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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2021
Q2 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-6.09K- 73.64% |
$472K - $908K
|
2.18K
$76.4K
|
|
|
Aug 06, 2021
Q2 2021
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-6.28KClosed |
$486K - $937K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-200Closed |
$15.5K - $29.8K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-698Closed |
$54.1K - $104K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
BUY
|
- |
37+ 33.64% |
$2.87K - $5.52K
|
147
$5.15K
|
|
|
Aug 04, 2021
Q2 2021
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.55KClosed |
$120K - $231K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-35Closed |
$2.71K - $5.22K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-399Closed |
$30.9K - $59.5K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Colony Family Offices, LLC
|
SELL
|
- |
-2.64KClosed |
$204K - $393K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-141Closed |
$10.9K - $21K
|
0
$0
|
|
|
Jul 16, 2021
Q2 2021
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.75KClosed |
$136K - $261K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-2KClosed |
$155K - $298K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.81KClosed |
$218K - $419K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Nov 09, 2023
Q1 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
200+ 8.7% |
$25.3K - $47K
|
2.5K
$87.6K
|
|
|
Sep 21, 2023
Q1 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
10KNew |
$1.27M - $2.36M
|
10K
$352K
|
|
|
May 24, 2021
Q1 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-200Closed |
$25.3K - $47K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
CALL |
-79KClosed |
$10M - $18.6M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-650Closed |
$82.3K - $153K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-1.32KClosed |
$167K - $309K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-27.9KClosed |
$3.53M - $6.57M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3New |
$380 - $706
|
3
$105
|
|
|
May 17, 2021
Q1 2021
|
Moon Capital Management LP
New York, NY |
SELL
|
PUT |
-45.3KClosed |
$5.74M - $10.7M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
PUT |
-1.5KClosed |
$190K - $353K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Brown Advisory Inc
|
SELL
|
- |
-4.42KClosed |
$559K - $1.04M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Eventide Asset Management, LLC
Boston, MA |
SELL
|
PUT |
-3KClosed |
$380K - $706K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-67.4KClosed |
$8.54M - $15.9M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-19.2KClosed |
$2.43M - $4.51M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-10Closed |
$1.27K - $2.35K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
2.39KNew |
$303K - $562K
|
2.39K
$83.8K
|
|
|
May 14, 2021
Q1 2021
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-13.6KClosed |
$1.72M - $3.2M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-60.1KClosed |
$7.61M - $14.1M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
SELL
|
- |
-4.99KClosed |
$632K - $1.17M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-10Closed |
$1.27K - $2.35K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1KClosed |
$127K - $235K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-60Closed |
$7.6K - $14.1K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-14.3KClosed |
$1.81M - $3.36M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-255Closed |
$32.3K - $60K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-2.82KClosed |
$357K - $663K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-33- 86.84% |
$4.18K - $7.76K
|
5
$175
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-710Closed |
$89.9K - $167K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-10KClosed |
$1.27M - $2.35M
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-677Closed |
$85.7K - $159K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-100- 33.33% |
$12.7K - $23.5K
|
200
$7.01K
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-93Closed |
$11.8K - $21.9K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.22KClosed |
$281K - $522K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-2.7KClosed |
$342K - $635K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Center Star Asset Management, LLC
|
SELL
|
- |
-938Closed |
$119K - $221K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-3.58KClosed |
$453K - $841K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Adirondack Trust CO
|
BUY
|
- |
30+ 12.0% |
$3.8K - $7.06K
|
280
$9.81K
|
|