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 41 institutions that hold shares in the stock, with a total of 4.73 Million shares, which have been reported (via 13F filing form) to have a value of $1.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
1,053
shares
|
$278,339
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
961
shares
|
$254,021
0.1% of portfolio
|
Q1 2024
Reduced 34.13%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
467
shares
|
$123,442
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
386
shares
|
$102,031
0.0% of portfolio
|
Q2 2024
Added 71.56%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
141
shares
|
$37,270
0.0% of portfolio
|
Q3 2022
Reduced 14.02%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
140
shares
|
$37,006
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
128
shares
|
$33,834
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
69
shares
|
$18,238
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
63
shares
|
$16,652
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
47
shares
|
$12,423
0.0% of portfolio
|
Q2 2024
Reduced 53.47%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
42
shares
|
$11,101
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
39
shares
|
$10,308
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
28
shares
|
$7,401
0.0% of portfolio
|
Q4 2024
Reduced 15.15%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
24
shares
|
$6,343
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
9
shares
|
$2,378
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8
shares
|
$2,114
0.0% of portfolio
|
Q3 2022
New holding
|
|