Purchases and Sales Made in Q3 2024 in Appfolio Inc (APPF)
This table provides information about the institutional ownership of Appfolio Inc (APPF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 0.61% |
$204 - $270
|
164
$41.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1New |
$204 - $270
|
1
$252
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 12.5% |
$204 - $270
|
9
$2.27K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1New |
$204 - $270
|
1
$252
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
1New |
$204 - $270
|
1
$252
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-3- 75.0% |
$613 - $810
|
1
$252
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4- 50.0% |
$817 - $1.08K
|
4
$1.01K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4- 22.22% |
$817 - $1.08K
|
14
$3.53K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-11- 29.73% |
$2.25K - $2.97K
|
26
$6.55K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-12- 13.79% |
$2.45K - $3.24K
|
75
$18.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-14- 58.33% |
$2.86K - $3.78K
|
10
$2.52K
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
SELL
|
- |
-17- 1.43% |
$3.47K - $4.59K
|
1.17K
$296K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-18- 0.71% |
$3.68K - $4.86K
|
2.51K
$633K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-22- 2.33% |
$4.5K - $5.94K
|
922
$232K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-24- 7.08% |
$4.9K - $6.48K
|
315
$79.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-27- 0.58% |
$5.52K - $7.29K
|
4.61K
$1.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-29- 32.58% |
$5.93K - $7.83K
|
60
$15.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-33- 37.93% |
$6.74K - $8.91K
|
54
$13.6K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-46- 4.73% |
$9.4K - $12.4K
|
926
$233K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-50- 86.21% |
$10.2K - $13.5K
|
8
$2.02K
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-62- 4.91% |
$12.7K - $16.7K
|
1.2K
$302K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-83- 2.57% |
$17K - $22.4K
|
3.15K
$794K
|
|
|
Nov 14, 2024
Q3 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-97- 0.48% |
$19.8K - $26.2K
|
20.2K
$5.08M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-123- 7.87% |
$25.1K - $33.2K
|
1.44K
$363K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-127- 12.14% |
$25.9K - $34.3K
|
919
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-136- 3.09% |
$27.8K - $36.7K
|
4.27K
$1.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-139- 20.14% |
$28.4K - $37.5K
|
551
$139K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-139- 13.52% |
$28.4K - $37.5K
|
889
$224K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-148- 5.48% |
$30.2K - $40K
|
2.55K
$643K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-155- 7.42% |
$31.7K - $41.9K
|
1.93K
$487K
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-157- 5.46% |
$32.1K - $42.4K
|
2.72K
$684K
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-180- 2.67% |
$36.8K - $48.6K
|
6.55K
$1.65M
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
SELL
|
- |
-200- 13.33% |
$40.9K - $54K
|
1.3K
$327K
|
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-202- 2.96% |
$41.3K - $54.5K
|
6.61K
$1.67M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-229- 13.66% |
$46.8K - $61.8K
|
1.45K
$365K
|
|
|
Nov 07, 2024
Q3 2024
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-237- 27.34% |
$48.4K - $64K
|
630
$159K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-257- 10.23% |
$52.5K - $69.4K
|
2.25K
$568K
|
|
|
Oct 25, 2024
Q3 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-330- 5.7% |
$67.4K - $89.1K
|
5.46K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
SELL
|
- |
-348- 7.29% |
$71.1K - $94K
|
4.43K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-348- 3.19% |
$71.1K - $94K
|
10.6K
$2.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-386- 13.55% |
$78.9K - $104K
|
2.46K
$620K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-436- 4.97% |
$89.1K - $118K
|
8.33K
$2.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-457- 26.68% |
$93.4K - $123K
|
1.26K
$316K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-536- 4.12% |
$110K - $145K
|
12.5K
$3.14M
|
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-629- 29.08% |
$129K - $170K
|
1.53K
$386K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-631- 34.27% |
$129K - $170K
|
1.21K
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-690- 44.4% |
$141K - $186K
|
864
$218K
|
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-691- 5.01% |
$141K - $187K
|
13.1K
$3.3M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-719- 23.31% |
$147K - $194K
|
2.37K
$596K
|