Institutional Ownership Aspen Technology, Inc. (AZPN)
This table provides information about the institutional ownership of Aspen Technology, Inc. (AZPN). We have compiled data on the 448 institutions that hold shares in the stock, with a total of 28.9 Million shares, which have been reported (via 13F filing form) to have a value of $7.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
24
shares
|
$5,984
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
22
shares
|
$5,485
0.0% of portfolio
|
Q3 2024
Reduced 40.54%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
21
shares
|
$5,236
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
21
shares
|
$5,236
0.0% of portfolio
|
Q2 2024
Added 162.5%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
21
shares
|
$5,236
0.0% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
20
shares
|
$4,987
0.0% of portfolio
|
Q2 2024
Reduced 9.09%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
20
shares
|
$4,987
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
20
shares
|
$4,987
0.0% of portfolio
|
Q2 2023
Reduced 41.18%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
20
shares
|
$4,987
0.0% of portfolio
|
Q3 2024
Added 400.0%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
20
shares
|
$4,987
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
18
shares
|
$4,488
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
17
shares
|
$4,239
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
17
shares
|
$4,239
0.0% of portfolio
|
Q3 2023
Added 6.25%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
16
shares
|
$3,989
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
16
shares
|
$3,989
0.0% of portfolio
|
Q3 2024
Reduced 62.79%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
12
shares
|
$2,992
0.0% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
12
shares
|
$2,992
0.0% of portfolio
|
Q3 2023
Reduced 7.69%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
11
shares
|
$2,742
0.0% of portfolio
|
Q3 2024
Added 83.33%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
10
shares
|
$2,493
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
10
shares
|
$2,493
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
9
shares
|
$2,244
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
9
shares
|
$2,244
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
9
shares
|
$2,244
0.0% of portfolio
|
Q3 2024
Added 350.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
9
shares
|
$2,244
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
8
shares
|
$1,994
0.0% of portfolio
|
Q3 2024
Added 33.33%
|