Latest Institutional Transactions on Aspen Technology, Inc. (AZPN)
This table provides information on the latest institutional transactions involving Aspen Technology, Inc. (AZPN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
37New |
$7.4K - $9.48K
|
37
$9.44K
|
|
Q3 2022 | |||||||
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-28Closed |
$4.91K - $6.67K
|
0
$0
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
8New |
$1.4K - $1.91K
|
8
$2.04K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
762+ 54.55% |
$134K - $182K
|
2.16K
$551K
|
|
Nov 14, 2022
Q3 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
1.11KNew |
$195K - $265K
|
1.11K
$284K
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
157New |
$27.5K - $37.4K
|
157
$40.1K
|
|
Nov 14, 2022
Q3 2022
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
8.86K+ 642.96% |
$1.55M - $2.11M
|
10.2K
$2.61M
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-802- 32.35% |
$141K - $191K
|
1.68K
$428K
|
|
Nov 14, 2022
Q3 2022
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-959- 50.47% |
$168K - $228K
|
941
$240K
|
|
Nov 14, 2022
Q3 2022
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-8.27K- 23.17% |
$1.45M - $1.97M
|
27.4K
$7M
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
3+ 0.03% |
$526 - $715
|
10K
$2.56M
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-2- 2.22% |
$351 - $476
|
88
$22.5K
|
|
Nov 14, 2022
Q3 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
842New |
$148K - $201K
|
842
$215K
|
|
Nov 14, 2022
Q3 2022
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
3.3KNew |
$578K - $786K
|
3.3K
$842K
|
|
Nov 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2- 0.08% |
$351 - $476
|
2.37K
$605K
|
|
Nov 10, 2022
Q3 2022
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-2K- 22.22% |
$351K - $476K
|
7K
$1.79M
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
7.89KNew |
$1.38M - $1.88M
|
7.89K
$2.01M
|
|
Nov 10, 2022
Q3 2022
|
Telemark Asset Management, LLC
Boston, MA |
BUY
|
- |
20KNew |
$3.51M - $4.76M
|
20K
$5.1M
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
8New |
$1.4K - $1.91K
|
8
$2.04K
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
44New |
$7.71K - $10.5K
|
44
$11.2K
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
26New |
$4.56K - $6.19K
|
26
$6.63K
|
|
Nov 02, 2022
Q3 2022
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-2.7K- 39.29% |
$474K - $644K
|
4.18K
$1.07M
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
296New |
$51.9K - $70.5K
|
296
$75.5K
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-23- 14.02% |
$4.03K - $5.48K
|
141
$36K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
1New |
$175 - $238
|
1
$255
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
6.79K+ 1397.74% |
$1.19M - $1.62M
|
7.28K
$1.86M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
140New |
$24.5K - $33.3K
|
140
$35.7K
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
14New |
$2.45K - $3.33K
|
14
$3.57K
|
|
Oct 24, 2022
Q3 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
294+ 20.72% |
$51.5K - $70K
|
1.71K
$437K
|
|
Oct 20, 2022
Q3 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
2.2KNew |
$386K - $524K
|
2.2K
$561K
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
8New |
$1.4K - $1.91K
|
8
$2.04K
|
|
Oct 14, 2022
Q3 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.1KNew |
$193K - $262K
|
1.1K
$281K
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
889New |
$156K - $212K
|
889
$227K
|
|
Q2 2022 | |||||||
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
95New |
$14.2K - $20K
|
95
$24.2K
|
|
Aug 15, 2022
Q2 2022
|
Hitchwood Capital Management LP
New York, NY |
BUY
|
- |
17.5KNew |
$2.62M - $3.68M
|
17.5K
$4.47M
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
9New |
$1.34K - $1.89K
|
9
$2.3K
|
|
Aug 15, 2022
Q2 2022
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
8.08KNew |
$1.21M - $1.7M
|
8.08K
$2.06M
|
|
Aug 15, 2022
Q2 2022
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
13.8KNew |
$2.07M - $2.91M
|
13.8K
$3.53M
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
1.96KNew |
$293K - $412K
|
1.96K
$501K
|
|
Aug 15, 2022
Q2 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
3KNew |
$448K - $631K
|
3K
$765K
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
2.56KNew |
$382K - $537K
|
2.56K
$652K
|
|
Aug 12, 2022
Q2 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
3.15KNew |
$470K - $662K
|
3.15K
$804K
|
|
Aug 12, 2022
Q2 2022
|
Kim, LLC
Wichita, KS |
BUY
|
- |
10KNew |
$1.49M - $2.1M
|
10K
$2.55M
|
|
Aug 12, 2022
Q2 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
67.6KNew |
$10.1M - $14.2M
|
67.6K
$17.2M
|
|
Aug 12, 2022
Q2 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
37New |
$5.53K - $7.78K
|
37
$9.44K
|
|
Aug 11, 2022
Q2 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
14.5KNew |
$2.17M - $3.06M
|
14.5K
$3.71M
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
25New |
$3.73K - $5.26K
|
25
$6.38K
|
|
Aug 09, 2022
Q2 2022
|
Alpine Associates Management Inc.
Englewood Cliffs, NJ |
BUY
|
- |
51.8KNew |
$7.74M - $10.9M
|
51.8K
$13.2M
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.19KNew |
$178K - $251K
|
1.19K
$304K
|
|
Aug 08, 2022
Q2 2022
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
1.6KNew |
$239K - $336K
|
1.6K
$408K
|