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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-58- 14.04% |
$1.83K - $2.32K
|
355
$15.4K
|
|
|
May 15, 2024
Q1 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
5.26KNew |
$166K - $210K
|
5.26K
$228K
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
970+ 12.97% |
$30.6K - $38.8K
|
8.45K
$366K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-45- 69.23% |
$1.42K - $1.8K
|
20
$865
|
|
|
May 14, 2024
Q1 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
30New |
$946 - $1.2K
|
30
$1.3K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-262- 10.75% |
$8.26K - $10.5K
|
2.18K
$94.2K
|
|
|
May 13, 2024
Q1 2024
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
42KNew |
$1.32M - $1.68M
|
42K
$1.82M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
135New |
$4.26K - $5.39K
|
135
$5.84K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
11New |
$347 - $439
|
11
$476
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
7New |
$221 - $280
|
7
$303
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-173- 0.85% |
$5.45K - $6.91K
|
20.2K
$875K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
732+ 0.94% |
$23.1K - $29.2K
|
78.4K
$3.39M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
20New |
$631 - $799
|
20
$865
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-1.33K- 14.51% |
$42K - $53.2K
|
7.85K
$340K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
4New |
$126 - $160
|
4
$173
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
14New |
$441 - $559
|
14
$606
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-106- 1.92% |
$3.34K - $4.23K
|
5.4K
$234K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.25K- 15.91% |
$39.3K - $49.8K
|
6.59K
$285K
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
5.52KNew |
$174K - $220K
|
5.52K
$239K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
359New |
$11.3K - $14.3K
|
359
$15.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-225- 3.23% |
$7.09K - $8.99K
|
6.74K
$292K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.5K- 75.0% |
$47.3K - $59.9K
|
500
$21.6K
|
|
| Q4 2023 | |||||||
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
5New |
$176 - $223
|
5
$216
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-95- 13.63% |
$3.35K - $4.23K
|
602
$26K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
110New |
$3.88K - $4.9K
|
110
$4.76K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
75New |
$2.65K - $3.34K
|
75
$3.25K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
160New |
$5.64K - $7.13K
|
160
$6.92K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-539- 86.38% |
$19K - $24K
|
85
$3.68K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
100New |
$3.53K - $4.46K
|
100
$4.33K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
131New |
$4.62K - $5.84K
|
131
$5.67K
|
|
|
Feb 14, 2024
Q4 2023
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
186KNew |
$6.58M - $8.31M
|
186K
$8.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
131+ 2.17% |
$4.62K - $5.84K
|
6.17K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
125KNew |
$4.41M - $5.57M
|
125K
$5.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
CALL |
-600- 4.96% |
$21.2K - $26.7K
|
11.5K
$498K
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
5.24K+ 32.41% |
$185K - $233K
|
21.4K
$926K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
39New |
$1.38K - $1.74K
|
39
$1.69K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
100New |
$3.53K - $4.46K
|
100
$4.33K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
13.4KNew |
$473K - $597K
|
13.4K
$580K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
20New |
$706 - $891
|
20
$865
|
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
5.58KNew |
$197K - $248K
|
5.58K
$241K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
16.9KNew |
$596K - $752K
|
16.9K
$730K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-352- 5.35% |
$12.4K - $15.7K
|
6.23K
$269K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-10- 4.76% |
$353 - $446
|
200
$8.65K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
7.32KNew |
$258K - $326K
|
7.32K
$317K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
50New |
$1.76K - $2.23K
|
50
$2.16K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-80Closed |
$2.82K - $3.56K
|
0
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
314New |
$11.1K - $14K
|
314
$13.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
CALL |
-600- 66.67% |
$21.2K - $26.7K
|
300
$13K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-9- 0.45% |
$318 - $401
|
2K
$86.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
30New |
$1.06K - $1.34K
|
30
$1.3K
|
|