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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1K+ 100.0% |
$64.2K - $143K
|
2K
$28.5K
|
|
|
Feb 02, 2022
Q4 2021
|
Sp Asset Management
|
SELL
|
- |
-2.5KClosed |
$161K - $357K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-382Closed |
$24.5K - $54.5K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.36KClosed |
$151K - $336K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.49KClosed |
$160K - $355K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-375Closed |
$24.1K - $53.5K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-6.21KClosed |
$398K - $886K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
100+ 33.33% |
$6.42K - $14.3K
|
400
$5.7K
|
|
|
Jan 31, 2022
Q4 2021
|
Sicart Associates LLC
|
SELL
|
- |
-4.62KClosed |
$297K - $659K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Close Asset Management LTD
|
SELL
|
- |
-155- 13.08% |
$9.95K - $22.1K
|
1.03K
$14.7K
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.03KClosed |
$66.3K - $147K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2.18KClosed |
$140K - $311K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.97KClosed |
$126K - $281K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2.67KClosed |
$171K - $381K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-2Closed |
$128 - $285
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-18.7KClosed |
$1.2M - $2.67M
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Sciencast Management LP
|
SELL
|
- |
-4.89KClosed |
$314K - $697K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
SELL
|
- |
-257Closed |
$16.5K - $36.7K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Pachira Investments Inc.
|
SELL
|
- |
-2.03KClosed |
$130K - $289K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
15.3KNew |
$980K - $2.18M
|
15.3K
$218K
|
|
|
Jan 12, 2022
Q4 2021
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-9.5KClosed |
$610K - $1.35M
|
0
$0
|
|
|
Jan 03, 2022
Q4 2021
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-2.12KClosed |
$136K - $302K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-32- 44.44% |
$1.96K - $3.98K
|
40
$570
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
457+ 95.81% |
$28K - $56.9K
|
934
$13.3K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.44KClosed |
$334K - $677K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
50New |
$3.07K - $6.22K
|
50
$713
|
|
|
Nov 15, 2021
Q3 2021
|
Islet Management, LP
New York, NY |
SELL
|
CALL |
-175KClosed |
$10.7M - $21.8M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-3.38KClosed |
$207K - $421K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Dumac, Inc.
Durham, NC |
SELL
|
- |
-83.5KClosed |
$5.12M - $10.4M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Trustees Of Columbia University In The City Of New York
New York, NY |
SELL
|
- |
-42.9KClosed |
$2.63M - $5.34M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Graticule Asia Macro Advisors LLC
New York, NY |
SELL
|
- |
-15.8KClosed |
$969K - $1.97M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Garrison Point Capital, LLC
Walnut Creek, CA |
SELL
|
- |
-9.9KClosed |
$607K - $1.23M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-2.78KClosed |
$171K - $346K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
108New |
$6.62K - $13.4K
|
108
$1.54K
|
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
PUT |
-7.2K- 62.07% |
$442K - $896K
|
4.4K
$62.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-250Closed |
$15.3K - $31.1K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Lumina Fund Management LLC
New York, NY |
SELL
|
- |
-2KClosed |
$123K - $249K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Imc Chicago, LLC
|
BUY
|
PUT |
51.9KNew |
$3.18M - $6.46M
|
51.9K
$740K
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
CALL |
600New |
$36.8K - $74.7K
|
600
$8.56K
|
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-81.2KClosed |
$4.98M - $10.1M
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Emfo, LLC
|
SELL
|
- |
-2K- 28.57% |
$123K - $249K
|
5K
$71.3K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
30.4KNew |
$1.86M - $3.78M
|
30.4K
$433K
|
|
|
Oct 21, 2021
Q3 2021
|
Lake Point Wealth Management
|
BUY
|
- |
13New |
$797 - $1.62K
|
13
$185
|
|
|
Oct 19, 2021
Q3 2021
|
Belvedere Trading LLC
|
SELL
|
PUT |
-4.6KClosed |
$282K - $573K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-5Closed |
$307 - $622
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Hamilton Lane Advisors LLC
|
SELL
|
- |
-69.2K- 82.06% |
$4.24M - $8.61M
|
15.1K
$216K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-15.5KClosed |
$437K - $989K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Ancient Art, L.P.
Austin, TX |
SELL
|
- |
-119KClosed |
$3.34M - $7.56M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Progeny 3, Inc.
Seattle, WA |
SELL
|
- |
-10.1KClosed |
$286K - $646K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-140Closed |
$3.94K - $8.92K
|
0
$0
|
|