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 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3New |
$694 - $759
|
3
$795
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2+ 9.09% |
$462 - $506
|
24
$6.36K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 66.67% |
$462 - $506
|
5
$1.33K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 50.0% |
$462 - $506
|
6
$1.59K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 6.25% |
$231 - $253
|
17
$4.51K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$231 - $253
|
1
$265
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
1New |
$231 - $253
|
1
$265
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2- 0.36% |
$462 - $506
|
546
$145K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-2- 0.63% |
$462 - $506
|
314
$83.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3- 2.07% |
$694 - $759
|
142
$37.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4- 44.44% |
$925 - $1.01K
|
5
$1.33K
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-4- 0.11% |
$925 - $1.01K
|
3.6K
$955K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-5- 0.41% |
$1.16K - $1.27K
|
1.22K
$324K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-5- 15.15% |
$1.16K - $1.27K
|
28
$7.42K
|
|
|
Jan 29, 2025
Q4 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-6- 0.14% |
$1.39K - $1.52K
|
4.18K
$1.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-6- 35.29% |
$1.39K - $1.52K
|
11
$2.92K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-6- 9.52% |
$1.39K - $1.52K
|
57
$15.1K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7- 4.05% |
$1.62K - $1.77K
|
166
$44K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-8- 40.0% |
$1.85K - $2.03K
|
12
$3.18K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-8- 4.65% |
$1.85K - $2.03K
|
164
$43.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-10- 0.89% |
$2.31K - $2.53K
|
1.11K
$294K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-15- 0.7% |
$3.47K - $3.8K
|
2.14K
$567K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-16- 1.47% |
$3.7K - $4.05K
|
1.08K
$285K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-18- 1.52% |
$4.16K - $4.56K
|
1.17K
$310K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-19- 55.88% |
$4.39K - $4.81K
|
15
$3.98K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-21- 2.93% |
$4.85K - $5.32K
|
696
$184K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-23- 0.18% |
$5.32K - $5.82K
|
12.7K
$3.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-23- 0.61% |
$5.32K - $5.82K
|
3.74K
$991K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-25- 2.77% |
$5.78K - $6.33K
|
876
$232K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-30- 3.3% |
$6.94K - $7.59K
|
880
$233K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-34- 45.33% |
$7.86K - $8.61K
|
41
$10.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-34- 1.74% |
$7.86K - $8.61K
|
1.92K
$507K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-36- 2.89% |
$8.32K - $9.11K
|
1.21K
$321K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-41- 47.13% |
$9.48K - $10.4K
|
46
$12.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-51- 23.94% |
$11.8K - $12.9K
|
162
$42.9K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-55- 1.78% |
$12.7K - $13.9K
|
3.03K
$803K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-56- 26.17% |
$12.9K - $14.2K
|
158
$41.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-57- 1.47% |
$13.2K - $14.4K
|
3.83K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-58- 1.26% |
$13.4K - $14.7K
|
4.55K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-58- 6.17% |
$13.4K - $14.7K
|
882
$234K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-59- 2.52% |
$13.6K - $14.9K
|
2.28K
$604K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-68- 12.98% |
$15.7K - $17.2K
|
456
$121K
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-75- 0.1% |
$17.3K - $19K
|
73.8K
$19.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-75- 24.43% |
$17.3K - $19K
|
232
$61.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-76- 11.39% |
$17.6K - $19.2K
|
591
$157K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-81- 18.75% |
$18.7K - $20.5K
|
351
$93K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-84- 5.55% |
$19.4K - $21.3K
|
1.43K
$379K
|