Purchases and Sales Made in Q1 2022 in Asana, Inc. (ASAN)
This table provides information about the institutional ownership of Asana, Inc. (ASAN) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
26New |
$857 - $1.93K
|
26
$371
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
21+ 140.0% |
$692 - $1.56K
|
36
$513
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
20New |
$659 - $1.48K
|
20
$285
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
18+ 1.34% |
$593 - $1.33K
|
1.36K
$19.4K
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
11+ 0.18% |
$362 - $815
|
6.11K
$87.2K
|
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
BUY
|
- |
10+ 0.18% |
$330 - $741
|
5.5K
$78.4K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
10New |
$330 - $741
|
10
$143
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6New |
$198 - $445
|
6
$85.6
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5New |
$165 - $371
|
5
$71.3
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4+ 21.05% |
$132 - $297
|
23
$328
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
3New |
$98.9 - $222
|
3
$42.8
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 100.0% |
$65.9 - $148
|
4
$57
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2New |
$65.9 - $148
|
2
$28.5
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2+ 40.0% |
$65.9 - $148
|
7
$99.8
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
SELL
|
- |
-1- 33.33% |
$33 - $74.1
|
2
$28.5
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1- 9.09% |
$33 - $74.1
|
10
$143
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-4Closed |
$132 - $297
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5Closed |
$165 - $371
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-6Closed |
$198 - $445
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-8Closed |
$264 - $593
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-10- 20.0% |
$330 - $741
|
40
$570
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-20Closed |
$659 - $1.48K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-26- 83.87% |
$857 - $1.93K
|
5
$71.3
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-30Closed |
$989 - $2.22K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-40- 8.83% |
$1.32K - $2.97K
|
413
$5.89K
|
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-41Closed |
$1.35K - $3.04K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-42- 15.44% |
$1.38K - $3.11K
|
230
$3.28K
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-43Closed |
$1.42K - $3.19K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-50- 14.29% |
$1.65K - $3.71K
|
300
$4.28K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-71- 10.04% |
$2.34K - $5.26K
|
636
$9.07K
|
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-74- 10.72% |
$2.44K - $5.49K
|
616
$8.78K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-82- 9.56% |
$2.7K - $6.08K
|
776
$11.1K
|
|
|
May 04, 2022
Q1 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-88Closed |
$2.9K - $6.52K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-91Closed |
$3K - $6.75K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-110- 1.08% |
$3.62K - $8.15K
|
10K
$143K
|
|
|
May 13, 2022
Q1 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-137- 0.48% |
$4.51K - $10.2K
|
28.5K
$407K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-148Closed |
$4.88K - $11K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-150- 1.0% |
$4.94K - $11.1K
|
14.9K
$212K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-160- 0.09% |
$5.27K - $11.9K
|
175K
$2.49M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-161- 2.72% |
$5.3K - $11.9K
|
5.77K
$82.2K
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-200Closed |
$6.59K - $14.8K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-215Closed |
$7.08K - $15.9K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-218Closed |
$7.18K - $16.2K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-237- 46.38% |
$7.81K - $17.6K
|
274
$3.91K
|
|
|
Apr 26, 2022
Q1 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-250- 2.82% |
$8.24K - $18.5K
|
8.6K
$123K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-253Closed |
$8.34K - $18.8K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-265- 72.6% |
$8.73K - $19.6K
|
100
$1.43K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-317- 45.61% |
$10.4K - $23.5K
|
378
$5.39K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-330- 29.02% |
$10.9K - $24.5K
|
807
$11.5K
|