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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
3.23KNew |
$103K - $163K
|
3.23K
$101K
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.45KNew |
$46.1K - $73.1K
|
1.45K
$45.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
363+ 86.63% |
$11.5K - $18.3K
|
782
$24.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
308New |
$9.79K - $15.5K
|
308
$9.62K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
50New |
$1.59K - $2.52K
|
50
$1.56K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
35New |
$1.11K - $1.76K
|
35
$1.09K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
21New |
$667 - $1.06K
|
21
$656
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
10New |
$318 - $504
|
10
$312
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5+ 0.5% |
$159 - $252
|
1.01K
$31.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 18.18% |
$63.5 - $101
|
13
$406
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Stack Line Partners LP
New York, NY |
BUY
|
- |
69.7K+ 13.03% |
$2.82M - $3.86M
|
604K
$18.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
60.4K+ 35.29% |
$2.45M - $3.35M
|
232K
$7.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
8.17KNew |
$331K - $453K
|
8.17K
$255K
|
|
|
Sep 18, 2023
Q3 2022
|
Washington Capital Management Inc
|
BUY
|
- |
6.7KNew |
$272K - $371K
|
6.7K
$209K
|
|
|
Oct 18, 2022
Q3 2022
|
Washington Capital Management Inc
|
BUY
|
PUT |
6.7KNew |
$272K - $371K
|
6.7K
$209K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
415New |
$16.8K - $23K
|
415
$13K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
316New |
$12.8K - $17.5K
|
316
$9.87K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
300+ 1200.0% |
$12.2K - $16.6K
|
325
$10.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
260New |
$10.5K - $14.4K
|
260
$8.12K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
240New |
$9.73K - $13.3K
|
240
$7.49K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
210+ 3.05% |
$8.51K - $11.6K
|
7.09K
$221K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
150+ 29.88% |
$6.08K - $8.31K
|
652
$20.4K
|
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
CALL |
100New |
$4.05K - $5.54K
|
100
$3.12K
|
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
80+ 0.91% |
$3.24K - $4.43K
|
8.84K
$276K
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
14New |
$568 - $776
|
14
$437
|
|
| Q2 2022 | |||||||
|
Aug 04, 2022
Q2 2022
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
47.2KNew |
$1.86M - $3.07M
|
47.2K
$1.47M
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
26.4KNew |
$1.04M - $1.71M
|
26.4K
$823K
|
|
|
Aug 15, 2022
Q2 2022
|
Solel Partners LP
Boston, MA |
BUY
|
- |
21KNew |
$829K - $1.36M
|
21K
$656K
|
|
|
Aug 15, 2022
Q2 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
9.2KNew |
$363K - $598K
|
9.2K
$287K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.57KNew |
$62.1K - $102K
|
1.57K
$49.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
260New |
$10.3K - $16.9K
|
260
$8.12K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
241New |
$9.51K - $15.7K
|
241
$7.52K
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
175New |
$6.91K - $11.4K
|
175
$5.46K
|
|
|
Jul 11, 2022
Q2 2022
|
West Oak Capital, LLC
|
BUY
|
- |
50New |
$1.97K - $3.25K
|
50
$1.56K
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
20New |
$789 - $1.3K
|
20
$624
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
14New |
$552 - $910
|
14
$437
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5+ 6.67% |
$197 - $325
|
80
$2.5K
|
|
| Q1 2022 | |||||||
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
750New |
$35.8K - $49.9K
|
750
$23.4K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
750New |
$35.8K - $49.9K
|
750
$23.4K
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
400New |
$19.1K - $26.6K
|
400
$12.5K
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
340New |
$16.2K - $22.6K
|
340
$10.6K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
150New |
$7.15K - $9.98K
|
150
$4.68K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
150New |
$7.15K - $9.98K
|
150
$4.68K
|
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
BUY
|
- |
64New |
$3.05K - $4.26K
|
64
$2K
|
|
| Q4 2021 | |||||||
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
190New |
$12.4K - $19.6K
|
190
$5.93K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
150New |
$9.78K - $15.5K
|
150
$4.68K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
105New |
$6.85K - $10.9K
|
105
$3.28K
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
68+ 56.2% |
$4.43K - $7.03K
|
189
$5.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
60New |
$3.91K - $6.2K
|
60
$1.87K
|
|
|
Feb 01, 2022
Q4 2021
|
Field & Main Bank
|
BUY
|
- |
50New |
$3.26K - $5.17K
|
50
$1.56K
|
|