Purchases and Sales Made in Q4 2021 in Asana, Inc. (ASAN)
This table provides information about the institutional ownership of Asana, Inc. (ASAN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
6New |
$385 - $856
|
6
$85.6
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
5New |
$321 - $713
|
5
$71.3
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5New |
$321 - $713
|
5
$71.3
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
3New |
$193 - $428
|
3
$42.8
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2New |
$128 - $285
|
2
$28.5
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2+ 0.03% |
$128 - $285
|
6.05K
$86.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-2Closed |
$128 - $285
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-3- 6.82% |
$193 - $428
|
41
$585
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-8Closed |
$514 - $1.14K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-10Closed |
$642 - $1.43K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-15Closed |
$963 - $2.14K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-20- 0.9% |
$1.28K - $2.85K
|
2.2K
$31.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-27Closed |
$1.73K - $3.85K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-32- 0.15% |
$2.05K - $4.57K
|
20.7K
$295K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-35- 19.13% |
$2.25K - $4.99K
|
148
$2.11K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-50- 12.5% |
$3.21K - $7.13K
|
350
$4.99K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-52- 61.9% |
$3.34K - $7.42K
|
32
$456
|
|
|
Jan 31, 2022
Q4 2021
|
Xponance, Inc.
|
SELL
|
- |
-58- 1.67% |
$3.72K - $8.28K
|
3.41K
$48.7K
|
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-58Closed |
$3.72K - $8.28K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-69Closed |
$4.43K - $9.84K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
SELL
|
- |
-85- 85.0% |
$5.46K - $12.1K
|
15
$214
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-88- 82.24% |
$5.65K - $12.6K
|
19
$271
|
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-89- 7.01% |
$5.71K - $12.7K
|
1.18K
$16.8K
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-95- 2.0% |
$6.1K - $13.6K
|
4.65K
$66.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-113- 2.64% |
$7.25K - $16.1K
|
4.17K
$59.4K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-116- 3.71% |
$7.45K - $16.6K
|
3.01K
$42.9K
|
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-120Closed |
$7.7K - $17.1K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-125Closed |
$8.03K - $17.8K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-134- 14.57% |
$8.6K - $19.1K
|
786
$11.2K
|
|
|
Feb 02, 2022
Q4 2021
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-144- 0.22% |
$9.24K - $20.5K
|
65.7K
$937K
|
|
|
Jan 27, 2022
Q4 2021
|
Close Asset Management LTD
|
SELL
|
- |
-155- 13.08% |
$9.95K - $22.1K
|
1.03K
$14.7K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-158- 44.13% |
$10.1K - $22.5K
|
200
$2.85K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-165- 95.38% |
$10.6K - $23.5K
|
8
$114
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-166- 5.97% |
$10.7K - $23.7K
|
2.61K
$37.3K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-176Closed |
$11.3K - $25.1K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-200Closed |
$12.8K - $28.5K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
SELL
|
- |
-208- 4.54% |
$13.4K - $29.7K
|
4.38K
$62.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-218- 7.14% |
$14K - $31.1K
|
2.83K
$40.4K
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
SELL
|
- |
-235- 4.1% |
$15.1K - $33.5K
|
5.49K
$78.3K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
SELL
|
- |
-257Closed |
$16.5K - $36.7K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-264- 4.58% |
$16.9K - $37.7K
|
5.51K
$78.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-310- 5.12% |
$19.9K - $44.2K
|
5.75K
$81.9K
|
|
|
Jan 31, 2022
Q4 2021
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-310- 3.38% |
$19.9K - $44.2K
|
8.85K
$126K
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-335Closed |
$21.5K - $47.8K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-375Closed |
$24.1K - $53.5K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-382Closed |
$24.5K - $54.5K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Eidelman Virant Capital
|
SELL
|
- |
-395- 0.97% |
$25.4K - $56.4K
|
40.5K
$578K
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-400- 66.67% |
$25.7K - $57.1K
|
200
$2.85K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-405Closed |
$26K - $57.8K
|
0
$0
|