Purchases and Sales Made in Q4 2024 in Appfolio Inc (APPF)
This table provides information about the institutional ownership of Appfolio Inc (APPF) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
157+ 2.43% |
$30.2K - $42.3K
|
6.62K
$1.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
148+ 126.5% |
$28.4K - $39.9K
|
265
$56.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
134+ 14.53% |
$25.7K - $36.1K
|
1.06K
$227K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
125+ 4.41% |
$24K - $33.7K
|
2.96K
$634K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
123+ 9.85% |
$23.6K - $33.1K
|
1.37K
$294K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
114New |
$21.9K - $30.7K
|
114
$24.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
114+ 0.41% |
$21.9K - $30.7K
|
28.1K
$6.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
110+ 192.98% |
$21.1K - $29.6K
|
167
$35.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
93+ 60.39% |
$17.9K - $25K
|
247
$53K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
93+ 23.85% |
$17.9K - $25K
|
483
$104K
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
81+ 7.75% |
$15.6K - $21.8K
|
1.13K
$242K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
67+ 4.7% |
$12.9K - $18K
|
1.49K
$320K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
65+ 11.8% |
$12.5K - $17.5K
|
616
$132K
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
60+ 0.61% |
$11.5K - $16.2K
|
9.96K
$2.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
59+ 6.42% |
$11.3K - $15.9K
|
978
$210K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
53+ 2.08% |
$10.2K - $14.3K
|
2.61K
$559K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
50New |
$9.6K - $13.5K
|
50
$10.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
45+ 1.08% |
$8.64K - $12.1K
|
4.22K
$905K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
44New |
$8.45K - $11.8K
|
44
$9.44K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
40+ 6.64% |
$7.68K - $10.8K
|
642
$138K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
35+ 2.7% |
$6.72K - $9.42K
|
1.33K
$285K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
26+ 0.51% |
$4.99K - $7K
|
5.13K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
26+ 0.2% |
$4.99K - $7K
|
13.2K
$2.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
25+ 0.49% |
$4.8K - $6.73K
|
5.1K
$1.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
24+ 0.21% |
$4.61K - $6.46K
|
11.3K
$2.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
20New |
$3.84K - $5.39K
|
20
$4.29K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
14+ 13.59% |
$2.69K - $3.77K
|
117
$25.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13+ 12.87% |
$2.5K - $3.5K
|
114
$24.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
13+ 2.4% |
$2.5K - $3.5K
|
554
$119K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 48.0% |
$2.3K - $3.23K
|
37
$7.94K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12+ 60.0% |
$2.3K - $3.23K
|
32
$6.86K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
11+ 7.01% |
$2.11K - $2.96K
|
168
$36K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
8+ 80.0% |
$1.54K - $2.15K
|
18
$3.86K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
7+ 0.06% |
$1.34K - $1.88K
|
12.1K
$2.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
5+ 3.73% |
$960 - $1.35K
|
139
$29.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
5New |
$960 - $1.35K
|
5
$1.07K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4+ 20.0% |
$768 - $1.08K
|
24
$5.15K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.37% |
$576 - $808
|
804
$172K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3New |
$576 - $808
|
3
$644
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
3+ 300.0% |
$576 - $808
|
4
$858
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 100.0% |
$384 - $539
|
4
$858
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1+ 3.45% |
$192 - $269
|
30
$6.44K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1New |
$192 - $269
|
1
$215
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1+ 0.07% |
$192 - $269
|
1.45K
$311K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 100.0% |
$192 - $269
|
2
$429
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1- 25.0% |
$192 - $269
|
3
$644
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1- 0.5% |
$192 - $269
|
198
$42.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Worldquant Millennium Advisors LLC
New York, NY |
SELL
|
- |
-2- 0.22% |
$384 - $539
|
901
$193K
|
|
|
Feb 14, 2025
Q4 2024
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-2- 0.04% |
$384 - $539
|
4.6K
$988K
|