Purchases and Sales Made in Q4 2022 in Aspen Technology, Inc. (AZPN)
This table provides information about the institutional ownership of Aspen Technology, Inc. (AZPN) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
46+ 920.0% |
$9.2K - $11.8K
|
51
$12.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
43+ 2.56% |
$8.6K - $11K
|
1.73K
$433K
|
|
|
Feb 13, 2023
Q4 2022
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
42New |
$8.4K - $10.8K
|
42
$10.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
41+ 455.56% |
$8.2K - $10.5K
|
50
$12.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
39+ 1.48% |
$7.8K - $9.99K
|
2.68K
$671K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
37New |
$7.4K - $9.48K
|
37
$9.28K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
33New |
$6.6K - $8.46K
|
33
$8.28K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
24+ 1.69% |
$4.8K - $6.15K
|
1.44K
$362K
|
|
|
Feb 14, 2023
Q4 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
21New |
$4.2K - $5.38K
|
21
$5.27K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
19+ 7.06% |
$3.8K - $4.87K
|
288
$72.2K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
17+ 1.17% |
$3.4K - $4.36K
|
1.48K
$370K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
16New |
$3.2K - $4.1K
|
16
$4.01K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12New |
$2.4K - $3.07K
|
12
$3.01K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
11+ 4.87% |
$2.2K - $2.82K
|
237
$59.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Santander, S.A.
|
BUY
|
- |
10+ 0.37% |
$2K - $2.56K
|
2.72K
$683K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
8+ 8.08% |
$1.6K - $2.05K
|
107
$26.8K
|
|
|
Feb 14, 2023
Q4 2022
|
American Capital Management Inc
New York, NY |
BUY
|
- |
8+ 0.06% |
$1.6K - $2.05K
|
12.7K
$3.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
7New |
$1.4K - $1.79K
|
7
$1.76K
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
7+ 0.45% |
$1.4K - $1.79K
|
1.58K
$395K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
5New |
$1K - $1.28K
|
5
$1.25K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5New |
$1K - $1.28K
|
5
$1.25K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4New |
$800 - $1.02K
|
4
$1K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4+ 133.33% |
$800 - $1.02K
|
7
$1.76K
|
|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
3+ 2.03% |
$600 - $769
|
151
$37.9K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3+ 0.12% |
$600 - $769
|
2.49K
$623K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
3+ 0.24% |
$600 - $769
|
1.23K
$309K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2New |
$400 - $512
|
2
$502
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2+ 0.19% |
$400 - $512
|
1.03K
$258K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2New |
$400 - $512
|
2
$502
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 0.81% |
$400 - $512
|
250
$62.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2New |
$400 - $512
|
2
$502
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2New |
$400 - $512
|
2
$502
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2New |
$400 - $512
|
2
$502
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$200 - $256
|
1
$251
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1+ 7.69% |
$200 - $256
|
14
$3.51K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1- 2.0% |
$200 - $256
|
49
$12.3K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1Closed |
$200 - $256
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1- 0.81% |
$200 - $256
|
123
$30.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4- 0.27% |
$800 - $1.02K
|
1.48K
$370K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 33.33% |
$1K - $1.28K
|
10
$2.51K
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.28% |
$1K - $1.28K
|
1.77K
$443K
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-5- 0.2% |
$1K - $1.28K
|
2.48K
$622K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Global Investment Management CO
|
SELL
|
- |
-6- 0.57% |
$1.2K - $1.54K
|
1.05K
$264K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-7- 7.87% |
$1.4K - $1.79K
|
82
$20.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-7- 8.05% |
$1.4K - $1.79K
|
80
$20.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-8- 20.0% |
$1.6K - $2.05K
|
32
$8.03K
|
|
|
Feb 14, 2023
Q4 2022
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-8- 0.41% |
$1.6K - $2.05K
|
1.93K
$484K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-11- 57.89% |
$2.2K - $2.82K
|
8
$2.01K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-12- 9.09% |
$2.4K - $3.07K
|
120
$30.1K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12- 21.05% |
$2.4K - $3.07K
|
45
$11.3K
|