Purchases and Sales Made in Q2 2024 in Appfolio Inc (APPF)
This table provides information about the institutional ownership of Appfolio Inc (APPF) during Q2 2024. 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 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
186+ 688.89% |
$38.8K - $46.5K
|
213
$50K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
154+ 3.4% |
$32.1K - $38.5K
|
4.68K
$1.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
144+ 1.33% |
$30K - $36K
|
10.9K
$2.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
142+ 147.92% |
$29.6K - $35.5K
|
238
$55.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
140+ 9.97% |
$29.2K - $35K
|
1.54K
$362K
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
129+ 2.85% |
$26.9K - $32.2K
|
4.65K
$1.09M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
112+ 589.47% |
$23.4K - $28K
|
131
$30.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
108+ 36.49% |
$22.5K - $27K
|
404
$94.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
105+ 238.64% |
$21.9K - $26.2K
|
149
$35K
|
|
|
Aug 13, 2024
Q2 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
102+ 2.89% |
$21.3K - $25.5K
|
3.63K
$852K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
84New |
$17.5K - $21K
|
84
$19.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
80+ 9.41% |
$16.7K - $20K
|
930
$218K
|
|
|
Aug 14, 2024
Q2 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
79+ 526.67% |
$16.5K - $19.7K
|
94
$22.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
69+ 38.33% |
$14.4K - $17.2K
|
249
$58.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
69New |
$14.4K - $17.2K
|
69
$16.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
64+ 4.43% |
$13.3K - $16K
|
1.51K
$354K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
64+ 5.56% |
$13.3K - $16K
|
1.22K
$285K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
63New |
$13.1K - $15.7K
|
63
$14.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
62+ 6.94% |
$12.9K - $15.5K
|
955
$224K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
50New |
$10.4K - $12.5K
|
50
$11.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
49+ 0.85% |
$10.2K - $12.2K
|
5.81K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
43+ 2.14% |
$8.97K - $10.7K
|
2.06K
$482K
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
42+ 12.5% |
$8.76K - $10.5K
|
378
$88.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
38+ 0.47% |
$7.92K - $9.5K
|
8.06K
$1.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
37+ 40.66% |
$7.71K - $9.25K
|
128
$30K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
37+ 0.92% |
$7.71K - $9.25K
|
4.08K
$956K
|
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
34+ 2.5% |
$7.09K - $8.5K
|
1.4K
$327K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
29+ 48.33% |
$6.05K - $7.25K
|
89
$20.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
25New |
$5.21K - $6.25K
|
25
$5.87K
|
|
|
Aug 15, 2024
Q2 2024
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
25+ 0.54% |
$5.21K - $6.25K
|
4.63K
$1.09M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
25New |
$5.21K - $6.25K
|
25
$5.87K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
25+ 2.96% |
$5.21K - $6.25K
|
871
$204K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
24New |
$5K - $6K
|
24
$5.63K
|
|
|
Aug 05, 2024
Q2 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
22+ 18.03% |
$4.59K - $5.5K
|
144
$33.8K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
21New |
$4.38K - $5.25K
|
21
$4.93K
|
|
|
Jul 30, 2024
Q2 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
21+ 1.77% |
$4.38K - $5.25K
|
1.21K
$283K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
20New |
$4.17K - $5K
|
20
$4.69K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
20New |
$4.17K - $5K
|
20
$4.69K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
19+ 380.0% |
$3.96K - $4.75K
|
24
$5.63K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
18+ 5.98% |
$3.75K - $4.5K
|
319
$74.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
16New |
$3.34K - $4K
|
16
$3.75K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
16New |
$3.34K - $4K
|
16
$3.75K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
15+ 2.6% |
$3.13K - $3.75K
|
593
$139K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
14+ 140.0% |
$2.92K - $3.5K
|
24
$5.63K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
13New |
$2.71K - $3.25K
|
13
$3.05K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13+ 260.0% |
$2.71K - $3.25K
|
18
$4.22K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
12+ 6.82% |
$2.5K - $3K
|
188
$44.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
10New |
$2.09K - $2.5K
|
10
$2.35K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
9New |
$1.88K - $2.25K
|
9
$2.11K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
8+ 10.13% |
$1.67K - $2K
|
87
$20.4K
|