Purchases and Sales Made in Q1 2025 in Appian Corp (APPN)
This table provides information about the institutional ownership of Appian Corp (APPN) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
146+ 2.17% |
$4.21K - $5.44K
|
6.88K
$215K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
105New |
$3.03K - $3.91K
|
105
$3.28K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
100New |
$2.88K - $3.72K
|
100
$3.12K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
100New |
$2.88K - $3.72K
|
100
$3.12K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
100New |
$2.88K - $3.72K
|
100
$3.12K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
87+ 127.94% |
$2.51K - $3.24K
|
155
$4.84K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
86+ 12.57% |
$2.48K - $3.2K
|
770
$24K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
85+ 1.05% |
$2.45K - $3.16K
|
8.21K
$256K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
80+ 22.86% |
$2.3K - $2.98K
|
430
$13.4K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
72+ 49.66% |
$2.07K - $2.68K
|
217
$6.77K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
61New |
$1.76K - $2.27K
|
61
$1.9K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
50+ 9.71% |
$1.44K - $1.86K
|
565
$17.6K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
39New |
$1.12K - $1.45K
|
39
$1.22K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
38+ 48.72% |
$1.09K - $1.41K
|
116
$3.62K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
37+ 10.82% |
$1.07K - $1.38K
|
379
$11.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
37+ 92.5% |
$1.07K - $1.38K
|
77
$2.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
30New |
$864 - $1.12K
|
30
$936
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
30New |
$864 - $1.12K
|
30
$936
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
24New |
$691 - $894
|
24
$749
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
15New |
$432 - $558
|
15
$468
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
14+ 140.0% |
$403 - $521
|
24
$749
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
10+ 2.61% |
$288 - $372
|
393
$12.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10New |
$288 - $372
|
10
$312
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 25.0% |
$288 - $372
|
50
$1.56K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
9+ 1.49% |
$259 - $335
|
615
$19.2K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
9+ 100.0% |
$259 - $335
|
18
$562
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
5+ 0.36% |
$144 - $186
|
1.41K
$43.9K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4+ 50.0% |
$115 - $149
|
12
$374
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 4.55% |
$28.8 - $37.2
|
23
$718
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1New |
$28.8 - $37.2
|
1
$31.2
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7- 5.15% |
$202 - $261
|
129
$4.02K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-15- 20.83% |
$432 - $558
|
57
$1.78K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-17- 18.09% |
$490 - $633
|
77
$2.4K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-22- 5.63% |
$634 - $819
|
369
$11.5K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-32- 0.07% |
$922 - $1.19K
|
47.1K
$1.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-41- 63.08% |
$1.18K - $1.53K
|
24
$749
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-58- 50.0% |
$1.67K - $2.16K
|
58
$1.81K
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-91- 0.24% |
$2.62K - $3.39K
|
38.2K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-103Closed |
$2.97K - $3.83K
|
0
$0
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-146- 1.88% |
$4.21K - $5.44K
|
7.62K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-234- 96.69% |
$6.74K - $8.71K
|
8
$250
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-363- 1.49% |
$10.5K - $13.5K
|
24K
$748K
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-560- 3.22% |
$16.1K - $20.8K
|
16.8K
$525K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-892- 27.69% |
$25.7K - $33.2K
|
2.33K
$72.7K
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.17K- 9.56% |
$33.6K - $43.4K
|
11K
$344K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-1.33K- 10.49% |
$38.3K - $49.4K
|
11.3K
$353K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-2.69K- 22.84% |
$77.6K - $100K
|
9.1K
$284K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.04K- 26.84% |
$87.7K - $113K
|
8.3K
$259K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-5.25K- 11.09% |
$151K - $196K
|
42.1K
$1.31M
|