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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q3 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.3KNew |
$217K - $267K
|
1.3K
$324K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
15New |
$2.5K - $3.08K
|
15
$3.74K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
47New |
$7.84K - $9.66K
|
47
$11.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
14New |
$2.34K - $2.88K
|
14
$3.49K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
1+ 0.04% |
$167 - $205
|
2.47K
$617K
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-361- 18.1% |
$60.2K - $74.2K
|
1.63K
$407K
|
|
|
Nov 14, 2023
Q3 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
7.53KNew |
$1.26M - $1.55M
|
7.53K
$1.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.02KNew |
$169K - $209K
|
1.02K
$253K
|
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
1.28KNew |
$213K - $263K
|
1.28K
$319K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
461New |
$76.9K - $94.7K
|
461
$115K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
1.65KNew |
$276K - $339K
|
1.65K
$412K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-71- 31.14% |
$11.8K - $14.6K
|
157
$39.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
23New |
$3.84K - $4.73K
|
23
$5.74K
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.85KNew |
$308K - $379K
|
1.85K
$460K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 28.57% |
$334 - $411
|
9
$2.24K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.15K- 99.74% |
$192K - $237K
|
3
$748
|
|
|
Nov 09, 2023
Q3 2023
|
Tredje Ap Fonden
|
SELL
|
- |
-514- 9.64% |
$85.7K - $106K
|
4.82K
$1.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
5.5KNew |
$917K - $1.13M
|
5.5K
$1.37M
|
|
|
Nov 09, 2023
Q3 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
9.49K+ 252.05% |
$1.58M - $1.95M
|
13.3K
$3.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
128New |
$21.4K - $26.3K
|
128
$31.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1New |
$167 - $205
|
1
$249
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.01K- 72.29% |
$169K - $208K
|
388
$96.8K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-188- 6.2% |
$31.4K - $38.6K
|
2.85K
$709K
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
BUY
|
- |
25+ 0.39% |
$4.17K - $5.14K
|
6.38K
$1.59M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
4+ 400.0% |
$667 - $822
|
5
$1.25K
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.21KNew |
$201K - $248K
|
1.21K
$301K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
56New |
$9.34K - $11.5K
|
56
$14K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
10New |
$1.67K - $2.05K
|
10
$2.49K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1- 7.69% |
$167 - $205
|
12
$2.99K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
45New |
$7.51K - $9.25K
|
45
$11.2K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
24New |
$4K - $4.93K
|
24
$5.98K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1+ 6.25% |
$167 - $205
|
17
$4.24K
|
|
|
Oct 18, 2023
Q3 2023
|
Oak Thistle LLC
|
BUY
|
- |
2.72KNew |
$454K - $559K
|
2.72K
$679K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
40New |
$6.67K - $8.22K
|
40
$9.97K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
2+ 3.45% |
$334 - $411
|
60
$15K
|
|
| Q2 2023 | |||||||
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-62KClosed |
$10.1M - $15.2M
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-992- 27.72% |
$161K - $242K
|
2.59K
$645K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
69New |
$11.2K - $16.9K
|
69
$17.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.48KNew |
$240K - $362K
|
1.48K
$369K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
113+ 1130.0% |
$18.3K - $27.6K
|
123
$30.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Forge Capital Management, LP
Wayne, PA |
BUY
|
- |
120K+ 68.38% |
$19.5M - $29.3M
|
295K
$73.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.32K+ 55.57% |
$1.19M - $1.79M
|
20.5K
$5.11M
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-517- 92.49% |
$83.8K - $126K
|
42
$10.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
7.78KNew |
$1.26M - $1.9M
|
7.78K
$1.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.28K- 16.13% |
$207K - $312K
|
6.64K
$1.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-428- 3.13% |
$69.4K - $105K
|
13.3K
$3.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
7New |
$1.13K - $1.71K
|
7
$1.75K
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.27K- 35.64% |
$206K - $310K
|
2.29K
$571K
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
28New |
$4.54K - $6.84K
|
28
$6.98K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
17New |
$2.76K - $4.15K
|
17
$4.24K
|
|