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 |
---|---|---|---|---|---|---|---|
May 13, 2020
Q1 2020
|
Silvant Capital Management LLC
|
SELL
|
- |
-5.06KClosed |
$126K - $247K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-24.2KClosed |
$601K - $1.18M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.26KClosed |
$80.8K - $159K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-18.9KClosed |
$468K - $921K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.58KClosed |
$163K - $321K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Cutler Group LP
|
SELL
|
- |
-100- 9.09% |
$2.48K - $4.88K
|
1K
$91.3K
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.2KClosed |
$79.4K - $156K
|
0
$0
|
|
Apr 08, 2020
Q1 2020
|
Hc Financial Advisors Inc
|
BUY
|
- |
130New |
$3.23K - $6.34K
|
130
$11.9K
|
|
Apr 08, 2020
Q1 2020
|
Adviser Investments LLC
|
SELL
|
- |
-7.38KClosed |
$183K - $360K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-64KClosed |
$2.46M - $2.89M
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-6.1KClosed |
$235K - $276K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-8.33KClosed |
$321K - $376K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-18.5KClosed |
$713K - $837K
|
0
$0
|
|
Jan 31, 2020
Q4 2019
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-6.71KClosed |
$258K - $303K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 13, 2019
Q3 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-76Closed |
$3.29K - $4.79K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-6.9KClosed |
$299K - $435K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Eulav Asset Management
|
BUY
|
- |
47.5K+ 164.36% |
$2.05M - $2.99M
|
76.4K
$6.97M
|
|
Nov 06, 2019
Q3 2019
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
CALL |
-1.8KClosed |
$77.9K - $113K
|
0
$0
|
|
Oct 31, 2019
Q3 2019
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-38Closed |
$1.64K - $2.4K
|
0
$0
|
|
Oct 25, 2019
Q3 2019
|
Arabesque Asset Management LTD
London, X0 |
SELL
|
- |
-56.7KClosed |
$2.45M - $3.58M
|
0
$0
|
|
Oct 10, 2019
Q3 2019
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-150Closed |
$6.49K - $9.46K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 14, 2019
Q2 2019
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-5.7KClosed |
$281K - $331K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-11.7KClosed |
$577K - $679K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Cooper Creek Partners Management LLC
New York, NY |
SELL
|
- |
-79.1KClosed |
$3.9M - $4.59M
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-3.5KClosed |
$173K - $203K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Breakline Capital LLC
New York, NY |
SELL
|
- |
-32.3KClosed |
$1.6M - $1.88M
|
0
$0
|
|
Jul 10, 2019
Q2 2019
|
Iowa State Bank
|
SELL
|
- |
-7.89KClosed |
$389K - $458K
|
0
$0
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Pat Dorsey
Dorsey Asset Management, LLC | Chicago, Il
|
SELL
|
- |
-237KClosed |
$8.36M - $12M
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Foxhaven Asset Management, LP
Charlottesville, VA |
SELL
|
- |
-332KClosed |
$11.7M - $16.8M
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Oberndorf William E
San Francisco, CA |
SELL
|
- |
-706KClosed |
$24.9M - $35.8M
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-10.1KClosed |
$354K - $510K
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
SELL
|
- |
-89.8KClosed |
$3.16M - $4.55M
|
0
$0
|
|
May 10, 2019
Q1 2019
|
Cutler Group LP
|
SELL
|
PUT |
-2.3K- 92.0% |
$81K - $117K
|
200
$18.3K
|
|
May 07, 2019
Q1 2019
|
Spark Investment Management LLC
New York, NY |
SELL
|
- |
-51.5KClosed |
$1.81M - $2.61M
|
0
$0
|
|
May 07, 2019
Q1 2019
|
Ibex Investors LLC
|
SELL
|
- |
-6.44KClosed |
$227K - $326K
|
0
$0
|
|
Apr 17, 2019
Q1 2019
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-299Closed |
$10.5K - $15.2K
|
0
$0
|
|
Apr 16, 2019
Q1 2019
|
Kessler Investment Group, LLC
|
SELL
|
- |
-9.08KClosed |
$320K - $460K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
10.2KNew |
$330K - $408K
|
10.2K
$931K
|
|
Feb 14, 2019
Q4 2018
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-23.9KClosed |
$774K - $956K
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-9.41KClosed |
$305K - $376K
|
0
$0
|
|
Jan 16, 2019
Q4 2018
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-13.1KClosed |
$424K - $524K
|
0
$0
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Sage Capital Advisors,Llc
|
BUY
|
- |
604New |
$14.7K - $24.2K
|
604
$55.1K
|
|
Nov 14, 2018
Q3 2018
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-2.7KClosed |
$65.9K - $108K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-2.18KClosed |
$53.1K - $87.1K
|
0
$0
|
|
Nov 09, 2018
Q3 2018
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-10.1KClosed |
$246K - $404K
|
0
$0
|
|
Q2 2018 | |||||||
Aug 14, 2018
Q2 2018
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-30.9KClosed |
$691K - $845K
|
0
$0
|
|
Q1 2018 | |||||||
May 15, 2018
Q1 2018
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-162Closed |
$3.43K - $4.24K
|
0
$0
|
|
May 14, 2018
Q1 2018
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-7.69K- 28.83% |
$163K - $201K
|
19K
$1.73M
|
|
Q4 2017 | |||||||
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-14.1KClosed |
$291K - $322K
|
0
$0
|
|
Q3 2017 | |||||||
Nov 03, 2017
Q3 2017
|
Telemus Capital, LLC
|
SELL
|
- |
-18KClosed |
$342K - $376K
|
0
$0
|