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 13, 2025
Q4 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
3+ 0.01% |
$204 - $267
|
24.1K
$1.71M
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3+ 0.49% |
$204 - $267
|
621
$43.9K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2+ 1.32% |
$136 - $178
|
153
$10.8K
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2New |
$136 - $178
|
2
$142
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2+ 1.02% |
$136 - $178
|
199
$14.1K
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1New |
$68 - $88.9
|
1
$70.8
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$68 - $88.9
|
1
$70.8
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
1+ 0.03% |
$68 - $88.9
|
3.65K
$258K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.26% |
$68 - $88.9
|
377
$26.7K
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1- -0.0% |
$68 - $88.9
|
49.1K
$3.47M
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-1- 25.0% |
$68 - $88.9
|
3
$212
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- 0.02% |
$68 - $88.9
|
5.12K
$362K
|
|
Apr 23, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1- -0.0% |
$68 - $88.9
|
103K
$7.28M
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 3.85% |
$68 - $88.9
|
25
$1.77K
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2- 16.67% |
$136 - $178
|
10
$708
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-3- 30.0% |
$204 - $267
|
7
$495
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-3- 3.49% |
$204 - $267
|
83
$5.87K
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-4- 2.58% |
$272 - $356
|
151
$10.7K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-5- 10.2% |
$340 - $445
|
44
$3.11K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5- 0.02% |
$340 - $445
|
21.6K
$1.53M
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-5- 4.81% |
$340 - $445
|
99
$7K
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 18.75% |
$408 - $534
|
26
$1.84K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-6- 6.82% |
$408 - $534
|
82
$5.8K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-10- 5.81% |
$680 - $889
|
162
$11.5K
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-11- 0.26% |
$748 - $978
|
4.16K
$294K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-11- 10.58% |
$748 - $978
|
93
$6.58K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12- 24.49% |
$816 - $1.07K
|
37
$2.62K
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-12- 0.1% |
$816 - $1.07K
|
11.6K
$819K
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-13- 0.11% |
$884 - $1.16K
|
11.3K
$800K
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-14- 0.64% |
$952 - $1.25K
|
2.18K
$154K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-17- 4.68% |
$1.16K - $1.51K
|
346
$24.5K
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-18- 4.3% |
$1.22K - $1.6K
|
401
$28.4K
|
|
Feb 12, 2025
Q4 2024
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-18- 0.02% |
$1.22K - $1.6K
|
104K
$7.33M
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-20- 0.28% |
$1.36K - $1.78K
|
7.01K
$496K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-20- 0.53% |
$1.36K - $1.78K
|
3.78K
$268K
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-25- 11.11% |
$1.7K - $2.22K
|
200
$14.2K
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-25- 29.41% |
$1.7K - $2.22K
|
60
$4.25K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-27- 7.5% |
$1.84K - $2.4K
|
333
$23.6K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-38- 1.72% |
$2.58K - $3.38K
|
2.17K
$153K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-43- 23.89% |
$2.92K - $3.82K
|
137
$9.69K
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-47- 0.42% |
$3.2K - $4.18K
|
11.1K
$785K
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-48- 1.11% |
$3.26K - $4.27K
|
4.27K
$302K
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-48- 0.32% |
$3.26K - $4.27K
|
15K
$1.06M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-50- 18.94% |
$3.4K - $4.45K
|
214
$15.1K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-52- 29.05% |
$3.54K - $4.62K
|
127
$8.99K
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-56- 1.73% |
$3.81K - $4.98K
|
3.18K
$225K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-57- 12.78% |
$3.88K - $5.07K
|
389
$27.5K
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-59- 1.44% |
$4.01K - $5.25K
|
4.03K
$285K
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-61- 6.75% |
$4.15K - $5.43K
|
843
$59.6K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-68- 6.01% |
$4.63K - $6.05K
|
1.06K
$75.3K
|