Purchases and Sales Made in Q4 2023 in Appfolio Inc (APPF)
This table provides information about the institutional ownership of Appfolio Inc (APPF) during Q4 2023. The information is specifically focused on institutions that hold shares of APPFOLIO INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
240+ 2.48% |
$41.6K - $50.6K
|
9.92K
$2.42M
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
116+ 3.24% |
$20.1K - $24.5K
|
3.69K
$900K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
115+ 80.99% |
$19.9K - $24.3K
|
257
$62.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
114New |
$19.7K - $24.1K
|
114
$27.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
86New |
$14.9K - $18.1K
|
86
$21K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
80+ 4.19% |
$13.9K - $16.9K
|
1.99K
$485K
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
75+ 0.72% |
$13K - $15.8K
|
10.5K
$2.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
70New |
$12.1K - $14.8K
|
70
$17.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
55+ 2.67% |
$9.52K - $11.6K
|
2.11K
$515K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
53New |
$9.18K - $11.2K
|
53
$12.9K
|
|
|
Jan 11, 2024
Q4 2023
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
50+ 37.59% |
$8.66K - $10.5K
|
183
$44.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
46New |
$7.97K - $9.71K
|
46
$11.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
44+ 1.21% |
$7.62K - $9.28K
|
3.68K
$896K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
36New |
$6.23K - $7.6K
|
36
$8.78K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
27New |
$4.68K - $5.7K
|
27
$6.58K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
25+ 2.16% |
$4.33K - $5.27K
|
1.19K
$289K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
25New |
$4.33K - $5.27K
|
25
$6.09K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
16+ 10.13% |
$2.77K - $3.38K
|
174
$42.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
16+ 11.59% |
$2.77K - $3.38K
|
154
$37.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
14New |
$2.42K - $2.95K
|
14
$3.41K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
14New |
$2.42K - $2.95K
|
14
$3.41K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
12+ 66.67% |
$2.08K - $2.53K
|
30
$7.31K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
12+ 4.2% |
$2.08K - $2.53K
|
298
$72.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
11+ 22.45% |
$1.9K - $2.32K
|
60
$14.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
10New |
$1.73K - $2.11K
|
10
$2.44K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
10+ 8.13% |
$1.73K - $2.11K
|
133
$32.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8New |
$1.39K - $1.69K
|
8
$1.95K
|
|
|
Feb 14, 2024
Q4 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
7+ 0.25% |
$1.21K - $1.48K
|
2.84K
$693K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
5+ 21.74% |
$866 - $1.05K
|
28
$6.83K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4+ 11.11% |
$693 - $844
|
40
$9.75K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
3+ 0.05% |
$519 - $633
|
5.66K
$1.38M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2+ 2.63% |
$346 - $422
|
78
$19K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1New |
$173 - $211
|
1
$244
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1- 0.04% |
$173 - $211
|
2.51K
$612K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1- 11.11% |
$173 - $211
|
8
$1.95K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-5- 5.95% |
$866 - $1.05K
|
79
$19.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-6- 1.02% |
$1.04K - $1.27K
|
585
$143K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7- 0.45% |
$1.21K - $1.48K
|
1.56K
$381K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11- 0.12% |
$1.9K - $2.32K
|
9.39K
$2.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-14- 0.15% |
$2.42K - $2.95K
|
9.24K
$2.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-16- 0.62% |
$2.77K - $3.38K
|
2.56K
$623K
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-17- 0.64% |
$2.94K - $3.59K
|
2.63K
$642K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-20- 16.95% |
$3.46K - $4.22K
|
98
$23.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-21- 17.8% |
$3.64K - $4.43K
|
97
$23.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-21- 11.29% |
$3.64K - $4.43K
|
165
$40.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-33- 0.43% |
$5.71K - $6.96K
|
7.65K
$1.87M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-38- 0.4% |
$6.58K - $8.02K
|
9.55K
$2.33M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-50- 2.2% |
$8.66K - $10.5K
|
2.22K
$541K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-56- 1.05% |
$9.7K - $11.8K
|
5.27K
$1.28M
|