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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
100New |
$1.18K - $2.22K
|
100
$1.46K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
47New |
$554 - $1.05K
|
47
$685
|
|
|
Apr 14, 2023
Q1 2023
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
24.8KNew |
$292K - $551K
|
24.8K
$361K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-150- 86.71% |
$1.77K - $3.34K
|
23
$335
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
127+ 127.0% |
$1.5K - $2.82K
|
227
$3.31K
|
|
| Q4 2022 | |||||||
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-200Closed |
$2.5K - $5.2K
|
0
$0
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
PUT |
-41.9K- 47.89% |
$523K - $1.09M
|
45.6K
$665K
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
22.2K+ 21.75% |
$277K - $577K
|
124K
$1.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
35New |
$437 - $911
|
35
$510
|
|
|
Feb 14, 2023
Q4 2022
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
150+ 1.07% |
$1.87K - $3.9K
|
14.2K
$207K
|
|
|
Feb 14, 2023
Q4 2022
|
Dc Investments Management, LLC
Mclean, VA |
BUY
|
- |
24.9KNew |
$311K - $648K
|
24.9K
$363K
|
|
|
Feb 13, 2023
Q4 2022
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-1.97M- 26.09% |
$24.6M - $51.2M
|
5.57M
$81.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
23.1KNew |
$289K - $601K
|
23.1K
$337K
|
|
|
Feb 13, 2023
Q4 2022
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
280+ 0.83% |
$3.5K - $7.29K
|
34K
$496K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
8.29KNew |
$104K - $216K
|
8.29K
$121K
|
|
|
Feb 13, 2023
Q4 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
41.8KNew |
$523K - $1.09M
|
41.8K
$610K
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-593K- 100.0% |
$7.4M - $15.4M
|
3
$43.7
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-130- 50.98% |
$1.62K - $3.38K
|
125
$1.82K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
15K+ 100.0% |
$187K - $390K
|
30K
$437K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.02KNew |
$12.8K - $26.6K
|
1.02K
$14.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
6.95KNew |
$86.8K - $181K
|
6.95K
$101K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-358- 22.56% |
$4.47K - $9.32K
|
1.23K
$17.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.2KNew |
$127K - $265K
|
10.2K
$149K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-13Closed |
$162 - $338
|
0
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.3K- 97.01% |
$16.2K - $33.8K
|
40
$583
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
71New |
$887 - $1.85K
|
71
$1.04K
|
|
|
Jan 05, 2023
Q4 2022
|
West Oak Capital, LLC
|
BUY
|
- |
150New |
$1.87K - $3.9K
|
150
$2.19K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-6.1K- 28.42% |
$102K - $175K
|
15.4K
$224K
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-1.26K- 57.91% |
$21.2K - $36.1K
|
915
$13.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Cavalry Management Group, LLC
San Francisco, CA |
BUY
|
- |
519KNew |
$8.71M - $14.9M
|
519K
$7.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Archon Partners LLC
Princeton Junction, NJ |
BUY
|
- |
60KNew |
$1.01M - $1.72M
|
60K
$875K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-350- 49.93% |
$5.88K - $10K
|
351
$5.12K
|
|
|
Nov 14, 2022
Q3 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
45.5KNew |
$765K - $1.31M
|
45.5K
$664K
|
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
9.66KNew |
$162K - $277K
|
9.66K
$141K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
CALL |
30KNew |
$504K - $861K
|
30K
$437K
|
|
|
Nov 14, 2022
Q3 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
10.8KNew |
$182K - $310K
|
10.8K
$158K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
19.8KNew |
$333K - $569K
|
19.8K
$289K
|
|
|
Nov 10, 2022
Q3 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
5.21K+ 40.06% |
$87.5K - $150K
|
18.2K
$266K
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
500New |
$8.4K - $14.4K
|
500
$7.29K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
229New |
$3.85K - $6.57K
|
229
$3.34K
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
37.3KNew |
$627K - $1.07M
|
37.3K
$544K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-29.9K- 50.0% |
$502K - $859K
|
29.9K
$436K
|
|
|
Nov 02, 2022
Q3 2022
|
Hartford Investment Management CO
|
BUY
|
- |
5.54K+ 27.51% |
$93K - $159K
|
25.7K
$374K
|
|
|
Nov 01, 2022
Q3 2022
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
271KNew |
$4.55M - $7.77M
|
271K
$3.95M
|
|
|
Oct 31, 2022
Q3 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
17KNew |
$286K - $488K
|
17K
$248K
|
|
|
Oct 31, 2022
Q3 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
17KNew |
$286K - $488K
|
17K
$248K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
71New |
$1.19K - $2.04K
|
71
$1.04K
|
|
|
Oct 25, 2022
Q3 2022
|
Lynwood Capital Management Inc.
|
BUY
|
- |
25KNew |
$420K - $718K
|
25K
$365K
|
|
|
Oct 18, 2022
Q3 2022
|
Moody Aldrich Partners LLC
|
BUY
|
- |
64.5KNew |
$1.08M - $1.85M
|
64.5K
$940K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-3Closed |
$50 - $125
|
0
$0
|
|