Purchases and Sales Made in Q4 2024 in Applied Industrial Technologies Inc (AIT)
This table provides information about the institutional ownership of Applied Industrial Technologies Inc (AIT) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
24+ 5.78% |
$5.28K - $6.73K
|
439
$114K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
22+ 1.14% |
$4.84K - $6.17K
|
1.95K
$506K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
22+ 12.43% |
$4.84K - $6.17K
|
199
$51.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
21+ 1.71% |
$4.62K - $5.89K
|
1.25K
$325K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
20New |
$4.4K - $5.61K
|
20
$5.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
19+ 1.07% |
$4.18K - $5.33K
|
1.8K
$468K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
16+ 53.33% |
$3.52K - $4.49K
|
46
$12K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
15+ 11.28% |
$3.3K - $4.21K
|
148
$38.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
14+ 1.52% |
$3.08K - $3.93K
|
938
$244K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
14+ 12.17% |
$3.08K - $3.93K
|
129
$33.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
14+ 1.31% |
$3.08K - $3.93K
|
1.08K
$281K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
12+ 0.58% |
$2.64K - $3.37K
|
2.09K
$543K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
12+ 80.0% |
$2.64K - $3.37K
|
27
$7.03K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
10+ 0.02% |
$2.2K - $2.8K
|
46.6K
$12.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
8+ 42.11% |
$1.76K - $2.24K
|
27
$7.03K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
7New |
$1.54K - $1.96K
|
7
$1.82K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7+ 7.0% |
$1.54K - $1.96K
|
107
$27.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6New |
$1.32K - $1.68K
|
6
$1.56K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
6New |
$1.32K - $1.68K
|
6
$1.56K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
5+ 0.23% |
$1.1K - $1.4K
|
2.21K
$574K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
5New |
$1.1K - $1.4K
|
5
$1.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4+ 0.69% |
$880 - $1.12K
|
585
$152K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3New |
$660 - $841
|
3
$781
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
2New |
$440 - $561
|
2
$520
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2New |
$440 - $561
|
2
$520
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1New |
$220 - $280
|
1
$260
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.47% |
$220 - $280
|
213
$55.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1+ 1.18% |
$220 - $280
|
86
$22.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.11% |
$220 - $280
|
901
$234K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 0.61% |
$220 - $280
|
164
$42.7K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1New |
$220 - $280
|
1
$260
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
1New |
$220 - $280
|
1
$260
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$220 - $280
|
1
$260
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1- 0.22% |
$220 - $280
|
459
$119K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-3- 14.29% |
$660 - $841
|
18
$4.68K
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-3- 0.1% |
$660 - $841
|
2.9K
$755K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3- 0.21% |
$660 - $841
|
1.44K
$374K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 33.33% |
$880 - $1.12K
|
8
$2.08K
|
|
|
Jan 29, 2025
Q4 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-5- 0.11% |
$1.1K - $1.4K
|
4.56K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-5- 1.45% |
$1.1K - $1.4K
|
340
$88.5K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-7- 4.09% |
$1.54K - $1.96K
|
164
$42.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-7- 12.28% |
$1.54K - $1.96K
|
50
$13K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-18- 11.92% |
$3.96K - $5.05K
|
133
$34.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-20- 0.66% |
$4.4K - $5.61K
|
3.03K
$788K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-28- 4.98% |
$6.16K - $7.85K
|
534
$139K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-35- 1.4% |
$7.7K - $9.82K
|
2.47K
$642K
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-35Closed |
$7.7K - $9.82K
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-46- 4.52% |
$10.1K - $12.9K
|
971
$253K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-46- 26.14% |
$10.1K - $12.9K
|
130
$33.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-48- 9.64% |
$10.6K - $13.5K
|
450
$117K
|