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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
22
shares
|
$5,431
0.0% of portfolio
|
Q3 2024
Reduced 40.54%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
21
shares
|
$5,184
0.0% of portfolio
|
Q2 2024
Added 162.5%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
21
shares
|
$5,184
0.0% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
21
shares
|
$5,184
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
20
shares
|
$4,937
0.0% of portfolio
|
Q2 2023
Reduced 41.18%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
20
shares
|
$4,937
0.0% of portfolio
|
Q2 2024
Reduced 9.09%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
20
shares
|
$4,937
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
20
shares
|
$4,937
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
20
shares
|
$4,937
0.0% of portfolio
|
Q3 2024
Added 400.0%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
18
shares
|
$4,443
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
17
shares
|
$4,196
0.0% of portfolio
|
Q3 2023
Added 6.25%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
17
shares
|
$4,196
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
16
shares
|
$3,950
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
16
shares
|
$3,950
0.0% of portfolio
|
Q3 2024
Reduced 62.79%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
13
shares
|
$3,209
0.0% of portfolio
|
Q3 2024
Added 62.5%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
12
shares
|
$2,962
0.0% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
12
shares
|
$2,962
0.0% of portfolio
|
Q3 2023
Reduced 7.69%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
11
shares
|
$2,715
0.0% of portfolio
|
Q3 2024
Added 83.33%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
10
shares
|
$2,468
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
10
shares
|
$2,468
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
9
shares
|
$2,221
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
9
shares
|
$2,221
0.0% of portfolio
|
Q3 2024
Added 350.0%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
9
shares
|
$2,221
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
9
shares
|
$2,221
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8
shares
|
$1,975
0.0% of portfolio
|
Q3 2022
New holding
|