Latest Institutional Transactions on Workiva Inc (WK)

WK Quotes by TradingView

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
Aug 09, 2022 Q2 2022
Providence Capital Advisors, LLC

Charlotte, NC
SELL
 -
-32
Closed
$1.98K - $3.92K
0 $0
Aug 09, 2022 Q2 2022
Cibc Asset Management Inc

Toronto, A6
SELL
 -
-2.02K
Closed
$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 $1.11M
Aug 05, 2022 Q2 2022
Bellwether Advisors, LLC

SELL
 -
-40
Closed
$2.48K - $4.89K
0 $0
Aug 04, 2022 Q2 2022
Sierra Capital LLC

SELL
 -
-26
Closed
$1.61K - $3.18K
0 $0
Jul 29, 2022 Q2 2022
Albion Financial Group

SELL
 -
-9
Closed
$558 - $1.1K
0 $0
Jul 18, 2022 Q2 2022
Cornerstone Wealth Advisors, Inc.

SELL
 -
-2.45K
Closed
$152K - $300K
0 $0
Jul 15, 2022 Q2 2022
Equitable Trust CO

SELL
 -
-2.12K
Closed
$131K - $259K
0 $0
Jul 15, 2022 Q2 2022
Newbridge Financial Services Group, Inc.

SELL
 -
-45
Closed
$2.79K - $5.51K
0 $0
Jul 12, 2022 Q2 2022
Koshinski Asset Management, Inc.

SELL
 -
-170
Closed
$10.5K - $20.8K
0 $0
Q1 2022
May 16, 2022 Q1 2022
Caxton Associates LP

New York, NY
SELL
 -
-3.32K
Closed
$311K - $425K
0 $0
May 16, 2022 Q1 2022
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
SELL
 -
-10
Closed
$936 - $1.28K
0 $0
May 16, 2022 Q1 2022
Paloma Partners Management CO

Greenwich, CT
SELL
 -
-4.11K
Closed
$385K - $527K
0 $0
May 16, 2022 Q1 2022
Donoghue Forlines LLC

SELL
 -
-2.85K
Closed
$267K - $366K
0 $0
May 16, 2022 Q1 2022
Pdt Partners, LLC

New York, NY
SELL
 -
-41.5K
Closed
$3.89M - $5.32M
0 $0
May 16, 2022 Q1 2022
Cresset Asset Management, LLC

Chicago, IL
SELL
 -
-4.68K
Closed
$438K - $599K
0 $0
May 13, 2022 Q1 2022
Alpha Dna Investment Management LLC

Columbia, MD
SELL
 -
-10.9K
Closed
$1.02M - $1.4M
0 $0
May 13, 2022 Q1 2022
Eam Investors, LLC

Solana Beach, CA
SELL
 -
-9.61K
Closed
$900K - $1.23M
0 $0
May 13, 2022 Q1 2022
Financial Gravity Asset Management, Inc.

SELL
 -
-130
Closed
$12.2K - $16.7K
0 $0
May 12, 2022 Q1 2022
Blueshift Asset Management, LLC

Red Bank, NJ
SELL
 -
-5.08K
Closed
$476K - $651K
0 $0
May 12, 2022 Q1 2022
Boulder Hill Capital Management LP

New York, NY
SELL
 -
-6.1K
Closed
$571K - $782K
0 $0
May 11, 2022 Q1 2022
Lee Financial CO

Dallas, TX
SELL
 -
-10
Closed
$936 - $1.28K
0 $0
May 11, 2022 Q1 2022
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-12
Closed
$1.12K - $1.54K
0 $0
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-1.82K
Closed
$170K - $233K
0 $0
May 11, 2022 Q1 2022
Eagle Bay Advisors LLC

New York, NY
SELL
 -
-41
Closed
$3.84K - $5.25K
0 $0
May 10, 2022 Q1 2022
Evoke Wealth, LLC

SELL
 -
-18
Closed
$1.69K - $2.31K
0 $0
May 10, 2022 Q1 2022
Milestone Advisory Partners

SELL
 -
-2.2K
Closed
$206K - $282K
0 $0
May 10, 2022 Q1 2022
Profund Advisors LLC

SELL
 -
-1.89K
Closed
$177K - $242K
0 $0
May 10, 2022 Q1 2022
Fulcrum Asset Management LLP

London, X0
SELL
 -
-662
Closed
$62K - $84.8K
0 $0
May 09, 2022 Q1 2022
Duality Advisers, LP

Miami, FL
SELL
 -
-3.22K
Closed
$301K - $412K
0 $0
May 09, 2022 Q1 2022
Ten Capital Wealth Advisors, LLC

Spokane, WA
SELL
 -
-64
Closed
$5.99K - $8.2K
0 $0
May 09, 2022 Q1 2022
Toronto Dominion Bank

Toronto, Ontario, A6
SELL
 -
-15.2K
Closed
$1.42M - $1.94M
0 $0
May 06, 2022 Q1 2022
Mach 1 Financial Group, LLC

Bentonville, AR
SELL
 -
-4
Closed
$375 - $513
0 $0
May 05, 2022 Q1 2022
National Bank Of Canada

SELL
 -
-59
Closed
$5.52K - $7.56K
0 $0
May 04, 2022 Q1 2022
Banque Pictet & Cie Sa

BUY
 -
25K
New
$2.34M - $3.2M
25K $1.66M
May 02, 2022 Q1 2022
Macroview Investment Management LLC

SELL
 -
-124
Closed
$11.6K - $15.9K
0 $0
Apr 29, 2022 Q1 2022
Jnba Financial Advisors

SELL
 -
-4
Closed
$375 - $513
0 $0
Apr 29, 2022 Q1 2022
Mcdonald Partners LLC

SELL
 -
-22
Closed
$2.06K - $2.82K
0 $0
Apr 29, 2022 Q1 2022
C M Bidwell & Associates LTD

Honolulu, HI
SELL
 -
-1.4K
Closed
$131K - $179K
0 $0
Apr 29, 2022 Q1 2022
Hanseatic Management Services Inc

SELL
 -
-4.03K
Closed
$377K - $516K
0 $0
Apr 29, 2022 Q1 2022
Whittier Trust CO

BUY
 -
31
New
$2.9K - $3.97K
31 $2.06K
Apr 28, 2022 Q1 2022
Aquire Wealth Advisors, LLC

SELL
 -
-140
Closed
$13.1K - $17.9K
0 $0
Apr 26, 2022 Q1 2022
Confluence Wealth Services, Inc.

Mcmurray, PA
SELL
 -
-205
Closed
$19.2K - $26.3K
0 $0
Apr 21, 2022 Q1 2022
Private Capital Group, LLC

SELL
 -
-16
- 5.37%
$1.5K - $2.05K
282 $18.7K
Apr 18, 2022 Q1 2022
Ae Wealth Management LLC

SELL
 -
-5.11K
Closed
$479K - $655K
0 $0
Q4 2021
Feb 18, 2022 Q4 2021
Castle Ark Alternatives, LLC

Chicago, IL
SELL
 -
-18K
Closed
$2.27M - $2.89M
0 $0
Feb 15, 2022 Q4 2021
Altshuler Shaham LTD

BUY
 PUT
790
New
$99.5K - $127K
790 $52.5K
Feb 14, 2022 Q4 2021
Prelude Capital Management, LLC

New York, NY
SELL
 -
-1.79K
Closed
$226K - $288K
0 $0
Feb 14, 2022 Q4 2021
Capula Management LTD

Grand Cayman, E9
SELL
 -
-1.6K
Closed
$202K - $258K
0 $0

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