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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-422- 4.63% |
$27.2K - $32.3K
|
8.69K
$562K
|
|
|
Nov 02, 2023
Q3 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
9.69KNew |
$624K - $742K
|
9.69K
$627K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
243+ 2.74% |
$15.7K - $18.6K
|
9.13K
$591K
|
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
11.8KNew |
$764K - $908K
|
11.8K
$767K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
97New |
$6.25K - $7.43K
|
97
$6.28K
|
|
|
Oct 18, 2023
Q3 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
555New |
$35.8K - $42.5K
|
555
$35.9K
|
|
|
Oct 11, 2023
Q3 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-200- 2.5% |
$12.9K - $15.3K
|
7.8K
$505K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
200New |
$12.9K - $15.3K
|
200
$12.9K
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-9K- 23.07% |
$575K - $655K
|
30K
$1.94M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.69K- 26.81% |
$172K - $196K
|
7.35K
$476K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
10New |
$639 - $728
|
10
$647
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
69New |
$4.41K - $5.02K
|
69
$4.47K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
5+ 71.43% |
$320 - $364
|
12
$777
|
|
|
Aug 14, 2023
Q2 2023
|
Lrt Capital Management, LLC
Austin, TX |
SELL
|
- |
-6.32K- 33.99% |
$404K - $460K
|
12.3K
$794K
|
|
|
Aug 14, 2023
Q2 2023
|
Troluce Capital Advisors LLC
Dorado, PR |
BUY
|
- |
12.8KNew |
$818K - $932K
|
12.8K
$829K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-70- 1.63% |
$4.48K - $5.09K
|
4.21K
$273K
|
|
|
Aug 14, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
158KNew |
$10.1M - $11.5M
|
158K
$10.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
66.6KNew |
$4.26M - $4.85M
|
66.6K
$4.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-15.4K- 25.06% |
$987K - $1.12M
|
46.2K
$2.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
8New |
$512 - $582
|
8
$518
|
|
|
Aug 11, 2023
Q2 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
5.96KNew |
$381K - $434K
|
5.96K
$386K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-394- 11.27% |
$25.2K - $28.7K
|
3.1K
$201K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-24K- 16.8% |
$1.53M - $1.74M
|
119K
$7.68M
|
|
|
Aug 11, 2023
Q2 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-1.4K- 62.52% |
$89.6K - $102K
|
840
$54.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-56.9K- 3.61% |
$3.64M - $4.14M
|
1.52M
$98.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Times Square Capital Management, LLC
|
SELL
|
- |
-263K- 24.24% |
$16.8M - $19.2M
|
823K
$53.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-322- 8.12% |
$20.6K - $23.4K
|
3.64K
$236K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.03K+ 4.76% |
$65.9K - $75K
|
22.7K
$1.47M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
36New |
$2.3K - $2.62K
|
36
$2.33K
|
|
|
Aug 03, 2023
Q2 2023
|
Premier Fund Managers LTD
|
SELL
|
- |
-60.7K- 41.98% |
$3.88M - $4.42M
|
83.9K
$5.43M
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-950- 21.33% |
$60.7K - $69.1K
|
3.5K
$227K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-50- 50.0% |
$3.2K - $3.64K
|
50
$3.24K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
4.64K+ 87.57% |
$297K - $338K
|
9.95K
$644K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.2K+ 2.58% |
$141K - $160K
|
87.3K
$5.65M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
172New |
$11K - $12.5K
|
172
$11.1K
|
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
SELL
|
- |
-1.09K- 2.65% |
$69.8K - $79.4K
|
40K
$2.59M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-29- 65.91% |
$1.85K - $2.11K
|
15
$971
|
|
|
Jul 14, 2023
Q2 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-70- 51.47% |
$4.48K - $5.09K
|
66
$4.27K
|
|
|
Jul 12, 2023
Q2 2023
|
Sciencast Management LP
|
SELL
|
- |
-1.61K- 15.68% |
$103K - $117K
|
8.65K
$560K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 10.34% |
$192 - $218
|
26
$1.68K
|
|
| Q1 2023 | |||||||
|
Apr 05, 2024
Q1 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.8K+ 36.73% |
$104K - $127K
|
6.7K
$434K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
43New |
$2.48K - $3.03K
|
43
$2.78K
|
|
|
May 12, 2023
Q1 2023
|
Sandbar Asset Management LLP
London, X0 |
BUY
|
- |
1.69K+ 12.59% |
$97.5K - $119K
|
15.1K
$977K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.28KNew |
$247K - $301K
|
4.28K
$277K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
343+ 6.3% |
$19.8K - $24.1K
|
5.79K
$375K
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2.33K+ 28.58% |
$135K - $164K
|
10.5K
$680K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
152New |
$8.78K - $10.7K
|
152
$9.84K
|
|
|
May 03, 2023
Q1 2023
|
Baillie Gifford & CO
|
BUY
|
- |
26+ 9.89% |
$1.5K - $1.83K
|
289
$18.7K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$57.8 - $70.4
|
1
$64.7
|
|