Purchases and Sales Made in Q4 2023 in Ase Technology Holding Co., Ltd. (ASX)
This table provides information about the institutional ownership of Ase Technology Holding Co., Ltd. (ASX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
553+ 1.05% |
$4.07K - $5.23K
|
53.1K
$539K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
500New |
$3.68K - $4.73K
|
500
$5.08K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
461+ 2.77% |
$3.39K - $4.36K
|
17.1K
$174K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
381New |
$2.8K - $3.6K
|
381
$3.87K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
370New |
$2.72K - $3.5K
|
370
$3.76K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
331New |
$2.44K - $3.13K
|
331
$3.36K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
207+ 0.95% |
$1.52K - $1.96K
|
22K
$224K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
184+ 1.46% |
$1.35K - $1.74K
|
12.8K
$129K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
174New |
$1.28K - $1.64K
|
174
$1.77K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
161+ 15.77% |
$1.18K - $1.52K
|
1.18K
$12K
|
|
|
Feb 06, 2024
Q4 2023
|
Henry James International Management Inc.
|
BUY
|
- |
87+ 0.1% |
$640 - $822
|
91.1K
$924K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
27+ 1.09% |
$199 - $255
|
2.5K
$25.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
11+ 0.04% |
$81 - $104
|
27.1K
$275K
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-30- 42.86% |
$221 - $284
|
40
$406
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-38- 18.81% |
$280 - $359
|
164
$1.66K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-42- 1.74% |
$309 - $397
|
2.38K
$24.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-43- 7.65% |
$316 - $406
|
519
$5.27K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-76- 0.21% |
$559 - $718
|
36.3K
$368K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-77- 10.98% |
$567 - $728
|
624
$6.33K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-119- 8.71% |
$876 - $1.12K
|
1.25K
$12.7K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-165- 0.89% |
$1.21K - $1.56K
|
18.5K
$187K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-212- 1.19% |
$1.56K - $2K
|
17.6K
$179K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-215- 10.13% |
$1.58K - $2.03K
|
1.91K
$19.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-220- 1.64% |
$1.62K - $2.08K
|
13.2K
$134K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-249- 10.05% |
$1.83K - $2.35K
|
2.23K
$22.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-262- 34.38% |
$1.93K - $2.48K
|
500
$5.08K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-299- 6.4% |
$2.2K - $2.83K
|
4.38K
$44.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-301- 0.87% |
$2.22K - $2.84K
|
34.4K
$349K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-324- 0.05% |
$2.38K - $3.06K
|
701K
$7.11M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-344- 27.52% |
$2.53K - $3.25K
|
906
$9.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-382- 2.97% |
$2.81K - $3.61K
|
12.5K
$127K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-410- 2.98% |
$3.02K - $3.87K
|
13.3K
$135K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-455- 1.27% |
$3.35K - $4.3K
|
35.3K
$358K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-475- 1.1% |
$3.5K - $4.49K
|
42.5K
$432K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-516- 2.11% |
$3.8K - $4.88K
|
23.9K
$243K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-570- 8.63% |
$4.2K - $5.39K
|
6.03K
$61.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-600- 2.83% |
$4.42K - $5.67K
|
20.6K
$209K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-607- 5.38% |
$4.47K - $5.74K
|
10.7K
$108K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-615- 2.74% |
$4.53K - $5.81K
|
21.8K
$221K
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-731- 5.02% |
$5.38K - $6.91K
|
13.8K
$140K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-810- 5.42% |
$5.96K - $7.65K
|
14.1K
$143K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-905- 4.27% |
$6.66K - $8.55K
|
20.3K
$206K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-990- 6.74% |
$7.29K - $9.36K
|
13.7K
$139K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-993- 7.27% |
$7.31K - $9.38K
|
12.7K
$129K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.17K- 0.5% |
$8.58K - $11K
|
231K
$2.34M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.17K- 1.89% |
$8.64K - $11.1K
|
61K
$620K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.25K- 3.39% |
$9.17K - $11.8K
|
35.5K
$360K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.45K- 0.72% |
$10.7K - $13.7K
|
200K
$2.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.51K- 1.25% |
$11.1K - $14.2K
|
119K
$1.21M
|