Latest Institutional Purchases of Asana, Inc. (ASAN)
This list provides information on the latest institutional transactions involving Asana, Inc. (ASAN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
225New |
$2.56K - $3.58K
|
225
$3.34K
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
171New |
$1.94K - $2.72K
|
171
$2.54K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
150New |
$1.71K - $2.39K
|
150
$2.23K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
100New |
$1.14K - $1.59K
|
100
$1.48K
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
88New |
$1K - $1.4K
|
88
$1.31K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
75New |
$853 - $1.19K
|
75
$1.11K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
74New |
$841 - $1.18K
|
74
$1.1K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
57New |
$648 - $907
|
57
$846
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
35New |
$398 - $557
|
35
$519
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
25New |
$284 - $398
|
25
$371
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
8New |
$91 - $127
|
8
$119
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3New |
$34.1 - $47.8
|
3
$44.5
|
|
Q1 2024 | |||||||
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
62.7KNew |
$958K - $1.26M
|
62.7K
$931K
|
|
May 15, 2024
Q1 2024
|
Berylson Capital Partners, LLC
Boston, MA |
BUY
|
- |
34.7K+ 32.13% |
$530K - $696K
|
143K
$2.12M
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
33.6KNew |
$513K - $674K
|
33.6K
$499K
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
23.3KNew |
$357K - $468K
|
23.3K
$346K
|
|
May 01, 2024
Q1 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
21KNew |
$321K - $421K
|
21K
$312K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
16.9K+ 16.5% |
$259K - $340K
|
120K
$1.77M
|
|
May 08, 2024
Q1 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
14KNew |
$214K - $281K
|
14K
$208K
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
13.9KNew |
$213K - $280K
|
13.9K
$207K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.1KNew |
$154K - $203K
|
10.1K
$150K
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
8.46K+ 7.71% |
$129K - $170K
|
118K
$1.75M
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
8.41K+ 36.54% |
$128K - $169K
|
31.4K
$466K
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
CALL |
2KNew |
$30.6K - $40.1K
|
2K
$29.7K
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.42KNew |
$21.8K - $28.6K
|
1.42K
$21.1K
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
865New |
$13.2K - $17.4K
|
865
$12.8K
|
|
May 15, 2024
Q1 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
657+ 2.61% |
$10K - $13.2K
|
25.8K
$383K
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
509+ 1.26% |
$7.78K - $10.2K
|
40.9K
$607K
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
200New |
$3.06K - $4.01K
|
200
$2.97K
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
76New |
$1.16K - $1.53K
|
76
$1.13K
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
50New |
$764 - $1K
|
50
$742
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16New |
$244 - $321
|
16
$237
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
15New |
$229 - $301
|
15
$223
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Ghisallo Capital Management LLC
Greenwich, CT |
BUY
|
- |
196KNew |
$3.12M - $4.58M
|
196K
$2.91M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
187KNew |
$2.97M - $4.35M
|
187K
$2.77M
|
|
Feb 05, 2024
Q4 2023
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
39.5KNew |
$628K - $920K
|
39.5K
$586K
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
32.9KNew |
$524K - $767K
|
32.9K
$488K
|
|
Feb 15, 2024
Q4 2023
|
Angle Point Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
21.6KNew |
$344K - $503K
|
21.6K
$321K
|
|
Feb 14, 2024
Q4 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
12KNew |
$191K - $280K
|
12K
$178K
|
|
Feb 14, 2024
Q4 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
10.6KNew |
$169K - $247K
|
10.6K
$157K
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.5KNew |
$166K - $244K
|
10.5K
$155K
|
|
Feb 14, 2024
Q4 2023
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
10.3K+ 22.93% |
$164K - $239K
|
55.1K
$817K
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
815New |
$13K - $19K
|
815
$12.1K
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
519+ 6.57% |
$8.26K - $12.1K
|
8.42K
$125K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
165New |
$2.63K - $3.85K
|
165
$2.45K
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
125New |
$1.99K - $2.91K
|
125
$1.86K
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
85New |
$1.35K - $1.98K
|
85
$1.26K
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
68New |
$1.08K - $1.59K
|
68
$1.01K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
62New |
$987 - $1.45K
|
62
$920
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
26+ 0.13% |
$414 - $606
|
20K
$297K
|