Purchases and Sales Made in Q3 2024 in Smith A O Corp (AOS)
This table provides information about the institutional ownership of Smith A O Corp (AOS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
253+ 3.87% |
$19.5K - $23.3K
|
6.79K
$436K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
238+ 2.9% |
$18.3K - $21.9K
|
8.44K
$542K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
238+ 8.42% |
$18.3K - $21.9K
|
3.06K
$197K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
233+ 123.28% |
$17.9K - $21.4K
|
422
$27.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
225New |
$17.3K - $20.7K
|
225
$14.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
222+ 7.79% |
$17.1K - $20.4K
|
3.07K
$197K
|
|
|
Nov 13, 2024
Q3 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
218+ 2.08% |
$16.8K - $20.1K
|
10.7K
$687K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
218+ 3.61% |
$16.8K - $20.1K
|
6.26K
$402K
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
210+ 0.4% |
$16.2K - $19.3K
|
52.5K
$3.37M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
197+ 7.81% |
$15.2K - $18.1K
|
2.72K
$175K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
196+ 2.05% |
$15.1K - $18K
|
9.77K
$627K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
172New |
$13.2K - $15.8K
|
172
$11K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
169+ 3.26% |
$13K - $15.5K
|
5.35K
$344K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
163+ 4.26% |
$12.5K - $15K
|
3.99K
$256K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
158+ 0.7% |
$12.2K - $14.5K
|
22.7K
$1.46M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
156+ 5.06% |
$12K - $14.3K
|
3.24K
$208K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
151New |
$11.6K - $13.9K
|
151
$9.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
142+ 4.99% |
$10.9K - $13.1K
|
2.99K
$192K
|
|
|
Oct 22, 2024
Q3 2024
|
Harvey Investment CO LLC
|
BUY
|
- |
140+ 0.72% |
$10.8K - $12.9K
|
19.6K
$1.26M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
136+ 12.47% |
$10.5K - $12.5K
|
1.23K
$78.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
135+ 0.23% |
$10.4K - $12.4K
|
58.8K
$3.77M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
134+ 19.76% |
$10.3K - $12.3K
|
812
$52.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
132+ 3.34% |
$10.2K - $12.1K
|
4.08K
$262K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
130+ 32.99% |
$10K - $12K
|
524
$33.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
127New |
$9.77K - $11.7K
|
127
$8.16K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
118+ 0.22% |
$9.08K - $10.9K
|
52.7K
$3.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
107+ 0.94% |
$8.23K - $9.84K
|
11.5K
$739K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
104New |
$8K - $9.57K
|
104
$6.68K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
94+ 0.59% |
$7.23K - $8.65K
|
16.2K
$1.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
86+ 2.98% |
$6.62K - $7.91K
|
2.98K
$191K
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
85+ 35.42% |
$6.54K - $7.82K
|
325
$20.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
83+ 50.61% |
$6.39K - $7.63K
|
247
$15.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
77+ 1.81% |
$5.93K - $7.08K
|
4.32K
$277K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
75+ 3.27% |
$5.77K - $6.9K
|
2.37K
$152K
|
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
75+ 0.21% |
$5.77K - $6.9K
|
35.4K
$2.27M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
72New |
$5.54K - $6.62K
|
72
$4.62K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
68+ 1.88% |
$5.23K - $6.25K
|
3.69K
$237K
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
65+ 1.72% |
$5K - $5.98K
|
3.86K
$248K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
57+ 1.62% |
$4.39K - $5.24K
|
3.57K
$229K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
49New |
$3.77K - $4.51K
|
49
$3.15K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
38+ 0.33% |
$2.92K - $3.5K
|
11.6K
$744K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
37New |
$2.85K - $3.4K
|
37
$2.38K
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
34+ 0.09% |
$2.62K - $3.13K
|
39.2K
$2.52M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
34+ 226.67% |
$2.62K - $3.13K
|
49
$3.15K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
32+ 1.06% |
$2.46K - $2.94K
|
3.05K
$196K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
30+ 0.42% |
$2.31K - $2.76K
|
7.1K
$456K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
28+ 8.36% |
$2.15K - $2.58K
|
363
$23.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
28+ 0.7% |
$2.15K - $2.58K
|
4.01K
$257K
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
27New |
$2.08K - $2.48K
|
27
$1.73K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
26+ 0.69% |
$2K - $2.39K
|
3.78K
$243K
|