Purchases and Sales Made in Q3 2021 in Smith A O Corp (AOS)
This table provides information about the institutional ownership of Smith A O Corp (AOS) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 25, 2021
Q3 2021
|
Orion Capital Management LLC
|
BUY
|
- |
80New |
$4.89K - $5.9K
|
80
$5.51K
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
75+ 2.06% |
$4.58K - $5.53K
|
3.71K
$256K
|
|
Nov 12, 2021
Q3 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
63+ 1.34% |
$3.85K - $4.64K
|
4.77K
$328K
|
|
Oct 05, 2021
Q3 2021
|
M&R Capital Management Inc
|
BUY
|
- |
50+ 8.33% |
$3.05K - $3.69K
|
650
$44.8K
|
|
Nov 15, 2021
Q3 2021
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
50+ 0.27% |
$3.05K - $3.69K
|
18.9K
$1.3M
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
43+ 8.45% |
$2.63K - $3.17K
|
552
$38K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
22+ 1.03% |
$1.34K - $1.62K
|
2.16K
$149K
|
|
Nov 03, 2021
Q3 2021
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
20+ 0.23% |
$1.22K - $1.47K
|
8.61K
$593K
|
|
Nov 08, 2021
Q3 2021
|
Addison Advisors LLC
|
BUY
|
- |
20New |
$1.22K - $1.47K
|
20
$1.38K
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
20+ 7.94% |
$1.22K - $1.47K
|
272
$18.7K
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
18+ 3.15% |
$1.1K - $1.33K
|
589
$40.6K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15+ 7.5% |
$916 - $1.11K
|
215
$14.8K
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
11+ 0.28% |
$672 - $811
|
3.99K
$275K
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
10New |
$611 - $737
|
10
$689
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
7New |
$427 - $516
|
7
$482
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7New |
$427 - $516
|
7
$482
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
4New |
$244 - $295
|
4
$276
|
|
Oct 28, 2021
Q3 2021
|
Simplex Trading, LLC
|
BUY
|
- |
1+ 0.08% |
$61.1 - $73.7
|
1.25K
$85.8K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 2.27% |
$61.1 - $73.7
|
45
$3.1K
|
|
Nov 22, 2024
Q3 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1- 9.09% |
$61.1 - $73.7
|
10
$689
|
|
Nov 09, 2021
Q3 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1- 0.02% |
$61.1 - $73.7
|
5.99K
$412K
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-3Closed |
$183 - $221
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
SELL
|
- |
-7Closed |
$427 - $516
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-11Closed |
$672 - $811
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-11Closed |
$672 - $811
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-20- 0.41% |
$1.22K - $1.47K
|
4.82K
$332K
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-22- 3.37% |
$1.34K - $1.62K
|
630
$43.4K
|
|
Nov 16, 2021
Q3 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-25Closed |
$1.53K - $1.84K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-28Closed |
$1.71K - $2.06K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-31Closed |
$1.89K - $2.29K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-46- 2.29% |
$2.81K - $3.39K
|
1.97K
$135K
|
|
Oct 19, 2021
Q3 2021
|
Pflug Koory, LLC
|
SELL
|
- |
-48Closed |
$2.93K - $3.54K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-50Closed |
$3.05K - $3.69K
|
0
$0
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-53- 1.88% |
$3.24K - $3.91K
|
2.76K
$190K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-57- 0.93% |
$3.48K - $4.2K
|
6.05K
$417K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-57- 1.4% |
$3.48K - $4.2K
|
4K
$276K
|
|
Nov 09, 2021
Q3 2021
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-65- 0.1% |
$3.97K - $4.79K
|
66K
$4.55M
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-67- 1.59% |
$4.09K - $4.94K
|
4.15K
$286K
|
|
Nov 10, 2021
Q3 2021
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-69- 0.39% |
$4.21K - $5.09K
|
17.7K
$1.22M
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-72Closed |
$4.4K - $5.31K
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
Somerset Trust CO
|
SELL
|
- |
-76- 1.88% |
$4.64K - $5.6K
|
3.97K
$273K
|
|
Oct 12, 2021
Q3 2021
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-84- 1.1% |
$5.13K - $6.19K
|
7.58K
$522K
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-84Closed |
$5.13K - $6.19K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-88- 73.33% |
$5.37K - $6.49K
|
32
$2.2K
|
|
Oct 12, 2021
Q3 2021
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 1.19% |
$6.11K - $7.37K
|
8.3K
$572K
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-100- 21.05% |
$6.11K - $7.37K
|
375
$25.8K
|
|
Oct 15, 2021
Q3 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-100- 1.18% |
$6.11K - $7.37K
|
8.4K
$579K
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-107- 1.34% |
$6.53K - $7.89K
|
7.85K
$541K
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-121- 2.91% |
$7.39K - $8.92K
|
4.04K
$279K
|