Purchases and Sales Made in Q3 2023 in Appian Corp (APPN)
This table provides information about the institutional ownership of Appian Corp (APPN) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
729+ 3.69% |
$30.9K - $37.9K
|
20.5K
$640K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
695+ 16.4% |
$29.5K - $36.2K
|
4.93K
$154K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
689+ 19.8% |
$29.2K - $35.9K
|
4.17K
$130K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
601+ 7.2% |
$25.5K - $31.3K
|
8.94K
$279K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
533+ 230.74% |
$22.6K - $27.7K
|
764
$23.9K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
469+ 28.9% |
$19.9K - $24.4K
|
2.09K
$65.3K
|
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
345+ 0.76% |
$14.6K - $18K
|
45.7K
$1.43M
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
299+ 0.5% |
$12.7K - $15.6K
|
59.7K
$1.86M
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
280New |
$11.9K - $14.6K
|
280
$8.74K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
230+ 0.16% |
$9.75K - $12K
|
147K
$4.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
210+ 9.24% |
$8.9K - $10.9K
|
2.48K
$77.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
200+ 7.09% |
$8.48K - $10.4K
|
3.02K
$94.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
200+ 4.36% |
$8.48K - $10.4K
|
4.79K
$150K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
189+ 2.17% |
$8.01K - $9.84K
|
8.9K
$278K
|
|
|
Feb 07, 2025
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
179+ 1.11% |
$7.59K - $9.32K
|
16.4K
$511K
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
179+ 1.11% |
$7.59K - $9.32K
|
16.4K
$511K
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
147+ 6.42% |
$6.23K - $7.65K
|
2.44K
$76.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
132New |
$5.6K - $6.87K
|
132
$4.12K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
104+ 1.61% |
$4.41K - $5.41K
|
6.58K
$205K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
85+ 14.48% |
$3.6K - $4.42K
|
672
$21K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
80New |
$3.39K - $4.16K
|
80
$2.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
76+ 1.72% |
$3.22K - $3.96K
|
4.48K
$140K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
75New |
$3.18K - $3.9K
|
75
$2.34K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
74New |
$3.14K - $3.85K
|
74
$2.31K
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
60+ 0.51% |
$2.54K - $3.12K
|
11.7K
$366K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
55New |
$2.33K - $2.86K
|
55
$1.72K
|
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
49+ 0.85% |
$2.08K - $2.55K
|
5.83K
$182K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
40New |
$1.7K - $2.08K
|
40
$1.25K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
20+ 2.95% |
$848 - $1.04K
|
697
$21.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10+ 1.61% |
$424 - $520
|
630
$19.7K
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
5New |
$212 - $260
|
5
$156
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
5New |
$212 - $260
|
5
$156
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
3+ 4.62% |
$127 - $156
|
68
$2.12K
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
3+ 0.02% |
$127 - $156
|
15.4K
$481K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 25.0% |
$42.4 - $52
|
3
$93.7
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-5- 55.56% |
$212 - $260
|
4
$125
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5- 7.81% |
$212 - $260
|
59
$1.84K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-9- 45.0% |
$382 - $468
|
11
$344
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-10- 1.96% |
$424 - $520
|
500
$15.6K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-10- 0.5% |
$424 - $520
|
2.01K
$62.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-14- 8.48% |
$594 - $729
|
151
$4.72K
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-17- 0.05% |
$721 - $885
|
31.7K
$989K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-25- 55.56% |
$1.06K - $1.3K
|
20
$625
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-25- 0.05% |
$1.06K - $1.3K
|
52.2K
$1.63M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-27- 18.62% |
$1.14K - $1.41K
|
118
$3.69K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-30- 0.23% |
$1.27K - $1.56K
|
12.9K
$402K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-50- 27.03% |
$2.12K - $2.6K
|
135
$4.22K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-56- 45.9% |
$2.37K - $2.91K
|
66
$2.06K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-56- 45.9% |
$2.37K - $2.91K
|
66
$2.06K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-58- 1.77% |
$2.46K - $3.02K
|
3.21K
$100K
|