First Trust Advisors LP Workiva Inc Transaction History

First Trust Advisors LP

$108 Billion
Q1 2025

A detailed history of First Trust Advisors LP transactions in Workiva Inc stock. As of the latest transaction made, First Trust Advisors LP holds 960,674 shares of WK stock, worth $65.5 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

960,674

Previous 824,219 16.56%

Holding current value

$65.5 Million

Previous $90.3 Million 19.2%

% of portfolio

0.07%

Previous 0.08%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$75.91 - $114.09 $10.4 Million - $15.6 Million	136,455 Added 16.56%	960,674 $72.9 Million
Q4 2024 Feb 13, 2025	BUY	$76.11 - $114.78 $1.84 Million - $2.77 Million	24,172 Added 3.02%	824,219 $90.3 Million
Q3 2024 Nov 13, 2024	SELL	$70.26 - $80.48 $1.31 Million - $1.5 Million	-18,595 Reduced 2.27%	800,047 $63.2 Million
Q2 2024 Aug 13, 2024	BUY	$70.22 - $85.49 $3.68 Million - $4.48 Million	52,425 Added 6.84%	818,642 $59.8 Million
Q1 2024 May 13, 2024	BUY	$82.01 - $99.48 $11.4 Million - $13.9 Million	139,414 Added 22.24%	766,217 $65 Million
Q4 2023 Feb 13, 2024	BUY	$85.16 - $104.4 $4.02 Million - $4.93 Million	47,256 Added 8.15%	626,803 $63.6 Million
Q3 2023 Nov 13, 2023	SELL	$96.5 - $112.52 $5.05 Million - $5.89 Million	-52,364 Reduced 8.29%	579,547 $58.7 Million
Q2 2023 Aug 14, 2023	BUY	$85.76 - $102.9 $110,373 - $132,432	1,287 Added 0.2%	631,911 $64.2 Million
Q1 2023 May 15, 2023	SELL	$81.17 - $102.41 $6.5 Million - $8.2 Million	-80,071 Reduced 11.27%	630,624 $64.6 Million
Q4 2022 Feb 09, 2023	SELL	$66.7 - $85.47 $17.5 Million - $22.5 Million	-262,835 Reduced 27.0%	710,695 $59.7 Million
Q3 2022 Nov 14, 2022	BUY	$59.95 - $77.8 $758,187 - $983,936	12,647 Added 1.32%	973,530 $75.7 Million
Q2 2022 Aug 12, 2022	BUY	$62.01 - $122.35 $1.18 Million - $2.34 Million	19,109 Added 2.03%	960,883 $63.4 Million
Q1 2022 May 13, 2022	BUY	$93.64 - $128.13 $1.66 Million - $2.28 Million	17,779 Added 1.92%	941,774 $111 Million
Q4 2021 Feb 08, 2022	SELL	$125.96 - $160.85 $4.52 Million - $5.77 Million	-35,847 Reduced 3.73%	923,995 $121 Million
Q3 2021 Nov 15, 2021	BUY	$113.04 - $154.12 $56.8 Million - $77.4 Million	502,378 Added 109.82%	959,842 $135 Million
Q2 2021 Aug 16, 2021	SELL	$86.14 - $114.26 $1.13 Million - $1.49 Million	-13,064 Reduced 2.78%	457,464 $50.9 Million
Q1 2021 May 14, 2021	SELL	$82.51 - $114.68 $8.38 Million - $11.6 Million	-101,546 Reduced 17.75%	470,528 $41.5 Million
Q4 2020 Feb 02, 2021	SELL	$53.83 - $93.34 $4.51 Million - $7.83 Million	-83,842 Reduced 12.78%	572,074 $52.4 Million
Q3 2020 Nov 05, 2020	SELL	$52.6 - $61.28 $1.85 Million - $2.15 Million	-35,089 Reduced 5.08%	655,916 $36.6 Million
Q2 2020 Jul 22, 2020	BUY	$30.83 - $55.5 $8.89 Million - $16 Million	288,206 Added 71.55%	691,005 $37 Million
Q1 2020 May 06, 2020	BUY	$24.82 - $48.79 $242,565 - $476,824	9,773 Added 2.49%	402,799 $13 Million
Q4 2019 Feb 03, 2020	SELL	$38.49 - $45.19 $168,239 - $197,525	-4,371 Reduced 1.1%	393,026 $16.5 Million
Q3 2019 Nov 04, 2019	SELL	$43.25 - $63.05 $404,776 - $590,084	-9,359 Reduced 2.3%	397,397 $17.4 Million
Q2 2019 Jul 30, 2019	BUY	$49.35 - $58.09 $20.1 Million - $23.6 Million	406,756 New	406,756 $23.6 Million

Others Institutions Holding WK

# of Institutions

355

Shares Held

43.9M

Call Options Held

20.7K

Put Options Held

102K

View Full List

About WORKIVA INC

Ticker WK
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 48,456,200
Market Cap $3.31B
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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First Trust Advisors LP Workiva Inc Transaction History