Purchases and Sales Made in Q2 2023 in Aspen Technology, Inc. (AZPN)
This table provides information about the institutional ownership of Aspen Technology, Inc. (AZPN) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
42+ 1.62% |
$6.81K - $10.3K
|
2.64K
$657K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
42+ 1.12% |
$6.81K - $10.3K
|
3.8K
$947K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
33+ 1650.0% |
$5.35K - $8.06K
|
35
$8.73K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
33+ 1650.0% |
$5.35K - $8.06K
|
35
$8.73K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
31+ 35.63% |
$5.03K - $7.57K
|
118
$29.4K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
29New |
$4.7K - $7.09K
|
29
$7.23K
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
28New |
$4.54K - $6.84K
|
28
$6.98K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
22+ 2.05% |
$3.57K - $5.38K
|
1.09K
$273K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
22New |
$3.57K - $5.38K
|
22
$5.49K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
20+ 0.31% |
$3.24K - $4.89K
|
6.49K
$1.62M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
19+ 1.3% |
$3.08K - $4.64K
|
1.49K
$370K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
17New |
$2.76K - $4.15K
|
17
$4.24K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
16New |
$2.59K - $3.91K
|
16
$3.99K
|
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
14+ 1.14% |
$2.27K - $3.42K
|
1.24K
$309K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
14+ 9.79% |
$2.27K - $3.42K
|
157
$39.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
13+ 19.12% |
$2.11K - $3.18K
|
81
$20.2K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
13+ 19.12% |
$2.11K - $3.18K
|
81
$20.2K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
12+ 1.33% |
$1.95K - $2.93K
|
911
$227K
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
7New |
$1.13K - $1.71K
|
7
$1.75K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7New |
$1.13K - $1.71K
|
7
$1.75K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
7New |
$1.13K - $1.71K
|
7
$1.75K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2New |
$324 - $489
|
2
$499
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2+ 33.33% |
$324 - $489
|
8
$1.99K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1+ 6.67% |
$162 - $244
|
16
$3.99K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1+ 1.3% |
$162 - $244
|
78
$19.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1+ 0.2% |
$162 - $244
|
494
$123K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 50.0% |
$162 - $244
|
3
$748
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.03% |
$162 - $244
|
3.38K
$844K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
1New |
$162 - $244
|
1
$249
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-1- 0.94% |
$162 - $244
|
105
$26.2K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2- 0.86% |
$324 - $489
|
230
$57.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-3- 0.25% |
$486 - $733
|
1.21K
$301K
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.25% |
$811 - $1.22K
|
2.03K
$505K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-6- 85.71% |
$973 - $1.47K
|
1
$249
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-6- 0.11% |
$973 - $1.47K
|
5.46K
$1.36M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-7- 87.5% |
$1.13K - $1.71K
|
1
$249
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8- 61.54% |
$1.3K - $1.95K
|
5
$1.25K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-13- 0.85% |
$2.11K - $3.18K
|
1.51K
$378K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-14- 41.18% |
$2.27K - $3.42K
|
20
$4.99K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-14- 25.45% |
$2.27K - $3.42K
|
41
$10.2K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-17- 0.11% |
$2.76K - $4.15K
|
15.4K
$3.83M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-28- 23.73% |
$4.54K - $6.84K
|
90
$22.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-30- 73.17% |
$4.86K - $7.33K
|
11
$2.74K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-31- 38.75% |
$5.03K - $7.57K
|
49
$12.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-34- 41.98% |
$5.51K - $8.31K
|
47
$11.7K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-38- 2.41% |
$6.16K - $9.28K
|
1.54K
$385K
|
|
|
Aug 09, 2023
Q2 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-39- 2.7% |
$6.32K - $9.53K
|
1.41K
$350K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-42- 44.21% |
$6.81K - $10.3K
|
53
$13.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-52- 1.59% |
$8.43K - $12.7K
|
3.22K
$802K
|