Latest Institutional Purchases of Aspen Technology, Inc. (AZPN)
This list provides information on the latest institutional transactions involving Aspen Technology, Inc. (AZPN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
460New |
$75.2K - $102K
|
460
$122K
|
|
|
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
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
67New |
$10.9K - $14.9K
|
67
$17.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
18New |
$2.94K - $3.99K
|
18
$4.76K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
14New |
$2.29K - $3.11K
|
14
$3.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
9New |
$1.47K - $2K
|
9
$2.38K
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
7New |
$1.14K - $1.55K
|
7
$1.85K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
3New |
$490 - $665
|
3
$793
|
|
| Q3 2023 | |||||||
|
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 09, 2023
Q3 2023
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
5.5KNew |
$917K - $1.13M
|
5.5K
$1.45M
|
|
|
Oct 18, 2023
Q3 2023
|
Oak Thistle LLC
|
BUY
|
- |
2.72KNew |
$454K - $559K
|
2.72K
$720K
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.85KNew |
$308K - $379K
|
1.85K
$488K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
1.65KNew |
$276K - $339K
|
1.65K
$437K
|
|
|
Feb 06, 2024
Q3 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.3KNew |
$217K - $267K
|
1.3K
$344K
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.21KNew |
$201K - $248K
|
1.21K
$319K
|
|
|
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
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
461New |
$76.9K - $94.7K
|
461
$122K
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
128New |
$21.4K - $26.3K
|
128
$33.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
56New |
$9.34K - $11.5K
|
56
$14.8K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
47New |
$7.84K - $9.66K
|
47
$12.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
45New |
$7.51K - $9.25K
|
45
$11.9K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
40New |
$6.67K - $8.22K
|
40
$10.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
BUY
|
- |
25+ 0.39% |
$4.17K - $5.14K
|
6.38K
$1.69M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
24New |
$4K - $4.93K
|
24
$6.34K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
23New |
$3.84K - $4.73K
|
23
$6.08K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
15New |
$2.5K - $3.08K
|
15
$3.96K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
14New |
$2.34K - $2.88K
|
14
$3.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
10New |
$1.67K - $2.05K
|
10
$2.64K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
4+ 400.0% |
$667 - $822
|
5
$1.32K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 28.57% |
$334 - $411
|
9
$2.38K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
2+ 3.45% |
$334 - $411
|
60
$15.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
1+ 0.04% |
$167 - $205
|
2.47K
$654K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1New |
$167 - $205
|
1
$264
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Valley Forge Capital Management, LP
Wayne, PA |
BUY
|
- |
120K+ 68.38% |
$19.5M - $29.3M
|
295K
$78.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.32K+ 55.57% |
$1.19M - $1.79M
|
20.5K
$5.41M
|
|
|
Jul 31, 2023
Q2 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
3.66KNew |
$593K - $894K
|
3.66K
$967K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
3.14KNew |
$509K - $767K
|
3.14K
$830K
|
|
|
Aug 14, 2023
Q2 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.48KNew |
$240K - $362K
|
1.48K
$391K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.34KNew |
$217K - $328K
|
1.34K
$354K
|
|
|
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
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
113+ 1130.0% |
$18.3K - $27.6K
|
123
$32.5K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
69New |
$11.2K - $16.9K
|
69
$18.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
42+ 1.62% |
$6.81K - $10.3K
|
2.64K
$697K
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
28New |
$4.54K - $6.84K
|
28
$7.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
17New |
$2.76K - $4.15K
|
17
$4.49K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
16New |
$2.59K - $3.91K
|
16
$4.23K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
7New |
$1.13K - $1.71K
|
7
$1.85K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 50.0% |
$162 - $244
|
3
$793
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
291KNew |
$55.2M - $66.6M
|
291K
$76.9M
|
|