980
|
3.12K
$228K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
10+ 0.34% |
$809 - $891
|
2.92K
$213K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
10+ 7.52% |
$809 - $891
|
143
$10.4K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
9+ 11.39% |
$728 - $802
|
88
$6.42K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
9New |
$728 - $802
|
9
$657
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7+ 11.67% |
$566 - $624
|
67
$4.89K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
7+ 0.06% |
$566 - $624
|
11.4K
$832K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
6+ 0.1% |
$485 - $534
|
5.79K
$423K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6+ 0.14% |
$485 - $534
|
4.15K
$303K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4+ 18.18% |
$324 - $356
|
26
$1.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
4+ 10.81% |
$324 - $356
|
41
$2.99K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
3+ 100.0% |
$243 - $267
|
6
$438
|
|
|
Aug 01, 2024
Q2 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
2+ 0.01% |
$162 - $178
|
29K
$2.12M
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 20.0% |
$162 - $178
|
12
$876
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2+ 100.0% |
$162 - $178
|
4
$292
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.13% |
$162 - $178
|
1.51K
$110K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2+ 2.99% |
$162 - $178
|
69
$5.04K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.15% |
$80.9 - $89.1
|
688
$50.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 14.29% |
$80.9 - $89.1
|
8
$584
|
|
|
Nov 26, 2024
Q2 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-1- 0.53% |
$80.9 - $89.1
|
189
$13.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-1- 2.27% |
$80.9 - $89.1
|
43
$3.14K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1- 0.32% |
$80.9 - $89.1
|
308
$22.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-2- -0.0% |
$162 - $178
|
40.2K
$2.94M
|