Purchases and Sales Made in Q2 2023 in Apellis Pharmaceuticals, Inc. (APLS)
This table provides information about the institutional ownership of Apellis Pharmaceuticals, Inc. (APLS) during Q2 2023. The information is specifically focused on institutions that hold shares of Apellis Pharmaceuticals, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
357New |
$27.4K - $33.3K
|
357
$11.8K
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
347+ 9.51% |
$26.6K - $32.4K
|
4K
$132K
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
306+ 2.52% |
$23.5K - $28.6K
|
12.5K
$413K
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
235+ 5.52% |
$18K - $21.9K
|
4.5K
$149K
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
229+ 2.02% |
$17.6K - $21.4K
|
11.6K
$384K
|
|
Aug 14, 2023
Q2 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
224New |
$17.2K - $20.9K
|
224
$7.42K
|
|
Aug 14, 2023
Q2 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
205New |
$15.7K - $19.1K
|
205
$6.79K
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
192New |
$14.7K - $17.9K
|
192
$6.36K
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
179+ 3.06% |
$13.7K - $16.7K
|
6.03K
$200K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
152+ 2533.33% |
$11.7K - $14.2K
|
158
$5.24K
|
|
Jul 31, 2023
Q2 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
149+ 3.1% |
$11.4K - $13.9K
|
4.96K
$164K
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
119New |
$9.12K - $11.1K
|
119
$3.94K
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
119New |
$9.12K - $11.1K
|
119
$3.94K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
106+ 149.3% |
$8.13K - $9.89K
|
177
$5.87K
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
103+ 25.43% |
$7.9K - $9.61K
|
508
$16.8K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
91New |
$6.98K - $8.49K
|
91
$3.02K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
60+ 55.05% |
$4.6K - $5.6K
|
169
$5.6K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
29+ 8.17% |
$2.22K - $2.71K
|
384
$12.7K
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
25+ 2500.0% |
$1.92K - $2.33K
|
26
$862
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
23+ 1.75% |
$1.76K - $2.15K
|
1.33K
$44.2K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
14+ 66.67% |
$1.07K - $1.31K
|
35
$1.16K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
14+ 1.49% |
$1.07K - $1.31K
|
956
$31.7K
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
14New |
$1.07K - $1.31K
|
14
$464
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
14+ 1.49% |
$1.07K - $1.31K
|
956
$31.7K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
12New |
$920 - $1.12K
|
12
$398
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6New |
$460 - $560
|
6
$199
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4New |
$307 - $373
|
4
$133
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2New |
$153 - $187
|
2
$66.3
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1- 2.63% |
$76.7 - $93.3
|
37
$1.23K
|
|
Jul 27, 2023
Q2 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-25- 1.06% |
$1.92K - $2.33K
|
2.34K
$77.6K
|
|
May 21, 2024
Q2 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-25- 1.06% |
$1.92K - $2.33K
|
2.34K
$77.6K
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-26- 5.84% |
$1.99K - $2.43K
|
419
$13.9K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-40- 14.81% |
$3.07K - $3.73K
|
230
$7.62K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-41- 2.07% |
$3.14K - $3.83K
|
1.94K
$64.4K
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-49- 28.99% |
$3.76K - $4.57K
|
120
$3.98K
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-52- 18.84% |
$3.99K - $4.85K
|
224
$7.42K
|
|
Jul 11, 2023
Q2 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-68- 1.56% |
$5.21K - $6.35K
|
4.3K
$143K
|
|
Aug 10, 2023
Q2 2023
|
Jacob Asset Management Of New York LLC
Hermosa Beach, CA |
SELL
|
- |
-110- 20.22% |
$8.43K - $10.3K
|
434
$14.4K
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-129- 2.04% |
$9.89K - $12K
|
6.2K
$205K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-140- 3.8% |
$10.7K - $13.1K
|
3.54K
$117K
|
|
Aug 14, 2023
Q2 2023
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-249- 0.14% |
$19.1K - $23.2K
|
182K
$6.03M
|
|
Aug 10, 2023
Q2 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-250- 7.4% |
$19.2K - $23.3K
|
3.13K
$104K
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-259- 0.15% |
$19.9K - $24.2K
|
177K
$5.87M
|
|
Aug 08, 2023
Q2 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-422- 5.75% |
$32.4K - $39.4K
|
6.92K
$229K
|
|
Jul 28, 2023
Q2 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-512- 1.44% |
$39.3K - $47.8K
|
35.1K
$1.16M
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-642- 3.71% |
$49.2K - $59.9K
|
16.7K
$553K
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-666- 49.96% |
$51.1K - $62.1K
|
667
$22.1K
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-673- 0.49% |
$51.6K - $62.8K
|
138K
$4.56M
|