Purchases and Sales Made in Q4 2024 in Appfolio Inc (APPF)
This table provides information about the institutional ownership of Appfolio Inc (APPF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
5.99K+ 13.0% |
$1.15M - $1.61M
|
52K
$13.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
5.67K+ 385.72% |
$1.09M - $1.53M
|
7.15K
$1.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.27KNew |
$436K - $611K
|
2.27K
$571K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.37KNew |
$264K - $370K
|
1.37K
$346K
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
BUY
|
- |
823New |
$158K - $222K
|
823
$207K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
646+ 18.04% |
$124K - $174K
|
4.23K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
642+ 17.73% |
$123K - $173K
|
4.26K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
500New |
$96K - $135K
|
500
$126K
|
|
|
Jan 07, 2025
Q4 2024
|
Spence Asset Management
|
BUY
|
- |
370+ 0.48% |
$71.1K - $99.6K
|
77.6K
$19.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
157+ 2.43% |
$30.2K - $42.3K
|
6.62K
$1.67M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
123+ 9.85% |
$23.6K - $33.1K
|
1.37K
$346K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
110+ 192.98% |
$21.1K - $29.6K
|
167
$42.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
65+ 11.8% |
$12.5K - $17.5K
|
616
$155K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12+ 60.0% |
$2.3K - $3.23K
|
32
$8.06K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
11+ 7.01% |
$2.11K - $2.96K
|
168
$42.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1+ 0.07% |
$192 - $269
|
1.45K
$365K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1New |
$192 - $269
|
1
$252
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1+ 3.45% |
$192 - $269
|
30
$7.56K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-2- 33.33% |
$384 - $539
|
4
$1.01K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-25- 0.14% |
$4.8K - $6.73K
|
17.8K
$4.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-68- 4.73% |
$13.1K - $18.3K
|
1.37K
$345K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-86- 4.86% |
$16.5K - $23.2K
|
1.68K
$424K
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-187- 3.43% |
$35.9K - $50.4K
|
5.27K
$1.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-197- 16.43% |
$37.8K - $53K
|
1K
$252K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
SELL
|
- |
-862- 31.41% |
$166K - $232K
|
1.88K
$474K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-996- 25.45% |
$191K - $268K
|
2.92K
$735K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-28K- 73.16% |
$5.37M - $7.53M
|
10.3K
$2.58M
|