Institutional Ownership Smith A O Corp (AOS)
This table provides information about the institutional ownership of Smith A O Corp (AOS). We have compiled data on the 709 institutions that hold shares in the stock, with a total of 110 Million shares, which have been reported (via 13F filing form) to have a value of $7.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
49
shares
|
$3,311
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Altshuler Shaham LTD
|
Nov 14, 2024 Q3 2024 |
47
shares
|
$3,176
0.0% of portfolio
|
Q3 2024
Added 9.3%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
37
shares
|
$2,500
0.0% of portfolio
|
Q3 2023
Added 270.0%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
37
shares
|
$2,500
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
35
shares
|
$2,365
0.0% of portfolio
|
Q3 2023
Added 84.21%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
35
shares
|
$2,365
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
34
shares
|
$2,297
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
33
shares
|
$2,230
0.0% of portfolio
|
Q2 2024
Reduced 71.79%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
32
shares
|
$2,162
0.0% of portfolio
|
Q2 2024
Reduced 80.25%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
30
shares
|
$2,027
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
27
shares
|
$1,824
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
26
shares
|
$1,757
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
26
shares
|
$1,757
0.0% of portfolio
|
Q2 2024
Added 18.18%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
25
shares
|
$1,689
0.0% of portfolio
|
Q3 2024
Added 108.33%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
15
shares
|
$1,013
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
12
shares
|
$810
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
12
shares
|
$810
0.0% of portfolio
|
Q1 2024
Added 20.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
10
shares
|
$675
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
10
shares
|
$675
0.0% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
10
shares
|
$675
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
9
shares
|
$608
0.0% of portfolio
|
Q2 2024
Reduced 83.02%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
8
shares
|
$540
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
7
shares
|
$473
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
7
shares
|
$473
0.0% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
6
shares
|
$405
0.0% of portfolio
|
Q3 2024
New holding
|