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 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
CALL |
4.7KNew |
$282K - $366K
|
4.7K
$429K
|
|
|
Nov 14, 2022
Q3 2022
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
- |
5KNew |
$300K - $389K
|
5K
$456K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
9New |
$540 - $700
|
9
$822
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-2.11K- 30.23% |
$126K - $164K
|
4.86K
$444K
|
|
|
Nov 14, 2022
Q3 2022
|
Washington Harbour Partners LP
Arlington, VA |
BUY
|
- |
31.4KNew |
$1.88M - $2.44M
|
31.4K
$2.87M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-29- 22.48% |
$1.74K - $2.26K
|
100
$9.13K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
322New |
$19.3K - $25.1K
|
322
$29.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-256- 41.42% |
$15.3K - $19.9K
|
362
$33K
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
CALL |
200New |
$12K - $15.6K
|
200
$18.3K
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
- |
10KNew |
$600K - $778K
|
10K
$913K
|
|
|
Oct 31, 2022
Q3 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
425New |
$25.5K - $33.1K
|
425
$38.8K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
32New |
$1.92K - $2.49K
|
32
$2.92K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
181New |
$10.9K - $14.1K
|
181
$16.5K
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
67New |
$4.02K - $5.21K
|
67
$6.12K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
9New |
$540 - $700
|
9
$822
|
|
| Q2 2022 | |||||||
|
Aug 25, 2022
Q2 2022
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-11.9KClosed |
$737K - $1.45M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-66.1KClosed |
$4.1M - $8.08M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
10.8KNew |
$669K - $1.32M
|
10.8K
$984K
|
|
|
Aug 15, 2022
Q2 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-2.83KClosed |
$175K - $346K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.99KClosed |
$123K - $243K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-7.53KClosed |
$467K - $922K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-114Closed |
$7.07K - $13.9K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-126Closed |
$7.81K - $15.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-10.4K- 18.69% |
$646K - $1.27M
|
45.3K
$4.13M
|
|
|
Aug 15, 2022
Q2 2022
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
20.4KNew |
$1.26M - $2.49M
|
20.4K
$1.86M
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
13+ 31.71% |
$806 - $1.59K
|
54
$4.93K
|
|
|
Aug 15, 2022
Q2 2022
|
Pier Capital, LLC
Stamford, CT |
SELL
|
- |
-88.5KClosed |
$5.49M - $10.8M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-55.2KClosed |
$3.43M - $6.76M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-122K- 99.98% |
$7.57M - $14.9M
|
19
$1.73K
|
|
|
Aug 12, 2022
Q2 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-200- 13.33% |
$12.4K - $24.5K
|
1.3K
$119K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-25.9K- 64.95% |
$1.61M - $3.17M
|
14K
$1.28M
|
|
|
Aug 12, 2022
Q2 2022
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-248KClosed |
$15.4M - $30.4M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.7KClosed |
$105K - $208K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
96+ 1.98% |
$5.95K - $11.7K
|
4.95K
$452K
|
|
|
Aug 10, 2022
Q2 2022
|
Jeneq Management LP
New York, NY |
SELL
|
- |
-4.3KClosed |
$267K - $526K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-32Closed |
$1.98K - $3.92K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-2.02KClosed |
$125K - $247K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
199+ 1.21% |
$12.3K - $24.3K
|
16.6K
$1.52M
|
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-40Closed |
$2.48K - $4.89K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-26Closed |
$1.61K - $3.18K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-5.09KClosed |
$316K - $623K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
SELL
|
- |
-9Closed |
$558 - $1.1K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-2.45KClosed |
$152K - $300K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Equitable Trust CO
|
SELL
|
- |
-2.12KClosed |
$131K - $259K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-45Closed |
$2.79K - $5.51K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-170Closed |
$10.5K - $20.8K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
13.3K+ 554.17% |
$1.25M - $1.7M
|
15.7K
$1.43M
|
|
|
May 16, 2022
Q1 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-4.11KClosed |
$385K - $527K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-3.32KClosed |
$311K - $425K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-10Closed |
$936 - $1.28K
|
0
$0
|
|