Purchases and Sales Made in Q3 2021 in Asana, Inc. (ASAN)
This table provides information about the institutional ownership of Asana, Inc. (ASAN) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
27New |
$1.66K - $3.36K
|
27
$385
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
27+ 3.02% |
$1.66K - $3.36K
|
920
$13.1K
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
20New |
$1.23K - $2.49K
|
20
$285
|
|
|
Oct 12, 2021
Q3 2021
|
Activest Wealth Management
|
BUY
|
- |
15New |
$920 - $1.87K
|
15
$214
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
15New |
$920 - $1.87K
|
15
$214
|
|
|
Oct 21, 2021
Q3 2021
|
Lake Point Wealth Management
|
BUY
|
- |
13New |
$797 - $1.62K
|
13
$185
|
|
|
Nov 16, 2021
Q3 2021
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
10New |
$613 - $1.24K
|
10
$143
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 40.0% |
$613 - $1.24K
|
35
$499
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8New |
$491 - $996
|
8
$114
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
4New |
$245 - $498
|
4
$57
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3New |
$184 - $373
|
3
$42.8
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
2New |
$123 - $249
|
2
$28.5
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-5Closed |
$307 - $622
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-7- 38.89% |
$429 - $871
|
11
$157
|
|
|
Nov 15, 2021
Q3 2021
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-8- 0.07% |
$491 - $996
|
11.1K
$158K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-17- 4.22% |
$1.04K - $2.12K
|
386
$5.5K
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-26- 12.44% |
$1.59K - $3.24K
|
183
$2.61K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-29- 0.5% |
$1.78K - $3.61K
|
5.77K
$82.3K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-32- 44.44% |
$1.96K - $3.98K
|
40
$570
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-51- 12.75% |
$3.13K - $6.35K
|
349
$4.98K
|
|
|
Nov 08, 2021
Q3 2021
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-76- 0.15% |
$4.66K - $9.46K
|
49.9K
$712K
|
|
|
Nov 15, 2021
Q3 2021
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-96- 0.09% |
$5.89K - $12K
|
102K
$1.45M
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-100- 20.0% |
$6.13K - $12.4K
|
400
$5.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-130- 9.29% |
$7.97K - $16.2K
|
1.27K
$18.1K
|
|
|
Nov 04, 2021
Q3 2021
|
Close Asset Management LTD
|
SELL
|
- |
-150- 11.24% |
$9.2K - $18.7K
|
1.19K
$16.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-154- 0.53% |
$9.44K - $19.2K
|
28.8K
$411K
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-200- 33.06% |
$12.3K - $24.9K
|
405
$5.78K
|
|
|
Nov 02, 2021
Q3 2021
|
Victory Capital Management Inc
|
SELL
|
- |
-227- 4.89% |
$13.9K - $28.3K
|
4.42K
$63K
|
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-250Closed |
$15.3K - $31.1K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-334- 3.27% |
$20.5K - $41.6K
|
9.88K
$141K
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-351- 2.79% |
$21.5K - $43.7K
|
12.2K
$174K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-384- 10.25% |
$23.6K - $47.8K
|
3.36K
$48K
|
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
SELL
|
- |
-425- 6.91% |
$26.1K - $52.9K
|
5.73K
$81.6K
|
|
|
Oct 07, 2021
Q3 2021
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-430- 4.33% |
$26.4K - $53.5K
|
9.5K
$135K
|
|
|
Nov 05, 2021
Q3 2021
|
Xponance, Inc.
|
SELL
|
- |
-579- 14.3% |
$35.5K - $72.1K
|
3.47K
$49.5K
|
|
|
Mar 09, 2022
Q3 2021
|
Jvl Associates LLC
|
SELL
|
- |
-624- 12.07% |
$38.3K - $77.7K
|
4.54K
$64.8K
|
|
|
Nov 05, 2021
Q3 2021
|
Pendal Group LTD
|
SELL
|
- |
-793- 7.98% |
$48.6K - $98.7K
|
9.14K
$130K
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-800- 1.35% |
$49.1K - $99.6K
|
58.4K
$832K
|
|
|
Oct 29, 2021
Q3 2021
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-803- 5.87% |
$49.2K - $100K
|
12.9K
$184K
|
|
|
Nov 12, 2021
Q3 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-962- 2.32% |
$59K - $120K
|
40.5K
$577K
|
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-974- 29.25% |
$59.7K - $121K
|
2.36K
$33.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Gables Capital Management Inc.
|
SELL
|
- |
-1K- 33.33% |
$61.3K - $124K
|
2K
$28.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.06K- 5.17% |
$65.1K - $132K
|
19.5K
$278K
|
|
|
Mar 30, 2023
Q3 2021
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.06K- 5.17% |
$65.1K - $132K
|
19.5K
$278K
|
|
|
May 17, 2024
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.08K- 4.04% |
$66.4K - $135K
|
25.7K
$367K
|
|
|
Nov 15, 2021
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.08K- 4.04% |
$66.4K - $135K
|
25.7K
$367K
|
|
|
Mar 22, 2023
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.08K- 4.04% |
$66.4K - $135K
|
25.7K
$367K
|
|
|
Nov 15, 2021
Q3 2021
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-1.14K- 14.52% |
$69.7K - $141K
|
6.69K
$95.3K
|