Institutional Ownership Aspen Technology, Inc. (AZPN)
This table provides information about the institutional ownership of Aspen Technology, Inc. (AZPN). We have compiled data on the 448 institutions that hold shares in the stock, with a total of 29.2 Million shares, which have been reported (via 13F filing form) to have a value of $7.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
1,179
shares
|
$291,071
0.05% of portfolio
|
Q3 2024
Reduced 8.03%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
1,163
shares
|
$287,121
0.01% of portfolio
|
Q2 2024
Reduced 44.99%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,159
shares
|
$286,133
0.0% of portfolio
|
Q3 2024
Reduced 8.31%
|
|
|
Curated Wealth Partners LLC
|
Oct 04, 2024 Q3 2024 |
1,144
shares
|
$282,430
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Precision Wealth Strategies, LLC
|
Oct 21, 2024 Q3 2024 |
1,141
shares
|
$281,690
0.31% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
1,126
shares
|
$277,986
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
1,119
shares
|
$276,258
0.0% of portfolio
|
Q3 2024
Reduced 6.05%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
1,119
shares
|
$276,258
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,118
shares
|
$276,011
0.01% of portfolio
|
Q3 2024
Reduced 29.42%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
1,093
shares
|
$269,839
0.01% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
1,091
shares
|
$269,346
0.0% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
1,088
shares
|
$268,605
0.03% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
1,078
shares
|
$266,136
0.01% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
1,065
shares
|
$262,927
0.0% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
1,053
shares
|
$259,964
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1,025
shares
|
$253,052
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
997
shares
|
$246,139
0.14% of portfolio
|
Q3 2024
Added 248.6%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Oct 31, 2024 Q3 2024 |
984
shares
|
$242,929
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
970
shares
|
$239,473
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
964
shares
|
$237,992
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
961
shares
|
$237,251
0.1% of portfolio
|
Q1 2024
Reduced 34.13%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
959
shares
|
$236,757
0.0% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
940
shares
|
$232,067
0.0% of portfolio
|
Q3 2024
Reduced 37.04%
|
|
|
Corton Capital Inc.
Carrying Place, A6 |
Nov 14, 2024 Q3 2024 |
938
shares
|
$231,573
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
933
shares
|
$230,339
0.01% of portfolio
|
Q3 2024
New holding
|