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 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
8New |
$522 - $660
|
8
$551
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
6New |
$391 - $495
|
6
$413
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 10.0% |
$196 - $247
|
33
$2.27K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3+ 14.29% |
$196 - $247
|
24
$1.65K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3+ 0.49% |
$196 - $247
|
611
$42.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.15% |
$65.2 - $82.4
|
686
$47.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.25% |
$65.2 - $82.4
|
401
$27.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$65.2 - $82.4
|
1
$68.9
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.25% |
$65.2 - $82.4
|
401
$27.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2- 2.27% |
$130 - $165
|
86
$5.92K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-2- 1.1% |
$130 - $165
|
180
$12.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3- 0.01% |
$196 - $247
|
23.3K
$1.61M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-4- 2.05% |
$261 - $330
|
191
$13.2K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-5- 5.26% |
$326 - $412
|
90
$6.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-6- 1.05% |
$391 - $495
|
568
$39.1K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-9- 0.17% |
$587 - $742
|
5.17K
$356K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-13- 6.02% |
$847 - $1.07K
|
203
$14K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16- 6.08% |
$1.04K - $1.32K
|
247
$17K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-18- 0.56% |
$1.17K - $1.48K
|
3.21K
$221K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-26- 0.77% |
$1.69K - $2.14K
|
3.33K
$229K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-26- 34.67% |
$1.69K - $2.14K
|
49
$3.38K
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-30- 0.86% |
$1.96K - $2.47K
|
3.47K
$239K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-31- 70.45% |
$2.02K - $2.56K
|
13
$896
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-31- 0.46% |
$2.02K - $2.56K
|
6.68K
$460K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-33- 0.5% |
$2.15K - $2.72K
|
6.54K
$450K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-34- 0.42% |
$2.22K - $2.8K
|
7.99K
$550K
|
|
|
Feb 07, 2024
Q4 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-34- 1.07% |
$2.22K - $2.8K
|
3.15K
$217K
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-35- 15.28% |
$2.28K - $2.89K
|
194
$13.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-35- 15.28% |
$2.28K - $2.89K
|
194
$13.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-46- 1.17% |
$3K - $3.79K
|
3.89K
$268K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-48- 1.01% |
$3.13K - $3.96K
|
4.71K
$325K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-53- 39.55% |
$3.46K - $4.37K
|
81
$5.58K
|
|
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-73- 0.43% |
$4.76K - $6.02K
|
16.7K
$1.15M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-96- 1.03% |
$6.26K - $7.91K
|
9.18K
$632K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-102- 1.21% |
$6.65K - $8.41K
|
8.3K
$572K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-102- 0.21% |
$6.65K - $8.41K
|
47.8K
$3.29M
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
SELL
|
- |
-109- 0.37% |
$7.11K - $8.99K
|
29.2K
$2.01M
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-110- 1.54% |
$7.17K - $9.07K
|
7.02K
$484K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-134- 25.57% |
$8.74K - $11K
|
390
$26.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-135- 3.05% |
$8.8K - $11.1K
|
4.29K
$296K
|
|
|
Feb 09, 2024
Q4 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-137- 3.01% |
$8.93K - $11.3K
|
4.41K
$304K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-139- 0.01% |
$9.06K - $11.5K
|
1.99M
$137M
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-156- 3.03% |
$10.2K - $12.9K
|
5K
$344K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-164- 5.23% |
$10.7K - $13.5K
|
2.97K
$205K
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-168- 3.91% |
$11K - $13.8K
|
4.13K
$284K
|
|
|
Jan 24, 2024
Q4 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-185- 0.18% |
$12.1K - $15.3K
|
102K
$7M
|
|
|
Feb 07, 2024
Q4 2023
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-185- 8.8% |
$12.1K - $15.3K
|
1.92K
$132K
|
|
|
Jan 10, 2024
Q4 2023
|
Insight Folios Inc
|
SELL
|
- |
-188- 4.0% |
$12.3K - $15.5K
|
4.51K
$311K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-197- 3.01% |
$12.8K - $16.2K
|
6.35K
$437K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-224- 1.09% |
$14.6K - $18.5K
|
20.4K
$1.41M
|