Latest Institutional Transactions on Applied Industrial Technologies Inc (AIT)
This table provides information on the latest institutional transactions involving Applied Industrial Technologies Inc (AIT) 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 |
---|---|---|---|---|---|---|---|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-155- 3.27% |
$16.4K - $20.5K
|
4.59K
$1.19M
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
4+ 12.9% |
$423 - $530
|
35
$9.11K
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
19New |
$2.01K - $2.52K
|
19
$4.94K
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1New |
$106 - $132
|
1
$260
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
21New |
$2.22K - $2.78K
|
21
$5.46K
|
|
Q3 2022 | |||||||
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-23Closed |
$2.06K - $2.73K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Cooper Creek Partners Management LLC
New York, NY |
SELL
|
- |
-5.64K- 13.07% |
$506K - $671K
|
37.5K
$9.77M
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-6.7K- 45.72% |
$601K - $797K
|
7.96K
$2.07M
|
|
Nov 10, 2022
Q3 2022
|
Retirement Capital Strategies
|
BUY
|
- |
2.08KNew |
$186K - $247K
|
2.08K
$540K
|
|
Nov 09, 2022
Q3 2022
|
Silvant Capital Management LLC
|
BUY
|
- |
591+ 40.29% |
$53K - $70.3K
|
2.06K
$535K
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
103New |
$9.24K - $12.2K
|
103
$26.8K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
139New |
$12.5K - $16.5K
|
139
$36.2K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.5KNew |
$135K - $178K
|
1.5K
$390K
|
|
Oct 27, 2022
Q3 2022
|
Bank Of Stockton
|
BUY
|
- |
2KNew |
$179K - $238K
|
2K
$520K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
300New |
$26.9K - $35.7K
|
300
$78.1K
|
|
Oct 24, 2022
Q3 2022
|
Mizuho Securities Usa LLC
|
BUY
|
- |
2.03KNew |
$182K - $241K
|
2.03K
$527K
|
|
Q2 2022 | |||||||
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-2.86KClosed |
$258K - $317K
|
0
$0
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-13Closed |
$1.17K - $1.44K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-307Closed |
$27.7K - $34.1K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-24Closed |
$2.17K - $2.67K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-53Closed |
$4.79K - $5.89K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-215KClosed |
$19.4M - $23.9M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-120Closed |
$10.8K - $13.3K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-13.1KClosed |
$1.19M - $1.46M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-3.87K- 48.36% |
$350K - $430K
|
4.13K
$1.08M
|
|
Aug 11, 2022
Q2 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-3- 11.11% |
$271 - $333
|
24
$6.24K
|
|
Aug 10, 2022
Q2 2022
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-790Closed |
$71.4K - $87.8K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-145Closed |
$13.1K - $16.1K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-25- 17.12% |
$2.26K - $2.78K
|
121
$31.5K
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
17New |
$1.54K - $1.89K
|
17
$4.42K
|
|
Jul 27, 2022
Q2 2022
|
Versor Investments LP
|
SELL
|
- |
-159- 4.9% |
$14.4K - $17.7K
|
3.08K
$802K
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-112- 4.67% |
$10.1K - $12.4K
|
2.29K
$595K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
188New |
$17K - $20.9K
|
188
$48.9K
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
SELL
|
- |
-12Closed |
$1.08K - $1.33K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
SELL
|
- |
-2.26KClosed |
$205K - $252K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-71Closed |
$6.42K - $7.89K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1- 0.1% |
$90.4 - $111
|
1.01K
$262K
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-236Closed |
$21.3K - $26.2K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-66Closed |
$5.96K - $7.34K
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-12.1KClosed |
$1.15M - $1.26M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-155Closed |
$14.7K - $16.1K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-41Closed |
$3.89K - $4.26K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-7.9KClosed |
$749K - $822K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
115New |
$10.9K - $12K
|
115
$29.9K
|
|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-101Closed |
$9.58K - $10.5K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
7New |
$643 - $745
|
7
$1.82K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-38Closed |
$3.49K - $4.04K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-29.4KClosed |
$2.7M - $3.13M
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-69.7KClosed |
$6.39M - $7.41M
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-3.56KClosed |
$326K - $379K
|
0
$0
|