Purchases and Sales Made in Q3 2023 in Aspen Technology, Inc. (AZPN)
This table provides information about the institutional ownership of Aspen Technology, Inc. (AZPN) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
47New |
$7.84K - $9.66K
|
47
$12.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
45New |
$7.51K - $9.25K
|
45
$11.9K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
40New |
$6.67K - $8.22K
|
40
$10.6K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
38New |
$6.34K - $7.81K
|
38
$10K
|
|
|
Oct 23, 2023
Q3 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
26+ 1.07% |
$4.34K - $5.34K
|
2.46K
$651K
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
BUY
|
- |
25+ 0.39% |
$4.17K - $5.14K
|
6.38K
$1.69M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
24New |
$4K - $4.93K
|
24
$6.34K
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
24+ 0.88% |
$4K - $4.93K
|
2.76K
$730K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
24New |
$4K - $4.93K
|
24
$6.34K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
23New |
$3.84K - $4.73K
|
23
$6.08K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
23+ 2.52% |
$3.84K - $4.73K
|
934
$247K
|
|
|
May 24, 2024
Q3 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
20+ 0.82% |
$3.34K - $4.11K
|
2.46K
$651K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
19+ 23.46% |
$3.17K - $3.9K
|
100
$26.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
19+ 23.46% |
$3.17K - $3.9K
|
100
$26.4K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
18+ 163.64% |
$3K - $3.7K
|
29
$7.67K
|
|
|
Oct 31, 2023
Q3 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
17+ 1.21% |
$2.84K - $3.49K
|
1.42K
$376K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
16+ 0.14% |
$2.67K - $3.29K
|
11.4K
$3M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
15New |
$2.5K - $3.08K
|
15
$3.96K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
15New |
$2.5K - $3.08K
|
15
$3.96K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
14New |
$2.34K - $2.88K
|
14
$3.7K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
12+ 7.5% |
$2K - $2.47K
|
172
$45.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
10New |
$1.67K - $2.05K
|
10
$2.64K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
10+ 23.81% |
$1.67K - $2.05K
|
52
$13.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 71.43% |
$1.67K - $2.05K
|
24
$6.34K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
9+ 0.11% |
$1.5K - $1.85K
|
7.96K
$2.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
9New |
$1.5K - $1.85K
|
9
$2.38K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8New |
$1.33K - $1.64K
|
8
$2.11K
|
|
|
Nov 13, 2023
Q3 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
8+ 0.54% |
$1.33K - $1.64K
|
1.5K
$396K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7+ 140.0% |
$1.17K - $1.44K
|
12
$3.17K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
7New |
$1.17K - $1.44K
|
7
$1.85K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
4+ 400.0% |
$667 - $822
|
5
$1.32K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
4+ 400.0% |
$667 - $822
|
5
$1.32K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4New |
$667 - $822
|
4
$1.06K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
4+ 5.13% |
$667 - $822
|
82
$21.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
3New |
$500 - $616
|
3
$793
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
2+ 3.45% |
$334 - $411
|
60
$15.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2New |
$334 - $411
|
2
$529
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 28.57% |
$334 - $411
|
9
$2.38K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1+ 0.02% |
$167 - $205
|
4.98K
$1.32M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1+ 6.25% |
$167 - $205
|
17
$4.49K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1+ 0.01% |
$167 - $205
|
7.35K
$1.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1+ 0.04% |
$167 - $205
|
2.5K
$660K
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$167 - $205
|
811
$214K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1New |
$167 - $205
|
1
$264
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
1+ 0.04% |
$167 - $205
|
2.47K
$654K
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$167 - $205
|
1
$264
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1- 7.69% |
$167 - $205
|
12
$3.17K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-1- 2.13% |
$167 - $205
|
46
$12.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2- 5.71% |
$334 - $411
|
33
$8.72K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2- 5.71% |
$334 - $411
|
33
$8.72K
|