Latest Institutional Transactions on Ase Technology Holding Co., Ltd. (ASX)

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This table provides information on the latest institutional transactions involving Ase Technology Holding Co., Ltd. (ASX) 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
Nov 14, 2022 Q3 2022
Virtus Investment Advisers, Inc.

Hartford, CT
BUY
 -
9.86K
New
$48.9K - $63.1K
9.86K $98.7K
Nov 10, 2022 Q3 2022
Brandywine Oak Private Wealth LLC

SELL
 -
-2.46K
- 14.1%
$12.2K - $15.8K
15K $150K
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
3.8K
New
$18.9K - $24.3K
3.8K $38.1K
Nov 07, 2022 Q3 2022
Spire Wealth Management

BUY
 -
150
New
$744 - $960
150 $1.5K
Nov 02, 2022 Q3 2022
Counterpoint Mutual Funds LLC

BUY
 -
22.7K
New
$112K - $145K
22.7K $227K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
2.69K
New
$13.4K - $17.2K
2.69K $26.9K
Q2 2022
Jan 23, 2024 Q2 2022
Sabadell Asset Management, S.A S.G.I.I.C

Sant Cugat Del Valles, U3
SELL
 -
-54.3K
Closed
$281K - $396K
0 $0
Aug 16, 2022 Q2 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
SELL
 -
-491
Closed
$2.54K - $3.58K
0 $0
Aug 15, 2022 Q2 2022
Itau Unibanco Holding S.A.

Sao Paulo, D5
SELL
 -
-34K
Closed
$176K - $248K
0 $0
Aug 15, 2022 Q2 2022
Tcwp LLC

Tampa, FL
SELL
 -
-1.86K
Closed
$9.63K - $13.6K
0 $0
Aug 15, 2022 Q2 2022
Paloma Partners Management CO

Greenwich, CT
SELL
 -
-80.3K
Closed
$415K - $586K
0 $0
Aug 15, 2022 Q2 2022
Karlinski Andrew C

Irvine, CA
SELL
 -
-225
- 45.36%
$1.16K - $1.64K
271 $2.71K
Aug 12, 2022 Q2 2022
Thomas White International LTD

Chicago, IL
SELL
 -
-558K
- 49.87%
$2.89M - $4.07M
561K $5.62M
Aug 12, 2022 Q2 2022
Hap Trading, LLC

New York, NY
SELL
 CALL
-20K
Closed
$103K - $146K
0 $0
Aug 12, 2022 Q2 2022
Corient Capital Partners, LLC

Newport Beach, CA
SELL
 -
-2.29K
- 5.81%
$11.8K - $16.7K
37.1K $372K
Aug 12, 2022 Q2 2022
Dynamic Technology Lab Private LTD

Singapore, U0
BUY
 -
271K
+ 306.86%
$1.4M - $1.97M
359K $3.59M
Aug 09, 2022 Q2 2022
Freestone Capital Holdings, LLC

Seattle, WA
SELL
 -
-48.6K
Closed
$251K - $355K
0 $0
Aug 09, 2022 Q2 2022
Mitsubishi Ufj Trust & Banking Corp

Tokyo, M0
SELL
 -
-10.7K
Closed
$55.4K - $78.2K
0 $0
Aug 08, 2022 Q2 2022
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
1.6K
+ 8.87%
$8.25K - $11.7K
19.6K $196K
Aug 08, 2022 Q2 2022
One Ascent Wealth Management LLC

Birmingham, AL
BUY
 -
505
+ 2.38%
$2.61K - $3.69K
21.7K $217K
Aug 08, 2022 Q2 2022
Prospera Financial Services Inc

SELL
 -
-308
Closed
$1.59K - $2.25K
0 $0
Aug 05, 2022 Q2 2022
Ovata Capital Management LTD

SELL
 -
-34.3K
Closed
$177K - $250K
0 $0
Aug 05, 2022 Q2 2022
Old Mission Capital LLC

SELL
 -
-99.3K
Closed
$513K - $725K
0 $0
Aug 05, 2022 Q2 2022
Ascent Group, LLC

SELL
 -
-13.3K
Closed
$68.6K - $96.9K
0 $0
Aug 05, 2022 Q2 2022
Fieldpoint Private Securities, LLC

SELL
 -
-5.12K
- 82.05%
$26.5K - $37.4K
1.12K $11.2K
Aug 02, 2022 Q2 2022
Plante Moran Financial Advisors, LLC

BUY
 -
146
New
$755 - $1.07K
146 $1.46K
Aug 02, 2022 Q2 2022
Blue Bell Private Wealth Management, LLC

SELL
 -
-1K
Closed
$5.17K - $7.3K
0 $0
Aug 01, 2022 Q2 2022
Moisand Fitzgerald Tamayo, LLC

SELL
 -
-158
- 50.16%
$817 - $1.15K
157 $1.57K
Jul 25, 2022 Q2 2022
Walker Asset Management, LLC

BUY
 -
12.9K
New
$66.7K - $94.1K
12.9K $129K
Jul 22, 2022 Q2 2022
Parametrica Management LTD

BUY
 -
12.6K
New
$64.9K - $91.7K
12.6K $126K
Jul 18, 2022 Q2 2022
Money Concepts Capital Corp

SELL
 -
-22
Closed
$114 - $161
0 $0
Jul 15, 2022 Q2 2022
Marquette Asset Management, LLC

BUY
 -
1
+ 1.22%
$5.17 - $7.3
83 $831
Jul 11, 2022 Q2 2022
Cva Family Office, LLC

SELL
 -
-4.16K
Closed
$21.5K - $30.4K
0 $0
Q1 2022
Mar 21, 2023 Q1 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
689
New
$4.57K - $5.51K
689 $6.9K
May 16, 2022 Q1 2022
Lmr Partners LLP

London, X0
SELL
 -
-218K
Closed
$1.45M - $1.74M
0 $0
May 16, 2022 Q1 2022
Johnson Financial Group, Inc.

Racine, WI
SELL
 -
-223
Closed
$1.48K - $1.78K
0 $0
May 13, 2022 Q1 2022
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-17.5K
Closed
$116K - $140K
0 $0
May 13, 2022 Q1 2022
Barings LLC

BUY
 -
10K
New
$66.6K - $80.1K
10K $100K
May 11, 2022 Q1 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
85
+ 9.53%
$564 - $679
977 $9.78K
May 06, 2022 Q1 2022
Grimes & Company, Inc.

SELL
 -
-10.8K
Closed
$71.6K - $86.1K
0 $0
May 05, 2022 Q1 2022
Rgt Wealth Advisors, LLC

SELL
 -
-488
Closed
$3.24K - $3.9K
0 $0
Apr 29, 2022 Q1 2022
Bellwether Advisors, LLC

SELL
 -
-1.01K
Closed
$6.69K - $8.05K
0 $0
Apr 25, 2022 Q1 2022
Private Ocean, LLC

BUY
 -
70
New
$465 - $559
70 $701
Apr 22, 2022 Q1 2022
Umb Bank, N.A.

BUY
 -
3
+ 1.78%
$19.9 - $24
172 $1.72K
Apr 14, 2022 Q1 2022
Cutler Group LP

SELL
 -
-2.2K
Closed
$14.6K - $17.6K
0 $0
Q4 2021
Mar 17, 2022 Q4 2021
Optimum Investment Advisors

BUY
 -
1K
+ 100.0%
$6.66K - $8.1K
2K $20K
Feb 17, 2022 Q4 2021
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-10.1K
Closed
$67.1K - $81.6K
0 $0
Feb 15, 2022 Q4 2021
Svb Wealth LLC

Boston, MA
SELL
 -
-10.5K
Closed
$70.2K - $85.3K
0 $0
Feb 15, 2022 Q4 2021
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-1.79K
Closed
$11.9K - $14.5K
0 $0

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