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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
750New |
$35.8K - $49.9K
|
750
$22.9K
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.37KClosed |
$161K - $224K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
400New |
$19.1K - $26.6K
|
400
$12.2K
|
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-200- 4.26% |
$9.54K - $13.3K
|
4.5K
$138K
|
|
|
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
|
Addison Advisors LLC
|
BUY
|
- |
150New |
$7.15K - $9.98K
|
150
$4.59K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-600Closed |
$28.6K - $39.9K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-30Closed |
$1.43K - $2K
|
0
$0
|
|
|
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
$10.4K
|
|
|
Apr 27, 2022
Q1 2022
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-158Closed |
$7.54K - $10.5K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
150New |
$7.15K - $9.98K
|
150
$4.59K
|
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-2.45KClosed |
$117K - $163K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-9Closed |
$429 - $599
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-100Closed |
$4.77K - $6.66K
|
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
$1.96K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-46Closed |
$2.19K - $3.06K
|
0
$0
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-29Closed |
$1.38K - $1.93K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 12, 2025
Q4 2021
|
Bit Capital Gmb H
Berlin, 2M |
SELL
|
- |
-4.62KClosed |
$301K - $477K
|
0
$0
|
|
|
Dec 19, 2024
Q4 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-9.18KClosed |
$598K - $949K
|
0
$0
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
150New |
$9.78K - $15.5K
|
150
$4.59K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
190New |
$12.4K - $19.6K
|
190
$5.81K
|
|
|
Feb 14, 2022
Q4 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-2.3KClosed |
$150K - $237K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
SELL
|
PUT |
-94.6K- 75.2% |
$6.17M - $9.78M
|
31.2K
$954K
|
|
|
Feb 14, 2022
Q4 2021
|
Centiva Capital, LP
New York, NY |
SELL
|
PUT |
-1.55KClosed |
$101K - $160K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.22KClosed |
$145K - $229K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3KClosed |
$195K - $310K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.46KClosed |
$160K - $254K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Natixis
Paris, I0 |
SELL
|
- |
-100KClosed |
$6.52M - $10.3M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-3.96KClosed |
$258K - $409K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-43.9KClosed |
$2.86M - $4.54M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-595Closed |
$38.8K - $61.5K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.1KClosed |
$137K - $217K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-149Closed |
$9.72K - $15.4K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-4.85KClosed |
$316K - $502K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-73Closed |
$4.76K - $7.55K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-2.6KClosed |
$170K - $269K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Pier Capital, LLC
Stamford, CT |
SELL
|
- |
-27Closed |
$1.76K - $2.79K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-6.02KClosed |
$392K - $622K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-6Closed |
$391 - $620
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
60New |
$3.91K - $6.2K
|
60
$1.83K
|
|