Purchases and Sales Made in Q1 2024 in Aspen Technology, Inc. (AZPN)
This table provides information about the institutional ownership of Aspen Technology, Inc. (AZPN) during Q1 2024. The information is specifically focused on institutions that hold shares of Aspen Technology, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
73+ 0.48% |
$12.8K - $15.8K
|
15.4K
$3.8M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
72New |
$12.6K - $15.6K
|
72
$17.8K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
72+ 5.08% |
$12.6K - $15.6K
|
1.49K
$367K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
69New |
$12.1K - $15K
|
69
$17K
|
|
|
Apr 24, 2024
Q1 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
64+ 4.53% |
$11.2K - $13.9K
|
1.48K
$364K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
58+ 2.73% |
$10.2K - $12.6K
|
2.18K
$539K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
54+ 900.0% |
$9.47K - $11.7K
|
60
$14.8K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
45+ 4.36% |
$7.89K - $9.76K
|
1.08K
$266K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
44+ 1.8% |
$7.72K - $9.54K
|
2.5K
$616K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
40+ 1333.33% |
$7.01K - $8.68K
|
43
$10.6K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
38New |
$6.66K - $8.24K
|
38
$9.38K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
37+ 4.06% |
$6.49K - $8.02K
|
949
$234K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
36New |
$6.31K - $7.81K
|
36
$8.89K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
32+ 18.08% |
$5.61K - $6.94K
|
209
$51.6K
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
30+ 0.88% |
$5.26K - $6.51K
|
3.44K
$848K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
26+ 1.87% |
$4.56K - $5.64K
|
1.42K
$350K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
22+ 104.76% |
$3.86K - $4.77K
|
43
$10.6K
|
|
|
May 14, 2024
Q1 2024
|
Credit Agricole S A
|
BUY
|
- |
20New |
$3.51K - $4.34K
|
20
$4.94K
|
|
|
May 14, 2024
Q1 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
19New |
$3.33K - $4.12K
|
19
$4.69K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
17+ 89.47% |
$2.98K - $3.69K
|
36
$8.89K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13+ 0.7% |
$2.28K - $2.82K
|
1.88K
$463K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
11+ 0.42% |
$1.93K - $2.39K
|
2.63K
$649K
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
11+ 14.1% |
$1.93K - $2.39K
|
89
$22K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
10+ 0.03% |
$1.75K - $2.17K
|
35.1K
$8.67M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10+ 0.22% |
$1.75K - $2.17K
|
4.53K
$1.12M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9+ 128.57% |
$1.58K - $1.95K
|
16
$3.95K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
9+ 10.34% |
$1.58K - $1.95K
|
96
$23.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
8New |
$1.4K - $1.74K
|
8
$1.98K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7+ 700.0% |
$1.23K - $1.52K
|
8
$1.98K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
7+ 16.28% |
$1.23K - $1.52K
|
50
$12.3K
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
6New |
$1.05K - $1.3K
|
6
$1.48K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5+ 0.07% |
$877 - $1.08K
|
7.01K
$1.73M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5New |
$877 - $1.08K
|
5
$1.23K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5New |
$877 - $1.08K
|
5
$1.23K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
4+ 1.37% |
$701 - $868
|
296
$73.1K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4+ 0.38% |
$701 - $868
|
1.07K
$263K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3+ 1.76% |
$526 - $651
|
173
$42.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
2+ 18.18% |
$351 - $434
|
13
$3.21K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
2+ 1.83% |
$351 - $434
|
111
$27.4K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
2+ 0.03% |
$351 - $434
|
6.24K
$1.54M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2+ 0.21% |
$351 - $434
|
950
$235K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1New |
$175 - $217
|
1
$247
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1- 33.33% |
$175 - $217
|
2
$494
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1Closed |
$175 - $217
|
0
$0
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2- 13.33% |
$351 - $434
|
13
$3.21K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-3- 6.12% |
$526 - $651
|
46
$11.4K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-4- 0.37% |
$701 - $868
|
1.09K
$268K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-4- 3.67% |
$701 - $868
|
105
$25.9K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-4- 57.14% |
$701 - $868
|
3
$741
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-5- 0.74% |
$877 - $1.08K
|
670
$165K
|