Latest Institutional Transactions on Workiva Inc (WK)
This table provides information on the latest institutional transactions involving Workiva Inc (WK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
147+ 2.3% |
$14.2K - $16.5K
|
6.53K
$434K
|
|
|
Nov 02, 2023
Q3 2023
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
42.3KNew |
$4.08M - $4.75M
|
42.3K
$2.81M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
123New |
$11.9K - $13.8K
|
123
$8.18K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.45KNew |
$333K - $388K
|
3.45K
$229K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
32New |
$3.09K - $3.6K
|
32
$2.13K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
8New |
$772 - $900
|
8
$532
|
|
| Q2 2023 | |||||||
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-9.16KClosed |
$786K - $943K
|
0
$0
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
9New |
$772 - $926
|
9
$598
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-308- 2.67% |
$26.4K - $31.7K
|
11.2K
$747K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-6- 16.22% |
$515 - $617
|
31
$2.06K
|
|
|
Aug 14, 2023
Q2 2023
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
316K+ 92.92% |
$27.1M - $32.5M
|
657K
$43.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-487- 3.32% |
$41.8K - $50.1K
|
14.2K
$943K
|
|
|
Aug 14, 2023
Q2 2023
|
Praesidium Investment Management Company, LLC
New York, NY |
SELL
|
- |
-269K- 41.4% |
$23M - $27.7M
|
380K
$25.3M
|
|
|
Aug 11, 2023
Q2 2023
|
George Kaiser Family Foundation
|
SELL
|
- |
-12.9K- 37.4% |
$1.11M - $1.33M
|
21.6K
$1.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
960New |
$82.3K - $98.8K
|
960
$63.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
234+ 4.27% |
$20.1K - $24.1K
|
5.71K
$380K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
53New |
$4.55K - $5.45K
|
53
$3.52K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-218- 4.12% |
$18.7K - $22.4K
|
5.08K
$337K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-338- 5.24% |
$29K - $34.8K
|
6.11K
$406K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-88- 20.61% |
$7.55K - $9.06K
|
339
$22.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
PUT |
20KNew |
$1.72M - $2.06M
|
20K
$1.33M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
2New |
$172 - $206
|
2
$133
|
|
| Q1 2023 | |||||||
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
500New |
$40.6K - $51.2K
|
500
$33.2K
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
8.39KNew |
$681K - $859K
|
8.39K
$558K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.63K+ 4537.93% |
$214K - $270K
|
2.69K
$179K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
198+ 133.78% |
$16.1K - $20.3K
|
346
$23K
|
|
|
May 12, 2023
Q1 2023
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
18KNew |
$1.46M - $1.84M
|
18K
$1.2M
|
|
|
May 12, 2023
Q1 2023
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-37- 34.26% |
$3K - $3.79K
|
71
$4.72K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2New |
$162 - $205
|
2
$133
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
7.11KNew |
$577K - $728K
|
7.11K
$472K
|
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
2.6KNew |
$211K - $266K
|
2.6K
$173K
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
333New |
$27K - $34.1K
|
333
$22.1K
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-121- 3.18% |
$9.82K - $12.4K
|
3.68K
$245K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 1.72% |
$81.2 - $102
|
59
$3.92K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
6New |
$487 - $614
|
6
$399
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
25New |
$2.03K - $2.56K
|
25
$1.66K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
5.36KNew |
$435K - $549K
|
5.36K
$356K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
50New |
$4.06K - $5.12K
|
50
$3.32K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.18KNew |
$177K - $223K
|
2.18K
$145K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-17- 85.0% |
$1.38K - $1.74K
|
3
$199
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
14New |
$1.14K - $1.43K
|
14
$931
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.86KNew |
$151K - $190K
|
1.86K
$123K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
55+ 16.22% |
$4.46K - $5.63K
|
394
$26.2K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.16KNew |
$94.1K - $119K
|
1.16K
$77K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-1K- 16.67% |
$81.2K - $102K
|
5K
$332K
|
|
| Q4 2022 | |||||||
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.6KNew |
$107K - $137K
|
1.6K
$107K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-77- 2.88% |
$5.14K - $6.58K
|
2.6K
$173K
|
|
|
Feb 16, 2023
Q4 2022
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
10.5KNew |
$700K - $897K
|
10.5K
$698K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
10New |
$667 - $855
|
10
$665
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.17KNew |
$211K - $271K
|
3.17K
$210K
|
|