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 |
|---|---|---|---|---|---|---|---|
|
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
$8.74K
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-12Closed |
$760 - $2.33K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-60Closed |
$3.8K - $11.6K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-171Closed |
$10.8K - $33.2K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-24.7KClosed |
$1.56M - $4.79M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Bryan Lawrence
Oakcliff Capital Partners, LP | New York, Ny
|
SELL
|
- |
-217KClosed |
$13.7M - $42.1M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
CALL |
50KNew |
$3.17M - $9.69M
|
50K
$1.56M
|
|
|
Feb 16, 2021
Q4 2020
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-14.9KClosed |
$943K - $2.89M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-5.02KClosed |
$318K - $973K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1KClosed |
$63.3K - $194K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-10Closed |
$633 - $1.94K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1.8KNew |
$114K - $349K
|
1.8K
$56.2K
|
|
|
Feb 09, 2021
Q4 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-8Closed |
$506 - $1.55K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
La Financiere De L'Echiquier
|
SELL
|
- |
-225KClosed |
$14.3M - $43.7M
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-18Closed |
$1.14K - $3.49K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
13New |
$823 - $2.52K
|
13
$406
|
|
|
Feb 02, 2021
Q4 2020
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-384Closed |
$24.3K - $74.4K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Macroview Investment Management LLC
|
BUY
|
- |
6New |
$380 - $1.16K
|
6
$187
|
|
|
Jan 29, 2021
Q4 2020
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
300New |
$19K - $58.2K
|
300
$9.37K
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-950Closed |
$60.1K - $184K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Nepsis Inc.
|
SELL
|
- |
-128KClosed |
$8.08M - $24.8M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 19, 2020
Q3 2020
|
Tru Independence LLC
|
SELL
|
- |
-171Closed |
$7.84K - $11.3K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Pinz Capital Management, LP
New York, NY |
SELL
|
- |
-22.2KClosed |
$1.02M - $1.47M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Summit Partners Public Asset Management, LLC
Boston, MA |
SELL
|
CALL |
-70KClosed |
$3.21M - $4.64M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
SELL
|
- |
-30KClosed |
$1.38M - $1.99M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Wolverine Asset Management LLC
|
SELL
|
- |
-1.38KClosed |
$63.4K - $91.6K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-7.32KClosed |
$336K - $485K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-200Closed |
$9.17K - $13.2K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-218KClosed |
$10M - $14.4M
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Atlas Private Wealth Management
|
SELL
|
- |
-145Closed |
$6.65K - $9.6K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-172Closed |
$7.89K - $11.4K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Aubrey Capital Management LTD
Edinburgh, X0 |
SELL
|
- |
-100KClosed |
$4.6M - $6.64M
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-100Closed |
$4.59K - $6.62K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
V Wealth Advisors LLC
|
SELL
|
- |
-6.24KClosed |
$286K - $414K
|
0
$0
|
|
|
Oct 09, 2020
Q3 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-100Closed |
$4.59K - $6.62K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-125Closed |
$5.73K - $8.28K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.83K+ 110.59% |
$57.3K - $114K
|
3.48K
$109K
|
|
|
Aug 14, 2020
Q2 2020
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-11.6KClosed |
$363K - $723K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Engle Capital Management, L.P.
Greenwich, CT |
SELL
|
- |
-25KClosed |
$784K - $1.56M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-22.2KClosed |
$696K - $1.39M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-47Closed |
$1.47K - $2.93K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-500Closed |
$15.7K - $31.2K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Granite Investment Partners, LLC
|
SELL
|
- |
-398KClosed |
$12.5M - $24.9M
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Calamos Advisors LLC
|
SELL
|
- |
-20.6KClosed |
$646K - $1.29M
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-40Closed |
$1.25K - $2.5K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
500New |
$15.7K - $31.2K
|
500
$15.6K
|
|
|
Jul 10, 2020
Q2 2020
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-101Closed |
$3.17K - $6.31K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Sep 21, 2023
Q1 2020
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-200Closed |
$6.31K - $12.7K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Old Well Partners, LLC
Charlotte, NC |
SELL
|
- |
-11.5KClosed |
$361K - $725K
|
0
$0
|
|