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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
CALL |
-600- 66.67% |
$21.2K - $26.7K
|
300
$9.37K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
13New |
$459 - $579
|
13
$406
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
30New |
$1.06K - $1.34K
|
30
$937
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-9- 0.45% |
$318 - $401
|
2K
$62.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-400- 12.64% |
$14.1K - $17.8K
|
2.77K
$86.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
CALL |
-400- 66.67% |
$14.1K - $17.8K
|
200
$6.24K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.14K- 23.81% |
$40K - $50.6K
|
3.63K
$113K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
100New |
$3.53K - $4.46K
|
100
$3.12K
|
|
| Q3 2023 | |||||||
|
Oct 07, 2024
Q3 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
326KNew |
$13.8M - $17M
|
326K
$10.2M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-100Closed |
$4.24K - $5.2K
|
0
$0
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-900- 4.39% |
$38.2K - $46.8K
|
19.6K
$612K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-9- 45.0% |
$382 - $468
|
11
$343
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
132New |
$5.6K - $6.87K
|
132
$4.12K
|
|
|
Nov 14, 2023
Q3 2023
|
Granahan Investment Management, LLC
Waltham, MA |
BUY
|
- |
66.6K+ 50.1% |
$2.82M - $3.46M
|
199K
$6.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-130- 50.0% |
$5.51K - $6.77K
|
130
$4.06K
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
4.48KNew |
$190K - $233K
|
4.48K
$140K
|
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
8.12K+ 34.64% |
$344K - $423K
|
31.6K
$985K
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
4.91KNew |
$208K - $255K
|
4.91K
$153K
|
|
|
Nov 14, 2023
Q3 2023
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-25.6K- 53.9% |
$1.09M - $1.33M
|
21.9K
$685K
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-19.8K- 82.23% |
$841K - $1.03M
|
4.29K
$134K
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.48KNew |
$232K - $285K
|
5.48K
$171K
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-316- 4.83% |
$13.4K - $16.4K
|
6.22K
$194K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
689+ 19.8% |
$29.2K - $35.9K
|
4.17K
$130K
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
6.21KNew |
$263K - $323K
|
6.21K
$194K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
200+ 4.36% |
$8.48K - $10.4K
|
4.79K
$150K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
280New |
$11.9K - $14.6K
|
280
$8.74K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.68KNew |
$198K - $244K
|
4.68K
$146K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
55New |
$2.33K - $2.86K
|
55
$1.72K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
74New |
$3.14K - $3.85K
|
74
$2.31K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
5New |
$212 - $260
|
5
$156
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-14- 8.48% |
$594 - $729
|
151
$4.71K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
40New |
$1.7K - $2.08K
|
40
$1.25K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
695+ 16.4% |
$29.5K - $36.2K
|
4.93K
$154K
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
5New |
$212 - $260
|
5
$156
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
4.05K+ 85.3% |
$172K - $211K
|
8.8K
$275K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-10- 1.96% |
$424 - $520
|
500
$15.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
75New |
$3.18K - $3.9K
|
75
$2.34K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-25- 55.56% |
$1.06K - $1.3K
|
20
$624
|
|
| Q2 2023 | |||||||
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.65KNew |
$191K - $305K
|
5.65K
$176K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-31- 63.27% |
$1.05K - $1.67K
|
18
$562
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
10KNew |
$337K - $539K
|
10K
$312K
|
|
|
Aug 11, 2023
Q2 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
8.19KNew |
$276K - $441K
|
8.19K
$256K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1New |
$33.7 - $53.9
|
1
$31.2
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1- 0.51% |
$33.7 - $53.9
|
196
$6.12K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
200New |
$6.75K - $10.8K
|
200
$6.24K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
7.03KNew |
$237K - $379K
|
7.03K
$219K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
50New |
$1.69K - $2.7K
|
50
$1.56K
|
|
|
Aug 02, 2023
Q2 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-20- 0.08% |
$675 - $1.08K
|
26K
$812K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-250- 82.24% |
$8.43K - $13.5K
|
54
$1.69K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
20New |
$675 - $1.08K
|
20
$624
|
|