Purchases and Sales Made in Q4 2023 in Applied Industrial Technologies Inc (AIT)
This table provides information about the institutional ownership of Applied Industrial Technologies Inc (AIT) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
86+ 0.78% |
$13K - $15K
|
11.1K
$2.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
81+ 5.46% |
$12.2K - $14.1K
|
1.56K
$384K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
79+ 343.48% |
$11.9K - $13.8K
|
102
$25.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
79New |
$11.9K - $13.8K
|
79
$19.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
73+ 2.05% |
$11K - $12.8K
|
3.64K
$894K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
72+ 1.88% |
$10.9K - $12.6K
|
3.91K
$960K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
69+ 4.2% |
$10.4K - $12.1K
|
1.71K
$421K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
67+ 4.15% |
$10.1K - $11.7K
|
1.68K
$413K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
64+ 136.17% |
$9.65K - $11.2K
|
111
$27.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
63New |
$9.5K - $11K
|
63
$15.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
58New |
$8.74K - $10.1K
|
58
$14.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
56+ 2.45% |
$8.44K - $9.78K
|
2.34K
$576K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
50New |
$7.54K - $8.73K
|
50
$12.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
41+ 1.82% |
$6.18K - $7.16K
|
2.29K
$563K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
40+ 8.89% |
$6.03K - $6.99K
|
490
$120K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
36New |
$5.43K - $6.29K
|
36
$8.85K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
34+ 2.06% |
$5.13K - $5.94K
|
1.69K
$414K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
33+ 1.78% |
$4.97K - $5.76K
|
1.89K
$464K
|
|
|
Feb 13, 2024
Q4 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
32+ 1.3% |
$4.82K - $5.59K
|
2.5K
$614K
|
|
|
Jan 26, 2024
Q4 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
26+ 1.18% |
$3.92K - $4.54K
|
2.24K
$550K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
25+ 227.27% |
$3.77K - $4.37K
|
36
$8.85K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
24New |
$3.62K - $4.19K
|
24
$5.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
20+ 14.93% |
$3.02K - $3.49K
|
154
$37.8K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
19+ 0.09% |
$2.86K - $3.32K
|
21.9K
$5.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
18+ 1.02% |
$2.71K - $3.14K
|
1.79K
$440K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
17+ 8.25% |
$2.56K - $2.97K
|
223
$54.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
16New |
$2.41K - $2.8K
|
16
$3.93K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
16+ 0.68% |
$2.41K - $2.8K
|
2.35K
$578K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
15New |
$2.26K - $2.62K
|
15
$3.69K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
14+ 8.86% |
$2.11K - $2.45K
|
172
$42.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
10+ 4.95% |
$1.51K - $1.75K
|
212
$52.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
9New |
$1.36K - $1.57K
|
9
$2.21K
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
9+ 0.13% |
$1.36K - $1.57K
|
6.78K
$1.67M
|
|
|
Feb 07, 2024
Q4 2023
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
7+ 0.34% |
$1.06K - $1.22K
|
2.07K
$507K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
6+ 27.27% |
$905 - $1.05K
|
28
$6.88K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5+ 4.85% |
$754 - $873
|
108
$26.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4+ 0.3% |
$603 - $699
|
1.33K
$328K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3New |
$452 - $524
|
3
$737
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3New |
$452 - $524
|
3
$737
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2+ 2.08% |
$302 - $349
|
98
$24.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 6.45% |
$302 - $349
|
33
$8.11K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 25.0% |
$302 - $349
|
10
$2.46K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 16.67% |
$302 - $349
|
14
$3.44K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 12.5% |
$151 - $175
|
9
$2.21K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 1.61% |
$151 - $175
|
61
$15K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-2- 6.06% |
$302 - $349
|
31
$7.62K
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-3- 0.04% |
$452 - $524
|
6.99K
$1.72M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-3- 7.69% |
$452 - $524
|
36
$8.85K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3- 2.03% |
$452 - $524
|
145
$35.6K
|