Purchases and Sales Made in Q4 2021 in Smith A O Corp (AOS)
This table provides information about the institutional ownership of Smith A O Corp (AOS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
113+ 2.37% |
$6.91K - $9.7K
|
4.88K
$333K
|
|
|
Jan 20, 2022
Q4 2021
|
Insight Folios Inc
|
BUY
|
- |
113+ 2.61% |
$6.91K - $9.7K
|
4.44K
$303K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
109+ 6.08% |
$6.67K - $9.36K
|
1.9K
$130K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
108New |
$6.61K - $9.27K
|
108
$7.38K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
107New |
$6.55K - $9.19K
|
107
$7.31K
|
|
|
Feb 14, 2022
Q4 2021
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
100New |
$6.12K - $8.59K
|
100
$6.83K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
96+ 1.66% |
$5.87K - $8.24K
|
5.87K
$401K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
89+ 278.13% |
$5.44K - $7.64K
|
121
$8.26K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
80+ 400.0% |
$4.89K - $6.87K
|
100
$6.83K
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
79New |
$4.83K - $6.78K
|
79
$5.4K
|
|
|
Feb 17, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
78+ 15.03% |
$4.77K - $6.7K
|
597
$40.8K
|
|
|
Sep 11, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
78+ 15.03% |
$4.77K - $6.7K
|
597
$40.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
73+ 108.96% |
$4.47K - $6.27K
|
140
$9.56K
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
70+ 0.25% |
$4.28K - $6.01K
|
28.1K
$1.92M
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
66New |
$4.04K - $5.67K
|
66
$4.51K
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
BUY
|
- |
56New |
$3.43K - $4.81K
|
56
$3.82K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
54New |
$3.3K - $4.64K
|
54
$3.69K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
50+ 86.21% |
$3.06K - $4.29K
|
108
$7.38K
|
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
49+ 0.28% |
$3K - $4.21K
|
17.7K
$1.21M
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
40New |
$2.45K - $3.43K
|
40
$2.73K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
37New |
$2.26K - $3.18K
|
37
$2.53K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
35New |
$2.14K - $3K
|
35
$2.39K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
30New |
$1.84K - $2.58K
|
30
$2.05K
|
|
|
Feb 11, 2022
Q4 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
25+ 0.15% |
$1.53K - $2.15K
|
16.7K
$1.14M
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
25New |
$1.53K - $2.15K
|
25
$1.71K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
23New |
$1.41K - $1.97K
|
23
$1.57K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
22New |
$1.35K - $1.89K
|
22
$1.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
20+ 0.21% |
$1.22K - $1.72K
|
9.64K
$658K
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
14+ 0.28% |
$856 - $1.2K
|
4.99K
$341K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
11+ 1.87% |
$673 - $944
|
600
$41K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
11+ 0.28% |
$673 - $944
|
4K
$273K
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
10New |
$612 - $859
|
10
$683
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
10New |
$612 - $859
|
10
$683
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
8+ 5.56% |
$489 - $687
|
152
$10.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 85.71% |
$367 - $515
|
13
$888
|
|
|
Feb 14, 2022
Q4 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
3+ 0.02% |
$184 - $258
|
15.5K
$1.06M
|
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3+ 0.0% |
$184 - $258
|
60.1K
$4.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
3New |
$184 - $258
|
3
$205
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3New |
$184 - $258
|
3
$205
|
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3+ 0.07% |
$184 - $258
|
4.36K
$298K
|
|
|
Nov 22, 2024
Q4 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 06, 2022
Q4 2021
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1- 3.03% |
$61.2 - $85.9
|
32
$2.19K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1- 0.05% |
$61.2 - $85.9
|
1.96K
$134K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1- 0.23% |
$61.2 - $85.9
|
430
$29.4K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-5Closed |
$306 - $429
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-6- 0.05% |
$367 - $515
|
11.5K
$787K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-6- 0.41% |
$367 - $515
|
1.47K
$100K
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
SELL
|
- |
-7- 0.17% |
$428 - $601
|
4.12K
$282K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-8- 0.19% |
$489 - $687
|
4.15K
$283K
|