Purchases and Sales Made in Q4 2022 in Asana, Inc. (ASAN)
This table provides information about the institutional ownership of Asana, Inc. (ASAN) during Q4 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 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20New |
$250 - $520
|
20
$285
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
15+ 71.43% |
$187 - $390
|
36
$513
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
14+ 0.57% |
$175 - $364
|
2.48K
$35.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
14New |
$175 - $364
|
14
$200
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10New |
$125 - $260
|
10
$143
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5New |
$62.5 - $130
|
5
$71.3
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1New |
$12.5 - $26
|
1
$14.3
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 10.0% |
$12.5 - $26
|
9
$128
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5- 0.03% |
$62.5 - $130
|
16.8K
$239K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-13Closed |
$162 - $338
|
0
$0
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-31- 8.24% |
$387 - $807
|
345
$4.92K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-33- 43.42% |
$412 - $859
|
43
$613
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-43- 84.31% |
$537 - $1.12K
|
8
$114
|
|
|
Jan 23, 2023
Q4 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-43- 0.39% |
$537 - $1.12K
|
10.9K
$155K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-100- 50.0% |
$1.25K - $2.6K
|
100
$1.43K
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-127- 0.36% |
$1.59K - $3.3K
|
34.8K
$497K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-130- 50.98% |
$1.62K - $3.38K
|
125
$1.78K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-142- 15.3% |
$1.77K - $3.69K
|
786
$11.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-160- 80.0% |
$2K - $4.16K
|
40
$570
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-200Closed |
$2.5K - $5.2K
|
0
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-204- 38.42% |
$2.55K - $5.31K
|
327
$4.66K
|
|
|
Feb 14, 2023
Q4 2022
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-254- 2.39% |
$3.17K - $6.61K
|
10.4K
$148K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-265- 46.57% |
$3.31K - $6.9K
|
304
$4.34K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-300- 11.73% |
$3.75K - $7.81K
|
2.26K
$32.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-358- 22.56% |
$4.47K - $9.32K
|
1.23K
$17.5K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-426- 4.7% |
$5.32K - $11.1K
|
8.64K
$123K
|
|
|
Jan 17, 2023
Q4 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-500- 0.52% |
$6.25K - $13K
|
96.2K
$1.37M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-527- 1.75% |
$6.58K - $13.7K
|
29.6K
$423K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-583- 2.49% |
$7.28K - $15.2K
|
22.9K
$326K
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-768- 2.45% |
$9.59K - $20K
|
30.5K
$436K
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-768- 2.45% |
$9.59K - $20K
|
30.5K
$436K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-898- 8.69% |
$11.2K - $23.4K
|
9.44K
$135K
|
|
|
Jan 06, 2023
Q4 2022
|
Renaissance Capital LLC
|
SELL
|
- |
-1.06K- 3.82% |
$13.2K - $27.5K
|
26.6K
$380K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-1.17K- 3.72% |
$14.6K - $30.5K
|
30.3K
$433K
|
|
|
Feb 06, 2023
Q4 2022
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-1.2K- 9.3% |
$15K - $31.3K
|
11.7K
$167K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.3K- 97.01% |
$16.2K - $33.8K
|
40
$570
|
|
|
Feb 03, 2023
Q4 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-1.5K- 50.0% |
$18.7K - $39K
|
1.5K
$21.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.6K- 9.41% |
$19.9K - $41.5K
|
15.3K
$219K
|
|
|
Feb 07, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-2.42K- 8.87% |
$30.2K - $63K
|
24.9K
$355K
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-3K- 8.87% |
$37.5K - $78.1K
|
30.8K
$440K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Impact Advisors, LLC
Boston, MA |
SELL
|
- |
-3.49K- 10.54% |
$43.6K - $90.8K
|
29.6K
$422K
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-3.49K- 31.94% |
$43.6K - $90.9K
|
7.44K
$106K
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3.87K- 95.09% |
$48.4K - $101K
|
200
$2.85K
|
|
|
Feb 14, 2023
Q4 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-4.54K- 3.93% |
$56.7K - $118K
|
111K
$1.58M
|
|
|
Feb 08, 2023
Q4 2022
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-5.28K- 8.76% |
$65.9K - $137K
|
55K
$784K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
- |
-6.49K- 73.28% |
$81.1K - $169K
|
2.37K
$33.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-6.92K- 15.16% |
$86.5K - $180K
|
38.8K
$553K
|
|
|
Feb 14, 2023
Q4 2022
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-7.82K- 11.28% |
$97.6K - $203K
|
61.5K
$877K
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-8.22K- 32.96% |
$103K - $214K
|
16.7K
$238K
|