Purchases and Sales Made in Q4 2023 in Smith A O Corp (AOS)
This table provides information about the institutional ownership of Smith A O Corp (AOS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
7.79K+ 67.71% |
$508K - $642K
|
19.3K
$1.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
7.6K+ 12.55% |
$495K - $626K
|
68.1K
$4.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.1K+ 24.14% |
$463K - $585K
|
36.5K
$2.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.08K+ 1.09% |
$461K - $584K
|
654K
$41.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
6.94KNew |
$453K - $572K
|
6.94K
$444K
|
|
|
Feb 08, 2024
Q4 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
6.78K+ 12.21% |
$442K - $559K
|
62.3K
$3.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
6.78KNew |
$442K - $559K
|
6.78K
$433K
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
6.77K+ 0.89% |
$441K - $558K
|
764K
$48.8M
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
6.77K+ 0.89% |
$441K - $558K
|
764K
$48.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
6.53KNew |
$426K - $539K
|
6.53K
$418K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.45K+ 4.9% |
$421K - $532K
|
138K
$8.84M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.01K+ 3.71% |
$392K - $496K
|
168K
$10.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
5.75KNew |
$375K - $474K
|
5.75K
$368K
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
5.65K+ 833.19% |
$368K - $466K
|
6.33K
$405K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
5.59K+ 25.31% |
$364K - $461K
|
27.7K
$1.77M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.46K+ 2.92% |
$356K - $450K
|
192K
$12.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
5.15KNew |
$336K - $424K
|
5.15K
$329K
|
|
|
Feb 05, 2024
Q4 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
5.07KNew |
$331K - $418K
|
5.07K
$324K
|
|
|
Jul 01, 2024
Q4 2023
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
5.03KNew |
$328K - $415K
|
5.03K
$322K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.99KNew |
$325K - $412K
|
4.99K
$319K
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
4.84KNew |
$316K - $399K
|
4.84K
$310K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.66K+ 9.36% |
$304K - $385K
|
54.5K
$3.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
4.33KNew |
$282K - $357K
|
4.33K
$277K
|
|
|
Jan 10, 2025
Q4 2023
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
4.18KNew |
$272K - $344K
|
4.18K
$267K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4.11K+ 23.83% |
$268K - $339K
|
21.4K
$1.37M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.1KNew |
$267K - $338K
|
4.1K
$262K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.93K+ 5.28% |
$256K - $324K
|
78.5K
$5.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
3.92K+ 37.45% |
$256K - $323K
|
14.4K
$921K
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
3.84K+ 33.44% |
$251K - $317K
|
15.3K
$981K
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.81KNew |
$248K - $314K
|
3.81K
$243K
|
|
|
Feb 12, 2024
Q4 2023
|
Tredje Ap Fonden
|
BUY
|
- |
3.69K+ 9.92% |
$240K - $304K
|
40.8K
$2.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
3.68KNew |
$240K - $303K
|
3.68K
$235K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.52KNew |
$230K - $290K
|
3.52K
$225K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
3.47KNew |
$226K - $286K
|
3.47K
$222K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.45KNew |
$225K - $284K
|
3.45K
$221K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.41KNew |
$222K - $281K
|
3.41K
$218K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.35KNew |
$218K - $276K
|
3.35K
$214K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.27KNew |
$213K - $270K
|
3.27K
$209K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
3.27KNew |
$213K - $270K
|
3.27K
$209K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.15KNew |
$205K - $259K
|
3.15K
$201K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.08K+ 41.5% |
$201K - $254K
|
10.5K
$673K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.07KNew |
$200K - $253K
|
3.07K
$196K
|
|
|
Feb 15, 2024
Q4 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
3.05K+ 3.32% |
$199K - $251K
|
94.7K
$6.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Edentree Asset Management LTD
London, X0 |
BUY
|
- |
3.03K+ 30.98% |
$198K - $250K
|
12.8K
$819K
|
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
3KNew |
$196K - $247K
|
3K
$192K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
3KNew |
$195K - $247K
|
3K
$192K
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
2.99KNew |
$195K - $246K
|
2.99K
$191K
|
|
|
Jan 31, 2024
Q4 2023
|
Groesbeck Investment Management Corp
|
BUY
|
- |
2.96KNew |
$193K - $244K
|
2.96K
$189K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.95K+ 22.9% |
$192K - $243K
|
15.8K
$1.01M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.91K+ 71.35% |
$190K - $240K
|
6.99K
$447K
|