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 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1+ 6.25% |
$31.1 - $46
|
17
$637
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1+ 0.45% |
$31.1 - $46
|
223
$8.35K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4- 5.63% |
$124 - $184
|
67
$2.51K
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-9- 0.03% |
$280 - $414
|
31.7K
$1.19M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-10- 0.1% |
$311 - $460
|
10.4K
$390K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-10- 1.65% |
$311 - $460
|
596
$22.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-11- 52.38% |
$342 - $506
|
10
$375
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-11- 9.91% |
$342 - $506
|
100
$3.75K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-15- 5.45% |
$467 - $689
|
260
$9.74K
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-17- 0.25% |
$529 - $781
|
6.92K
$259K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-23- 88.46% |
$716 - $1.06K
|
3
$112
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-31- 62.0% |
$965 - $1.42K
|
19
$712
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-53- 23.25% |
$1.65K - $2.44K
|
175
$6.56K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-56- 24.03% |
$1.74K - $2.57K
|
177
$6.63K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-59- 21.61% |
$1.84K - $2.71K
|
214
$8.02K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-62- 43.97% |
$1.93K - $2.85K
|
79
$2.96K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-76- 4.21% |
$2.37K - $3.49K
|
1.73K
$64.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-78- 74.29% |
$2.43K - $3.58K
|
27
$1.01K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-90- 84.11% |
$2.8K - $4.14K
|
17
$637
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-93- 6.2% |
$2.89K - $4.27K
|
1.41K
$52.7K
|
|
|
May 03, 2023
Q1 2023
|
Synergy Financial Group, LTD
|
SELL
|
- |
-101- 0.73% |
$3.14K - $4.64K
|
13.7K
$515K
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-114- 90.48% |
$3.55K - $5.24K
|
12
$450
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-117- 6.88% |
$3.64K - $5.38K
|
1.58K
$59.3K
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-151- 0.97% |
$4.7K - $6.94K
|
15.4K
$577K
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-163- 97.02% |
$5.07K - $7.49K
|
5
$187
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-189- 6.94% |
$5.88K - $8.69K
|
2.54K
$95K
|
|
|
May 15, 2023
Q1 2023
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-201- 0.42% |
$6.26K - $9.24K
|
47.8K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-216- 26.9% |
$6.72K - $9.93K
|
587
$22K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-224- 31.02% |
$6.97K - $10.3K
|
498
$18.7K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-228- 60.32% |
$7.1K - $10.5K
|
150
$5.62K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-244- 1.08% |
$7.59K - $11.2K
|
22.3K
$834K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-301- 95.56% |
$9.37K - $13.8K
|
14
$524
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-348- 14.02% |
$10.8K - $16K
|
2.13K
$79.9K
|
|
|
May 15, 2023
Q1 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-410- 1.55% |
$12.8K - $18.8K
|
26K
$975K
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-421- 9.71% |
$13.1K - $19.3K
|
3.92K
$147K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-537- 2.44% |
$16.7K - $24.7K
|
21.4K
$803K
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-724- 1.56% |
$22.5K - $33.3K
|
45.5K
$1.71M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-757- 50.64% |
$23.6K - $34.8K
|
738
$27.6K
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-796- 1.51% |
$24.8K - $36.6K
|
51.8K
$1.94M
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-806- 2.91% |
$25.1K - $37K
|
26.9K
$1.01M
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-839- 13.02% |
$26.1K - $38.6K
|
5.6K
$210K
|
|
|
May 15, 2023
Q1 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-990- 0.93% |
$30.8K - $45.5K
|
106K
$3.96M
|
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
SELL
|
- |
-1K- 76.92% |
$31.1K - $46K
|
300
$11.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1K- 49.38% |
$31.1K - $46K
|
1.03K
$38.4K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.38K- 11.34% |
$43.1K - $63.6K
|
10.8K
$406K
|
|
|
May 15, 2023
Q1 2023
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-1.6K- 88.89% |
$49.8K - $73.5K
|
200
$7.49K
|
|
|
May 11, 2023
Q1 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-1.66K- 24.74% |
$51.6K - $76.2K
|
5.04K
$189K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.89K- 12.83% |
$58.7K - $86.7K
|
12.8K
$480K
|
|
|
May 15, 2023
Q1 2023
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-2.6K- 11.39% |
$81K - $120K
|
20.3K
$759K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.77K- 20.3% |
$86.3K - $127K
|
10.9K
$408K
|