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 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
172New |
$13.2K - $15.8K
|
172
$11.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-94.3K- 57.11% |
$7.25M - $8.67M
|
70.8K
$4.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.41K+ 5.6% |
$186K - $222K
|
45.5K
$2.94M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-33- 1.17% |
$2.54K - $3.04K
|
2.79K
$181K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
6.84KNew |
$526K - $629K
|
6.84K
$443K
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-73- 0.94% |
$5.62K - $6.71K
|
7.73K
$500K
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
BUY
|
- |
2.31KNew |
$178K - $213K
|
2.31K
$150K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-29- 1.14% |
$2.23K - $2.67K
|
2.51K
$163K
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-202- 6.11% |
$15.5K - $18.6K
|
3.1K
$201K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-16- 72.73% |
$1.23K - $1.47K
|
6
$388
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10+ 0.4% |
$770 - $920
|
2.49K
$161K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-48- 1.8% |
$3.69K - $4.42K
|
2.62K
$169K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
233+ 123.28% |
$17.9K - $21.4K
|
422
$27.3K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-172- 0.85% |
$13.2K - $15.8K
|
20.1K
$1.3M
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.86KNew |
$312K - $344K
|
3.86K
$250K
|
|
|
Sep 17, 2024
Q2 2024
|
University Of Texas
|
BUY
|
- |
300New |
$24.3K - $26.7K
|
300
$19.4K
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-1.46K- 17.68% |
$118K - $130K
|
6.8K
$440K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
3.47K+ 27.37% |
$280K - $309K
|
16.1K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
CALL |
52.5KNew |
$4.25M - $4.68M
|
52.5K
$3.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
346KNew |
$27.9M - $30.8M
|
346K
$22.4M
|
|
|
Aug 14, 2024
Q2 2024
|
1060 Capital, LLC
Denver, CO |
BUY
|
- |
50KNew |
$4.04M - $4.45M
|
50K
$3.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
300New |
$24.3K - $26.7K
|
300
$19.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
5KNew |
$404K - $445K
|
5K
$324K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
25.4KNew |
$2.05M - $2.26M
|
25.4K
$1.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
4+ 10.81% |
$324 - $356
|
41
$2.65K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
16New |
$1.29K - $1.43K
|
16
$1.04K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.76M- 16.62% |
$142M - $157M
|
8.81M
$571M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-126- 3.21% |
$10.2K - $11.2K
|
3.8K
$246K
|
|
|
Aug 12, 2024
Q2 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
418+ 6.67% |
$33.8K - $37.2K
|
6.68K
$433K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
75.3K+ 2594.52% |
$6.09M - $6.71M
|
78.2K
$5.07M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-44- 83.02% |
$3.56K - $3.92K
|
9
$583
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-2.38K- 6.98% |
$193K - $212K
|
31.8K
$2.06M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.41KNew |
$276K - $304K
|
3.41K
$221K
|
|
|
Aug 07, 2024
Q2 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.14K- 27.73% |
$92K - $101K
|
2.97K
$192K
|
|
|
Aug 06, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
325New |
$26.3K - $29K
|
325
$21K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
606New |
$49K - $54K
|
606
$39.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
17.9KNew |
$1.44M - $1.59M
|
17.9K
$1.16M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
26+ 0.63% |
$2.1K - $2.32K
|
4.14K
$268K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-42- 2.61% |
$3.4K - $3.74K
|
1.57K
$102K
|
|
|
Jul 30, 2024
Q2 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-2.29K- 13.04% |
$185K - $204K
|
15.3K
$989K
|
|
|
Jul 29, 2024
Q2 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-2.21K- 14.51% |
$179K - $197K
|
13K
$842K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
244New |
$19.7K - $21.7K
|
244
$15.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
10+ 7.52% |
$809 - $891
|
143
$9.26K
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-10- 0.14% |
$809 - $891
|
7.2K
$466K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-487- 81.57% |
$39.4K - $43.4K
|
110
$7.12K
|
|
|
Jul 24, 2024
Q2 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-600- 9.38% |
$48.5K - $53.4K
|
5.8K
$375K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
12New |
$971 - $1.07K
|
12
$777
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.8KNew |
$226K - $249K
|
2.8K
$181K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2+ 100.0% |
$162 - $178
|
4
$259
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.15% |
$80.9 - $89.1
|
688
$44.5K
|
|