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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
180New |
$5.93K - $13.3K
|
180
$2.57K
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
53+ 252.38% |
$1.75K - $3.93K
|
74
$1.06K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
30+ 85.71% |
$989 - $2.22K
|
65
$927
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
20New |
$659 - $1.48K
|
20
$285
|
|
| Q4 2021 | |||||||
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
15.3KNew |
$980K - $2.18M
|
15.3K
$218K
|
|
|
Dec 01, 2022
Q4 2021
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
3.45KNew |
$221K - $492K
|
3.45K
$49.2K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1K+ 100.0% |
$64.2K - $143K
|
2K
$28.5K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
PUT |
400New |
$25.7K - $57.1K
|
400
$5.7K
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
BUY
|
- |
200New |
$12.8K - $28.5K
|
200
$2.85K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
100+ 33.33% |
$6.42K - $14.3K
|
400
$5.7K
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
63New |
$4.04K - $8.99K
|
63
$898
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
10New |
$642 - $1.43K
|
10
$143
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Imc Chicago, LLC
|
BUY
|
PUT |
51.9KNew |
$3.18M - $6.46M
|
51.9K
$740K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
30.4KNew |
$1.86M - $3.78M
|
30.4K
$433K
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
CALL |
600New |
$36.8K - $74.7K
|
600
$8.56K
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
457+ 95.81% |
$28K - $56.9K
|
934
$13.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
108New |
$6.62K - $13.4K
|
108
$1.54K
|
|
|
Nov 15, 2021
Q3 2021
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
50New |
$3.07K - $6.22K
|
50
$713
|
|
|
Oct 21, 2021
Q3 2021
|
Lake Point Wealth Management
|
BUY
|
- |
13New |
$797 - $1.62K
|
13
$185
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
150+ 100.0% |
$4.22K - $9.55K
|
300
$4.28K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
CALL |
300KNew |
$7.85M - $12.4M
|
300K
$4.28M
|
|
|
May 17, 2021
Q1 2021
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
CALL |
19KNew |
$497K - $788K
|
19K
$271K
|
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
300New |
$7.85K - $12.4K
|
300
$4.28K
|
|
|
May 13, 2021
Q1 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
115New |
$3.01K - $4.77K
|
115
$1.64K
|
|
| Q4 2020 | |||||||
|
Feb 05, 2021
Q4 2020
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
140New |
$2.98K - $4.36K
|
140
$2K
|
|