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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
45New |
$7.51K - $9.25K
|
45
$11.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
40New |
$6.67K - $8.22K
|
40
$9.88K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
38New |
$6.34K - $7.81K
|
38
$9.38K
|
|
|
Oct 23, 2023
Q3 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
26+ 1.07% |
$4.34K - $5.34K
|
2.46K
$608K
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
BUY
|
- |
25+ 0.39% |
$4.17K - $5.14K
|
6.38K
$1.57M
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
24+ 0.88% |
$4K - $4.93K
|
2.76K
$682K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
24New |
$4K - $4.93K
|
24
$5.93K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
24New |
$4K - $4.93K
|
24
$5.93K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
23New |
$3.84K - $4.73K
|
23
$5.68K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
23+ 2.52% |
$3.84K - $4.73K
|
934
$231K
|
|
|
May 24, 2024
Q3 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
20+ 0.82% |
$3.34K - $4.11K
|
2.46K
$608K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
19+ 23.46% |
$3.17K - $3.9K
|
100
$24.7K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
19+ 23.46% |
$3.17K - $3.9K
|
100
$24.7K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
18+ 163.64% |
$3K - $3.7K
|
29
$7.16K
|
|
|
Oct 31, 2023
Q3 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
17+ 1.21% |
$2.84K - $3.49K
|
1.42K
$351K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
16+ 0.14% |
$2.67K - $3.29K
|
11.4K
$2.8M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
15New |
$2.5K - $3.08K
|
15
$3.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
15New |
$2.5K - $3.08K
|
15
$3.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
14New |
$2.34K - $2.88K
|
14
$3.46K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
12+ 7.5% |
$2K - $2.47K
|
172
$42.5K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
10+ 23.81% |
$1.67K - $2.05K
|
52
$12.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
10New |
$1.67K - $2.05K
|
10
$2.47K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 71.43% |
$1.67K - $2.05K
|
24
$5.93K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
9New |
$1.5K - $1.85K
|
9
$2.22K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
9+ 0.11% |
$1.5K - $1.85K
|
7.96K
$1.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
8+ 0.54% |
$1.33K - $1.64K
|
1.5K
$370K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8New |
$1.33K - $1.64K
|
8
$1.98K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7+ 140.0% |
$1.17K - $1.44K
|
12
$2.96K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
7New |
$1.17K - $1.44K
|
7
$1.73K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
4+ 400.0% |
$667 - $822
|
5
$1.23K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
4+ 5.13% |
$667 - $822
|
82
$20.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4New |
$667 - $822
|
4
$988
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
4+ 400.0% |
$667 - $822
|
5
$1.23K
|
|
|
Nov 14, 2023
Q3 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
3New |
$500 - $616
|
3
$741
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
2+ 3.45% |
$334 - $411
|
60
$14.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 28.57% |
$334 - $411
|
9
$2.22K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2New |
$334 - $411
|
2
$494
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1+ 0.04% |
$167 - $205
|
2.5K
$616K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
1+ 0.04% |
$167 - $205
|
2.47K
$611K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1+ 0.02% |
$167 - $205
|
4.98K
$1.23M
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$167 - $205
|
811
$200K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1+ 0.01% |
$167 - $205
|
7.35K
$1.82M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1+ 6.25% |
$167 - $205
|
17
$4.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1New |
$167 - $205
|
1
$247
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$167 - $205
|
1
$247
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-1- 2.13% |
$167 - $205
|
46
$11.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1- 7.69% |
$167 - $205
|
12
$2.96K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2- 5.71% |
$334 - $411
|
33
$8.15K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2- 5.71% |
$334 - $411
|
33
$8.15K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3- 3.33% |
$500 - $616
|
87
$21.5K
|