Latest Institutional Purchases of Ase Technology Holding Co., Ltd. (ASX)
This list provides information on the latest institutional transactions involving Ase Technology Holding Co., Ltd. (ASX) 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
918+ 3.87% |
$6.76K - $8.68K
|
24.7K
$254K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
713New |
$5.25K - $6.74K
|
713
$7.34K
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
676New |
$4.98K - $6.39K
|
676
$6.96K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
370New |
$2.72K - $3.5K
|
370
$3.81K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
174New |
$1.28K - $1.64K
|
174
$1.79K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
93.2KNew |
$677K - $783K
|
93.2K
$959K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
32.2K+ 90.38% |
$234K - $271K
|
67.9K
$699K
|
|
Nov 14, 2023
Q3 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
21.7KNew |
$158K - $182K
|
21.7K
$223K
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
12.3KNew |
$89.6K - $104K
|
12.3K
$127K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10KNew |
$72.7K - $84K
|
10K
$103K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
5.54K+ 7.75% |
$40.3K - $46.5K
|
77K
$793K
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
1.21K+ 7.32% |
$8.82K - $10.2K
|
17.8K
$183K
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
861+ 5.44% |
$6.26K - $7.23K
|
16.7K
$172K
|
|
Oct 13, 2023
Q3 2023
|
Veery Capital, LLC
|
BUY
|
- |
404+ 2.79% |
$2.94K - $3.39K
|
14.9K
$153K
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
356New |
$2.59K - $2.99K
|
356
$3.66K
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
329+ 2.09% |
$2.39K - $2.76K
|
16K
$165K
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
253New |
$1.84K - $2.13K
|
253
$2.6K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
250New |
$1.82K - $2.1K
|
250
$2.57K
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
170New |
$1.24K - $1.43K
|
170
$1.75K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
101New |
$734 - $848
|
101
$1.04K
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2023 | |||||||
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
128KNew |
$862K - $1.15M
|
128K
$1.32M
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
63.5K+ 47.01% |
$428K - $569K
|
199K
$2.04M
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
39.6KNew |
$267K - $355K
|
39.6K
$407K
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
20.8K+ 7.92% |
$140K - $187K
|
284K
$2.92M
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
12.3KNew |
$83.1K - $110K
|
12.3K
$127K
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
10.8KNew |
$72.7K - $96.6K
|
10.8K
$111K
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
BUY
|
- |
10.6KNew |
$71.3K - $94.7K
|
10.6K
$109K
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.6KNew |
$17.5K - $23.3K
|
2.6K
$26.8K
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.98K+ 13.44% |
$13.3K - $17.7K
|
16.7K
$172K
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
1.39KNew |
$9.34K - $12.4K
|
1.39K
$14.3K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
666New |
$4.49K - $5.97K
|
666
$6.85K
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
525New |
$3.54K - $4.7K
|
525
$5.4K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
170New |
$1.15K - $1.52K
|
170
$1.75K
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
85New |
$573 - $762
|
85
$875
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
131KNew |
$821K - $1.05M
|
131K
$1.35M
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
122KNew |
$762K - $970K
|
122K
$1.25M
|
|
Apr 24, 2023
Q1 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
69.9KNew |
$437K - $557K
|
69.9K
$719K
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
61.6KNew |
$385K - $491K
|
61.6K
$633K
|
|
Apr 21, 2023
Q1 2023
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
39.6KNew |
$248K - $316K
|
39.6K
$407K
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
18.6KNew |
$116K - $148K
|
18.6K
$191K
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
15.6K+ 34.4% |
$97.5K - $124K
|
60.9K
$626K
|
|
Apr 20, 2023
Q1 2023
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
13.7KNew |
$85.8K - $109K
|
13.7K
$141K
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
12K+ 627.01% |
$75.1K - $95.6K
|
13.9K
$143K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.13KNew |
$7.04K - $8.97K
|
1.13K
$11.6K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
744New |
$4.66K - $5.93K
|
744
$7.66K
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
375New |
$2.35K - $2.99K
|
375
$3.86K
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
194New |
$1.21K - $1.55K
|
194
$2K
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
139New |
$870 - $1.11K
|
139
$1.43K
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
29New |
$182 - $231
|
29
$298
|