Purchases and Sales Made in Q4 2023 in Appian Corp (APPN)
This table provides information about the institutional ownership of Appian Corp (APPN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
20New |
$706 - $891
|
20
$670
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
18New |
$635 - $802
|
18
$603
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
14+ 155.56% |
$494 - $624
|
23
$771
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
13New |
$459 - $579
|
13
$436
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8+ 6.78% |
$282 - $356
|
126
$4.22K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
7New |
$247 - $312
|
7
$235
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 3.74% |
$141 - $178
|
111
$3.72K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-4- 0.3% |
$141 - $178
|
1.32K
$44.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-9- 0.45% |
$318 - $401
|
2K
$67K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-10- 1.75% |
$353 - $446
|
562
$18.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-10- 4.76% |
$353 - $446
|
200
$6.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-12- 17.65% |
$423 - $535
|
56
$1.88K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-13- 0.04% |
$459 - $579
|
31.6K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-31- 0.2% |
$1.09K - $1.38K
|
15.4K
$515K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-42- 6.67% |
$1.48K - $1.87K
|
588
$19.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-50- 37.04% |
$1.76K - $2.23K
|
85
$2.85K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-50- 12.79% |
$1.76K - $2.23K
|
341
$11.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-80Closed |
$2.82K - $3.56K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-83- 0.41% |
$2.93K - $3.7K
|
20.4K
$684K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-93- 0.78% |
$3.28K - $4.14K
|
11.8K
$396K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-95- 13.63% |
$3.35K - $4.23K
|
602
$20.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Synergy Financial Group, LTD
|
SELL
|
- |
-102- 0.76% |
$3.6K - $4.54K
|
13.4K
$448K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-105- 42.86% |
$3.7K - $4.68K
|
140
$4.69K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-125- 1.82% |
$4.41K - $5.57K
|
6.75K
$226K
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-140- 0.49% |
$4.94K - $6.24K
|
28.6K
$959K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-142- 0.67% |
$5.01K - $6.33K
|
21K
$703K
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-145- 0.44% |
$5.12K - $6.46K
|
32.5K
$1.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-190- 28.27% |
$6.7K - $8.46K
|
482
$16.2K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-275- 28.5% |
$9.7K - $12.3K
|
690
$23.1K
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-283- 0.77% |
$9.98K - $12.6K
|
36.4K
$1.22M
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-308- 12.4% |
$10.9K - $13.7K
|
2.18K
$72.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-352- 5.35% |
$12.4K - $15.7K
|
6.23K
$209K
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-398- 1.88% |
$14K - $17.7K
|
20.8K
$698K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-400- 12.64% |
$14.1K - $17.8K
|
2.77K
$92.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-405- 53.01% |
$14.3K - $18K
|
359
$12K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-417- 6.68% |
$14.7K - $18.6K
|
5.83K
$195K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-539- 86.38% |
$19K - $24K
|
85
$2.85K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-765- 7.69% |
$27K - $34.1K
|
9.18K
$308K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-780- 63.41% |
$27.5K - $34.7K
|
450
$15.1K
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-800- 9.58% |
$28.2K - $35.6K
|
7.55K
$253K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.01K- 4.16% |
$35.6K - $44.9K
|
23.2K
$779K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.14K- 23.81% |
$40K - $50.6K
|
3.63K
$122K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.27K- 2.43% |
$44.7K - $56.5K
|
50.9K
$1.71M
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.38K- 2.31% |
$48.6K - $61.3K
|
58.3K
$1.95M
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1.79K- 3.91% |
$63K - $79.5K
|
43.9K
$1.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-3K- 4.37% |
$106K - $134K
|
65.7K
$2.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.44K- 27.85% |
$121K - $153K
|
8.92K
$299K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.56K- 21.67% |
$125K - $158K
|
12.9K
$431K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.88K- 7.4% |
$137K - $173K
|
48.6K
$1.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-4.59K- 35.8% |
$162K - $205K
|
8.24K
$276K
|