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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-4.8KClosed |
$605K - $772K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Nzs Capital, LLC
Denver, CO |
SELL
|
- |
-29KClosed |
$3.66M - $4.67M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Eam Global Investors LLC
Solana Beach, CA |
SELL
|
- |
-10.2KClosed |
$1.28M - $1.64M
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-6.73KClosed |
$847K - $1.08M
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-2.07KClosed |
$261K - $333K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-1.56KClosed |
$197K - $251K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-603Closed |
$76K - $97K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-2.29KClosed |
$289K - $369K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
55.4K+ 282.65% |
$6.98M - $8.91M
|
75K
$4.99M
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-6Closed |
$756 - $965
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-2.46KClosed |
$310K - $396K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-1.5KClosed |
$189K - $241K
|
0
$0
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
1.86KNew |
$234K - $299K
|
1.86K
$123K
|
|
Q3 2021 | |||||||
Nov 16, 2021
Q3 2021
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-14.4KClosed |
$1.62M - $2.21M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-108KClosed |
$12.3M - $16.7M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-29.2KClosed |
$3.3M - $4.5M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Collaborative Holdings Management LP
New York, NY |
SELL
|
- |
-70KClosed |
$7.91M - $10.8M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.98KClosed |
$223K - $305K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
8New |
$904 - $1.23K
|
8
$532
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
SELL
|
- |
-2.86KClosed |
$323K - $441K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-2.43KClosed |
$274K - $374K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-46Closed |
$5.2K - $7.09K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
First Premier Bank
|
SELL
|
- |
-537- 3.61% |
$60.7K - $82.8K
|
14.3K
$952K
|
|
Q2 2021 | |||||||
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
SELL
|
- |
-225Closed |
$19.4K - $25.7K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Penn Capital Management Company, LLC
Philadelphia, PA |
SELL
|
- |
-86.5KClosed |
$7.45M - $9.88M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-23Closed |
$1.98K - $2.63K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-4.18KClosed |
$360K - $477K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-7.04KClosed |
$606K - $804K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-10.1K- 54.85% |
$870K - $1.15M
|
8.32K
$553K
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-5.9KClosed |
$508K - $674K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-10.8KClosed |
$930K - $1.23M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Winton Group LTD
London, X0 |
SELL
|
- |
-3.39KClosed |
$292K - $388K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-337Closed |
$29K - $38.5K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Dupont Capital Management Corp
|
SELL
|
- |
-2.44KClosed |
$210K - $279K
|
0
$0
|
|
Jul 23, 2021
Q2 2021
|
Foundry Partners, LLC
|
SELL
|
- |
-18.7KClosed |
$1.61M - $2.14M
|
0
$0
|
|
Q1 2021 | |||||||
May 27, 2021
Q1 2021
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-13KClosed |
$1.07M - $1.49M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Stephens Inc
|
SELL
|
- |
-2.33KClosed |
$192K - $267K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-525Closed |
$43.3K - $60.2K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-13.2KClosed |
$1.09M - $1.52M
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-2.63KClosed |
$217K - $302K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-12.4KClosed |
$1.03M - $1.42M
|
0
$0
|
|
Q4 2020 | |||||||
Feb 05, 2021
Q4 2020
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-260Closed |
$14K - $24.3K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Sciencast Management LP
|
SELL
|
- |
-6.13KClosed |
$330K - $573K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-6.7KClosed |
$352K - $411K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-11.7KClosed |
$613K - $715K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-35KClosed |
$1.84M - $2.14M
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Harspring Capital Management, LLC
New York, NY |
SELL
|
- |
-105KClosed |
$5.52M - $6.43M
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-4.64KClosed |
$244K - $284K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-28Closed |
$1.47K - $1.72K
|
0
$0
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-315Closed |
$16.6K - $19.3K
|
0
$0
|