Truist Financial Corp Workiva Inc Transaction History

Truist Financial Corp

$62.7 Billion
Q4 2024

A detailed history of Truist Financial Corp transactions in Workiva Inc stock. As of the latest transaction made, Truist Financial Corp holds 1,928 shares of WK stock, worth $193,860. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,928

Holding current value

$193,860

% of portfolio

0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$76.11 - $114.78 $146,740 - $221,295	1,928 New	1,928 $211,000
Q1 2024 May 10, 2024	SELL	$82.01 - $99.48 $27,391 - $33,226	-334 Reduced 10.22%	2,934 $248,000
Q4 2023 Feb 02, 2024	SELL	$85.16 - $104.4 $2,043 - $2,505	-24 Reduced 0.73%	3,268 $331,000
Q3 2023 Nov 14, 2023	SELL	$96.5 - $112.52 $13,992 - $16,315	-145 Reduced 4.22%	3,292 $333,000
Q2 2023 Aug 01, 2023	SELL	$85.76 - $102.9 $77,098 - $92,507	-899 Reduced 20.73%	3,437 $349,000
Q1 2023 May 05, 2023	BUY	$81.17 - $102.41 $13,961 - $17,614	172 Added 4.13%	4,336 $444,000
Q4 2022 Feb 17, 2023	SELL	$66.7 - $85.47 $21,077 - $27,008	-316 Reduced 7.05%	4,164 $349,000
Q3 2022 Oct 26, 2022	BUY	$59.95 - $77.8 $268,576 - $348,544	4,480 New	4,480 $349,000
Q2 2022 Jul 22, 2022	SELL	$62.01 - $122.35 $139,460 - $275,165	-2,249 Closed	0 $0
Q1 2022 Apr 22, 2022	SELL	$93.64 - $128.13 $6.66 Million - $9.11 Million	-71,074 Reduced 96.93%	2,249 $266,000
Q4 2020 Feb 18, 2021	BUY	$53.83 - $93.34 $374,279 - $648,993	6,953 Added 10.48%	73,323 $6.72 Million
Q3 2020 Nov 13, 2020	BUY	$52.6 - $61.28 $3.46 Million - $4.03 Million	65,736 Added 10368.45%	66,370 $3.7 Million
Q2 2020 Nov 16, 2021	SELL	$30.83 - $55.5 $2.03 Million - $3.65 Million	-65,757 Reduced 99.05%	634 $34,000
Q2 2020 Aug 14, 2020	BUY	$30.83 - $55.5 $437,261 - $787,156	14,183 Added 27.17%	66,391 $3.55 Million
Q1 2020 May 15, 2020	BUY	$24.82 - $48.79 $796,647 - $1.57 Million	32,097 Added 159.6%	52,208 $1.69 Million
Q4 2019 Feb 14, 2020	BUY	$38.49 - $45.19 $774,072 - $908,816	20,111 New	20,111 $846,000

Others Institutions Holding WK

# of Institutions

323

Shares Held

42M

Call Options Held

71.8K

Put Options Held

55.9K

Vanguard Group Inc Valley Forge, PA

5.73M
Shares

$576 Million
0.01% of portfolio
Black Rock Inc. New York, NY

4.24M
Shares

$426 Million
0.01% of portfolio
Macquarie Group LTD Australia, C3

2.09M
Shares

$210 Million
0.18% of portfolio
T. Rowe Price Investment Management, Inc. Baltimore, MD

1.95M
Shares

$196 Million
0.09% of portfolio
Riverbridge Partners LLC

1.65M
Shares

$166 Million
2.54% of portfolio

View Full List

About WORKIVA INC

Ticker WK
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 48,456,200
Market Cap $4.87B
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...

More about WK

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