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 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
39+ 3.72% |
$6.74K - $9.33K
|
1.09K
$271K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-400- 4.54% |
$69.2K - $95.7K
|
8.41K
$2.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
303+ 16.08% |
$52.4K - $72.5K
|
2.19K
$545K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-1.56K- 32.81% |
$270K - $373K
|
3.19K
$796K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-690- 5.97% |
$119K - $165K
|
10.9K
$2.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9- 50.0% |
$1.56K - $2.15K
|
9
$2.24K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
518+ 62.26% |
$89.6K - $124K
|
1.35K
$337K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5- 0.33% |
$865 - $1.2K
|
1.51K
$378K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-670- 5.48% |
$116K - $160K
|
11.5K
$2.88M
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-104K- 30.5% |
$17.9M - $24.8M
|
236K
$59M
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-2.14K- 25.68% |
$370K - $512K
|
6.19K
$1.54M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
SELL
|
- |
-10- 0.35% |
$1.73K - $2.39K
|
2.82K
$704K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-103- 8.03% |
$17.8K - $24.6K
|
1.18K
$294K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
178+ 48.9% |
$30.8K - $42.6K
|
542
$135K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.41K- 7.72% |
$244K - $338K
|
16.9K
$4.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-27- 62.79% |
$4.67K - $6.46K
|
16
$3.99K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-9- 33.33% |
$1.56K - $2.15K
|
18
$4.49K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2New |
$346 - $479
|
2
$499
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
540+ 9.85% |
$93.4K - $129K
|
6.02K
$1.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
984New |
$170K - $235K
|
984
$245K
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
441+ 0.95% |
$76.2K - $106K
|
46.8K
$11.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
67+ 1.81% |
$11.6K - $16K
|
3.76K
$939K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
359+ 5.92% |
$62.1K - $85.9K
|
6.42K
$1.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-17.8K- 12.65% |
$3.07M - $4.25M
|
123K
$30.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.02K+ 10.6% |
$176K - $243K
|
10.6K
$2.65M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-100- 4.1% |
$17.3K - $23.9K
|
2.34K
$583K
|
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-600- 5.17% |
$104K - $144K
|
11K
$2.74M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.9K- 16.27% |
$329K - $455K
|
9.79K
$2.44M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.33K- 9.46% |
$230K - $318K
|
12.7K
$3.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
4.5KNew |
$778K - $1.08M
|
4.5K
$1.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
917New |
$159K - $219K
|
917
$229K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
160New |
$27.7K - $38.3K
|
160
$39.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-4.13K- 19.97% |
$715K - $989K
|
16.6K
$4.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
869New |
$150K - $208K
|
869
$217K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-13- 61.9% |
$2.25K - $3.11K
|
8
$1.99K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
155+ 28.55% |
$26.8K - $37.1K
|
698
$174K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
197+ 0.61% |
$34.1K - $47.1K
|
32.5K
$8.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
39+ 1.64% |
$6.74K - $9.33K
|
2.42K
$604K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
50+ 0.37% |
$8.65K - $12K
|
13.7K
$3.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
970New |
$168K - $232K
|
970
$242K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
318+ 11.29% |
$55K - $76.1K
|
3.14K
$782K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-5K- 24.43% |
$865K - $1.2M
|
15.5K
$3.86M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
72+ 15.93% |
$12.4K - $17.2K
|
524
$131K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Investment Management Group LLC
|
BUY
|
- |
677+ 0.27% |
$117K - $162K
|
251K
$62.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-458- 7.86% |
$79.2K - $110K
|
5.37K
$1.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-322- 38.66% |
$55.7K - $77K
|
511
$127K
|
|
|
Oct 25, 2024
Q3 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-681- 2.24% |
$118K - $163K
|
29.8K
$7.42M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
7+ 350.0% |
$1.21K - $1.67K
|
9
$2.24K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
10+ 2.2% |
$1.73K - $2.39K
|
464
$116K
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-508- 1.99% |
$87.8K - $122K
|
25.1K
$6.25M
|