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 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
15New |
$432 - $558
|
15
$468
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
72+ 49.66% |
$2.07K - $2.68K
|
217
$6.77K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
461+ 21.75% |
$13.3K - $17.2K
|
2.58K
$80.6K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
181+ 2.02% |
$5.21K - $6.74K
|
9.14K
$285K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
6.8K+ 685.87% |
$196K - $253K
|
7.79K
$243K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
14+ 140.0% |
$403 - $521
|
24
$749
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-22- 5.63% |
$634 - $819
|
369
$11.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
26.2KNew |
$756K - $977K
|
26.2K
$819K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
9+ 1.49% |
$259 - $335
|
615
$19.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
10+ 2.61% |
$288 - $372
|
393
$12.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
61New |
$1.76K - $2.27K
|
61
$1.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
989+ 6.32% |
$28.5K - $36.8K
|
16.6K
$520K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
12.9KNew |
$373K - $481K
|
12.9K
$404K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
5+ 0.36% |
$144 - $186
|
1.41K
$43.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
100New |
$2.88K - $3.72K
|
100
$3.12K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-58- 50.0% |
$1.67K - $2.16K
|
58
$1.81K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
30New |
$864 - $1.12K
|
30
$937
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
146+ 2.17% |
$4.21K - $5.44K
|
6.88K
$215K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
37+ 92.5% |
$1.07K - $1.38K
|
77
$2.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10New |
$288 - $372
|
10
$312
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
15.8K+ 11.07% |
$456K - $589K
|
159K
$4.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
158New |
$4.55K - $5.88K
|
158
$4.93K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-41- 63.08% |
$1.18K - $1.53K
|
24
$749
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
9.86K+ 165.52% |
$284K - $367K
|
15.8K
$494K
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
14.9KNew |
$430K - $556K
|
14.9K
$466K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-6.04K- 96.53% |
$174K - $225K
|
217
$6.77K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 25.0% |
$288 - $372
|
50
$1.56K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-146- 1.88% |
$4.21K - $5.44K
|
7.62K
$238K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-50.2K- 59.12% |
$1.53M - $2.09M
|
34.7K
$1.08M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.32K- 45.64% |
$40.3K - $54.9K
|
1.57K
$49.1K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.53K- 4.21% |
$77.2K - $105K
|
57.6K
$1.8M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
60New |
$1.83K - $2.49K
|
60
$1.87K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
117K+ 109.96% |
$3.56M - $4.85M
|
223K
$6.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
404New |
$12.3K - $16.8K
|
404
$12.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
16New |
$488 - $665
|
16
$500
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2K+ 16.0% |
$61.1K - $83.1K
|
14.5K
$453K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-13.8K- 40.17% |
$423K - $576K
|
20.6K
$644K
|
|
|
Feb 14, 2025
Q4 2024
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-22.2K- 70.72% |
$677K - $922K
|
9.19K
$287K
|
|
|
Feb 14, 2025
Q4 2024
|
Lead Edge Capital Management, LLC
New York, NY |
BUY
|
- |
83K+ 5.74% |
$2.53M - $3.45M
|
1.53M
$47.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
50New |
$1.53K - $2.08K
|
50
$1.56K
|
|
|
Feb 14, 2025
Q4 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
4.21K+ 27.32% |
$128K - $175K
|
19.6K
$612K
|
|
|
Feb 14, 2025
Q4 2024
|
Abdiel Capital Advisors, LP
New York, NY |
BUY
|
- |
10.3K+ 0.1% |
$313K - $427K
|
10.2M
$318M
|
|
|
Feb 14, 2025
Q4 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
9.69KNew |
$296K - $403K
|
9.69K
$303K
|
|
|
Feb 14, 2025
Q4 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
72.9KNew |
$2.22M - $3.03M
|
72.9K
$2.28M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-3.6K- 54.49% |
$110K - $150K
|
3.01K
$93.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-48K- 63.96% |
$1.47M - $2M
|
27.1K
$845K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
28.1K+ 78.06% |
$859K - $1.17M
|
64.2K
$2M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
PUT |
-1K- 33.33% |
$30.5K - $41.6K
|
2K
$62.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
10.4KNew |
$318K - $432K
|
10.4K
$325K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
20New |
$611 - $831
|
20
$624
|
|