Institutional Ownership Appian Corp (APPN)
This table provides information about the institutional ownership of Appian Corp (APPN). We have compiled data on the 230 institutions that hold shares in the stock, with a total of 33 Million shares, which have been reported (via 13F filing form) to have a value of $1.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
105
shares
|
$3,325
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
103
shares
|
$3,262
0.0% of portfolio
|
Q4 2023
Added 60.94%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
97
shares
|
$3,071
0.0% of portfolio
|
Q4 2024
Reduced 54.03%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
94
shares
|
$2,976
0.0% of portfolio
|
Q4 2024
Added 22.08%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
79
shares
|
$2,501
0.0% of portfolio
|
Q1 2023
Reduced 43.97%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
78
shares
|
$2,470
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
72
shares
|
$2,280
0.0% of portfolio
|
Q4 2024
Added 26.32%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
68
shares
|
$2,153
0.0% of portfolio
|
Q4 2024
Reduced 17.07%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
65
shares
|
$2,058
0.0% of portfolio
|
Q1 2024
Reduced 75.47%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Mar 04, 2025 Q4 2024 |
60
shares
|
$1,900
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
59
shares
|
$1,868
0.0% of portfolio
|
Q2 2022
Reduced 98.1%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
54
shares
|
$1,710
0.0% of portfolio
|
Q2 2023
Reduced 82.24%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
50
shares
|
$1,583
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
50
shares
|
$1,583
0.0% of portfolio
|
Q2 2024
Reduced 99.92%
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
50
shares
|
$1,583
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
49
shares
|
$1,551
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
42
shares
|
$1,330
0.0% of portfolio
|
Q3 2024
Reduced 99.92%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
40
shares
|
$1,266
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
40
shares
|
$1,266
0.0% of portfolio
|
Q1 2024
Reduced 52.94%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
40
shares
|
$1,266
0.0% of portfolio
|
Q3 2024
Added 300.0%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
25
shares
|
$791
0.0% of portfolio
|
Q4 2024
Reduced 80.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
23
shares
|
$728
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
22
shares
|
$696
0.0% of portfolio
|
Q4 2024
Added 120.0%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
21
shares
|
$665
0.0% of portfolio
|
Q3 2021
Added 110.0%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
20
shares
|
$633
0.0% of portfolio
|
Q4 2024
New holding
|