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 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
$36.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
200New |
$18.4K - $27.6K
|
200
$6.24K
|
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
11+ 110.0% |
$1.01K - $1.52K
|
21
$656
|
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
2New |
$184 - $276
|
2
$62.4
|
|
| Q2 2021 | |||||||
|
Mar 14, 2023
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.52KNew |
$118K - $227K
|
1.52K
$47.5K
|
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
BUY
|
- |
37+ 33.64% |
$2.87K - $5.52K
|
147
$4.59K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
7New |
$542 - $1.04K
|
7
$219
|
|
| Q1 2021 | |||||||
|
Sep 21, 2023
Q1 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
10KNew |
$1.27M - $2.36M
|
10K
$314K
|
|
|
May 14, 2021
Q1 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
2.39KNew |
$303K - $562K
|
2.39K
$74.6K
|
|
|
Nov 09, 2023
Q1 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
200+ 8.7% |
$25.3K - $47K
|
2.5K
$78.1K
|
|
|
Apr 16, 2021
Q1 2021
|
Adirondack Trust CO
|
BUY
|
- |
30+ 12.0% |
$3.8K - $7.06K
|
280
$8.74K
|
|
|
May 17, 2021
Q1 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3New |
$380 - $706
|
3
$93.7
|
|
|
Jan 10, 2025
Q1 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
CALL |
50KNew |
$3.17M - $9.69M
|
50K
$1.56M
|
|
|
Feb 12, 2021
Q4 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1.8KNew |
$114K - $349K
|
1.8K
$56.2K
|
|
|
Jan 29, 2021
Q4 2020
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
300New |
$19K - $58.2K
|
300
$9.37K
|
|
|
Feb 03, 2021
Q4 2020
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
13New |
$823 - $2.52K
|
13
$406
|
|
|
Jan 29, 2021
Q4 2020
|
Macroview Investment Management LLC
|
BUY
|
- |
6New |
$380 - $1.16K
|
6
$187
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.83K+ 110.59% |
$57.3K - $114K
|
3.48K
$109K
|
|
|
Jul 20, 2020
Q2 2020
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
500New |
$15.7K - $31.2K
|
500
$15.6K
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
62.4K+ 390.0% |
$1.97M - $3.95M
|
78.4K
$2.45M
|
|
|
May 14, 2020
Q1 2020
|
Sculptor Capital LP
New York, NY |
BUY
|
PUT |
62.4K+ 390.0% |
$1.97M - $3.95M
|
78.4K
$2.45M
|
|
|
Apr 30, 2020
Q1 2020
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
70New |
$2.21K - $4.43K
|
70
$2.19K
|
|
|
Apr 27, 2020
Q1 2020
|
Hudock, Inc.
|
BUY
|
- |
40New |
$1.26K - $2.53K
|
40
$1.25K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
PUT |
25K+ 100.0% |
$943K - $1.27M
|
50K
$1.56M
|
|
| Q3 2019 | |||||||
|
Nov 15, 2019
Q3 2019
|
Sws Partners
|
BUY
|
- |
13KNew |
$462K - $799K
|
13K
$406K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
BUY
|
- |
354KNew |
$8.13M - $10.7M
|
354K
$11M
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
6.5KNew |
$198K - $243K
|
6.5K
$203K
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
40KNew |
$788K - $1.34M
|
40K
$1.25M
|
|