Latest Institutional Purchases of Smith A O Corp (AOS)
This list provides information on the latest institutional transactions involving Smith A O Corp (AOS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
15New |
$729 - $965
|
15
$1.01K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
10New |
$486 - $643
|
10
$676
|
|
|
Oct 31, 2022
Q3 2022
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
121KNew |
$6.39M - $8.1M
|
121K
$8.17M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubp Investment Advisors Sa
|
BUY
|
- |
16.7KNew |
$882K - $1.12M
|
16.7K
$1.13M
|
|
|
Aug 05, 2022
Q2 2022
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
12.8K+ 68.65% |
$675K - $856K
|
31.4K
$2.12M
|
|
|
Aug 11, 2022
Q2 2022
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
5.78KNew |
$306K - $387K
|
5.78K
$390K
|
|
|
Aug 12, 2022
Q2 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.93K+ 27.8% |
$102K - $130K
|
8.89K
$600K
|
|
|
Jul 22, 2022
Q2 2022
|
Schroders Is LTD
|
BUY
|
- |
1.2KNew |
$63.7K - $80.7K
|
1.2K
$81.4K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
485New |
$25.7K - $32.5K
|
485
$32.8K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
364New |
$19.3K - $24.4K
|
364
$24.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
360+ 5.42% |
$19K - $24.1K
|
7K
$473K
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
237New |
$12.5K - $15.9K
|
237
$16K
|
|
|
Aug 25, 2022
Q2 2022
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
147+ 1.0% |
$7.77K - $9.86K
|
14.8K
$1M
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
62New |
$3.28K - $4.16K
|
62
$4.19K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
50+ 3.53% |
$2.64K - $3.35K
|
1.47K
$99K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
30New |
$1.59K - $2.01K
|
30
$2.03K
|
|
| Q1 2022 | |||||||
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
7.5KNew |
$479K - $637K
|
7.5K
$507K
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
6.7KNew |
$428K - $569K
|
6.7K
$453K
|
|
|
Apr 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
435New |
$27.8K - $37K
|
435
$29.4K
|
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
150New |
$9.58K - $12.7K
|
150
$10.1K
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
6New |
$383 - $510
|
6
$405
|
|
| Q4 2021 | |||||||
|
Feb 24, 2022
Q4 2021
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
6KNew |
$367K - $515K
|
6K
$405K
|
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
6KNew |
$367K - $515K
|
6K
$405K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
920New |
$56.3K - $79K
|
920
$62.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
250New |
$15.3K - $21.5K
|
250
$16.9K
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
BUY
|
- |
56New |
$3.43K - $4.81K
|
56
$3.78K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
54New |
$3.3K - $4.64K
|
54
$3.65K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
35New |
$2.14K - $3K
|
35
$2.37K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
3New |
$184 - $258
|
3
$203
|
|
| Q3 2021 | |||||||
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
PUT |
26.4KNew |
$1.61M - $1.95M
|
26.4K
$1.78M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
571New |
$34.9K - $42.1K
|
571
$38.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
7New |
$427 - $516
|
7
$473
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
4.76KNew |
$315K - $344K
|
4.76K
$322K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
10New |
$661 - $723
|
10
$676
|
|
| Q1 2021 | |||||||
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
209New |
$11.1K - $14.5K
|
209
$14.1K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
BUY
|
- |
16KNew |
$824K - $928K
|
16K
$1.08M
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
859New |
$44.2K - $49.8K
|
859
$58.1K
|
|
|
Dec 01, 2022
Q4 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
9New |
$463 - $522
|
9
$608
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
Barclays PLC
London, X0 |
BUY
|
PUT |
3.7K+ 308.33% |
$129K - $180K
|
4.9K
$331K
|
|
|
Apr 17, 2020
Q1 2020
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
11+ 4.21% |
$382 - $534
|
272
$18.4K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
461New |
$20.7K - $24K
|
461
$31.2K
|
|
|
May 15, 2024
Q4 2019
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
30New |
$1.35K - $1.56K
|
30
$2.03K
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
1.5KNew |
$60.8K - $84.7K
|
1.5K
$101K
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
25KNew |
$1.06M - $1.33M
|
25K
$1.69M
|
|
|
May 15, 2019
Q1 2019
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
10K+ 50.0% |
$424K - $533K
|
30K
$2.03M
|
|
| Q3 2018 | |||||||
|
Nov 13, 2018
Q3 2018
|
Sculptor Capital LP
New York, NY |
BUY
|
PUT |
250KNew |
$13.3M - $15.3M
|
250K
$16.9M
|
|
|
Nov 14, 2018
Q3 2018
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
CALL |
126KNew |
$6.71M - $7.72M
|
126K
$8.49M
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
11.2KNew |
$596K - $686K
|
11.2K
$755K
|
|