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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
BUY
|
- |
9.48KNew |
$548K - $668K
|
9.48K
$599K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
20+ 64.52% |
$1.16K - $1.41K
|
51
$3.22K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
400New |
$23.1K - $28.2K
|
400
$25.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-14.5K- 5.49% |
$838K - $1.02M
|
250K
$15.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
27New |
$1.56K - $1.9K
|
27
$1.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-2.81K- 97.24% |
$163K - $198K
|
80
$5.05K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
170+ 1.51% |
$9.82K - $12K
|
11.4K
$721K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
73New |
$4.22K - $5.14K
|
73
$4.61K
|
|
| Q4 2022 | |||||||
|
Mar 29, 2023
Q4 2022
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
7.99KNew |
$389K - $494K
|
7.99K
$504K
|
|
|
Feb 15, 2023
Q4 2022
|
Chimera Capital Management LLC
New York, NY |
BUY
|
- |
8.57KNew |
$418K - $531K
|
8.57K
$541K
|
|
|
Feb 15, 2023
Q4 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.2KNew |
$58.5K - $74.3K
|
1.2K
$75.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Winton Group LTD
London, X0 |
BUY
|
- |
8.26K+ 139.51% |
$403K - $512K
|
14.2K
$896K
|
|
|
Feb 14, 2023
Q4 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
7KNew |
$341K - $433K
|
7K
$442K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
50+ 6.76% |
$2.44K - $3.1K
|
790
$49.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
3.84KNew |
$187K - $238K
|
3.84K
$243K
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-16.5K- 70.93% |
$805K - $1.02M
|
6.77K
$427K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.18MNew |
$57.8M - $73.3M
|
1.18M
$74.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Deprince Race & Zollo Inc
Winter Park, FL |
BUY
|
- |
10.8K+ 20.38% |
$526K - $668K
|
63.7K
$4.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
250New |
$12.2K - $15.5K
|
250
$15.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
10.1KNew |
$492K - $624K
|
10.1K
$637K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
150New |
$7.31K - $9.29K
|
150
$9.47K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.17K- 14.02% |
$57K - $72.4K
|
7.17K
$453K
|
|
|
Feb 13, 2023
Q4 2022
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-115K- 56.19% |
$5.63M - $7.15M
|
90K
$5.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
39+ 100.0% |
$1.9K - $2.41K
|
78
$4.92K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
54New |
$2.63K - $3.34K
|
54
$3.41K
|
|
|
Feb 13, 2023
Q4 2022
|
Ossiam
Paris, I0 |
SELL
|
- |
-1.12K- 10.97% |
$54.4K - $69.1K
|
9.06K
$572K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-24.7K- 93.0% |
$1.21M - $1.53M
|
1.86K
$118K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
4.62KNew |
$225K - $286K
|
4.62K
$292K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
10New |
$488 - $619
|
10
$631
|
|
|
Feb 10, 2023
Q4 2022
|
United Bank
|
SELL
|
- |
-1.38K- 25.0% |
$67K - $85.1K
|
4.13K
$260K
|
|
|
Feb 07, 2023
Q4 2022
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-422K- 44.34% |
$20.6M - $26.1M
|
529K
$33.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
108New |
$5.27K - $6.69K
|
108
$6.82K
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
5.44KNew |
$265K - $337K
|
5.44K
$343K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.05K- 2.76% |
$100K - $127K
|
72.5K
$4.57M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
559New |
$27.3K - $34.6K
|
559
$35.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-329- 6.54% |
$16K - $20.4K
|
4.7K
$297K
|
|
|
Jan 31, 2023
Q4 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-18.2K- 58.27% |
$888K - $1.13M
|
13K
$823K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-6- 2.78% |
$293 - $372
|
210
$13.3K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-100- 50.0% |
$4.88K - $6.19K
|
100
$6.31K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-5- 1.96% |
$244 - $310
|
250
$15.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
18.5K+ 31.58% |
$902K - $1.15M
|
77.1K
$4.87M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
4New |
$195 - $248
|
4
$253
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
8New |
$390 - $495
|
8
$505
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-4- 2.82% |
$195 - $248
|
138
$8.71K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
10New |
$488 - $619
|
10
$631
|
|
| Q3 2022 | |||||||
|
May 16, 2023
Q3 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
8.7KNew |
$423K - $560K
|
8.7K
$549K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-23- 5.9% |
$1.12K - $1.48K
|
367
$23.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
164New |
$7.97K - $10.6K
|
164
$10.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
5.86KNew |
$285K - $377K
|
5.86K
$370K
|
|
|
Nov 14, 2022
Q3 2022
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-2.21K- 81.58% |
$108K - $142K
|
500
$31.6K
|
|