Creative Planning Workiva Inc Transaction History

Creative Planning

$116 Billion
Q2 2025

A detailed history of Creative Planning transactions in Workiva Inc stock. As of the latest transaction made, Creative Planning holds 5,902 shares of WK stock, worth $501,729. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,902

Previous 23,413 74.79%

Holding current value

$501,729

Previous $1.78 Million 77.32%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$61.91 - $77.12 $1.08 Million - $1.35 Million	-17,511 Reduced 74.79%	5,902 $403,000
Q1 2025 May 15, 2025	BUY	$75.91 - $114.09 $198,049 - $297,660	2,609 Added 12.54%	23,413 $1.78 Million
Q4 2024 Feb 14, 2025	BUY	$76.11 - $114.78 $675,476 - $1.02 Million	8,875 Added 74.4%	20,804 $2.28 Million
Q3 2024 Oct 11, 2024	BUY	$70.26 - $80.48 $355,023 - $406,665	5,053 Added 73.49%	11,929 $942,000
Q2 2024 Aug 15, 2024	BUY	$70.22 - $85.49 $80,331 - $97,800	1,144 Added 19.96%	6,876 $501,000
Q1 2024 May 10, 2024	BUY	$82.01 - $99.48 $124,737 - $151,309	1,521 Added 36.12%	5,732 $486,000
Q4 2023 Feb 14, 2024	SELL	$85.16 - $104.4 $35,596 - $43,639	-418 Reduced 9.03%	4,211 $427,000
Q3 2023 Nov 16, 2023	BUY	$96.5 - $112.52 $132,591 - $154,602	1,374 Added 42.21%	4,629 $469,000
Q2 2023 Jul 21, 2023	BUY	$85.76 - $102.9 $14,836 - $17,801	173 Added 5.61%	3,255 $330,000
Q1 2023 May 15, 2023	BUY	$81.17 - $102.41 $16,315 - $20,584	201 Added 6.98%	3,082 $315,000
Q4 2022 Feb 10, 2023	BUY	$66.7 - $85.47 $192,162 - $246,239	2,881 New	2,881 $241,000
Q2 2022 Aug 15, 2022	SELL	$62.01 - $122.35 $389,794 - $769,092	-6,286 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$93.64 - $128.13 $228,013 - $311,996	-2,435 Reduced 27.92%	6,286 $742,000
Q4 2021 Feb 11, 2022	BUY	$125.96 - $160.85 $68,900 - $87,984	547 Added 6.69%	8,721 $1.14 Million
Q4 2020 Jan 29, 2021	BUY	$53.83 - $93.34 $440,006 - $762,961	8,174 New	8,174 $749,000

Others Institutions Holding WK

# of Institutions

348

Shares Held

45.9M

Call Options Held

26.3K

Put Options Held

55.7K

View Full List

About WORKIVA INC

Ticker WK
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 48,456,200
Market Cap $4.12B
Description
Workiva Inc., together with its subsidiaries, provides cloud-based compliance and regulatory reporting solutions worldwide. The company offers Workiva platform that offers controlled collaboration, data linking, data integrations, granular permissions, process management, and full audit trail services; and provides tools that enables customers t...

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Creative Planning Workiva Inc Transaction History