Latest Institutional Transactions on Aspen Technology, Inc. (AZPN)
This table provides information on the latest institutional transactions involving Aspen Technology, Inc. (AZPN) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Investment Management Group LLC
|
SELL
|
- |
-2.97K- 1.18% |
$687K - $752K
|
248K
$65.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-2.35K- 16.45% |
$544K - $595K
|
11.9K
$3.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
75+ 2.39% |
$17.3K - $19K
|
3.21K
$847K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-84- 5.55% |
$19.4K - $21.3K
|
1.43K
$378K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-525K- 90.05% |
$121M - $133M
|
58K
$15.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-412- 4.21% |
$95.3K - $104K
|
9.38K
$2.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
28+ 0.09% |
$6.47K - $7.09K
|
32.3K
$8.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
151+ 126.89% |
$34.9K - $38.2K
|
270
$71.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.48K- 59.77% |
$343K - $375K
|
998
$263K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-55- 1.78% |
$12.7K - $13.9K
|
3.03K
$800K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
12KNew |
$2.77M - $3.03M
|
12K
$3.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
5+ 0.44% |
$1.16K - $1.27K
|
1.15K
$303K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
35+ 2.79% |
$8.09K - $8.86K
|
1.29K
$341K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-129- 9.23% |
$29.8K - $32.7K
|
1.27K
$335K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
35+ 700.0% |
$8.09K - $8.86K
|
40
$10.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
57New |
$13.2K - $14.4K
|
57
$15K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.31KNew |
$303K - $332K
|
1.31K
$346K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-34- 1.74% |
$7.86K - $8.61K
|
1.92K
$506K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-120- 12.51% |
$27.7K - $30.4K
|
839
$221K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
303+ 7575.0% |
$70.1K - $76.7K
|
307
$81K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
192+ 0.47% |
$44.4K - $48.6K
|
41.2K
$10.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
7.05K+ 45.23% |
$1.63M - $1.78M
|
22.6K
$5.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-12.4K- 74.76% |
$2.86M - $3.14M
|
4.18K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
640New |
$148K - $162K
|
640
$169K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-81- 18.75% |
$18.7K - $20.5K
|
351
$92.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
70+ 0.64% |
$16.2K - $17.7K
|
11.1K
$2.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
155+ 13.55% |
$35.8K - $39.2K
|
1.3K
$343K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-200- 65.15% |
$46.2K - $50.6K
|
107
$28.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.05KNew |
$243K - $266K
|
1.05K
$277K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-34- 45.33% |
$7.86K - $8.61K
|
41
$10.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.05K- 3.22% |
$242K - $265K
|
31.4K
$8.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-5.6K- 82.32% |
$1.29M - $1.42M
|
1.2K
$317K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-164- 10.59% |
$37.9K - $41.5K
|
1.38K
$365K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-36- 2.89% |
$8.32K - $9.11K
|
1.21K
$319K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-194- 5.24% |
$44.9K - $49.1K
|
3.51K
$926K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
49+ 89.09% |
$11.3K - $12.4K
|
104
$27.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9+ 34.62% |
$2.08K - $2.28K
|
35
$9.24K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-481- 21.99% |
$111K - $122K
|
1.71K
$450K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
179+ 6.43% |
$41.4K - $45.3K
|
2.96K
$782K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
864New |
$200K - $219K
|
864
$228K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-23- 0.61% |
$5.32K - $5.82K
|
3.74K
$988K
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
1.7KNew |
$393K - $430K
|
1.7K
$449K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-15- 0.7% |
$3.47K - $3.8K
|
2.14K
$564K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
914New |
$211K - $231K
|
914
$241K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
633K+ 37990.69% |
$146M - $160M
|
634K
$167M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-319- 19.56% |
$73.7K - $80.8K
|
1.31K
$346K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
47+ 2.8% |
$10.9K - $11.9K
|
1.73K
$455K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-282- 36.67% |
$65.2K - $71.4K
|
487
$129K
|
|
|
Jan 13, 2025
Q4 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
978New |
$226K - $248K
|
978
$258K
|