Purchases and Sales Made in Q3 2023 in Ase Technology Holding Co., Ltd. (ASX)
This table provides information about the institutional ownership of Ase Technology Holding Co., Ltd. (ASX) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
652+ 4.92% |
$4.74K - $5.48K
|
13.9K
$146K
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
620+ 1.51% |
$4.51K - $5.21K
|
41.6K
$438K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
562New |
$4.09K - $4.72K
|
562
$5.91K
|
|
Oct 13, 2023
Q3 2023
|
Veery Capital, LLC
|
BUY
|
- |
404+ 2.79% |
$2.94K - $3.39K
|
14.9K
$157K
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
356New |
$2.59K - $2.99K
|
356
$3.75K
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
329+ 1.27% |
$2.39K - $2.76K
|
26.2K
$276K
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
329+ 2.09% |
$2.39K - $2.76K
|
16K
$169K
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
253New |
$1.84K - $2.13K
|
253
$2.66K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
250New |
$1.82K - $2.1K
|
250
$2.63K
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
228+ 1.8% |
$1.66K - $1.92K
|
12.9K
$135K
|
|
Nov 13, 2023
Q3 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
201+ 1.15% |
$1.46K - $1.69K
|
17.7K
$187K
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
194+ 0.17% |
$1.41K - $1.63K
|
118K
$1.24M
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
170New |
$1.24K - $1.43K
|
170
$1.79K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
159+ 14.57% |
$1.16K - $1.34K
|
1.25K
$13.2K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
150New |
$1.09K - $1.26K
|
150
$1.58K
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
135+ 0.35% |
$981 - $1.13K
|
38.9K
$409K
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
121+ 1.05% |
$880 - $1.02K
|
11.7K
$123K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
101New |
$734 - $848
|
101
$1.06K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
62+ 0.39% |
$451 - $521
|
15.9K
$167K
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
59New |
$429 - $496
|
59
$621
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
41+ 0.04% |
$298 - $344
|
117K
$1.23M
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
39+ 0.28% |
$284 - $328
|
14.2K
$149K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
32+ 400.0% |
$233 - $269
|
40
$421
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.58% |
$43.6 - $50.4
|
1.02K
$10.7K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-18- 2.31% |
$131 - $151
|
762
$8.02K
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-31- 0.04% |
$225 - $260
|
72.5K
$763K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-34- 4.63% |
$247 - $286
|
701
$7.37K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-61- 4.64% |
$443 - $512
|
1.26K
$13.2K
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-81- 0.38% |
$589 - $680
|
21.2K
$223K
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-111- 1.0% |
$807 - $932
|
11K
$116K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-142- 1.33% |
$1.03K - $1.19K
|
10.6K
$111K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-157- 5.96% |
$1.14K - $1.32K
|
2.48K
$26K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-157- 5.96% |
$1.14K - $1.32K
|
2.48K
$26K
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-193- 1.31% |
$1.4K - $1.62K
|
14.6K
$153K
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-217- 2.03% |
$1.58K - $1.82K
|
10.5K
$110K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-279- 1.54% |
$2.03K - $2.34K
|
17.8K
$187K
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-281- 67.71% |
$2.04K - $2.36K
|
134
$1.41K
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-292- 0.52% |
$2.12K - $2.45K
|
55.7K
$586K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-335- 6.69% |
$2.44K - $2.81K
|
4.67K
$49.2K
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-384- 1.61% |
$2.79K - $3.23K
|
23.4K
$247K
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-491- 1.97% |
$3.57K - $4.12K
|
24.5K
$257K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-515- 1.5% |
$3.74K - $4.33K
|
33.8K
$356K
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
SELL
|
- |
-607- 3.43% |
$4.41K - $5.1K
|
17.1K
$180K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-650- 52.8% |
$4.73K - $5.46K
|
581
$6.11K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-679- 6.25% |
$4.94K - $5.7K
|
10.2K
$107K
|
|
Oct 27, 2023
Q3 2023
|
Td Asset Management Inc
|
SELL
|
- |
-696- 4.39% |
$5.06K - $5.85K
|
15.2K
$160K
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-727- 5.16% |
$5.29K - $6.11K
|
13.4K
$141K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-824- 8.86% |
$5.99K - $6.92K
|
8.48K
$89.2K
|