Latest Institutional Purchases of Appian Corp (APPN)
This list provides information on the latest institutional transactions involving Appian Corp (APPN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
106New |
$3.58K - $5.71K
|
106
$3.97K
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
50New |
$1.69K - $2.7K
|
50
$1.87K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
20New |
$675 - $1.08K
|
20
$749
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1New |
$33.7 - $53.9
|
1
$37.5
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
169KNew |
$5.26M - $7.77M
|
169K
$6.33M
|
|
May 15, 2023
Q1 2023
|
Ivy Lane Capital Management, LLC
Winter Park, FL |
BUY
|
- |
21.2KNew |
$660K - $974K
|
21.2K
$794K
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.87KNew |
$245K - $362K
|
7.87K
$295K
|
|
May 15, 2023
Q1 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
5.55KNew |
$173K - $255K
|
5.55K
$208K
|
|
May 05, 2023
Q1 2023
|
Versor Investments LP
|
BUY
|
- |
5.4KNew |
$168K - $248K
|
5.4K
$202K
|
|
May 04, 2023
Q1 2023
|
Lattice Capital Management, LLC
|
BUY
|
- |
4.9KNew |
$152K - $225K
|
4.9K
$184K
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
4.04KNew |
$126K - $186K
|
4.04K
$151K
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
600New |
$18.7K - $27.6K
|
600
$22.5K
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
300New |
$9.34K - $13.8K
|
300
$11.2K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
231New |
$7.19K - $10.6K
|
231
$8.65K
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
200New |
$6.22K - $9.19K
|
200
$7.49K
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
200New |
$6.22K - $9.19K
|
200
$7.49K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
100New |
$3.11K - $4.6K
|
100
$3.75K
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
100New |
$3.11K - $4.6K
|
100
$3.75K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
100New |
$3.11K - $4.6K
|
100
$3.75K
|
|
Apr 14, 2023
Q1 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
9New |
$280 - $414
|
9
$337
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4New |
$124 - $184
|
4
$150
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1+ 6.25% |
$31.1 - $46
|
17
$637
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
71KNew |
$2.26M - $3.58M
|
71K
$2.66M
|
|
Feb 13, 2023
Q4 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
15.5KNew |
$492K - $781K
|
15.5K
$581K
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
8.54KNew |
$271K - $430K
|
8.54K
$320K
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
3.23KNew |
$103K - $163K
|
3.23K
$121K
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.45KNew |
$46.1K - $73.1K
|
1.45K
$54.3K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
363+ 86.63% |
$11.5K - $18.3K
|
782
$29.3K
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
308New |
$9.79K - $15.5K
|
308
$11.5K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
50New |
$1.59K - $2.52K
|
50
$1.87K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
35New |
$1.11K - $1.76K
|
35
$1.31K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
21New |
$667 - $1.06K
|
21
$787
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
10New |
$318 - $504
|
10
$375
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5+ 0.5% |
$159 - $252
|
1.01K
$37.9K
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 18.18% |
$63.5 - $101
|
13
$487
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Stack Line Partners LP
New York, NY |
BUY
|
- |
69.7K+ 13.03% |
$2.82M - $3.86M
|
604K
$22.6M
|
|
Nov 14, 2022
Q3 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
60.4K+ 35.29% |
$2.45M - $3.35M
|
232K
$8.68M
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
8.17KNew |
$331K - $453K
|
8.17K
$306K
|
|
Sep 18, 2023
Q3 2022
|
Washington Capital Management Inc
|
BUY
|
- |
6.7KNew |
$272K - $371K
|
6.7K
$251K
|
|
Oct 18, 2022
Q3 2022
|
Washington Capital Management Inc
|
BUY
|
PUT |
6.7KNew |
$272K - $371K
|
6.7K
$251K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
415New |
$16.8K - $23K
|
415
$15.5K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
316New |
$12.8K - $17.5K
|
316
$11.8K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
300+ 1200.0% |
$12.2K - $16.6K
|
325
$12.2K
|
|
Nov 09, 2022
Q3 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
260New |
$10.5K - $14.4K
|
260
$9.74K
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
240New |
$9.73K - $13.3K
|
240
$8.99K
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
210+ 3.05% |
$8.51K - $11.6K
|
7.09K
$265K
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
150+ 29.88% |
$6.08K - $8.31K
|
652
$24.4K
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
CALL |
100New |
$4.05K - $5.54K
|
100
$3.75K
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
80+ 0.91% |
$3.24K - $4.43K
|
8.84K
$331K
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
14New |
$568 - $776
|
14
$524
|