Purchases and Sales Made in Q1 2024 in Ase Technology Holding Co., Ltd. (ASX)
This table provides information about the institutional ownership of Ase Technology Holding Co., Ltd. (ASX) during Q1 2024. The information is specifically focused on institutions that hold shares of ASE Technology Holding Co., Ltd..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
77+ 80.21% |
$660 - $898
|
173
$1.62K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
30+ 75.0% |
$257 - $350
|
70
$657
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
17+ 1.44% |
$146 - $198
|
1.2K
$11.2K
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1- -0.0% |
$8.57 - $11.7
|
22K
$207K
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-19- 0.14% |
$163 - $222
|
13.8K
$129K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-30- 1.26% |
$257 - $350
|
2.35K
$22K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-31- 0.05% |
$266 - $361
|
63.9K
$599K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-32- 19.51% |
$274 - $373
|
132
$1.24K
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-34- 0.19% |
$291 - $396
|
18.2K
$170K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-119- 9.48% |
$1.02K - $1.39K
|
1.14K
$10.7K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-228- 1.57% |
$1.95K - $2.66K
|
14.3K
$134K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-246- 1.84% |
$2.11K - $2.87K
|
13.1K
$123K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-317- 63.4% |
$2.72K - $3.7K
|
183
$1.72K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-326- 1.58% |
$2.79K - $3.8K
|
20.3K
$190K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-338- 3.82% |
$2.9K - $3.94K
|
8.52K
$79.9K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-347- 2.53% |
$2.97K - $4.05K
|
13.4K
$125K
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
SELL
|
- |
-389- 3.37% |
$3.33K - $4.54K
|
11.2K
$105K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-400- 6.63% |
$3.43K - $4.66K
|
5.63K
$52.8K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-415- 61.94% |
$3.56K - $4.84K
|
255
$2.39K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-476- 0.78% |
$4.08K - $5.55K
|
60.6K
$568K
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-479- 3.81% |
$4.11K - $5.59K
|
12.1K
$113K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-480- 1.85% |
$4.11K - $5.6K
|
25.5K
$239K
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
SELL
|
- |
-553- 2.31% |
$4.74K - $6.45K
|
23.4K
$219K
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-602- 3.53% |
$5.16K - $7.02K
|
16.5K
$154K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-679- 4.14% |
$5.82K - $7.92K
|
15.7K
$147K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-749- 1.89% |
$6.42K - $8.73K
|
38.9K
$365K
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-757- 3.47% |
$6.49K - $8.83K
|
21.1K
$198K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-777- 0.48% |
$6.66K - $9.06K
|
162K
$1.52M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-796- 5.63% |
$6.82K - $9.28K
|
13.3K
$125K
|
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-810- 3.37% |
$6.94K - $9.44K
|
23.2K
$218K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
SELL
|
- |
-1.02K- 2.9% |
$8.78K - $11.9K
|
34.3K
$322K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.07K- 59.97% |
$9.18K - $12.5K
|
715
$6.71K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.34K- 0.67% |
$11.4K - $15.6K
|
199K
$1.87M
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-1.45K- 3.87% |
$12.4K - $16.9K
|
36K
$338K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.63K- 9.51% |
$14K - $19K
|
15.5K
$145K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.89K- 1.58% |
$16.2K - $22K
|
117K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.03K- 8.31% |
$26K - $35.4K
|
33.4K
$314K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.09K- 1.77% |
$26.5K - $36K
|
172K
$1.61M
|
|
|
Apr 26, 2024
Q1 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-3.1K- 9.01% |
$26.6K - $36.2K
|
31.3K
$294K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.14K- 3.15% |
$26.9K - $36.6K
|
96.5K
$905K
|
|
|
May 14, 2024
Q1 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-3.16K- 4.48% |
$27K - $36.8K
|
67.3K
$631K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.22K- 2.81% |
$27.6K - $37.5K
|
111K
$1.04M
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-3.84K- 2.81% |
$32.9K - $44.7K
|
133K
$1.24M
|
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-4.81K- 24.76% |
$41.2K - $56K
|
14.6K
$137K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-5.1K- 75.25% |
$43.7K - $59.5K
|
1.68K
$15.7K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-5.11K- 6.26% |
$43.8K - $59.6K
|
76.5K
$718K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-5.31K- 26.19% |
$45.5K - $62K
|
15K
$140K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.87K- 28.76% |
$50.3K - $68.4K
|
14.5K
$136K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.83K- 35.66% |
$58.5K - $79.6K
|
12.3K
$116K
|