Latest Institutional Purchases of Appian Corp (APPN)
This list provides information on the latest institutional transactions involving Appian Corp (APPN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.56K+ 66.98% |
$40.2K - $51.7K
|
3.89K
$168K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
51New |
$1.31K - $1.69K
|
51
$2.21K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
31New |
$799 - $1.03K
|
31
$1.34K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
6New |
$155 - $199
|
6
$260
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1New |
$25.8 - $33.1
|
1
$43.3
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1New |
$25.8 - $33.1
|
1
$43.3
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
390KNew |
$11.2M - $14.5M
|
390K
$16.9M
|
|
|
May 15, 2025
Q1 2025
|
Hawk Ridge Capital Management LP
Los Angeles, CA |
BUY
|
- |
262KNew |
$7.56M - $9.77M
|
262K
$11.3M
|
|
|
May 14, 2025
Q1 2025
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
200KNew |
$5.76M - $7.45M
|
200K
$8.66M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
87.4KNew |
$2.52M - $3.25M
|
87.4K
$3.78M
|
|
|
May 07, 2025
Q1 2025
|
Ivy Lane Capital Management, LLC
Winter Park, FL |
BUY
|
- |
80KNew |
$2.3M - $2.98M
|
80K
$3.46M
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
72.4KNew |
$2.09M - $2.7M
|
72.4K
$3.13M
|
|
|
May 14, 2025
Q1 2025
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
30.7KNew |
$886K - $1.14M
|
30.7K
$1.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
26.2KNew |
$756K - $977K
|
26.2K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
22.9KNew |
$660K - $853K
|
22.9K
$992K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
18.7KNew |
$539K - $697K
|
18.7K
$810K
|
|
|
May 14, 2025
Q1 2025
|
Mig Capital, LLC
Newport Beach, CA |
BUY
|
- |
18.3KNew |
$528K - $682K
|
18.3K
$793K
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
CALL |
14.9KNew |
$429K - $555K
|
14.9K
$645K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
11.7KNew |
$337K - $436K
|
11.7K
$506K
|
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
BUY
|
- |
11.5KNew |
$332K - $428K
|
11.5K
$498K
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
8.94KNew |
$257K - $333K
|
8.94K
$387K
|
|
|
May 15, 2025
Q1 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
7.87KNew |
$227K - $293K
|
7.87K
$340K
|
|
|
Aug 04, 2025
Q1 2025
|
Evelyn Partners Investment Management Services LTD
London, |
BUY
|
- |
2.9KNew |
$83.6K - $108K
|
2.9K
$126K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
2.4K+ 38.71% |
$69.1K - $89.4K
|
8.6K
$372K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.47KNew |
$42.2K - $54.5K
|
1.47K
$63.4K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
461+ 21.75% |
$13.3K - $17.2K
|
2.58K
$112K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
418+ 67.2% |
$12K - $15.6K
|
1.04K
$45K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
200New |
$5.76K - $7.45K
|
200
$8.65K
|
|
|
Apr 16, 2025
Q1 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
158New |
$4.55K - $5.88K
|
158
$6.84K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
105New |
$3.03K - $3.91K
|
105
$4.54K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
100New |
$2.88K - $3.72K
|
100
$4.33K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
100New |
$2.88K - $3.72K
|
100
$4.33K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
100New |
$2.88K - $3.72K
|
100
$4.33K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
85+ 1.05% |
$2.45K - $3.16K
|
8.21K
$355K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
72+ 49.66% |
$2.07K - $2.68K
|
217
$9.39K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
61New |
$1.76K - $2.27K
|
61
$2.64K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
30New |
$864 - $1.12K
|
30
$1.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
30New |
$864 - $1.12K
|
30
$1.3K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
24New |
$691 - $894
|
24
$1.04K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
15New |
$432 - $558
|
15
$649
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10New |
$288 - $372
|
10
$433
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
5+ 0.36% |
$144 - $186
|
1.41K
$60.9K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4+ 50.0% |
$115 - $149
|
12
$519
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1New |
$28.8 - $37.2
|
1
$43.3
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
117K+ 109.96% |
$3.56M - $4.85M
|
223K
$9.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
28.1K+ 78.06% |
$859K - $1.17M
|
64.2K
$2.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
13.7KNew |
$417K - $568K
|
13.7K
$591K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.8KNew |
$390K - $530K
|
12.8K
$552K
|
|
|
Feb 14, 2025
Q4 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
9.69KNew |
$296K - $403K
|
9.69K
$419K
|
|