Purchases and Sales Made in Q1 2025 in Applied Industrial Technologies Inc (AIT)
This table provides information about the institutional ownership of Applied Industrial Technologies Inc (AIT) during Q1 2025. The information is specifically focused on institutions that hold shares of APPLIED INDUSTRIAL TECHNOLOGIES INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
19+ 111.76% |
$4.16K - $5.11K
|
36
$9.54K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
16+ 8.04% |
$3.5K - $4.31K
|
215
$57K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
16+ 0.42% |
$3.5K - $4.31K
|
3.79K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
16New |
$3.5K - $4.31K
|
16
$4.24K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
16New |
$3.5K - $4.31K
|
16
$4.24K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$3.28K - $4.04K
|
15
$3.97K
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
14+ 1.1% |
$3.07K - $3.77K
|
1.29K
$340K
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
14+ 1.15% |
$3.07K - $3.77K
|
1.23K
$326K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
12+ 0.42% |
$2.63K - $3.23K
|
2.84K
$752K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
12+ 80.0% |
$2.63K - $3.23K
|
27
$7.15K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
11+ 40.74% |
$2.41K - $2.96K
|
38
$10.1K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
10+ 13.51% |
$2.19K - $2.69K
|
84
$22.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 142.86% |
$2.19K - $2.69K
|
17
$4.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
10New |
$2.19K - $2.69K
|
10
$2.65K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
9New |
$1.97K - $2.42K
|
9
$2.38K
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
9+ 6.98% |
$1.97K - $2.42K
|
138
$36.6K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
7+ 0.78% |
$1.53K - $1.88K
|
906
$240K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
7New |
$1.53K - $1.88K
|
7
$1.85K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
7+ 0.04% |
$1.53K - $1.88K
|
17.1K
$4.54M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
6New |
$1.31K - $1.62K
|
6
$1.59K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4+ 50.0% |
$876 - $1.08K
|
12
$3.18K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
4+ 0.37% |
$876 - $1.08K
|
1.1K
$290K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
3New |
$657 - $808
|
3
$795
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3+ 50.0% |
$657 - $808
|
9
$2.38K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.24% |
$657 - $808
|
1.26K
$335K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3+ 0.31% |
$657 - $808
|
983
$260K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
3New |
$657 - $808
|
3
$795
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.22% |
$438 - $538
|
903
$239K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2New |
$438 - $538
|
2
$530
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
2New |
$438 - $538
|
2
$530
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2+ 200.0% |
$438 - $538
|
3
$795
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2New |
$438 - $538
|
2
$530
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
2+ 200.0% |
$438 - $538
|
3
$795
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$219 - $269
|
1
$265
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$219 - $269
|
1
$265
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1+ 2.56% |
$219 - $269
|
40
$10.6K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-1- 2.17% |
$219 - $269
|
45
$11.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-3- 0.28% |
$657 - $808
|
1.06K
$281K
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-5- 1.47% |
$1.09K - $1.35K
|
335
$88.7K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-6- 0.29% |
$1.31K - $1.62K
|
2.08K
$552K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-6- 0.51% |
$1.31K - $1.62K
|
1.17K
$309K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-8- 40.0% |
$1.75K - $2.15K
|
12
$3.18K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-11- 1.17% |
$2.41K - $2.96K
|
933
$247K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-11- 0.13% |
$2.41K - $2.96K
|
8.53K
$2.26M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-12- 44.44% |
$2.63K - $3.23K
|
15
$3.97K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-13- 0.63% |
$2.85K - $3.5K
|
2.06K
$545K
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-13- 1.39% |
$2.85K - $3.5K
|
925
$245K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-13- 0.1% |
$2.85K - $3.5K
|
12.5K
$3.3M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-14- 1.3% |
$3.07K - $3.77K
|
1.07K
$282K
|