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 |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
97
shares
|
$23,947
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
87
shares
|
$21,478
0.0% of portfolio
|
Q2 2024
Added 155.88%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
87
shares
|
$21,478
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
85
shares
|
$20,984
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
84
shares
|
$20,737
0.0% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
75
shares
|
$18,516
0.01% of portfolio
|
Q3 2024
Reduced 22.68%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
70
shares
|
$17,281
0.0% of portfolio
|
Q2 2024
Reduced 27.08%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
69
shares
|
$17,034
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
63
shares
|
$15,553
0.0% of portfolio
|
Q3 2024
Added 18.87%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
63
shares
|
$15,553
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
59
shares
|
$14,565
0.0% of portfolio
|
Q3 2024
Reduced 93.82%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
57
shares
|
$14,072
0.0% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
55
shares
|
$13,578
0.0% of portfolio
|
Q3 2024
Added 243.75%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
53
shares
|
$13,084
0.0% of portfolio
|
Q3 2024
Reduced 41.76%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
47
shares
|
$11,603
0.0% of portfolio
|
Q2 2024
Reduced 53.47%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
45
shares
|
$11,109
0.0% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
42
shares
|
$10,368
0.01% of portfolio
|
Q2 2023
Reduced 92.49%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
42
shares
|
$10,368
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
39
shares
|
$9,628
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
38
shares
|
$9,381
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
34
shares
|
$8,393
0.0% of portfolio
|
Q3 2024
Reduced 26.09%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
34
shares
|
$8,393
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
26
shares
|
$6,418
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
24
shares
|
$5,925
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
24
shares
|
$5,925
0.0% of portfolio
|
Q2 2024
New holding
|