Purchases and Sales Made in Q2 2022 in Asana, Inc. (ASAN)
This table provides information about the institutional ownership of Asana, Inc. (ASAN) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
92New |
$1.53K - $3.85K
|
92
$1.31K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
46+ 11.14% |
$766 - $1.92K
|
459
$6.55K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
26New |
$433 - $1.09K
|
26
$371
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
18New |
$300 - $752
|
18
$257
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
14New |
$233 - $585
|
14
$200
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
10+ 4.48% |
$167 - $418
|
233
$3.32K
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
10+ 1.96% |
$167 - $418
|
519
$7.4K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
8New |
$133 - $334
|
8
$114
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.14% |
$16.7 - $41.8
|
701
$10K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2Closed |
$33.3 - $83.6
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
SELL
|
- |
-2Closed |
$33.3 - $83.6
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2- 0.25% |
$33.3 - $83.6
|
805
$11.5K
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-3Closed |
$50 - $125
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4Closed |
$66.6 - $167
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5- 0.03% |
$83.3 - $209
|
17.1K
$244K
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-5Closed |
$83.3 - $209
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-6Closed |
$100 - $251
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-7Closed |
$117 - $293
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
SELL
|
- |
-10Closed |
$167 - $418
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
SELL
|
- |
-15- 41.67% |
$250 - $627
|
21
$299
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
SELL
|
- |
-24Closed |
$400 - $1K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-26Closed |
$433 - $1.09K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-31Closed |
$516 - $1.3K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-39Closed |
$650 - $1.63K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-40Closed |
$666 - $1.67K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-49Closed |
$816 - $2.05K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-51- 2.0% |
$850 - $2.13K
|
2.5K
$35.6K
|
|
Aug 09, 2022
Q2 2022
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-55- 0.16% |
$916 - $2.3K
|
33.7K
$480K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-67- 10.53% |
$1.12K - $2.8K
|
569
$8.11K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-80Closed |
$1.33K - $3.34K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-94- 0.8% |
$1.57K - $3.93K
|
11.7K
$166K
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-109- 4.01% |
$1.82K - $4.56K
|
2.61K
$37.2K
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-111- 80.43% |
$1.85K - $4.64K
|
27
$385
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-135- 41.67% |
$2.25K - $5.64K
|
189
$2.7K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-138- 36.51% |
$2.3K - $5.77K
|
240
$3.42K
|
|
Aug 10, 2022
Q2 2022
|
Achmea Investment Management B.V.
|
SELL
|
- |
-150Closed |
$2.5K - $6.27K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-174- 93.55% |
$2.9K - $7.27K
|
12
$171
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-249- 32.09% |
$4.15K - $10.4K
|
527
$7.52K
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-300Closed |
$5K - $12.5K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-315- 1.26% |
$5.25K - $13.2K
|
24.6K
$351K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-319- 60.08% |
$5.31K - $13.3K
|
212
$3.02K
|
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-375- 2.02% |
$6.25K - $15.7K
|
18.2K
$259K
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-378Closed |
$6.3K - $15.8K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-486- 66.39% |
$8.1K - $20.3K
|
246
$3.51K
|
|
Aug 11, 2022
Q2 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-500Closed |
$8.33K - $20.9K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-520- 1.83% |
$8.66K - $21.7K
|
28K
$399K
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-549- 0.07% |
$9.15K - $22.9K
|
811K
$11.6M
|
|
Aug 15, 2022
Q2 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-617Closed |
$10.3K - $25.8K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-750- 95.79% |
$12.5K - $31.3K
|
33
$471
|