Purchases and Sales Made in Q3 2023 in Applied Industrial Technologies Inc (AIT)
This table provides information about the institutional ownership of Applied Industrial Technologies Inc (AIT) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
131New |
$18.5K - $21.2K
|
131
$33.9K
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
124+ 5.91% |
$17.5K - $20K
|
2.22K
$574K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
117+ 2.48% |
$16.5K - $18.9K
|
4.84K
$1.25M
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
BUY
|
- |
114+ 2.73% |
$16.1K - $18.4K
|
4.29K
$1.11M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
110+ 4.61% |
$15.5K - $17.8K
|
2.5K
$645K
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
95+ 4.85% |
$13.4K - $15.3K
|
2.05K
$531K
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
93+ 5.97% |
$13.1K - $15K
|
1.65K
$427K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
85+ 134.92% |
$12K - $13.7K
|
148
$38.3K
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
77+ 0.78% |
$10.9K - $12.4K
|
9.93K
$2.57M
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
70New |
$9.89K - $11.3K
|
70
$18.1K
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
60+ 0.55% |
$8.48K - $9.69K
|
11K
$2.85M
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
57+ 56.44% |
$8.05K - $9.21K
|
158
$40.8K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
52+ 2.66% |
$7.35K - $8.4K
|
2.01K
$520K
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
50New |
$7.07K - $8.08K
|
50
$12.9K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
47New |
$6.64K - $7.59K
|
47
$12.1K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
35+ 17.95% |
$4.95K - $5.65K
|
230
$59.4K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
34+ 0.07% |
$4.8K - $5.49K
|
46.5K
$12M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30+ 0.48% |
$4.24K - $4.85K
|
6.32K
$1.63M
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
30+ 1.7% |
$4.24K - $4.85K
|
1.79K
$463K
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
28+ 0.09% |
$3.96K - $4.52K
|
30.1K
$7.79M
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
27+ 5.74% |
$3.82K - $4.36K
|
497
$128K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
27New |
$3.82K - $4.36K
|
27
$6.98K
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
24+ 1.09% |
$3.39K - $3.88K
|
2.22K
$574K
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
20New |
$2.83K - $3.23K
|
20
$5.17K
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
19+ 0.86% |
$2.68K - $3.07K
|
2.23K
$577K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
19+ 135.71% |
$2.68K - $3.07K
|
33
$8.53K
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
18+ 1.11% |
$2.54K - $2.91K
|
1.64K
$425K
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
18+ 0.11% |
$2.54K - $2.91K
|
16.2K
$4.19M
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
12+ 0.53% |
$1.7K - $1.94K
|
2.29K
$591K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12+ 0.27% |
$1.7K - $1.94K
|
4.51K
$1.17M
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
11+ 0.01% |
$1.55K - $1.78K
|
102K
$26.5M
|
|
Nov 09, 2023
Q3 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
10+ 33.33% |
$1.41K - $1.62K
|
40
$10.3K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
10+ 1000.0% |
$1.41K - $1.62K
|
11
$2.84K
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
8+ 1.59% |
$1.13K - $1.29K
|
512
$132K
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
8+ 0.09% |
$1.13K - $1.29K
|
9.03K
$2.33M
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6+ 6.19% |
$848 - $969
|
103
$26.6K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3+ 1.57% |
$424 - $485
|
194
$50.1K
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
3New |
$424 - $485
|
3
$775
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
2New |
$283 - $323
|
2
$517
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 9.09% |
$141 - $162
|
12
$3.1K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1- 0.71% |
$141 - $162
|
140
$36.2K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 3.13% |
$283 - $323
|
62
$16K
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3- 10.0% |
$424 - $485
|
27
$6.98K
|
|
Oct 18, 2023
Q3 2023
|
Miller Howard Investments Inc
|
SELL
|
- |
-4- 0.18% |
$565 - $646
|
2.21K
$571K
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-4- 0.01% |
$565 - $646
|
76.7K
$19.8M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-5- 0.16% |
$707 - $808
|
3.22K
$832K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-7- 8.75% |
$989 - $1.13K
|
73
$18.9K
|
|
Nov 03, 2023
Q3 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-7- 0.1% |
$989 - $1.13K
|
6.99K
$1.81M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9- 0.36% |
$1.27K - $1.45K
|
2.47K
$639K
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
SELL
|
- |
-11- 0.74% |
$1.55K - $1.78K
|
1.48K
$383K
|