Latest Institutional Transactions on Smith A O Corp (AOS)
This table provides information on the latest institutional transactions involving Smith A O Corp (AOS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-293- 3.63% |
$19.7K - $21.8K
|
7.78K
$504K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-23- 0.69% |
$1.55K - $1.71K
|
3.32K
$215K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.27K- 8.11% |
$85.3K - $94.2K
|
14.4K
$930K
|
|
|
Oct 15, 2025
Q3 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-206- 2.22% |
$13.9K - $15.3K
|
9.06K
$586K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
13+ 1.25% |
$874 - $966
|
1.05K
$68K
|
|
|
Oct 15, 2025
Q3 2025
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-1.45K- 1.79% |
$97.2K - $107K
|
79.1K
$5.12M
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-188- 1.08% |
$12.6K - $14K
|
17.3K
$1.12M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-135- 1.42% |
$9.08K - $10K
|
9.37K
$607K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
3K+ 23.42% |
$201K - $223K
|
15.8K
$1.02M
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-5.9K- 5.23% |
$396K - $438K
|
107K
$6.91M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
31+ 0.59% |
$2.08K - $2.3K
|
5.27K
$341K
|
|
|
Oct 14, 2025
Q3 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-29- 0.41% |
$1.95K - $2.15K
|
6.96K
$451K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
139+ 0.63% |
$9.35K - $10.3K
|
22.2K
$1.44M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
21New |
$1.41K - $1.56K
|
21
$1.36K
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-330- 1.29% |
$22.2K - $24.5K
|
25.3K
$1.64M
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.6K- 0.78% |
$175K - $193K
|
329K
$21.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
571+ 53.12% |
$38.4K - $42.4K
|
1.65K
$107K
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 10.0% |
$134 - $149
|
22
$1.42K
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
2.75KNew |
$185K - $205K
|
2.75K
$178K
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-1.55K- 19.15% |
$104K - $115K
|
6.55K
$424K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
66New |
$4.44K - $4.9K
|
66
$4.27K
|
|
|
Oct 10, 2025
Q3 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
12.6K+ 8.9% |
$847K - $936K
|
154K
$9.98M
|
|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-163- 1.69% |
$11K - $12.1K
|
9.49K
$614K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-24.5K- 49.9% |
$1.65M - $1.82M
|
24.6K
$1.59M
|
|
|
Oct 10, 2025
Q3 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
212K+ 17.79% |
$14.2M - $15.7M
|
1.4M
$90.7M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1New |
$67.2 - $74.3
|
1
$64.7
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 16.67% |
$67.2 - $74.3
|
7
$453
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
4.26K+ 12.39% |
$287K - $317K
|
38.7K
$2.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-50- 96.15% |
$3.36K - $3.72K
|
2
$129
|
|
|
Oct 08, 2025
Q3 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
608+ 2.14% |
$40.9K - $45.2K
|
29K
$1.88M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
SELL
|
- |
-84- 2.43% |
$5.65K - $6.24K
|
3.37K
$218K
|
|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
41.4K+ 492.84% |
$2.78M - $3.07M
|
49.8K
$3.22M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
554+ 0.77% |
$37.3K - $41.2K
|
72.3K
$4.68M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-6.94K- 99.53% |
$467K - $516K
|
33
$2.14K
|
|
|
Oct 07, 2025
Q3 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
740New |
$49.8K - $55K
|
740
$47.9K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
42New |
$2.82K - $3.12K
|
42
$2.72K
|
|
|
Oct 06, 2025
Q3 2025
|
Oak Thistle LLC
|
BUY
|
- |
10.9KNew |
$735K - $812K
|
10.9K
$708K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
5.91KNew |
$398K - $439K
|
5.91K
$383K
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-91- 22.14% |
$6.12K - $6.76K
|
320
$20.7K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
792+ 24.59% |
$53.3K - $58.8K
|
4.01K
$260K
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
SELL
|
- |
-6.58K- 18.95% |
$392K - $464K
|
28.1K
$1.82M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.22K+ 0.72% |
$132K - $157K
|
309K
$20M
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-5.1K- 39.22% |
$304K - $360K
|
7.9K
$511K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
40New |
$2.39K - $2.82K
|
40
$2.59K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-8- 26.67% |
$477 - $564
|
22
$1.42K
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
1.2K+ 11.65% |
$71.6K - $84.6K
|
11.5K
$745K
|
|
|
Aug 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-689- 4.38% |
$41.1K - $48.6K
|
15K
$973K
|
|
|
Aug 14, 2025
Q2 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
14.2K+ 30.29% |
$849K - $1M
|
61.3K
$3.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
25New |
$1.49K - $1.76K
|
25
$1.62K
|
|
|
Aug 14, 2025
Q2 2025
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-1.1KClosed |
$65.6K - $77.6K
|
0
$0
|
|