Purchases and Sales Made in Q4 2024 in Aspen Technology, Inc. (AZPN)
This table provides information about the institutional ownership of Aspen Technology, Inc. (AZPN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
633K+ 37990.69% |
$146M - $160M
|
634K
$159M
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
1.7KNew |
$393K - $430K
|
1.7K
$427K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.05KNew |
$243K - $266K
|
1.05K
$264K
|
|
|
Jan 13, 2025
Q4 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
978New |
$226K - $248K
|
978
$245K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
914New |
$211K - $231K
|
914
$229K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
864New |
$200K - $219K
|
864
$217K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
179+ 6.43% |
$41.4K - $45.3K
|
2.96K
$744K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
58+ 30.05% |
$13.4K - $14.7K
|
251
$63K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
49+ 89.09% |
$11.3K - $12.4K
|
104
$26.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
47+ 2.8% |
$10.9K - $11.9K
|
1.73K
$433K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
27+ 207.69% |
$6.24K - $6.84K
|
40
$10K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9+ 34.62% |
$2.08K - $2.28K
|
35
$8.78K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3New |
$694 - $759
|
3
$753
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-5- 0.41% |
$1.16K - $1.27K
|
1.22K
$307K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-15- 0.7% |
$3.47K - $3.8K
|
2.14K
$537K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-19- 55.88% |
$4.39K - $4.81K
|
15
$3.76K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-23- 0.61% |
$5.32K - $5.82K
|
3.74K
$939K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-34- 45.33% |
$7.86K - $8.61K
|
41
$10.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-36- 2.89% |
$8.32K - $9.11K
|
1.21K
$304K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-76- 11.39% |
$17.6K - $19.2K
|
591
$148K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-164- 10.59% |
$37.9K - $41.5K
|
1.38K
$347K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-194- 5.24% |
$44.9K - $49.1K
|
3.51K
$881K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-200- 65.15% |
$46.2K - $50.6K
|
107
$26.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-282- 36.67% |
$65.2K - $71.4K
|
487
$122K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-319- 19.56% |
$73.7K - $80.8K
|
1.31K
$329K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-481- 21.99% |
$111K - $122K
|
1.71K
$428K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.05K- 3.22% |
$242K - $265K
|
31.4K
$7.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-5.6K- 82.32% |
$1.29M - $1.42M
|
1.2K
$302K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-34.9K- 3.81% |
$8.07M - $8.84M
|
882K
$221M
|