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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
92New |
$6.26K - $8.18K
|
92
$6.07K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
91+ 1.14% |
$6.19K - $8.09K
|
8.06K
$532K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
91+ 11.21% |
$6.19K - $8.09K
|
903
$59.6K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
87+ 0.45% |
$5.92K - $7.74K
|
19.3K
$1.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
76+ 58.46% |
$5.17K - $6.76K
|
206
$13.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
72+ 2.51% |
$4.9K - $6.4K
|
2.95K
$194K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
62+ 0.47% |
$4.22K - $5.51K
|
13.3K
$877K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
61+ 1.22% |
$4.15K - $5.43K
|
5.07K
$335K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
58+ 44.62% |
$3.95K - $5.16K
|
188
$12.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
53+ 0.46% |
$3.61K - $4.71K
|
11.6K
$763K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
52+ 5.68% |
$3.54K - $4.62K
|
967
$63.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
47+ 8.97% |
$3.2K - $4.18K
|
571
$37.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
39+ 3.18% |
$2.65K - $3.47K
|
1.27K
$83.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
39+ 3.26% |
$2.65K - $3.47K
|
1.23K
$81.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
38+ 0.12% |
$2.58K - $3.38K
|
31.7K
$2.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
36New |
$2.45K - $3.2K
|
36
$2.38K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
35+ 0.57% |
$2.38K - $3.11K
|
6.18K
$408K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
30+ 0.42% |
$2.04K - $2.67K
|
7.13K
$471K
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
26+ 0.06% |
$1.77K - $2.31K
|
45K
$2.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
20New |
$1.36K - $1.78K
|
20
$1.32K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
18+ 0.39% |
$1.22K - $1.6K
|
4.69K
$309K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
17New |
$1.16K - $1.51K
|
17
$1.12K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
16+ 0.42% |
$1.09K - $1.42K
|
3.8K
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
14+ 0.46% |
$952 - $1.25K
|
3.03K
$200K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
14+ 0.48% |
$952 - $1.25K
|
2.95K
$195K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
11+ 0.68% |
$748 - $978
|
1.64K
$108K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
10+ 0.1% |
$680 - $889
|
10.2K
$676K
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
10+ 21.28% |
$680 - $889
|
57
$3.76K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
7+ 8.86% |
$476 - $623
|
86
$5.67K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7New |
$476 - $623
|
7
$462
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
7New |
$476 - $623
|
7
$462
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7+ 20.0% |
$476 - $623
|
42
$2.77K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
7+ 28.0% |
$476 - $623
|
32
$2.11K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6+ 20.0% |
$408 - $534
|
36
$2.38K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6+ 0.78% |
$408 - $534
|
771
$50.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4New |
$272 - $356
|
4
$264
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
3New |
$204 - $267
|
3
$198
|
|
|
Feb 13, 2025
Q4 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
3+ 0.01% |
$204 - $267
|
24.1K
$1.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3+ 0.62% |
$204 - $267
|
485
$32K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3+ 0.49% |
$204 - $267
|
621
$41K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2+ 1.32% |
$136 - $178
|
153
$10.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2+ 1.02% |
$136 - $178
|
199
$13.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$68 - $88.9
|
1
$66
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
1+ 0.03% |
$68 - $88.9
|
3.65K
$241K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1New |
$68 - $88.9
|
1
$66
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- 0.02% |
$68 - $88.9
|
5.12K
$338K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 3.85% |
$68 - $88.9
|
25
$1.65K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1- -0.0% |
$68 - $88.9
|
49.1K
$3.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.26% |
$68 - $88.9
|
377
$24.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-1- 25.0% |
$68 - $88.9
|
3
$198
|