Purchases and Sales Made in Q3 2023 in Smith A O Corp (AOS)
This table provides information about the institutional ownership of Smith A O Corp (AOS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
80New |
$5.16K - $6.13K
|
80
$5.46K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
79+ 1.06% |
$5.09K - $6.05K
|
7.55K
$515K
|
|
|
Nov 07, 2023
Q3 2023
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
74+ 0.07% |
$4.77K - $5.67K
|
114K
$7.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
59New |
$3.8K - $4.52K
|
59
$4.03K
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
58+ 0.26% |
$3.74K - $4.45K
|
22.3K
$1.53M
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
52+ 36.36% |
$3.35K - $3.99K
|
195
$13.3K
|
|
|
Feb 13, 2024
Q3 2023
|
Nicholas Company, Inc.
|
BUY
|
- |
50+ 0.02% |
$3.22K - $3.83K
|
290K
$19.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Nicholas Company, Inc.
|
BUY
|
- |
50+ 0.02% |
$3.22K - $3.83K
|
290K
$19.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
44New |
$2.84K - $3.37K
|
44
$3.01K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
44+ 12.36% |
$2.84K - $3.37K
|
400
$27.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
44+ 12.36% |
$2.84K - $3.37K
|
400
$27.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
44+ 1.8% |
$2.84K - $3.37K
|
2.49K
$170K
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
35+ 0.0% |
$2.26K - $2.68K
|
757K
$51.7M
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
33New |
$2.13K - $2.53K
|
33
$2.25K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
32New |
$2.06K - $2.45K
|
32
$2.19K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
27+ 270.0% |
$1.74K - $2.07K
|
37
$2.53K
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
24+ 0.04% |
$1.55K - $1.84K
|
58.9K
$4.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
22+ 275.0% |
$1.42K - $1.69K
|
30
$2.05K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
20New |
$1.29K - $1.53K
|
20
$1.37K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
19+ 0.34% |
$1.22K - $1.46K
|
5.55K
$379K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
16+ 84.21% |
$1.03K - $1.23K
|
35
$2.39K
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
BUY
|
- |
13+ 0.42% |
$838 - $996
|
3.08K
$211K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
12+ 2.34% |
$774 - $920
|
524
$35.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
11+ 12.36% |
$709 - $843
|
100
$6.83K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8+ 4.19% |
$516 - $613
|
199
$13.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
7+ 700.0% |
$451 - $536
|
8
$546
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
5+ 0.15% |
$322 - $383
|
3.32K
$227K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
5+ 0.13% |
$322 - $383
|
3.93K
$269K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.3% |
$258 - $307
|
1.36K
$92.5K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 7.14% |
$129 - $153
|
30
$2.05K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2+ 0.02% |
$129 - $153
|
11.5K
$787K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 2.94% |
$64.5 - $76.6
|
35
$2.39K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1+ 0.03% |
$64.5 - $76.6
|
3.86K
$264K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.05% |
$64.5 - $76.6
|
2.07K
$141K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1- 0.55% |
$64.5 - $76.6
|
182
$12.4K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2- 0.05% |
$129 - $153
|
4.07K
$278K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5- 0.74% |
$322 - $383
|
670
$45.8K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-8- 3.57% |
$516 - $613
|
216
$14.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-10- 8.13% |
$645 - $766
|
113
$7.72K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14- 0.56% |
$903 - $1.07K
|
2.48K
$169K
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-16- 0.51% |
$1.03K - $1.23K
|
3.1K
$212K
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-30- 0.37% |
$1.93K - $2.3K
|
8.02K
$548K
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-31- 0.6% |
$2K - $2.38K
|
5.12K
$350K
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-31- 0.48% |
$2K - $2.38K
|
6.37K
$435K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-34- 1.79% |
$2.19K - $2.61K
|
1.86K
$127K
|
|
|
Nov 13, 2023
Q3 2023
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-46- 3.06% |
$2.97K - $3.53K
|
1.46K
$99.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-46- 1.51% |
$2.97K - $3.53K
|
3K
$205K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-51- 70.83% |
$3.29K - $3.91K
|
21
$1.43K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-55- 0.13% |
$3.55K - $4.22K
|
41.3K
$2.82M
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-55- 0.04% |
$3.55K - $4.22K
|
126K
$8.63M
|