Purchases and Sales Made in Q2 2024 in Aspen Technology, Inc. (AZPN)
This table provides information about the institutional ownership of Aspen Technology, Inc. (AZPN) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
92+ 2.78% |
$17.4K - $20.4K
|
3.4K
$854K
|
|
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
85New |
$16K - $18.9K
|
85
$21.3K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
81+ 1.5% |
$15.3K - $18K
|
5.48K
$1.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
70New |
$13.2K - $15.5K
|
70
$17.6K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
69+ 65.71% |
$13K - $15.3K
|
174
$43.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
65+ 2.51% |
$12.3K - $14.4K
|
2.65K
$666K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
65New |
$12.3K - $14.4K
|
65
$16.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
60+ 7.39% |
$11.3K - $13.3K
|
872
$219K
|
|
|
Jul 18, 2024
Q2 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
60+ 4.07% |
$11.3K - $13.3K
|
1.54K
$385K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
56+ 77.78% |
$10.6K - $12.4K
|
128
$32.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
53+ 155.88% |
$10K - $11.8K
|
87
$21.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
48+ 1.02% |
$9.06K - $10.7K
|
4.75K
$1.19M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
45+ 1.8% |
$8.49K - $9.99K
|
2.54K
$637K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
44+ 14.86% |
$8.31K - $9.77K
|
340
$85.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
43+ 1.29% |
$8.12K - $9.54K
|
3.39K
$850K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
43+ 18.53% |
$8.12K - $9.54K
|
275
$69K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
41+ 9.98% |
$7.74K - $9.1K
|
452
$113K
|
|
|
Aug 12, 2024
Q2 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
41+ 0.24% |
$7.74K - $9.1K
|
17.1K
$4.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
40+ 2.83% |
$7.55K - $8.88K
|
1.46K
$365K
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
37+ 1.56% |
$6.98K - $8.21K
|
2.4K
$603K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
34New |
$6.42K - $7.55K
|
34
$8.53K
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
30+ 1.98% |
$5.66K - $6.66K
|
1.54K
$387K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
30+ 0.02% |
$5.66K - $6.66K
|
158K
$39.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
30+ 230.77% |
$5.66K - $6.66K
|
43
$10.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
30+ 69.77% |
$5.66K - $6.66K
|
73
$18.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
29+ 0.26% |
$5.47K - $6.44K
|
11.1K
$2.78M
|
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
27+ 0.88% |
$5.1K - $5.99K
|
3.11K
$781K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
24New |
$4.53K - $5.33K
|
24
$6.02K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
23+ 10.09% |
$4.34K - $5.1K
|
251
$63K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
22+ 1.9% |
$4.15K - $4.88K
|
1.18K
$296K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
16+ 320.0% |
$3.02K - $3.55K
|
21
$5.27K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16+ 9.25% |
$3.02K - $3.55K
|
189
$47.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
14+ 0.05% |
$2.64K - $3.11K
|
29.5K
$7.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
14+ 1.12% |
$2.64K - $3.11K
|
1.26K
$317K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
13+ 162.5% |
$2.45K - $2.89K
|
21
$5.27K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
12+ 5.74% |
$2.27K - $2.66K
|
221
$55.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
12+ 0.49% |
$2.27K - $2.66K
|
2.46K
$617K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
11+ 11.34% |
$2.08K - $2.44K
|
108
$27.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
10+ 0.88% |
$1.89K - $2.22K
|
1.15K
$288K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
9New |
$1.7K - $2K
|
9
$2.26K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
8+ 100.0% |
$1.51K - $1.78K
|
16
$4.02K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
8+ 266.67% |
$1.51K - $1.78K
|
11
$2.76K
|
|
|
Aug 09, 2024
Q2 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
8+ 0.17% |
$1.51K - $1.78K
|
4.83K
$1.21M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
8New |
$1.51K - $1.78K
|
8
$2.01K
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
BUY
|
- |
8+ 1.01% |
$1.51K - $1.78K
|
799
$201K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5+ 0.33% |
$944 - $1.11K
|
1.52K
$381K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4New |
$755 - $888
|
4
$1K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4+ 200.0% |
$755 - $888
|
6
$1.51K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
4New |
$755 - $888
|
4
$1K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3+ 6.0% |
$566 - $666
|
53
$13.3K
|