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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2022
Q2 2022
|
Schroders Is LTD
|
BUY
|
- |
1.2KNew |
$63.7K - $80.7K
|
1.2K
$82.9K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.16KClosed |
$167K - $212K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-266Closed |
$14.1K - $17.8K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-47.2KClosed |
$2.49M - $3.16M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
30New |
$1.59K - $2.01K
|
30
$2.07K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
485New |
$25.7K - $32.5K
|
485
$33.4K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-3Closed |
$159 - $201
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Veracity Capital LLC
|
SELL
|
- |
-11.3KClosed |
$599K - $760K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
62New |
$3.28K - $4.16K
|
62
$4.27K
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-9.73KClosed |
$515K - $652K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-12Closed |
$635 - $805
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-76.6KClosed |
$4.05M - $5.14M
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-3.28KClosed |
$173K - $220K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-9Closed |
$476 - $604
|
0
$0
|
|
| Q1 2022 | |||||||
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
7.5KNew |
$479K - $637K
|
7.5K
$517K
|
|
|
May 16, 2022
Q1 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-2.63KClosed |
$168K - $223K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-184KClosed |
$11.7M - $15.6M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
6New |
$383 - $510
|
6
$413
|
|
|
May 16, 2022
Q1 2022
|
Terry Smith
Fundsmith LLP | London, X0
|
SELL
|
- |
-1.78MClosed |
$114M - $151M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.6KClosed |
$166K - $221K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-22.2KClosed |
$1.42M - $1.88M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-14.5KClosed |
$927K - $1.23M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-3.1KClosed |
$198K - $264K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Chiron Investment Management, LLC
New York, NY |
SELL
|
- |
-4.72KClosed |
$301K - $401K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-2.55KClosed |
$163K - $216K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-32.1KClosed |
$2.05M - $2.72M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-140Closed |
$8.94K - $11.9K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-110Closed |
$7.03K - $9.35K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Fiduciary Management Inc
Milwaukee, WI |
SELL
|
- |
-463KClosed |
$29.6M - $39.3M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2- 0.75% |
$128 - $170
|
265
$18.3K
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.61KClosed |
$167K - $222K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.84KClosed |
$181K - $241K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-45KClosed |
$2.88M - $3.82M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-10Closed |
$639 - $850
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-35- 87.5% |
$2.24K - $2.97K
|
5
$344
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-511Closed |
$32.6K - $43.4K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-6.71KClosed |
$429K - $570K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Geneva Partners, LLC
|
SELL
|
- |
-3.25KClosed |
$208K - $276K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.39KClosed |
$153K - $203K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-3.39KClosed |
$216K - $288K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
435New |
$27.8K - $37K
|
435
$30K
|
|
|
Apr 27, 2022
Q1 2022
|
Patron Partners, LLC
|
SELL
|
- |
-5.03KClosed |
$321K - $427K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
West End Advisors, LLC
|
SELL
|
- |
-1Closed |
$63.9 - $85
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-143Closed |
$9.14K - $12.1K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-350Closed |
$22.4K - $29.7K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
6.7KNew |
$428K - $569K
|
6.7K
$462K
|
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
SELL
|
- |
-79Closed |
$5.05K - $6.71K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-2.77KClosed |
$177K - $235K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.46KClosed |
$157K - $209K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
150New |
$9.58K - $12.7K
|
150
$10.3K
|
|