Purchases and Sales Made in Q4 2023 in Smith A O Corp (AOS)
This table provides information about the institutional ownership of Smith A O Corp (AOS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
176+ 14.63% |
$11.5K - $14.5K
|
1.38K
$97.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
172+ 3.95% |
$11.2K - $14.2K
|
4.52K
$320K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
163+ 0.49% |
$10.6K - $13.4K
|
33.2K
$2.35M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
157New |
$10.2K - $12.9K
|
157
$11.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
157New |
$10.2K - $12.9K
|
157
$11.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
144+ 7.73% |
$9.39K - $11.9K
|
2.01K
$142K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
131+ 655.0% |
$8.54K - $10.8K
|
151
$10.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
124+ 30.47% |
$8.08K - $10.2K
|
531
$37.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
122+ 63.21% |
$7.95K - $10.1K
|
315
$22.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
117+ 0.59% |
$7.63K - $9.65K
|
20.1K
$1.42M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
115New |
$7.5K - $9.48K
|
115
$8.14K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
109+ 54.5% |
$7.11K - $8.99K
|
309
$21.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
106+ 1.25% |
$6.91K - $8.74K
|
8.59K
$608K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
101+ 4.96% |
$6.58K - $8.33K
|
2.14K
$151K
|
|
|
Feb 13, 2024
Q4 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
100+ 0.22% |
$6.52K - $8.24K
|
45.3K
$3.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
99+ 1.15% |
$6.45K - $8.16K
|
8.7K
$615K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
97+ 2.38% |
$6.32K - $8K
|
4.17K
$295K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
97New |
$6.32K - $8K
|
97
$6.86K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
91New |
$5.93K - $7.5K
|
91
$6.44K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
81+ 2.08% |
$5.28K - $6.68K
|
3.98K
$282K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
79New |
$5.15K - $6.51K
|
79
$5.59K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
74New |
$4.82K - $6.1K
|
74
$5.24K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
73+ 73.0% |
$4.76K - $6.02K
|
173
$12.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
69+ 2.08% |
$4.5K - $5.69K
|
3.39K
$240K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
66+ 25.48% |
$4.3K - $5.44K
|
325
$23K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
63+ 9.4% |
$4.11K - $5.19K
|
733
$51.9K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
62+ 3100.0% |
$4.04K - $5.11K
|
64
$4.53K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
58+ 2.15% |
$3.78K - $4.78K
|
2.76K
$195K
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
58+ 0.04% |
$3.78K - $4.78K
|
137K
$9.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
49+ 1.58% |
$3.19K - $4.04K
|
3.14K
$222K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
48+ 1.41% |
$3.13K - $3.96K
|
3.45K
$244K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
46New |
$3K - $3.79K
|
46
$3.25K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
45+ 0.45% |
$2.93K - $3.71K
|
10.1K
$716K
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
43New |
$2.8K - $3.54K
|
43
$3.04K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
42+ 1.38% |
$2.74K - $3.46K
|
3.08K
$218K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
40+ 210.53% |
$2.61K - $3.3K
|
59
$4.17K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
35New |
$2.28K - $2.89K
|
35
$2.48K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
35New |
$2.28K - $2.89K
|
35
$2.48K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
34New |
$2.22K - $2.8K
|
34
$2.41K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
26New |
$1.69K - $2.14K
|
26
$1.84K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
24+ 1.77% |
$1.56K - $1.98K
|
1.38K
$97.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
23+ 0.04% |
$1.5K - $1.9K
|
58.9K
$4.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
22+ 26.51% |
$1.43K - $1.81K
|
105
$7.43K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
22New |
$1.43K - $1.81K
|
22
$1.56K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
21+ 10.55% |
$1.37K - $1.73K
|
220
$15.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20+ 14.49% |
$1.3K - $1.65K
|
158
$11.2K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
17New |
$1.11K - $1.4K
|
17
$1.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
15New |
$978 - $1.24K
|
15
$1.06K
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
13+ 0.42% |
$847 - $1.07K
|
3.1K
$219K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13+ 6.67% |
$847 - $1.07K
|
208
$14.7K
|