Purchases and Sales Made in Q1 2023 in Asana, Inc. (ASAN)
This table provides information about the institutional ownership of Asana, Inc. (ASAN) during Q1 2023. The information is specifically focused on institutions that hold shares of Asana, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
686+ 1.59% |
$8.08K - $15.3K
|
43.7K
$961K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
660+ 118.71% |
$7.77K - $14.7K
|
1.22K
$26.7K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
650New |
$7.66K - $14.5K
|
650
$14.3K
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
580+ 1.9% |
$6.83K - $12.9K
|
31.1K
$684K
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
500New |
$5.89K - $11.1K
|
500
$11K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
438+ 0.88% |
$5.16K - $9.74K
|
50.3K
$1.11M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
347+ 106.12% |
$4.09K - $7.72K
|
674
$14.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
300New |
$3.53K - $6.67K
|
300
$6.59K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
233+ 13.93% |
$2.74K - $5.18K
|
1.91K
$41.9K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
173+ 266.15% |
$2.04K - $3.85K
|
238
$5.23K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
127+ 127.0% |
$1.5K - $2.82K
|
227
$4.99K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
100New |
$1.18K - $2.22K
|
100
$2.2K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
100New |
$1.18K - $2.22K
|
100
$2.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
69+ 18.55% |
$813 - $1.53K
|
441
$9.69K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
47New |
$554 - $1.05K
|
47
$1.03K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
46+ 127.78% |
$542 - $1.02K
|
82
$1.8K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
41+ 1.45% |
$483 - $912
|
2.87K
$63.1K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
36New |
$424 - $801
|
36
$791
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
34New |
$401 - $756
|
34
$747
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
33+ 0.11% |
$389 - $734
|
29.7K
$652K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
25New |
$295 - $556
|
25
$550
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
20New |
$236 - $445
|
20
$440
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
18New |
$212 - $400
|
18
$396
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
16+ 0.64% |
$188 - $356
|
2.5K
$54.9K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
9+ 112.5% |
$106 - $200
|
17
$374
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7New |
$82.5 - $156
|
7
$154
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3- 6.98% |
$35.3 - $66.7
|
40
$879
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10- 50.0% |
$118 - $222
|
10
$220
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-10- 0.67% |
$118 - $222
|
1.48K
$32.4K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13- 56.52% |
$153 - $289
|
10
$220
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-20- 0.12% |
$236 - $445
|
16.7K
$368K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-97- 15.8% |
$1.14K - $2.16K
|
517
$11.4K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-150- 86.71% |
$1.77K - $3.34K
|
23
$506
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-183- 6.51% |
$2.16K - $4.07K
|
2.63K
$57.7K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-218- 72.19% |
$2.57K - $4.85K
|
84
$1.85K
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-425- 1.49% |
$5.01K - $9.45K
|
28.1K
$617K
|
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-442- 0.86% |
$5.21K - $9.83K
|
50.7K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-470- 10.34% |
$5.54K - $10.5K
|
4.08K
$89.6K
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-491- 0.55% |
$5.78K - $10.9K
|
88.9K
$1.95M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-999- 61.29% |
$11.8K - $22.2K
|
631
$13.9K
|
|
|
May 04, 2023
Q1 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-1.03K- 8.79% |
$12.1K - $22.9K
|
10.7K
$235K
|
|
|
May 01, 2023
Q1 2023
|
Performa LTD (Us), LLC
|
SELL
|
- |
-1.08K- 56.84% |
$12.7K - $24K
|
820
$18K
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.44K- 1.64% |
$16.9K - $31.9K
|
85.9K
$1.89M
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.44K- 41.32% |
$16.9K - $32K
|
2.04K
$44.9K
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.55K- 13.05% |
$18.2K - $34.4K
|
10.3K
$227K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.61K- 2.2% |
$19K - $35.8K
|
71.6K
$1.57M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-2.1K- 88.81% |
$24.8K - $46.8K
|
265
$5.82K
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-2.33K- 0.8% |
$27.4K - $51.7K
|
288K
$6.32M
|
|
|
Apr 11, 2023
Q1 2023
|
Renaissance Capital LLC
|
SELL
|
- |
-2.37K- 8.89% |
$27.9K - $52.7K
|
24.3K
$534K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.39K- 7.47% |
$28.2K - $53.2K
|
29.7K
$652K
|