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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
163KNew |
$11.1M - $14.5M
|
163K
$10.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-4- 2.58% |
$272 - $356
|
151
$9.87K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
596+ 3.24% |
$40.5K - $53K
|
19K
$1.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.01K- 23.17% |
$204K - $267K
|
9.97K
$652K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
121K+ 684.33% |
$8.25M - $10.8M
|
139K
$9.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-2.12K- 1.79% |
$144K - $189K
|
116K
$7.61M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
654+ 6.7% |
$44.5K - $58.2K
|
10.4K
$681K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
410+ 9.58% |
$27.9K - $36.5K
|
4.69K
$307K
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-3.29K- 9.48% |
$224K - $293K
|
31.4K
$2.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
58+ 44.62% |
$3.95K - $5.16K
|
188
$12.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Pembroke Management, LTD
|
SELL
|
- |
-116K- 44.55% |
$7.91M - $10.3M
|
145K
$9.46M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-18.3K- 5.08% |
$1.25M - $1.63M
|
343K
$22.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-230- 15.26% |
$15.6K - $20.5K
|
1.28K
$83.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.71K+ 124.48% |
$252K - $330K
|
6.69K
$438K
|
|
|
Jan 31, 2025
Q4 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-7.94K- 22.45% |
$540K - $706K
|
27.4K
$1.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-5.94K- 60.04% |
$404K - $528K
|
3.95K
$258K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.9K- 3.98% |
$129K - $169K
|
45.8K
$2.99M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
482+ 13.36% |
$32.8K - $42.9K
|
4.09K
$267K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.06K- 23.82% |
$140K - $183K
|
6.59K
$430K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-4.23K- 4.19% |
$287K - $376K
|
96.7K
$6.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.42K- 2.27% |
$165K - $216K
|
104K
$6.82M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-200- 3.36% |
$13.6K - $17.8K
|
5.75K
$376K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-6.81K- 18.81% |
$463K - $606K
|
29.4K
$1.92M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-3- 3.49% |
$204 - $267
|
83
$5.42K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-10.3K- 4.46% |
$699K - $914K
|
220K
$14.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-5.93K- 25.83% |
$403K - $527K
|
17K
$1.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
3.69KNew |
$251K - $328K
|
3.69K
$241K
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-339- 6.71% |
$23.1K - $30.2K
|
4.71K
$308K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-12- 0.1% |
$816 - $1.07K
|
11.6K
$757K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-27- 7.5% |
$1.84K - $2.4K
|
333
$21.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-57- 12.78% |
$3.88K - $5.07K
|
389
$25.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
206New |
$14K - $18.3K
|
206
$13.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7New |
$476 - $623
|
7
$458
|
|
|
Jan 29, 2025
Q4 2024
|
Regents Gate Capital LLP
London, X0 |
BUY
|
- |
146KNew |
$9.96M - $13M
|
146K
$9.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-1.2K- 4.03% |
$81.3K - $106K
|
28.5K
$1.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
350+ 4.18% |
$23.8K - $31.1K
|
8.72K
$570K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-18- 4.3% |
$1.22K - $1.6K
|
401
$26.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 5.88% |
$27.2K - $35.6K
|
6.4K
$418K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-347- 4.59% |
$23.6K - $30.9K
|
7.21K
$472K
|
|
|
Jan 29, 2025
Q4 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
69.8K+ 22.88% |
$4.75M - $6.21M
|
375K
$24.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-40K- 88.19% |
$2.72M - $3.56M
|
5.36K
$350K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7+ 20.0% |
$476 - $623
|
42
$2.75K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-425- 1.73% |
$28.9K - $37.8K
|
24.1K
$1.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-17.9K- 2.44% |
$1.22M - $1.59M
|
715K
$46.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-11- 10.58% |
$748 - $978
|
93
$6.08K
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
26+ 0.06% |
$1.77K - $2.31K
|
45K
$2.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
SELL
|
- |
-70- 0.93% |
$4.76K - $6.23K
|
7.45K
$487K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-752- 0.15% |
$51.2K - $66.9K
|
499K
$32.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
62+ 0.47% |
$4.22K - $5.51K
|
13.3K
$869K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
5.37K+ 1.87% |
$365K - $477K
|
292K
$19.1M
|