Latest Institutional Transactions on Appian Corp (APPN)
This table provides information on the latest institutional transactions involving Appian Corp (APPN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2021
Q4 2020
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-384Closed |
$24.3K - $74.4K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
300New |
$19K - $58.2K
|
300
$13K
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-950Closed |
$60.1K - $184K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Macroview Investment Management LLC
|
BUY
|
- |
6New |
$380 - $1.16K
|
6
$260
|
|
|
Jan 22, 2021
Q4 2020
|
Nepsis Inc.
|
SELL
|
- |
-128KClosed |
$8.08M - $24.8M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 19, 2020
Q3 2020
|
Tru Independence LLC
|
SELL
|
- |
-171Closed |
$7.84K - $11.3K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Pinz Capital Management, LP
New York, NY |
SELL
|
- |
-22.2KClosed |
$1.02M - $1.47M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
SELL
|
- |
-30KClosed |
$1.38M - $1.99M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Summit Partners Public Asset Management, LLC
Boston, MA |
SELL
|
CALL |
-70KClosed |
$3.21M - $4.64M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-7.32KClosed |
$336K - $485K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Wolverine Asset Management LLC
|
SELL
|
- |
-1.38KClosed |
$63.4K - $91.6K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-200Closed |
$9.17K - $13.2K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-218KClosed |
$10M - $14.4M
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Atlas Private Wealth Management
|
SELL
|
- |
-145Closed |
$6.65K - $9.6K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-172Closed |
$7.89K - $11.4K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Aubrey Capital Management LTD
Edinburgh, X0 |
SELL
|
- |
-100KClosed |
$4.6M - $6.64M
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-100Closed |
$4.59K - $6.62K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
V Wealth Advisors LLC
|
SELL
|
- |
-6.24KClosed |
$286K - $414K
|
0
$0
|
|
|
Oct 09, 2020
Q3 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-100Closed |
$4.59K - $6.62K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-125Closed |
$5.73K - $8.28K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.83K+ 110.59% |
$57.3K - $114K
|
3.48K
$151K
|
|
|
Aug 14, 2020
Q2 2020
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-11.6KClosed |
$363K - $723K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-47Closed |
$1.47K - $2.93K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Engle Capital Management, L.P.
Greenwich, CT |
SELL
|
- |
-25KClosed |
$784K - $1.56M
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-500Closed |
$15.7K - $31.2K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Granite Investment Partners, LLC
|
SELL
|
- |
-398KClosed |
$12.5M - $24.9M
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Calamos Advisors LLC
|
SELL
|
- |
-20.6KClosed |
$646K - $1.29M
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-40Closed |
$1.25K - $2.5K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
500New |
$15.7K - $31.2K
|
500
$21.6K
|
|
|
Jul 10, 2020
Q2 2020
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-101Closed |
$3.17K - $6.31K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Sep 21, 2023
Q1 2020
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-200Closed |
$6.31K - $12.7K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Old Well Partners, LLC
Charlotte, NC |
SELL
|
- |
-11.5KClosed |
$361K - $725K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
G2 Investment Partners Management LLC
New York, NY |
SELL
|
- |
-38.4KClosed |
$1.21M - $2.43M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
62.4K+ 390.0% |
$1.97M - $3.95M
|
78.4K
$3.39M
|
|
|
May 14, 2020
Q1 2020
|
Sculptor Capital LP
New York, NY |
BUY
|
PUT |
62.4K+ 390.0% |
$1.97M - $3.95M
|
78.4K
$3.39M
|
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-40Closed |
$1.26K - $2.53K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-5.81KClosed |
$183K - $367K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Telemark Asset Management, LLC
Boston, MA |
SELL
|
- |
-80KClosed |
$2.52M - $5.06M
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
70New |
$2.21K - $4.43K
|
70
$3.03K
|
|
|
Apr 27, 2020
Q1 2020
|
Hudock, Inc.
|
BUY
|
- |
40New |
$1.26K - $2.53K
|
40
$1.73K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
PUT |
25K+ 100.0% |
$943K - $1.27M
|
50K
$2.16M
|
|
|
Feb 14, 2020
Q4 2019
|
Msd Partners, L.P.
New York, NY |
SELL
|
CALL |
-50KClosed |
$1.89M - $2.54M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Michael & Susan Dell Foundation
New York, NY |
SELL
|
- |
-13.9KClosed |
$524K - $707K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-23.8KClosed |
$895K - $1.21M
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-4.8KClosed |
$181K - $244K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-258KClosed |
$9.74M - $13.1M
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-4.4KClosed |
$166K - $224K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-152Closed |
$5.73K - $7.72K
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-4.9KClosed |
$185K - $249K
|
0
$0
|
|
|
Jan 13, 2020
Q4 2019
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-7.52KClosed |
$283K - $382K
|
0
$0
|
|