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 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-134Closed |
$7.13K - $9.31K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-10.4K- 96.62% |
$551K - $719K
|
362
$22.9K
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-220Closed |
$11.7K - $15.3K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-775Closed |
$41.2K - $53.9K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
209New |
$11.1K - $14.5K
|
209
$13.2K
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-30Closed |
$1.6K - $2.08K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-5Closed |
$266 - $347
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-385Closed |
$20.5K - $26.8K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-53Closed |
$2.82K - $3.68K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-46Closed |
$2.45K - $3.2K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-21Closed |
$1.12K - $1.46K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-13.9KClosed |
$742K - $969K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Cutler Group LP
|
SELL
|
- |
-300Closed |
$16K - $20.8K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
High Mark Wealth Management LLC
|
SELL
|
- |
-79Closed |
$4.2K - $5.49K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-264Closed |
$14K - $18.3K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-27Closed |
$1.44K - $1.88K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2Closed |
$106 - $139
|
0
$0
|
|
|
Apr 06, 2021
Q1 2021
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-15.2KClosed |
$811K - $1.06M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Dec 01, 2022
Q4 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
9New |
$463 - $522
|
9
$568
|
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-259Closed |
$13.3K - $15K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Jeffrey Ubben
Value Act Holdings, L.P. | San Francisco, Ca
|
SELL
|
- |
-2.09MClosed |
$108M - $121M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
859New |
$44.2K - $49.8K
|
859
$54.2K
|
|
|
Feb 16, 2021
Q4 2020
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
BUY
|
- |
16KNew |
$824K - $928K
|
16K
$1.01M
|
|
|
Feb 16, 2021
Q4 2020
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-27.4KClosed |
$1.41M - $1.59M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-5.72KClosed |
$294K - $331K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Generation Investment Management LLP
London, X0 |
SELL
|
- |
-3.14MClosed |
$161M - $182M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-10.4KClosed |
$535K - $603K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Hourglass Capital, LLC
|
SELL
|
- |
-3.8KClosed |
$196K - $220K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-13KClosed |
$669K - $753K
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Proffitt & Goodson Inc
|
SELL
|
- |
-15Closed |
$772 - $869
|
0
$0
|
|
| Q3 2020 | |||||||
|
Apr 08, 2025
Q3 2020
|
Cooper Investors Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-26.9KClosed |
$1.25M - $1.45M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-2.25KClosed |
$104K - $121K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-9.19KClosed |
$426K - $494K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-12.1KClosed |
$562K - $653K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-105Closed |
$4.86K - $5.64K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-50Closed |
$2.32K - $2.69K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Ovata Capital Management LTD
|
SELL
|
- |
-320Closed |
$14.8K - $17.2K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-347KClosed |
$16.1M - $18.7M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-16.4KClosed |
$761K - $883K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-44Closed |
$2.04K - $2.36K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Nuance Investments, LLC
Kansas City, MO |
SELL
|
- |
-15.9KClosed |
$738K - $856K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.35KClosed |
$62.4K - $72.4K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Anatole Investment Management LTD
Central, K3 |
SELL
|
- |
-514KClosed |
$23.8M - $27.6M
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-8.22KClosed |
$381K - $442K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Arrow Financial Corp
|
SELL
|
- |
-60- 13.33% |
$2.78K - $3.22K
|
390
$24.6K
|
|
|
Nov 05, 2020
Q3 2020
|
Monarch Partners Asset Management LLC
|
SELL
|
- |
-6.76KClosed |
$313K - $363K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.05KClosed |
$48.8K - $56.6K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-7.21KClosed |
$334K - $388K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-68Closed |
$3.15K - $3.65K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-101Closed |
$4.68K - $5.43K
|
0
$0
|
|