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 12, 2023
Q1 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-9.28K- 11.99% |
$289K - $427K
|
68.1K
$2.38M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4New |
$124 - $184
|
4
$140
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1+ 6.25% |
$31.1 - $46
|
17
$595
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
169KNew |
$5.26M - $7.77M
|
169K
$5.92M
|
|
|
May 05, 2023
Q1 2023
|
Versor Investments LP
|
BUY
|
- |
5.4KNew |
$168K - $248K
|
5.4K
$189K
|
|
|
May 04, 2023
Q1 2023
|
Lattice Capital Management, LLC
|
BUY
|
- |
4.9KNew |
$152K - $225K
|
4.9K
$172K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-62- 43.97% |
$1.93K - $2.85K
|
79
$2.77K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-23- 88.46% |
$716 - $1.06K
|
3
$105
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-10- 1.65% |
$311 - $460
|
596
$20.9K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-90- 84.11% |
$2.8K - $4.14K
|
17
$595
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
231New |
$7.19K - $10.6K
|
231
$8.09K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-11- 52.38% |
$342 - $506
|
10
$350
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
100New |
$3.11K - $4.6K
|
100
$3.5K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
4.04KNew |
$126K - $186K
|
4.04K
$141K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
100New |
$3.11K - $4.6K
|
100
$3.5K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
200New |
$6.22K - $9.19K
|
200
$7K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-31- 62.0% |
$965 - $1.42K
|
19
$665
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5+ 0.5% |
$159 - $252
|
1.01K
$35.5K
|
|
|
Feb 22, 2023
Q4 2022
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-73K- 71.15% |
$2.32M - $3.68M
|
29.6K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
71KNew |
$2.26M - $3.58M
|
71K
$2.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-4.1K- 68.33% |
$130K - $207K
|
1.9K
$66.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
15.5KNew |
$492K - $781K
|
15.5K
$542K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-182- 72.51% |
$5.78K - $9.17K
|
69
$2.42K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
363+ 86.63% |
$11.5K - $18.3K
|
782
$27.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
3.23KNew |
$103K - $163K
|
3.23K
$113K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-200- 40.0% |
$6.35K - $10.1K
|
300
$10.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
308New |
$9.79K - $15.5K
|
308
$10.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
21New |
$667 - $1.06K
|
21
$735
|
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
8.54KNew |
$271K - $430K
|
8.54K
$299K
|
|
|
Feb 09, 2023
Q4 2022
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-899- 4.61% |
$28.6K - $45.3K
|
18.6K
$652K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 18.18% |
$63.5 - $101
|
13
$455
|
|
|
Feb 07, 2023
Q4 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-190- 7.35% |
$6.04K - $9.57K
|
2.39K
$83.8K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
35New |
$1.11K - $1.76K
|
35
$1.23K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-12Closed |
$381 - $605
|
0
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-19.4K- 94.15% |
$617K - $978K
|
1.21K
$42.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6Closed |
$191 - $302
|
0
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.45KNew |
$46.1K - $73.1K
|
1.45K
$50.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
50New |
$1.59K - $2.52K
|
50
$1.75K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
10New |
$318 - $504
|
10
$350
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-50Closed |
$2.03K - $2.77K
|
0
$0
|
|
|
Sep 18, 2023
Q3 2022
|
Washington Capital Management Inc
|
BUY
|
- |
6.7KNew |
$272K - $371K
|
6.7K
$235K
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-13Closed |
$527 - $720
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Stack Line Partners LP
New York, NY |
BUY
|
- |
69.7K+ 13.03% |
$2.82M - $3.86M
|
604K
$21.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
PUT |
-2.7K- 20.3% |
$109K - $150K
|
10.6K
$371K
|
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
80+ 0.91% |
$3.24K - $4.43K
|
8.84K
$309K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-17.3K- 39.72% |
$701K - $958K
|
26.2K
$919K
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-44- 12.79% |
$1.78K - $2.44K
|
300
$10.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
8.17KNew |
$331K - $453K
|
8.17K
$286K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
300+ 1200.0% |
$12.2K - $16.6K
|
325
$11.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
60.4K+ 35.29% |
$2.45M - $3.35M
|
232K
$8.11M
|
|