Purchases and Sales Made in Q1 2023 in Smith A O Corp (AOS)
This table provides information about the institutional ownership of Smith A O Corp (AOS) during Q1 2023. The information is specifically focused on institutions that hold shares of SMITH A O CORP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
1.2KNew |
$69.2K - $84.3K
|
1.2K
$82.5K
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.08K+ 0.83% |
$62.1K - $75.7K
|
130K
$8.95M
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.03K+ 4.74% |
$59.2K - $72.2K
|
22.6K
$1.56M
|
|
Dec 18, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
1.01K+ 47.93% |
$58.3K - $71K
|
3.11K
$214K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
977+ 2.29% |
$56.5K - $68.8K
|
43.6K
$3M
|
|
May 10, 2023
Q1 2023
|
Tredje Ap Fonden
|
BUY
|
- |
931+ 3.58% |
$53.8K - $65.5K
|
26.9K
$1.85M
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
921+ 15.9% |
$53.2K - $64.8K
|
6.71K
$462K
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
851+ 6.61% |
$49.2K - $59.9K
|
13.7K
$945K
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
742+ 8.9% |
$42.9K - $52.2K
|
9.08K
$625K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
702+ 344.12% |
$40.6K - $49.4K
|
906
$62.4K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
676New |
$39.1K - $47.6K
|
676
$46.6K
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
673+ 3.68% |
$38.9K - $47.4K
|
19K
$1.31M
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
650+ 7.4% |
$37.6K - $45.8K
|
9.43K
$649K
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
640+ 3.05% |
$37K - $45.1K
|
21.7K
$1.49M
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
553+ 13.5% |
$32K - $38.9K
|
4.65K
$320K
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
518+ 1.42% |
$29.9K - $36.5K
|
36.9K
$2.54M
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
514+ 6.6% |
$29.7K - $36.2K
|
8.3K
$572K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
514+ 39.66% |
$29.7K - $36.2K
|
1.81K
$125K
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
493+ 5.28% |
$28.5K - $34.7K
|
9.84K
$678K
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
476+ 1.9% |
$27.5K - $33.5K
|
25.5K
$1.76M
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
471+ 2.22% |
$27.2K - $33.2K
|
21.7K
$1.5M
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
463+ 11.5% |
$26.8K - $32.6K
|
4.49K
$309K
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
447+ 11.54% |
$25.8K - $31.5K
|
4.32K
$298K
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
400New |
$23.1K - $28.2K
|
400
$27.6K
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
400+ 1.05% |
$23.1K - $28.2K
|
38.4K
$2.64M
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
362+ 3.65% |
$20.9K - $25.5K
|
10.3K
$709K
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
343+ 6.3% |
$19.8K - $24.1K
|
5.79K
$399K
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
335+ 3.93% |
$19.4K - $23.6K
|
8.85K
$610K
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
292+ 3.37% |
$16.9K - $20.6K
|
8.96K
$617K
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
262+ 1.21% |
$15.1K - $18.4K
|
22K
$1.51M
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
250New |
$14.4K - $17.6K
|
250
$17.2K
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
247+ 4.01% |
$14.3K - $17.4K
|
6.41K
$441K
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
244+ 1.01% |
$14.1K - $17.2K
|
24.5K
$1.69M
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
238+ 2.99% |
$13.8K - $16.8K
|
8.2K
$565K
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
221+ 93.64% |
$12.8K - $15.6K
|
457
$31.5K
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
183+ 62.24% |
$10.6K - $12.9K
|
477
$32.9K
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
181+ 1.04% |
$10.5K - $12.7K
|
17.6K
$1.21M
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
179+ 1.12% |
$10.3K - $12.6K
|
16.1K
$1.11M
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
173+ 4.21% |
$10K - $12.2K
|
4.28K
$295K
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
170+ 1.51% |
$9.82K - $12K
|
11.4K
$786K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
168+ 0.75% |
$9.71K - $11.8K
|
22.6K
$1.55M
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
154+ 1.24% |
$8.9K - $10.8K
|
12.5K
$863K
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
152New |
$8.78K - $10.7K
|
152
$10.5K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
147+ 4.06% |
$8.5K - $10.3K
|
3.77K
$259K
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
136New |
$7.86K - $9.57K
|
136
$9.37K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
134New |
$7.74K - $9.43K
|
134
$9.23K
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
134+ 3.1% |
$7.74K - $9.43K
|
4.45K
$307K
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
123+ 96.85% |
$7.11K - $8.66K
|
250
$17.2K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
117+ 58.5% |
$6.76K - $8.24K
|
317
$21.8K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
107+ 58.15% |
$6.18K - $7.53K
|
291
$20K
|