Latest Institutional Transactions on Appian Corp (APPN)
This table provides information on the latest institutional transactions involving Appian Corp (APPN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
20New |
$789 - $1.3K
|
20
$749
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-200Closed |
$7.89K - $13K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
241New |
$9.51K - $15.7K
|
241
$9.03K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-100- 2.07% |
$3.95K - $6.5K
|
4.72K
$177K
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-4.51KClosed |
$178K - $293K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-4KClosed |
$158K - $260K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-3.76KClosed |
$149K - $245K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-324- 99.08% |
$12.8K - $21.1K
|
3
$112
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
14New |
$552 - $910
|
14
$524
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-3.05K- 98.1% |
$120K - $198K
|
59
$2.21K
|
|
|
Jul 12, 2022
Q2 2022
|
Insight Folios Inc
|
SELL
|
- |
-6.25KClosed |
$247K - $406K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-66Closed |
$2.6K - $4.29K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-2.5KClosed |
$98.7K - $162K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
West Oak Capital, LLC
|
BUY
|
- |
50New |
$1.97K - $3.25K
|
50
$1.87K
|
|
| Q1 2022 | |||||||
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
750New |
$35.8K - $49.9K
|
750
$28.1K
|
|
|
Jun 15, 2022
Q1 2022
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-3.16KClosed |
$151K - $210K
|
0
$0
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-100- 66.67% |
$4.77K - $6.66K
|
50
$1.87K
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4.75KClosed |
$226K - $316K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-35Closed |
$1.67K - $2.33K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Needham Investment Management LLC
New York, NY |
SELL
|
- |
-3.15KClosed |
$150K - $210K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Coatue Management LLC
New York, NY |
SELL
|
- |
-299KClosed |
$14.3M - $19.9M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-600Closed |
$28.6K - $39.9K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
750New |
$35.8K - $49.9K
|
750
$28.1K
|
|
|
May 13, 2022
Q1 2022
|
Permian Investment Partners, LP
New York, NY |
SELL
|
- |
-1.66KClosed |
$79.2K - $110K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-18.5KClosed |
$883K - $1.23M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.37KClosed |
$161K - $224K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-200- 4.26% |
$9.54K - $13.3K
|
4.5K
$169K
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
400New |
$19.1K - $26.6K
|
400
$15K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-50Closed |
$2.38K - $3.33K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-2.7KClosed |
$129K - $180K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-265Closed |
$12.6K - $17.6K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-25Closed |
$1.19K - $1.66K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-133Closed |
$6.34K - $8.85K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Aigen Investment Management, LP
|
SELL
|
- |
-3.58KClosed |
$171K - $238K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-32Closed |
$1.53K - $2.13K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-4.82KClosed |
$230K - $321K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-30Closed |
$1.43K - $2K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
150New |
$7.15K - $9.98K
|
150
$5.62K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-600Closed |
$28.6K - $39.9K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
125New |
$5.96K - $8.32K
|
125
$4.68K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-10Closed |
$477 - $666
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
340New |
$16.2K - $22.6K
|
340
$12.7K
|
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-2.45KClosed |
$117K - $163K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
150New |
$7.15K - $9.98K
|
150
$5.62K
|
|
|
Apr 27, 2022
Q1 2022
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-158Closed |
$7.54K - $10.5K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-100Closed |
$4.77K - $6.66K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-9Closed |
$429 - $599
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.38KClosed |
$161K - $225K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
BUY
|
- |
64New |
$3.05K - $4.26K
|
64
$2.4K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-46Closed |
$2.19K - $3.06K
|
0
$0
|
|