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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
948+ 460.19% |
$166K - $206K
|
1.15K
$305K
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
5.92KNew |
$1.04M - $1.28M
|
5.92K
$1.57M
|
|
|
Apr 23, 2024
Q1 2024
|
F
|
SELL
|
- |
-37- 0.61% |
$6.49K - $8.02K
|
6.07K
$1.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-91- 4.22% |
$16K - $19.7K
|
2.06K
$545K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-922Closed |
$162K - $200K
|
0
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-498- 34.13% |
$87.3K - $108K
|
961
$254K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
1.39KNew |
$243K - $300K
|
1.39K
$366K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5New |
$877 - $1.08K
|
5
$1.32K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-18- 39.13% |
$3.16K - $3.9K
|
28
$7.4K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
87New |
$15.3K - $18.9K
|
87
$23K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
119KNew |
$19.4M - $26.3M
|
119K
$31.4M
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
7New |
$1.14K - $1.55K
|
7
$1.85K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 3.03% |
$163 - $222
|
32
$8.46K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
3New |
$490 - $665
|
3
$793
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
9New |
$1.47K - $2K
|
9
$2.38K
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
4.22KNew |
$689K - $935K
|
4.22K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Candriam S.C.A.
|
SELL
|
- |
-16.4K- 49.34% |
$2.68M - $3.64M
|
16.9K
$4.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
84+ 0.38% |
$13.7K - $18.6K
|
22.1K
$5.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
16.3KNew |
$2.67M - $3.62M
|
16.3K
$4.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-7.06K- 43.24% |
$1.15M - $1.57M
|
9.27K
$2.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-75- 71.43% |
$12.3K - $16.6K
|
30
$7.93K
|
|
|
Feb 13, 2024
Q4 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-227- 15.16% |
$37.1K - $50.4K
|
1.27K
$336K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-2- 40.0% |
$327 - $444
|
3
$793
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
460New |
$75.2K - $102K
|
460
$122K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
14New |
$2.29K - $3.11K
|
14
$3.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
18New |
$2.94K - $3.99K
|
18
$4.76K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8- 0.1% |
$1.31K - $1.77K
|
7.91K
$2.09M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
67New |
$10.9K - $14.9K
|
67
$17.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
3.04KNew |
$496K - $673K
|
3.04K
$802K
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
SELL
|
- |
-37- 1.63% |
$6.05K - $8.21K
|
2.23K
$591K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-193- 5.72% |
$31.5K - $42.8K
|
3.18K
$841K
|
|
| Q3 2023 | |||||||
|
Dec 09, 2024
Q3 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-22.3KClosed |
$3.72M - $4.58M
|
0
$0
|
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-1.1K- 31.98% |
$183K - $225K
|
2.33K
$617K
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-986Closed |
$164K - $203K
|
0
$0
|
|
|
Feb 06, 2024
Q3 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.3KNew |
$217K - $267K
|
1.3K
$344K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
15New |
$2.5K - $3.08K
|
15
$3.96K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
47New |
$7.84K - $9.66K
|
47
$12.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
14New |
$2.34K - $2.88K
|
14
$3.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
1+ 0.04% |
$167 - $205
|
2.47K
$654K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
461New |
$76.9K - $94.7K
|
461
$122K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-71- 31.14% |
$11.8K - $14.6K
|
157
$41.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
1.65KNew |
$276K - $339K
|
1.65K
$437K
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-361- 18.1% |
$60.2K - $74.2K
|
1.63K
$432K
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.02KNew |
$169K - $209K
|
1.02K
$268K
|
|
|
Nov 14, 2023
Q3 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
7.53KNew |
$1.26M - $1.55M
|
7.53K
$1.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 28.57% |
$334 - $411
|
9
$2.38K
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.85KNew |
$308K - $379K
|
1.85K
$488K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
23New |
$3.84K - $4.73K
|
23
$6.08K
|
|
|
Nov 09, 2023
Q3 2023
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
5.5KNew |
$917K - $1.13M
|
5.5K
$1.45M
|
|
|
Nov 09, 2023
Q3 2023
|
Tredje Ap Fonden
|
SELL
|
- |
-514- 9.64% |
$85.7K - $106K
|
4.82K
$1.27M
|
|