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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-20KClosed |
$1.84M - $2.76M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.66KClosed |
$153K - $230K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-2.73KClosed |
$251K - $378K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Sante Capital Fund, LP
|
SELL
|
- |
-7.24KClosed |
$666K - $1M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-3.03KClosed |
$279K - $419K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-160Closed |
$14.7K - $22.1K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.02KClosed |
$185K - $278K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
2New |
$184 - $276
|
2
$70.1
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-10- 7.14% |
$920 - $1.38K
|
130
$4.56K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-172Closed |
$15.8K - $23.8K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-1.6KClosed |
$147K - $221K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
PUT |
-500- 10.42% |
$46K - $69.1K
|
4.3K
$151K
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.85KClosed |
$170K - $256K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-59Closed |
$5.43K - $8.15K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.07KClosed |
$282K - $424K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Xponance, Inc.
|
SELL
|
- |
-2.15KClosed |
$198K - $298K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.87KClosed |
$172K - $258K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Quilter PLC
|
SELL
|
- |
-2.2KClosed |
$202K - $303K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
11+ 110.0% |
$1.01K - $1.52K
|
21
$736
|
|
|
Nov 03, 2021
Q3 2021
|
Montgomery Investment Management Inc
|
SELL
|
- |
-1.6KClosed |
$147K - $221K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-30Closed |
$2.76K - $4.14K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Lisanti Capital Growth, LLC
|
SELL
|
- |
-42.4KClosed |
$3.9M - $5.85M
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.64KClosed |
$151K - $226K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-2.77KClosed |
$254K - $382K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.16KNew |
$107K - $161K
|
1.16K
$40.7K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.09KClosed |
$192K - $289K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.02KClosed |
$186K - $279K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-100Closed |
$9.2K - $13.8K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.24KClosed |
$298K - $447K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.78KClosed |
$439K - $660K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Mar 14, 2023
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.52KNew |
$118K - $227K
|
1.52K
$53.4K
|
|
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-75Closed |
$5.81K - $11.2K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-401Closed |
$31.1K - $59.8K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-12KClosed |
$931K - $1.79M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.81KClosed |
$218K - $420K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-200Closed |
$15.5K - $29.8K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-658KClosed |
$51M - $98.1M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.1KClosed |
$162K - $313K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-31Closed |
$2.4K - $4.63K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-4.64KClosed |
$359K - $692K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
7New |
$542 - $1.04K
|
7
$245
|
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-6.4KClosed |
$496K - $955K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Parametrica Management LTD
|
SELL
|
- |
-3.98KClosed |
$308K - $594K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-105KClosed |
$8.14M - $15.7M
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-11Closed |
$852 - $1.64K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Atika Capital Management LLC
New York, NY |
SELL
|
PUT |
-363Closed |
$28.1K - $54.2K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-32.8KClosed |
$2.54M - $4.89M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-15Closed |
$1.16K - $2.24K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-29Closed |
$2.25K - $4.33K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-452Closed |
$35K - $67.4K
|
0
$0
|
|