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 |
---|---|---|---|---|---|---|---|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
75New |
$2.65K - $3.34K
|
75
$2.34K
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
50New |
$1.76K - $2.23K
|
50
$1.56K
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
39New |
$1.38K - $1.74K
|
39
$1.22K
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
30New |
$1.06K - $1.34K
|
30
$937
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
20New |
$706 - $891
|
20
$624
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
13New |
$459 - $579
|
13
$406
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
5New |
$176 - $223
|
5
$156
|
|
Q3 2023 | |||||||
Oct 07, 2024
Q3 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
326KNew |
$13.8M - $17M
|
326K
$10.2M
|
|
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
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
8.12K+ 34.64% |
$344K - $423K
|
31.6K
$985K
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
6.21KNew |
$263K - $323K
|
6.21K
$194K
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.48KNew |
$232K - $285K
|
5.48K
$171K
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
4.91KNew |
$208K - $255K
|
4.91K
$153K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.68KNew |
$198K - $244K
|
4.68K
$146K
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
4.48KNew |
$190K - $233K
|
4.48K
$140K
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
4.05K+ 85.3% |
$172K - $211K
|
8.8K
$275K
|
|
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
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
689+ 19.8% |
$29.2K - $35.9K
|
4.17K
$130K
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
280New |
$11.9K - $14.6K
|
280
$8.74K
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
200+ 4.36% |
$8.48K - $10.4K
|
4.79K
$150K
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
132New |
$5.6K - $6.87K
|
132
$4.12K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
75New |
$3.18K - $3.9K
|
75
$2.34K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
74New |
$3.14K - $3.85K
|
74
$2.31K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
55New |
$2.33K - $2.86K
|
55
$1.72K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
40New |
$1.7K - $2.08K
|
40
$1.25K
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
5New |
$212 - $260
|
5
$156
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
5New |
$212 - $260
|
5
$156
|
|
Q2 2023 | |||||||
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 09, 2023
Q2 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
7.03KNew |
$237K - $379K
|
7.03K
$219K
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.65KNew |
$191K - $305K
|
5.65K
$176K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
200New |
$6.75K - $10.8K
|
200
$6.24K
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
106New |
$3.58K - $5.71K
|
106
$3.31K
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
50New |
$1.69K - $2.7K
|
50
$1.56K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
20New |
$675 - $1.08K
|
20
$624
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1New |
$33.7 - $53.9
|
1
$31.2
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
169KNew |
$5.26M - $7.77M
|
169K
$5.28M
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.87KNew |
$245K - $362K
|
7.87K
$246K
|
|
May 15, 2023
Q1 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
5.55KNew |
$173K - $255K
|
5.55K
$173K
|
|
May 04, 2023
Q1 2023
|
Lattice Capital Management, LLC
|
BUY
|
- |
4.9KNew |
$152K - $225K
|
4.9K
$153K
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
4.04KNew |
$126K - $186K
|
4.04K
$126K
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
600New |
$18.7K - $27.6K
|
600
$18.7K
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
300New |
$9.34K - $13.8K
|
300
$9.37K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
231New |
$7.19K - $10.6K
|
231
$7.21K
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
200New |
$6.22K - $9.19K
|
200
$6.24K
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
200New |
$6.22K - $9.19K
|
200
$6.24K
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
100New |
$3.11K - $4.6K
|
100
$3.12K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
100New |
$3.11K - $4.6K
|
100
$3.12K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4New |
$124 - $184
|
4
$125
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
15.5KNew |
$492K - $781K
|
15.5K
$484K
|