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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.17K- 14.02% |
$57K - $72.4K
|
7.17K
$494K
|
|
|
Feb 13, 2023
Q4 2022
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
173K+ 130.41% |
$8.42M - $10.7M
|
305K
$21M
|
|
|
Feb 13, 2023
Q4 2022
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-115K- 56.19% |
$5.63M - $7.15M
|
90K
$6.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
39+ 100.0% |
$1.9K - $2.41K
|
78
$5.37K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
54New |
$2.63K - $3.34K
|
54
$3.72K
|
|
|
Feb 13, 2023
Q4 2022
|
Ossiam
Paris, I0 |
SELL
|
- |
-1.12K- 10.97% |
$54.4K - $69.1K
|
9.06K
$624K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-24.7K- 93.0% |
$1.21M - $1.53M
|
1.86K
$128K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
4.62KNew |
$225K - $286K
|
4.62K
$318K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
10New |
$488 - $619
|
10
$689
|
|
|
Feb 10, 2023
Q4 2022
|
United Bank
|
SELL
|
- |
-1.38K- 25.0% |
$67K - $85.1K
|
4.13K
$284K
|
|
|
Feb 08, 2023
Q4 2022
|
John G Ullman & Associates Inc
|
BUY
|
- |
250+ 2.96% |
$12.2K - $15.5K
|
8.7K
$599K
|
|
|
Feb 07, 2023
Q4 2022
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-422K- 44.34% |
$20.6M - $26.1M
|
529K
$36.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
108New |
$5.27K - $6.69K
|
108
$7.44K
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
5.44KNew |
$265K - $337K
|
5.44K
$374K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.05K- 2.76% |
$100K - $127K
|
72.5K
$4.99M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
559New |
$27.3K - $34.6K
|
559
$38.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-329- 6.54% |
$16K - $20.4K
|
4.7K
$324K
|
|
|
Jan 31, 2023
Q4 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-18.2K- 58.27% |
$888K - $1.13M
|
13K
$898K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-6- 2.78% |
$293 - $372
|
210
$14.5K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-100- 50.0% |
$4.88K - $6.19K
|
100
$6.89K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-5- 1.96% |
$244 - $310
|
250
$17.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
18.5K+ 31.58% |
$902K - $1.15M
|
77.1K
$5.31M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
4New |
$195 - $248
|
4
$276
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
8New |
$390 - $495
|
8
$551
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-4- 2.82% |
$195 - $248
|
138
$9.51K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
10New |
$488 - $619
|
10
$689
|
|
| Q3 2022 | |||||||
|
May 16, 2023
Q3 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
8.7KNew |
$423K - $560K
|
8.7K
$599K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-23- 5.9% |
$1.12K - $1.48K
|
367
$25.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
164New |
$7.97K - $10.6K
|
164
$11.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
5.86KNew |
$285K - $377K
|
5.86K
$404K
|
|
|
Nov 14, 2022
Q3 2022
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-2.21K- 81.58% |
$108K - $142K
|
500
$34.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
318+ 7.64% |
$15.4K - $20.5K
|
4.48K
$309K
|
|
|
Nov 14, 2022
Q3 2022
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
47+ 0.45% |
$2.28K - $3.02K
|
10.4K
$717K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
10New |
$486 - $643
|
10
$689
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-14.6K- 8.33% |
$710K - $941K
|
161K
$11.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-139KClosed |
$6.76M - $8.95M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-11.4K- 36.16% |
$551K - $730K
|
20K
$1.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
47.4K+ 138.4% |
$2.3M - $3.05M
|
81.7K
$5.63M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
1.13K+ 4.34% |
$55.1K - $73K
|
27.3K
$1.88M
|
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
71New |
$3.45K - $4.57K
|
71
$4.89K
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-400- 12.9% |
$19.4K - $25.7K
|
2.7K
$186K
|
|
|
Nov 08, 2022
Q3 2022
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
33.2KNew |
$1.61M - $2.13M
|
33.2K
$2.28M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
CALL |
100New |
$4.86K - $6.43K
|
100
$6.89K
|
|
|
Nov 08, 2022
Q3 2022
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
PUT |
7KNew |
$340K - $450K
|
7K
$482K
|
|
|
Nov 08, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
28.9KNew |
$1.4M - $1.86M
|
28.9K
$1.99M
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
96+ 20.92% |
$4.66K - $6.18K
|
555
$38.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-564- 3.08% |
$27.4K - $36.3K
|
17.8K
$1.22M
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
91New |
$4.42K - $5.85K
|
91
$6.27K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
38+ 633.33% |
$1.85K - $2.44K
|
44
$3.03K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
15+ 21.13% |
$729 - $965
|
86
$5.92K
|
|