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, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
8.94KNew |
$257K - $333K
|
8.94K
$387K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
100New |
$2.88K - $3.72K
|
100
$4.33K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-15- 20.83% |
$432 - $558
|
57
$2.47K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
30New |
$864 - $1.12K
|
30
$1.3K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
200New |
$5.76K - $7.45K
|
200
$8.65K
|
|
|
May 07, 2025
Q1 2025
|
Ivy Lane Capital Management, LLC
Winter Park, FL |
BUY
|
- |
80KNew |
$2.3M - $2.98M
|
80K
$3.46M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
24New |
$691 - $894
|
24
$1.04K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
72+ 49.66% |
$2.07K - $2.68K
|
217
$9.39K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
2.4K+ 38.71% |
$69.1K - $89.4K
|
8.6K
$372K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
15New |
$432 - $558
|
15
$649
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
461+ 21.75% |
$13.3K - $17.2K
|
2.58K
$112K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
26.2KNew |
$756K - $977K
|
26.2K
$1.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
61New |
$1.76K - $2.27K
|
61
$2.64K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
100New |
$2.88K - $3.72K
|
100
$4.33K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
5+ 0.36% |
$144 - $186
|
1.41K
$60.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
30New |
$864 - $1.12K
|
30
$1.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10New |
$288 - $372
|
10
$433
|
|
|
Apr 16, 2025
Q1 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
158New |
$4.55K - $5.88K
|
158
$6.84K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-41- 63.08% |
$1.18K - $1.53K
|
24
$1.04K
|
|
| Q4 2024 | |||||||
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
60New |
$1.83K - $2.49K
|
60
$2.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
9.69KNew |
$296K - $403K
|
9.69K
$419K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
50New |
$1.53K - $2.08K
|
50
$2.16K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
117K+ 109.96% |
$3.56M - $4.85M
|
223K
$9.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
16New |
$488 - $665
|
16
$692
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
28.1K+ 78.06% |
$859K - $1.17M
|
64.2K
$2.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
13.7KNew |
$417K - $568K
|
13.7K
$591K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
40New |
$1.22K - $1.66K
|
40
$1.73K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.8KNew |
$390K - $530K
|
12.8K
$552K
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-214- 2.31% |
$6.53K - $8.89K
|
9.06K
$392K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
400+ 5.13% |
$12.2K - $16.6K
|
8.2K
$355K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-152- 32.14% |
$4.64K - $6.32K
|
321
$13.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
336New |
$10.3K - $14K
|
336
$14.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-100- 80.0% |
$3.05K - $4.16K
|
25
$1.08K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
300New |
$9.16K - $12.5K
|
300
$13K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
610New |
$18.6K - $25.4K
|
610
$26.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-302- 90.15% |
$9.22K - $12.6K
|
33
$1.43K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
40+ 1.57% |
$1.22K - $1.66K
|
2.59K
$112K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
126New |
$3.85K - $5.24K
|
126
$5.45K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
20New |
$611 - $831
|
20
$865
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
10New |
$305 - $416
|
10
$433
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
112New |
$3.42K - $4.65K
|
112
$4.85K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-114- 54.03% |
$3.48K - $4.74K
|
97
$4.2K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2025
Q3 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
113KNew |
$3.07M - $4.29M
|
113K
$4.91M
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
201KNew |
$5.43M - $7.59M
|
201K
$8.69M
|
|
|
Nov 14, 2024
Q3 2024
|
B. Riley Asset Management, LLC
Dallas, TX |
SELL
|
- |
-68.6K- 97.17% |
$1.86M - $2.59M
|
2K
$86.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.53KNew |
$231K - $322K
|
8.53K
$369K
|
|
|
Nov 14, 2024
Q3 2024
|
Berylson Capital Partners, LLC
Boston, MA |
BUY
|
- |
54.5KNew |
$1.47M - $2.06M
|
54.5K
$2.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-6.27K- 31.5% |
$170K - $237K
|
13.6K
$590K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
7New |
$189 - $265
|
7
$303
|
|
|
Nov 14, 2024
Q3 2024
|
Empyrean Capital Partners, LP
Los Angeles, CA |
SELL
|
- |
-226K- 90.4% |
$6.11M - $8.54M
|
24K
$1.04M
|
|