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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$40.5 - $55.4
|
1
$35.1
|
|
| Q2 2022 | |||||||
|
Aug 04, 2022
Q2 2022
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
47.2KNew |
$1.86M - $3.07M
|
47.2K
$1.65M
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
26.4KNew |
$1.04M - $1.71M
|
26.4K
$924K
|
|
|
Aug 15, 2022
Q2 2022
|
Solel Partners LP
Boston, MA |
BUY
|
- |
21KNew |
$829K - $1.36M
|
21K
$736K
|
|
|
Aug 15, 2022
Q2 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
9.2KNew |
$363K - $598K
|
9.2K
$322K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.57KNew |
$62.1K - $102K
|
1.57K
$55.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
260New |
$10.3K - $16.9K
|
260
$9.11K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
241New |
$9.51K - $15.7K
|
241
$8.45K
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
175New |
$6.91K - $11.4K
|
175
$6.13K
|
|
|
Jul 11, 2022
Q2 2022
|
West Oak Capital, LLC
|
BUY
|
- |
50New |
$1.97K - $3.25K
|
50
$1.75K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
28New |
$1.1K - $1.82K
|
28
$981
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
20New |
$789 - $1.3K
|
20
$701
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
14New |
$552 - $910
|
14
$491
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5+ 6.67% |
$197 - $325
|
80
$2.8K
|
|
| Q1 2022 | |||||||
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
750New |
$35.8K - $49.9K
|
750
$26.3K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
750New |
$35.8K - $49.9K
|
750
$26.3K
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
400New |
$19.1K - $26.6K
|
400
$14K
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
340New |
$16.2K - $22.6K
|
340
$11.9K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
150New |
$7.15K - $9.98K
|
150
$5.26K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
150New |
$7.15K - $9.98K
|
150
$5.26K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
125New |
$5.96K - $8.32K
|
125
$4.38K
|
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
BUY
|
- |
64New |
$3.05K - $4.26K
|
64
$2.24K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.03K+ 265.93% |
$328K - $520K
|
6.93K
$243K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
190New |
$12.4K - $19.6K
|
190
$6.66K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
150New |
$9.78K - $15.5K
|
150
$5.26K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
105New |
$6.85K - $10.9K
|
105
$3.68K
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
68+ 56.2% |
$4.43K - $7.03K
|
189
$6.62K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
60New |
$3.91K - $6.2K
|
60
$2.1K
|
|
|
Feb 01, 2022
Q4 2021
|
Field & Main Bank
|
BUY
|
- |
50New |
$3.26K - $5.17K
|
50
$1.75K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.16KNew |
$107K - $161K
|
1.16K
$40.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
200New |
$18.4K - $27.6K
|
200
$7.01K
|
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
11+ 110.0% |
$1.01K - $1.52K
|
21
$736
|
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
2New |
$184 - $276
|
2
$70.1
|
|
| Q2 2021 | |||||||
|
Mar 14, 2023
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.52KNew |
$118K - $227K
|
1.52K
$53.4K
|
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
BUY
|
- |
37+ 33.64% |
$2.87K - $5.52K
|
147
$5.15K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
7New |
$542 - $1.04K
|
7
$245
|
|
| Q1 2021 | |||||||
|
Sep 21, 2023
Q1 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
10KNew |
$1.27M - $2.36M
|
10K
$352K
|
|
|
May 14, 2021
Q1 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
2.39KNew |
$303K - $562K
|
2.39K
$83.8K
|
|
|
Nov 09, 2023
Q1 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
200+ 8.7% |
$25.3K - $47K
|
2.5K
$87.6K
|
|
|
Apr 16, 2021
Q1 2021
|
Adirondack Trust CO
|
BUY
|
- |
30+ 12.0% |
$3.8K - $7.06K
|
280
$9.81K
|
|
|
May 17, 2021
Q1 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3New |
$380 - $706
|
3
$105
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
CALL |
50KNew |
$3.17M - $9.69M
|
50K
$1.75M
|
|
|
Dec 19, 2024
Q4 2020
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
6.91KNew |
$437K - $1.34M
|
6.91K
$242K
|
|
|
Feb 12, 2021
Q4 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1.8KNew |
$114K - $349K
|
1.8K
$63.1K
|
|
|
Jan 29, 2021
Q4 2020
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
300New |
$19K - $58.2K
|
300
$10.5K
|
|
|
Feb 03, 2021
Q4 2020
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
13New |
$823 - $2.52K
|
13
$456
|
|
|
Jan 29, 2021
Q4 2020
|
Macroview Investment Management LLC
|
BUY
|
- |
6New |
$380 - $1.16K
|
6
$210
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.83K+ 110.59% |
$57.3K - $114K
|
3.48K
$122K
|
|
|
Jul 20, 2020
Q2 2020
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
500New |
$15.7K - $31.2K
|
500
$17.5K
|
|