Institutional Ownership Aaon, Inc. (AAON)
This table provides information about the institutional ownership of Aaon, Inc. (AAON). We have compiled data on the 400 institutions that hold shares in the stock, with a total of 57.3 Million shares, which have been reported (via 13F filing form) to have a value of $7.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,397
shares
|
$450,815
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
3,364
shares
|
$446,436
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
3,352
shares
|
$444,843
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
3,309
shares
|
$439,137
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
3,269
shares
|
$433,828
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
3,266
shares
|
$433,430
0.0% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
3,258
shares
|
$432,369
0.05% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
3,255
shares
|
$431,971
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
3,200
shares
|
$424,672
0.03% of portfolio
|
Q3 2024
Added 10.34%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
3,194
shares
|
$423,875
0.01% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
3,134
shares
|
$415,913
0.0% of portfolio
|
Q3 2024
Reduced 96.99%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
3,070
shares
|
$407,419
0.03% of portfolio
|
Q4 2024
Reduced 12.06%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
3,049
shares
|
$404,632
0.01% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
2,988
shares
|
$396,537
0.1% of portfolio
|
Q1 2024
Added 5.21%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
2,968
shares
|
$393,883
0.27% of portfolio
|
Q4 2024
Reduced 10.44%
|
|
|
Pro Share Advisors LLC
|
Nov 13, 2024 Q3 2024 |
2,931
shares
|
$388,973
0.0% of portfolio
|
Q3 2024
Reduced 76.17%
|
|
|
River Park Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
2,845
shares
|
$377,559
0.25% of portfolio
|
Q3 2024
Added 221.11%
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
2,839
shares
|
$376,763
0.03% of portfolio
|
Q2 2024
Reduced 18.4%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
2,828
shares
|
$375,303
0.01% of portfolio
|
Q2 2024
Reduced 10.82%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
2,782
shares
|
$369,199
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
2,778
shares
|
$368,668
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,775
shares
|
$368,270
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
2,764
shares
|
$366,810
0.04% of portfolio
|
Q4 2024
Reduced 22.01%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
2,733
shares
|
$362,696
0.02% of portfolio
|
Q2 2024
Added 19.71%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
2,710
shares
|
$359,644
0.18% of portfolio
|
Q1 2024
New holding
|