Latest Institutional Transactions on Ase Technology Holding Co., Ltd. (ASX)
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 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-397- 44.91% |
$3.41K - $4.96K
|
487
$5.01K
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
22.4K+ 106.44% |
$192K - $280K
|
43.4K
$446K
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-28K- 16.11% |
$241K - $350K
|
146K
$1.5M
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.23K+ 7.12% |
$10.6K - $15.4K
|
18.5K
$190K
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
585+ 0.17% |
$5.03K - $7.31K
|
348K
$3.58M
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-5.19K- 6.78% |
$44.6K - $64.8K
|
71.3K
$733K
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
35.6K+ 2268.45% |
$306K - $445K
|
37.2K
$382K
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11.1K+ 9.1% |
$95.1K - $138K
|
133K
$1.36M
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.32K- 10.13% |
$11.4K - $16.5K
|
11.7K
$121K
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-39- 3.94% |
$335 - $488
|
950
$9.77K
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
190New |
$1.63K - $2.38K
|
190
$1.95K
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
135K+ 77.96% |
$1.16M - $1.69M
|
309K
$3.17M
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-3.18K- 16.08% |
$27.3K - $39.7K
|
16.6K
$170K
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-234- 1.49% |
$2.01K - $2.93K
|
15.4K
$159K
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
5.07K+ 5.86% |
$43.6K - $63.4K
|
91.7K
$943K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.03K- 52.47% |
$8.87K - $12.9K
|
934
$9.6K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.43K+ 16.47% |
$20.9K - $30.4K
|
17.2K
$177K
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
186+ 1.43% |
$1.6K - $2.33K
|
13.2K
$136K
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-166K- 6.93% |
$1.43M - $2.08M
|
2.24M
$23M
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-913- 78.3% |
$7.85K - $11.4K
|
253
$2.6K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-212K- 7.18% |
$1.82M - $2.65M
|
2.74M
$28.2M
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.58K- 9.51% |
$13.6K - $19.8K
|
15K
$155K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
18.1K+ 3.32% |
$156K - $226K
|
563K
$5.79M
|
|
Nov 05, 2024
Q3 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
184KNew |
$1.58M - $2.29M
|
184K
$1.89M
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-2.1K- 5.16% |
$18.1K - $26.3K
|
38.6K
$397K
|
|
Nov 05, 2024
Q3 2024
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-1.15K- 18.86% |
$9.92K - $14.4K
|
4.96K
$51K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
363+ 1.54% |
$3.12K - $4.54K
|
23.9K
$246K
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
20+ 18.18% |
$172 - $250
|
130
$1.34K
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.51KNew |
$21.6K - $31.4K
|
2.51K
$25.8K
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
4.89K+ 40.98% |
$42.1K - $61.1K
|
16.8K
$173K
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-6.43K- 0.41% |
$55.3K - $80.4K
|
1.58M
$16.3M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-15.9K- 15.3% |
$137K - $199K
|
88.3K
$907K
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
555+ 7.66% |
$4.77K - $6.94K
|
7.8K
$80.2K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-17.8K- 37.47% |
$153K - $222K
|
29.7K
$305K
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-27- 0.22% |
$232 - $338
|
12.5K
$129K
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-1.57K- 11.44% |
$13.5K - $19.7K
|
12.2K
$125K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.22K- 12.25% |
$62.1K - $90.3K
|
51.7K
$532K
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
436+ 2.6% |
$3.75K - $5.45K
|
17.2K
$177K
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.38K- 5.76% |
$11.9K - $17.3K
|
22.7K
$233K
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.25K- 3.66% |
$10.8K - $15.7K
|
33K
$339K
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
12.4K+ 36.36% |
$107K - $156K
|
46.7K
$480K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.79K- 4.28% |
$15.4K - $22.3K
|
39.9K
$411K
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
778+ 2.26% |
$6.69K - $9.73K
|
35.1K
$361K
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
14.9K+ 23.27% |
$128K - $187K
|
79.1K
$813K
|
|
Oct 29, 2024
Q3 2024
|
Henry James International Management Inc.
|
SELL
|
- |
-863- 4.14% |
$7.42K - $10.8K
|
20K
$205K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
78+ 14.69% |
$671 - $975
|
609
$6.26K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-746- 14.56% |
$6.42K - $9.33K
|
4.38K
$45K
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
232+ 1.65% |
$2K - $2.9K
|
14.3K
$147K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
16.6K+ 4.4% |
$143K - $207K
|
393K
$4.04M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
794+ 3.17% |
$6.83K - $9.93K
|
25.8K
$266K
|