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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
110+ 75.86% |
$25.4K - $27.8K
|
255
$67.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
110+ 61.11% |
$25.4K - $27.8K
|
290
$76.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
107+ 3.77% |
$24.7K - $27.1K
|
2.95K
$780K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
106New |
$24.5K - $26.8K
|
106
$28.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
94+ 1.15% |
$21.7K - $23.8K
|
8.26K
$2.19M
|
|
|
Feb 27, 2025
Q4 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
77+ 1.84% |
$17.8K - $19.5K
|
4.26K
$1.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
75+ 2.39% |
$17.3K - $19K
|
3.21K
$851K
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
70+ 0.6% |
$16.2K - $17.7K
|
11.8K
$3.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
70+ 0.64% |
$16.2K - $17.7K
|
11.1K
$2.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
65+ 4.81% |
$15K - $16.5K
|
1.42K
$375K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
59+ 10.59% |
$13.6K - $14.9K
|
616
$163K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
58+ 30.05% |
$13.4K - $14.7K
|
251
$66.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
58+ 4.02% |
$13.4K - $14.7K
|
1.5K
$398K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
57New |
$13.2K - $14.4K
|
57
$15.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
49+ 89.09% |
$11.3K - $12.4K
|
104
$27.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
47+ 104.44% |
$10.9K - $11.9K
|
92
$24.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
47+ 2.8% |
$10.9K - $11.9K
|
1.73K
$457K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
44+ 29.73% |
$10.2K - $11.1K
|
192
$50.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
41+ 0.91% |
$9.48K - $10.4K
|
4.54K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
41+ 0.99% |
$9.48K - $10.4K
|
4.2K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
35+ 2.79% |
$8.09K - $8.86K
|
1.29K
$342K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
35+ 700.0% |
$8.09K - $8.86K
|
40
$10.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
33New |
$7.63K - $8.35K
|
33
$8.75K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32+ 320.0% |
$7.4K - $8.1K
|
42
$11.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
30New |
$6.94K - $7.59K
|
30
$7.95K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
29+ 34.52% |
$6.7K - $7.34K
|
113
$29.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
28+ 0.09% |
$6.47K - $7.09K
|
32.3K
$8.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
28+ 1.86% |
$6.47K - $7.09K
|
1.53K
$407K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
27+ 207.69% |
$6.24K - $6.84K
|
40
$10.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
27+ 1.74% |
$6.24K - $6.84K
|
1.58K
$418K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
26New |
$6.01K - $6.58K
|
26
$6.89K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
24+ 2.21% |
$5.55K - $6.08K
|
1.11K
$295K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
22+ 6.4% |
$5.09K - $5.57K
|
366
$97K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
21New |
$4.85K - $5.32K
|
21
$5.57K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
15+ 75.0% |
$3.47K - $3.8K
|
35
$9.28K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
15+ 26.32% |
$3.47K - $3.8K
|
72
$19.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
14+ 1.21% |
$3.24K - $3.54K
|
1.17K
$311K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
13+ 0.56% |
$3.01K - $3.29K
|
2.33K
$617K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
11+ 61.11% |
$2.54K - $2.78K
|
29
$7.69K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
11+ 8.53% |
$2.54K - $2.78K
|
140
$37.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
11+ 0.19% |
$2.54K - $2.78K
|
5.87K
$1.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
10New |
$2.31K - $2.53K
|
10
$2.65K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10+ 0.16% |
$2.31K - $2.53K
|
6.25K
$1.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
10+ 0.17% |
$2.31K - $2.53K
|
5.9K
$1.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9+ 34.62% |
$2.08K - $2.28K
|
35
$9.28K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 38.1% |
$1.85K - $2.03K
|
29
$7.69K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
5New |
$1.16K - $1.27K
|
5
$1.33K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
5New |
$1.16K - $1.27K
|
5
$1.33K
|
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
5+ 0.44% |
$1.16K - $1.27K
|
1.15K
$304K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
4New |
$925 - $1.01K
|
4
$1.06K
|