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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.15K- 99.74% |
$192K - $237K
|
3
$793
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.01K- 72.29% |
$169K - $208K
|
388
$103K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1New |
$167 - $205
|
1
$264
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
128New |
$21.4K - $26.3K
|
128
$33.8K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-188- 6.2% |
$31.4K - $38.6K
|
2.85K
$752K
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
BUY
|
- |
25+ 0.39% |
$4.17K - $5.14K
|
6.38K
$1.69M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
56New |
$9.34K - $11.5K
|
56
$14.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
4+ 400.0% |
$667 - $822
|
5
$1.32K
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.21KNew |
$201K - $248K
|
1.21K
$319K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
10New |
$1.67K - $2.05K
|
10
$2.64K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1- 7.69% |
$167 - $205
|
12
$3.17K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
45New |
$7.51K - $9.25K
|
45
$11.9K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
24New |
$4K - $4.93K
|
24
$6.34K
|
|
|
Oct 18, 2023
Q3 2023
|
Oak Thistle LLC
|
BUY
|
- |
2.72KNew |
$454K - $559K
|
2.72K
$720K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
40New |
$6.67K - $8.22K
|
40
$10.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
2+ 3.45% |
$334 - $411
|
60
$15.9K
|
|
| 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
$684K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
69New |
$11.2K - $16.9K
|
69
$18.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.48KNew |
$240K - $362K
|
1.48K
$391K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.32K+ 55.57% |
$1.19M - $1.79M
|
20.5K
$5.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
113+ 1130.0% |
$18.3K - $27.6K
|
123
$32.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Forge Capital Management, LP
Wayne, PA |
BUY
|
- |
120K+ 68.38% |
$19.5M - $29.3M
|
295K
$78.1M
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-517- 92.49% |
$83.8K - $126K
|
42
$11.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-428- 3.13% |
$69.4K - $105K
|
13.3K
$3.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
7New |
$1.13K - $1.71K
|
7
$1.85K
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
28New |
$4.54K - $6.84K
|
28
$7.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.27K- 35.64% |
$206K - $310K
|
2.29K
$605K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
17New |
$2.76K - $4.15K
|
17
$4.49K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-42- 44.21% |
$6.81K - $10.3K
|
53
$14K
|
|
|
Jul 31, 2023
Q2 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
3.66KNew |
$593K - $894K
|
3.66K
$967K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-3- 0.25% |
$486 - $733
|
1.21K
$319K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
16New |
$2.59K - $3.91K
|
16
$4.23K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.34KNew |
$217K - $328K
|
1.34K
$354K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
3.14KNew |
$509K - $767K
|
3.14K
$830K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-185- 9.03% |
$30K - $45.2K
|
1.86K
$493K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 50.0% |
$162 - $244
|
3
$793
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
204+ 9.76% |
$33.1K - $49.8K
|
2.29K
$606K
|
|
|
Jul 24, 2023
Q2 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
157New |
$25.5K - $38.4K
|
157
$41.5K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
42+ 1.62% |
$6.81K - $10.3K
|
2.64K
$697K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-14- 41.18% |
$2.27K - $3.42K
|
20
$5.29K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-269- 5.91% |
$43.6K - $65.7K
|
4.29K
$1.13M
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.25% |
$811 - $1.22K
|
2.03K
$536K
|
|
|
Jul 06, 2023
Q2 2023
|
Spence Asset Management
|
SELL
|
- |
-32K- 98.77% |
$5.19M - $7.82M
|
399
$105K
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
244+ 3.71% |
$46.3K - $55.8K
|
6.81K
$1.8M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
10KNew |
$1.9M - $2.29M
|
10K
$2.64M
|
|
|
Dec 13, 2023
Q1 2023
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
12.3KNew |
$2.33M - $2.81M
|
12.3K
$3.25M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-4Closed |
$759 - $915
|
0
$0
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
8+ 266.67% |
$1.52K - $1.83K
|
11
$2.91K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-455- 2.56% |
$86.4K - $104K
|
17.3K
$4.58M
|
|