Purchases and Sales Made in Q2 2022 in Appfolio Inc (APPF)
This table provides information about the institutional ownership of Appfolio Inc (APPF) during Q2 2022. The information is specifically focused on institutions that hold shares of APPFOLIO INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
615New |
$50.6K - $71.8K
|
615
$155K
|
|
Aug 12, 2022
Q2 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
500+ 2.48% |
$41.1K - $58.4K
|
20.7K
$5.21M
|
|
Aug 03, 2022
Q2 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
440+ 115.18% |
$36.2K - $51.4K
|
822
$207K
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
353+ 1.42% |
$29K - $41.2K
|
25.2K
$6.35M
|
|
Jul 28, 2022
Q2 2022
|
Arizona State Retirement System
|
BUY
|
- |
272+ 5.82% |
$22.4K - $31.7K
|
4.95K
$1.25M
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
220New |
$18.1K - $25.7K
|
220
$55.4K
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
217+ 206.67% |
$17.9K - $25.3K
|
322
$81.1K
|
|
Aug 22, 2022
Q2 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
206+ 1.28% |
$16.9K - $24K
|
16.3K
$4.12M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
143+ 5.06% |
$11.8K - $16.7K
|
2.97K
$748K
|
|
Aug 15, 2022
Q2 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
138+ 1.14% |
$11.4K - $16.1K
|
12.2K
$3.08M
|
|
Jun 20, 2023
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
127+ 11.8% |
$10.4K - $14.8K
|
1.2K
$303K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
106+ 6.06% |
$8.72K - $12.4K
|
1.85K
$467K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
103+ 206.0% |
$8.47K - $12K
|
153
$38.5K
|
|
Aug 15, 2022
Q2 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
73+ 5.2% |
$6K - $8.52K
|
1.48K
$372K
|
|
Aug 10, 2022
Q2 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
46+ 70.77% |
$3.78K - $5.37K
|
111
$28K
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
43New |
$3.54K - $5.02K
|
43
$10.8K
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
39+ 487.5% |
$3.21K - $4.55K
|
47
$11.8K
|
|
Aug 09, 2022
Q2 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
18+ 1.22% |
$1.48K - $2.1K
|
1.5K
$377K
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13+ 0.52% |
$1.07K - $1.52K
|
2.51K
$633K
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8New |
$658 - $934
|
8
$2.02K
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
6+ 300.0% |
$494 - $700
|
8
$2.02K
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 33.33% |
$82.3 - $117
|
2
$504
|
|
Aug 15, 2022
Q2 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-1- 0.03% |
$82.3 - $117
|
3.23K
$813K
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3- 0.6% |
$247 - $350
|
496
$125K
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-5- 71.43% |
$411 - $584
|
2
$504
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-6- 66.67% |
$494 - $700
|
3
$756
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-8- 25.81% |
$658 - $934
|
23
$5.79K
|
|
Aug 15, 2022
Q2 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8- 0.01% |
$658 - $934
|
54.7K
$13.8M
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-10- 27.78% |
$823 - $1.17K
|
26
$6.55K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-11- 30.56% |
$905 - $1.28K
|
25
$6.3K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-11Closed |
$905 - $1.28K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-14- 9.27% |
$1.15K - $1.63K
|
137
$34.5K
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-17Closed |
$1.4K - $1.98K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-17- 15.89% |
$1.4K - $1.98K
|
90
$22.7K
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-20- 0.5% |
$1.65K - $2.33K
|
3.97K
$1M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-25- 69.44% |
$2.06K - $2.92K
|
11
$2.77K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-28Closed |
$2.3K - $3.27K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-65Closed |
$5.35K - $7.59K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-76- 0.94% |
$6.25K - $8.87K
|
8.04K
$2.03M
|
|
Aug 11, 2023
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-76- 0.94% |
$6.25K - $8.87K
|
8.04K
$2.03M
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-89- 39.56% |
$7.32K - $10.4K
|
136
$34.3K
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-100- 1.34% |
$8.23K - $11.7K
|
7.34K
$1.85M
|
|
Aug 15, 2022
Q2 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-111- 3.56% |
$9.13K - $13K
|
3.01K
$758K
|
|
Aug 15, 2022
Q2 2022
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-134- 4.75% |
$11K - $15.6K
|
2.69K
$677K
|
|
Aug 08, 2022
Q2 2022
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-147- 41.64% |
$12.1K - $17.2K
|
206
$51.9K
|
|
Aug 15, 2022
Q2 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-154- 45.16% |
$12.7K - $18K
|
187
$47.1K
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-168- 0.23% |
$13.8K - $19.6K
|
72.8K
$18.3M
|
|
Aug 15, 2022
Q2 2022
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-189- 2.2% |
$15.5K - $22.1K
|
8.39K
$2.11M
|