Latest Institutional Transactions on Asana, Inc. (ASAN)
This table provides information on the latest institutional transactions involving Asana, Inc. (ASAN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.86KClosed |
$94.2K - $212K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-148Closed |
$4.88K - $11K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-30Closed |
$989 - $2.22K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-200Closed |
$6.59K - $14.8K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Granite Shares Advisors LLC
|
SELL
|
- |
-770Closed |
$25.4K - $57.1K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-91Closed |
$3K - $6.75K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-74- 10.72% |
$2.44K - $5.49K
|
616
$8.9K
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
30+ 85.71% |
$989 - $2.22K
|
65
$939
|
|
May 03, 2022
Q1 2022
|
Calamos Advisors LLC
|
SELL
|
- |
-49.5KClosed |
$1.63M - $3.67M
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2.88KClosed |
$95K - $214K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Gruss & Co., LLC
|
SELL
|
- |
-5KClosed |
$165K - $371K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-786Closed |
$25.9K - $58.3K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-20Closed |
$659 - $1.48K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-10.1KClosed |
$334K - $751K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Nkcfo LLC
|
SELL
|
- |
-2.4KClosed |
$79.1K - $178K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.1KClosed |
$102K - $230K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-253Closed |
$8.34K - $18.8K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-700Closed |
$23.1K - $51.9K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Pendal Group LTD
|
SELL
|
- |
-6.59KClosed |
$217K - $488K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
BUY
|
- |
1.5KNew |
$49.5K - $111K
|
1.5K
$21.7K
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-3.51KClosed |
$116K - $260K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Xponance, Inc.
|
SELL
|
- |
-3.41KClosed |
$112K - $253K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-4.59KClosed |
$151K - $340K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Clarity Financial LLC
|
SELL
|
- |
-43.7KClosed |
$1.44M - $3.24M
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.01KClosed |
$99.2K - $223K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-42- 15.44% |
$1.38K - $3.11K
|
230
$3.32K
|
|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.2KClosed |
$72.5K - $163K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-8.4KClosed |
$277K - $623K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-3.18KClosed |
$105K - $236K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Sanders Morris Harris LLC
|
SELL
|
- |
-49.8KClosed |
$1.64M - $3.69M
|
0
$0
|
|
Apr 05, 2022
Q1 2022
|
Jvl Associates LLC
|
SELL
|
- |
-4.54KClosed |
$150K - $337K
|
0
$0
|
|
Apr 05, 2022
Q1 2022
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-937Closed |
$30.9K - $69.5K
|
0
$0
|
|
Q4 2021 | |||||||
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-405Closed |
$26K - $57.8K
|
0
$0
|
|
Dec 01, 2022
Q4 2021
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
3.45KNew |
$221K - $492K
|
3.45K
$49.9K
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
BUY
|
- |
200New |
$12.8K - $28.5K
|
200
$2.89K
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-4.49KClosed |
$288K - $640K
|
0
$0
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
10New |
$642 - $1.43K
|
10
$145
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
PUT |
400New |
$25.7K - $57.1K
|
400
$5.78K
|
|
Feb 17, 2022
Q4 2021
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-410Closed |
$26.3K - $58.5K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-158- 44.13% |
$10.1K - $22.5K
|
200
$2.89K
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-85.6KClosed |
$5.49M - $12.2M
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-130KClosed |
$8.35M - $18.5M
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-27Closed |
$1.73K - $3.85K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Tiger Eye Capital LLC
New York, NY |
SELL
|
- |
-36.2KClosed |
$2.32M - $5.16M
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.76KClosed |
$113K - $251K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-58.4KClosed |
$3.75M - $8.33M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
SELL
|
PUT |
-58.3K- 47.71% |
$3.74M - $8.32M
|
63.9K
$923K
|
|
Feb 14, 2022
Q4 2021
|
Legacy Advisors, LLC
|
SELL
|
- |
-2.2KClosed |
$141K - $314K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-200Closed |
$12.8K - $28.5K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-14KClosed |
$897K - $1.99M
|
0
$0
|