Purchases and Sales Made in Q1 2023 in Aspen Technology, Inc. (AZPN)
This table provides information about the institutional ownership of Aspen Technology, Inc. (AZPN) during Q1 2023. 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 |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
5+ 0.22% |
$949 - $1.14K
|
2.29K
$607K
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 40.0% |
$759 - $915
|
14
$3.71K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4+ 57.14% |
$759 - $915
|
11
$2.92K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 66.67% |
$759 - $915
|
10
$2.65K
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
3New |
$569 - $687
|
3
$796
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3+ 0.53% |
$569 - $687
|
571
$151K
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3+ 0.11% |
$569 - $687
|
2.68K
$710K
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
2New |
$380 - $458
|
2
$531
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1+ 7.14% |
$190 - $229
|
15
$3.98K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
1+ 33.33% |
$190 - $229
|
4
$1.06K
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
1New |
$190 - $229
|
1
$265
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-1- 0.93% |
$190 - $229
|
106
$28.1K
|
|
Apr 28, 2023
Q1 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-1- 0.04% |
$190 - $229
|
2.27K
$603K
|
|
May 24, 2024
Q1 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-1- 0.04% |
$190 - $229
|
2.27K
$603K
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1- 12.5% |
$190 - $229
|
7
$1.86K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2- 16.67% |
$380 - $458
|
10
$2.65K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2- 2.44% |
$380 - $458
|
80
$21.2K
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4- 0.09% |
$759 - $915
|
4.69K
$1.24M
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-4Closed |
$759 - $915
|
0
$0
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5- 4.07% |
$949 - $1.14K
|
118
$31.3K
|
|
Apr 28, 2023
Q1 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-6- 0.57% |
$1.14K - $1.37K
|
1.05K
$278K
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-6- 0.53% |
$1.14K - $1.37K
|
1.13K
$300K
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-7- 77.78% |
$1.33K - $1.6K
|
2
$531
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-8- -0.0% |
$1.52K - $1.83K
|
227K
$60.3M
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-8- 72.73% |
$1.52K - $1.83K
|
3
$796
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-8- 0.36% |
$1.52K - $1.83K
|
2.2K
$584K
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
SELL
|
- |
-8- 0.12% |
$1.52K - $1.83K
|
6.52K
$1.73M
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-9- 1.58% |
$1.71K - $2.06K
|
559
$148K
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-10- 19.61% |
$1.9K - $2.29K
|
41
$10.9K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-12- 15.0% |
$2.28K - $2.75K
|
68
$18K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-18- 18.18% |
$3.42K - $4.12K
|
81
$21.5K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-20- 62.5% |
$3.8K - $4.58K
|
12
$3.18K
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-24- 1.95% |
$4.55K - $5.49K
|
1.21K
$321K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-33- 18.75% |
$6.26K - $7.55K
|
143
$37.9K
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-35- 23.18% |
$6.64K - $8.01K
|
116
$30.8K
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-43- 2.73% |
$8.16K - $9.84K
|
1.53K
$406K
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-45- 0.3% |
$8.54K - $10.3K
|
14.8K
$3.94M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-45Closed |
$8.54K - $10.3K
|
0
$0
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-45- 1.11% |
$8.54K - $10.3K
|
4.02K
$1.07M
|
|
May 03, 2023
Q1 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-46- 1.99% |
$8.73K - $10.5K
|
2.27K
$602K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-47- 29.75% |
$8.92K - $10.8K
|
111
$29.4K
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-47- 3.11% |
$8.92K - $10.8K
|
1.46K
$388K
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-49- 1.38% |
$9.3K - $11.2K
|
3.49K
$926K
|
|
May 08, 2023
Q1 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-50- 0.79% |
$9.49K - $11.4K
|
6.3K
$1.67M
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-51- 27.27% |
$9.68K - $11.7K
|
136
$36.1K
|
|
May 04, 2023
Q1 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-54- 3.6% |
$10.2K - $12.4K
|
1.44K
$383K
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-57- 4.26% |
$10.8K - $13K
|
1.28K
$340K
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-62- 4.2% |
$11.8K - $14.2K
|
1.41K
$375K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-65- 2.81% |
$12.3K - $14.9K
|
2.25K
$596K
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-65- 40.12% |
$12.3K - $14.9K
|
97
$25.7K
|