Purchases and Sales Made in Q4 2023 in Aspen Technology, Inc. (AZPN)
This table provides information about the institutional ownership of Aspen Technology, Inc. (AZPN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
60+ 0.04% |
$9.8K - $13.3K
|
144K
$38.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
46New |
$7.52K - $10.2K
|
46
$12.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
34New |
$5.56K - $7.54K
|
34
$8.99K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
25+ 2.35% |
$4.09K - $5.55K
|
1.09K
$288K
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
21+ 1.92% |
$3.43K - $4.66K
|
1.12K
$295K
|
|
|
May 15, 2025
Q4 2023
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
21New |
$3.43K - $4.66K
|
21
$5.55K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
18New |
$2.94K - $3.99K
|
18
$4.76K
|
|
|
May 24, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
17+ 0.69% |
$2.78K - $3.77K
|
2.48K
$656K
|
|
|
Feb 01, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
17+ 0.69% |
$2.78K - $3.77K
|
2.48K
$656K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
15+ 8.72% |
$2.45K - $3.33K
|
187
$49.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
14New |
$2.29K - $3.11K
|
14
$3.7K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
14+ 1.5% |
$2.29K - $3.11K
|
948
$251K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
12+ 150.0% |
$1.96K - $2.66K
|
20
$5.29K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
10+ 0.43% |
$1.63K - $2.22K
|
2.35K
$620K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
9New |
$1.47K - $2K
|
9
$2.38K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
8+ 7.92% |
$1.31K - $1.77K
|
109
$28.8K
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
7New |
$1.14K - $1.55K
|
7
$1.85K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
7+ 100.0% |
$1.14K - $1.55K
|
14
$3.7K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
7+ 6.86% |
$1.14K - $1.55K
|
109
$28.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7New |
$1.14K - $1.55K
|
7
$1.85K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6+ 0.35% |
$980 - $1.33K
|
1.7K
$450K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
6+ 0.11% |
$980 - $1.33K
|
5.45K
$1.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
5New |
$817 - $1.11K
|
5
$1.32K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5+ 1.8% |
$817 - $1.11K
|
283
$74.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
3+ 6.52% |
$490 - $665
|
49
$13K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3+ 0.28% |
$490 - $665
|
1.06K
$281K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3+ 1.35% |
$490 - $665
|
225
$59.5K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
3New |
$490 - $665
|
3
$793
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3+ 13.64% |
$490 - $665
|
25
$6.61K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 200.0% |
$327 - $444
|
3
$793
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2New |
$327 - $444
|
2
$529
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1New |
$163 - $222
|
1
$264
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1+ 50.0% |
$163 - $222
|
3
$793
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 3.03% |
$163 - $222
|
32
$8.46K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 3.03% |
$163 - $222
|
32
$8.46K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 8.33% |
$327 - $444
|
22
$5.82K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 25.0% |
$327 - $444
|
6
$1.59K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-2- 40.0% |
$327 - $444
|
3
$793
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3- 33.33% |
$490 - $665
|
6
$1.59K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-3- 27.27% |
$490 - $665
|
8
$2.11K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-4- 4.88% |
$654 - $887
|
78
$20.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4- 40.0% |
$654 - $887
|
6
$1.59K
|
|
|
Jan 30, 2024
Q4 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-4- 0.4% |
$654 - $887
|
984
$260K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-4- 26.67% |
$654 - $887
|
11
$2.91K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5- 41.67% |
$817 - $1.11K
|
7
$1.85K
|
|
|
Feb 02, 2024
Q4 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-5- 0.35% |
$817 - $1.11K
|
1.42K
$375K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6- 25.0% |
$980 - $1.33K
|
18
$4.76K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-7- 0.46% |
$1.14K - $1.55K
|
1.52K
$402K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7- 17.07% |
$1.14K - $1.55K
|
34
$8.99K
|