Purchases and Sales Made in Q1 2023 in Appian Corp (APPN)
This table provides information about the institutional ownership of Appian Corp (APPN) during Q1 2023. The information is specifically focused on institutions that hold shares of APPIAN CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.62KNew |
$81.6K - $120K
|
2.62K
$91.9K
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
2.5K+ 6.09% |
$77.9K - $115K
|
43.6K
$1.53M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.19K+ 13.54% |
$68.2K - $101K
|
18.4K
$644K
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.87K+ 3.41% |
$58K - $85.7K
|
56.6K
$1.98M
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
1.42KNew |
$44K - $65K
|
1.42K
$49.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.32K+ 4.1% |
$41.1K - $60.7K
|
33.5K
$1.18M
|
|
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
1.2K+ 6.82% |
$37.3K - $55.2K
|
18.8K
$659K
|
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
980+ 2.7% |
$30.5K - $45K
|
37.2K
$1.3M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
835+ 22.46% |
$26K - $38.4K
|
4.55K
$160K
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
680+ 850.0% |
$21.2K - $31.3K
|
760
$26.6K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
617+ 22.64% |
$19.2K - $28.4K
|
3.34K
$117K
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
607New |
$18.9K - $27.9K
|
607
$21.3K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
600New |
$18.7K - $27.6K
|
600
$21K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
453New |
$14.1K - $20.8K
|
453
$15.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
419+ 2.36% |
$13K - $19.3K
|
18.1K
$636K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
400+ 5.99% |
$12.4K - $18.4K
|
7.07K
$248K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
385+ 2.03% |
$12K - $17.7K
|
19.3K
$677K
|
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
300New |
$9.34K - $13.8K
|
300
$10.5K
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
289+ 0.48% |
$8.99K - $13.3K
|
61K
$2.14M
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
288+ 2.93% |
$8.96K - $13.2K
|
10.1K
$354K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
277+ 69.25% |
$8.62K - $12.7K
|
677
$23.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
BUY
|
- |
245+ 6.98% |
$7.62K - $11.3K
|
3.76K
$132K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
231New |
$7.19K - $10.6K
|
231
$8.1K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
231+ 0.78% |
$7.19K - $10.6K
|
29.7K
$1.04M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
221+ 37.27% |
$6.88K - $10.2K
|
814
$28.5K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
200New |
$6.22K - $9.19K
|
200
$7.01K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
200New |
$6.22K - $9.19K
|
200
$7.01K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
187+ 0.06% |
$5.82K - $8.59K
|
302K
$10.6M
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
165+ 1.02% |
$5.13K - $7.58K
|
16.3K
$570K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
160+ 0.96% |
$4.98K - $7.35K
|
16.9K
$591K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
137+ 177.92% |
$4.26K - $6.3K
|
214
$7.5K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
114+ 83.82% |
$3.55K - $5.24K
|
250
$8.76K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
108+ 1542.86% |
$3.36K - $4.96K
|
115
$4.03K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
100New |
$3.11K - $4.6K
|
100
$3.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
100New |
$3.11K - $4.6K
|
100
$3.5K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
100+ 1.53% |
$3.11K - $4.6K
|
6.65K
$233K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
100New |
$3.11K - $4.6K
|
100
$3.5K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
34New |
$1.06K - $1.56K
|
34
$1.19K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
31+ 172.22% |
$965 - $1.42K
|
49
$1.72K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
22New |
$685 - $1.01K
|
22
$771
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
21New |
$654 - $965
|
21
$736
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
15+ 22.39% |
$467 - $689
|
82
$2.87K
|
|
|
Apr 14, 2023
Q1 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
9New |
$280 - $414
|
9
$315
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
9New |
$280 - $414
|
9
$315
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 5.88% |
$156 - $230
|
90
$3.15K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
4+ 80.0% |
$124 - $184
|
9
$315
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4New |
$124 - $184
|
4
$140
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3+ 2.4% |
$93.4 - $138
|
128
$4.49K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.6% |
$93.4 - $138
|
507
$17.8K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2+ 0.02% |
$62.2 - $91.9
|
8.34K
$292K
|