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 |
|---|---|---|---|---|---|---|---|
|
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
$583
|
|
|
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
$55.6K
|
|
|
Feb 16, 2021
Q4 2020
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
BUY
|
- |
16KNew |
$824K - $928K
|
16K
$1.04M
|
|
|
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
|
|
| 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
$25.2K
|
|
|
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
|
|
|
Oct 30, 2020
Q3 2020
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-308KClosed |
$14.3M - $16.6M
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Old National Bancorp
|
SELL
|
- |
-4.26KClosed |
$197K - $229K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-13.7KClosed |
$635K - $737K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Skylands Capital, LLC
|
SELL
|
- |
-3.7KClosed |
$171K - $199K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.38KClosed |
$49.1K - $71.7K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Covington Capital Management
|
SELL
|
- |
-160Closed |
$5.7K - $8.32K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-5.9KClosed |
$210K - $307K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Trust Investment Advisors
|
SELL
|
- |
-7.14KClosed |
$254K - $371K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-541Closed |
$19.3K - $28.1K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Granite Investment Partners, LLC
|
SELL
|
- |
-33.7KClosed |
$1.2M - $1.75M
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
Gables Capital Management Inc.
|
SELL
|
- |
-84Closed |
$2.99K - $4.37K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-307KClosed |
$10.9M - $16M
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Westwood Management Corp
|
SELL
|
- |
-9KClosed |
$320K - $468K
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Cutler Group LP
|
SELL
|
PUT |
-600Closed |
$21.4K - $31.2K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Lion Street Advisors, LLC
|
SELL
|
- |
-146Closed |
$5.2K - $7.59K
|
0
$0
|
|