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 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1New |
$33.7 - $53.9
|
1
$30.6
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1- 0.51% |
$33.7 - $53.9
|
196
$5.99K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
7.03KNew |
$237K - $379K
|
7.03K
$215K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
200New |
$6.75K - $10.8K
|
200
$6.12K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
50New |
$1.69K - $2.7K
|
50
$1.53K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-250- 82.24% |
$8.43K - $13.5K
|
54
$1.65K
|
|
|
Aug 02, 2023
Q2 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-20- 0.08% |
$675 - $1.08K
|
26K
$795K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
20New |
$675 - $1.08K
|
20
$612
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-5- 5.56% |
$169 - $270
|
85
$2.6K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
106New |
$3.58K - $5.71K
|
106
$3.24K
|
|
| Q1 2023 | |||||||
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
200New |
$6.22K - $9.19K
|
200
$6.12K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
100New |
$3.11K - $4.6K
|
100
$3.06K
|
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
300New |
$9.34K - $13.8K
|
300
$9.17K
|
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-26.9K- 77.74% |
$836K - $1.23M
|
7.69K
$235K
|
|
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-6.64K- 44.45% |
$207K - $305K
|
8.29K
$254K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.87KNew |
$245K - $362K
|
7.87K
$241K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
600New |
$18.7K - $27.6K
|
600
$18.3K
|
|
|
May 15, 2023
Q1 2023
|
Ivy Lane Capital Management, LLC
Winter Park, FL |
BUY
|
- |
21.2KNew |
$660K - $974K
|
21.2K
$648K
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-163- 97.02% |
$5.07K - $7.49K
|
5
$153
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-5.1K- 39.84% |
$159K - $234K
|
7.7K
$235K
|
|
|
May 15, 2023
Q1 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
5.55KNew |
$173K - $255K
|
5.55K
$170K
|
|
|
May 12, 2023
Q1 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-9.28K- 11.99% |
$289K - $427K
|
68.1K
$2.08M
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-114- 90.48% |
$3.55K - $5.24K
|
12
$367
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1+ 6.25% |
$31.1 - $46
|
17
$520
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4New |
$124 - $184
|
4
$122
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
169KNew |
$5.26M - $7.77M
|
169K
$5.17M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-62- 43.97% |
$1.93K - $2.85K
|
79
$2.42K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-23- 88.46% |
$716 - $1.06K
|
3
$91.7
|
|
|
May 04, 2023
Q1 2023
|
Lattice Capital Management, LLC
|
BUY
|
- |
4.9KNew |
$152K - $225K
|
4.9K
$150K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-10- 1.65% |
$311 - $460
|
596
$18.2K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-90- 84.11% |
$2.8K - $4.14K
|
17
$520
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
231New |
$7.19K - $10.6K
|
231
$7.06K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-11- 52.38% |
$342 - $506
|
10
$306
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
100New |
$3.11K - $4.6K
|
100
$3.06K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
4.04KNew |
$126K - $186K
|
4.04K
$124K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
100New |
$3.11K - $4.6K
|
100
$3.06K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
200New |
$6.22K - $9.19K
|
200
$6.12K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-31- 62.0% |
$965 - $1.42K
|
19
$581
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5+ 0.5% |
$159 - $252
|
1.01K
$31K
|
|
|
Feb 22, 2023
Q4 2022
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-73K- 71.15% |
$2.32M - $3.68M
|
29.6K
$905K
|
|
|
Feb 14, 2023
Q4 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-4.1K- 68.33% |
$130K - $207K
|
1.9K
$58.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
71KNew |
$2.26M - $3.58M
|
71K
$2.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-200- 40.0% |
$6.35K - $10.1K
|
300
$9.17K
|
|
|
Feb 13, 2023
Q4 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
15.5KNew |
$492K - $781K
|
15.5K
$474K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
21New |
$667 - $1.06K
|
21
$642
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
308New |
$9.79K - $15.5K
|
308
$9.42K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
3.23KNew |
$103K - $163K
|
3.23K
$98.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-182- 72.51% |
$5.78K - $9.17K
|
69
$2.11K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
363+ 86.63% |
$11.5K - $18.3K
|
782
$23.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-899- 4.61% |
$28.6K - $45.3K
|
18.6K
$569K
|
|