Purchases and Sales Made in Q2 2023 in Appfolio Inc (APPF)
This table provides information about the institutional ownership of Appfolio Inc (APPF) during Q2 2023. 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 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
55+ 2.73% |
$6.77K - $9.66K
|
2.07K
$520K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
37New |
$4.56K - $6.5K
|
37
$9.32K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
24+ 14.46% |
$2.96K - $4.22K
|
190
$47.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
21New |
$2.59K - $3.69K
|
21
$5.29K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
20New |
$2.46K - $3.51K
|
20
$5.04K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
18New |
$2.22K - $3.16K
|
18
$4.53K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
17+ 3.18% |
$2.09K - $2.99K
|
552
$139K
|
|
|
Aug 14, 2023
Q2 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
17New |
$2.09K - $2.99K
|
17
$4.28K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
15+ 57.69% |
$1.85K - $2.63K
|
41
$10.3K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
14+ 5.15% |
$1.72K - $2.46K
|
286
$72K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
11+ 61.11% |
$1.35K - $1.93K
|
29
$7.31K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7New |
$862 - $1.23K
|
7
$1.76K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 42.86% |
$739 - $1.05K
|
20
$5.04K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
5+ 5.56% |
$616 - $878
|
95
$23.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
4New |
$493 - $703
|
4
$1.01K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$369 - $527
|
3
$756
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
2New |
$246 - $351
|
2
$504
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 28.57% |
$246 - $351
|
9
$2.27K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-4- 0.68% |
$493 - $703
|
580
$146K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-4- 0.68% |
$493 - $703
|
580
$146K
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-6- 0.06% |
$739 - $1.05K
|
9.25K
$2.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-9- 50.0% |
$1.11K - $1.58K
|
9
$2.27K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-10- 0.38% |
$1.23K - $1.76K
|
2.6K
$656K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-17- 25.76% |
$2.09K - $2.99K
|
49
$12.3K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-21- 0.4% |
$2.59K - $3.69K
|
5.24K
$1.32M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-21- 14.58% |
$2.59K - $3.69K
|
123
$31K
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-44- 2.14% |
$5.42K - $7.73K
|
2.01K
$507K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-51- 2.09% |
$6.28K - $8.96K
|
2.39K
$603K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-57- 0.51% |
$7.02K - $10K
|
11.1K
$2.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-59- 24.89% |
$7.27K - $10.4K
|
178
$44.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-80- 1.4% |
$9.85K - $14.1K
|
5.65K
$1.42M
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-82- 48.81% |
$10.1K - $14.4K
|
86
$21.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-90- 0.48% |
$11.1K - $15.8K
|
18.8K
$4.73M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-107- 4.45% |
$13.2K - $18.8K
|
2.3K
$579K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-133- 2.84% |
$16.4K - $23.4K
|
4.55K
$1.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-170- 20.33% |
$20.9K - $29.9K
|
666
$168K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-183- 38.85% |
$22.5K - $32.1K
|
288
$72.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-210- 37.1% |
$25.9K - $36.9K
|
356
$89.7K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-215- 2.27% |
$26.5K - $37.8K
|
9.25K
$2.33M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-223- 10.41% |
$27.5K - $39.2K
|
1.92K
$484K
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
SELL
|
- |
-399- 7.1% |
$49.1K - $70.1K
|
5.22K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-523- 14.05% |
$64.4K - $91.9K
|
3.2K
$806K
|
|
|
Aug 14, 2023
Q2 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-800- 7.36% |
$98.5K - $141K
|
10.1K
$2.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-882- 7.34% |
$109K - $155K
|
11.1K
$2.81M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-940- 12.18% |
$116K - $165K
|
6.78K
$1.71M
|
|
|
Aug 11, 2023
Q2 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1K- 15.49% |
$123K - $176K
|
5.46K
$1.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.15K- 1.71% |
$142K - $202K
|
66.2K
$16.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-1.29K- 27.97% |
$158K - $226K
|
3.31K
$834K
|
|
|
Aug 09, 2023
Q2 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-1.3K- 3.11% |
$160K - $228K
|
40.5K
$10.2M
|