Purchases and Sales Made in Q4 2024 in Smith A O Corp (AOS)
This table provides information about the institutional ownership of Smith A O Corp (AOS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
188+ 3.31% |
$12.8K - $16.7K
|
5.87K
$416K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
159New |
$10.8K - $14.1K
|
159
$11.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
140+ 0.26% |
$9.52K - $12.5K
|
54K
$3.82M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
133+ 4.89% |
$9.05K - $11.8K
|
2.85K
$202K
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
131+ 2.81% |
$8.91K - $11.7K
|
4.8K
$340K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
131New |
$8.91K - $11.7K
|
131
$9.27K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
128+ 2.04% |
$8.71K - $11.4K
|
6.41K
$453K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
122New |
$8.3K - $10.9K
|
122
$8.63K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
118+ 4.58% |
$8.03K - $10.5K
|
2.7K
$191K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
114+ 2.64% |
$7.75K - $10.1K
|
4.44K
$314K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
99+ 37.79% |
$6.73K - $8.81K
|
361
$25.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
92New |
$6.26K - $8.18K
|
92
$6.51K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
91+ 11.21% |
$6.19K - $8.09K
|
903
$63.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
91+ 1.14% |
$6.19K - $8.09K
|
8.06K
$570K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
87+ 0.45% |
$5.92K - $7.74K
|
19.3K
$1.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
76+ 58.46% |
$5.17K - $6.76K
|
206
$14.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
72+ 2.51% |
$4.9K - $6.4K
|
2.95K
$208K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
62+ 0.47% |
$4.22K - $5.51K
|
13.3K
$940K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
61+ 1.22% |
$4.15K - $5.43K
|
5.07K
$359K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
58+ 44.62% |
$3.95K - $5.16K
|
188
$13.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
53+ 0.46% |
$3.61K - $4.71K
|
11.6K
$818K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
52+ 5.68% |
$3.54K - $4.62K
|
967
$68.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
47+ 8.97% |
$3.2K - $4.18K
|
571
$40.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
39+ 3.18% |
$2.65K - $3.47K
|
1.27K
$89.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
39+ 3.26% |
$2.65K - $3.47K
|
1.23K
$87.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
38+ 0.12% |
$2.58K - $3.38K
|
31.7K
$2.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
36New |
$2.45K - $3.2K
|
36
$2.55K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
35+ 0.57% |
$2.38K - $3.11K
|
6.18K
$438K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
30+ 0.42% |
$2.04K - $2.67K
|
7.13K
$505K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
27New |
$1.84K - $2.4K
|
27
$1.91K
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
26+ 0.06% |
$1.77K - $2.31K
|
45K
$3.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
20New |
$1.36K - $1.78K
|
20
$1.42K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
18+ 0.39% |
$1.22K - $1.6K
|
4.69K
$332K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
17New |
$1.16K - $1.51K
|
17
$1.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
16+ 0.42% |
$1.09K - $1.42K
|
3.8K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
14+ 0.46% |
$952 - $1.25K
|
3.03K
$215K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
14+ 0.48% |
$952 - $1.25K
|
2.95K
$209K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
11+ 0.68% |
$748 - $978
|
1.64K
$116K
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
10+ 21.28% |
$680 - $889
|
57
$4.03K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
10+ 0.1% |
$680 - $889
|
10.2K
$725K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
7New |
$476 - $623
|
7
$495
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7+ 20.0% |
$476 - $623
|
42
$2.97K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7New |
$476 - $623
|
7
$495
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
7+ 8.86% |
$476 - $623
|
86
$6.08K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
7+ 28.0% |
$476 - $623
|
32
$2.26K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6+ 0.78% |
$408 - $534
|
771
$54.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6+ 20.0% |
$408 - $534
|
36
$2.55K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4New |
$272 - $356
|
4
$283
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3+ 0.62% |
$204 - $267
|
485
$34.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
3New |
$204 - $267
|
3
$212
|