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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-2.13K- 31.25% |
$150K - $172K
|
4.69K
$428K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
75+ 0.38% |
$5.27K - $6.04K
|
19.6K
$1.79M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-368- 4.14% |
$25.9K - $29.6K
|
8.52K
$778K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-88- 59.06% |
$6.18K - $7.08K
|
61
$5.57K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2+ 9.09% |
$141 - $161
|
24
$2.19K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-47K- 12.12% |
$3.3M - $3.78M
|
341K
$31.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-164K- 13.78% |
$11.5M - $13.2M
|
1.02M
$93.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
8.63K+ 58.33% |
$606K - $695K
|
23.4K
$2.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-107- 7.42% |
$7.52K - $8.61K
|
1.34K
$122K
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
SELL
|
- |
-19.9K- 7.06% |
$1.4M - $1.6M
|
262K
$23.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.39K- 12.09% |
$97.5K - $112K
|
10.1K
$921K
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
118K+ 435.48% |
$8.31M - $9.52M
|
145K
$13.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
736+ 24.96% |
$51.7K - $59.2K
|
3.69K
$336K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.11K+ 6373.43% |
$640K - $733K
|
9.26K
$845K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
49+ 8.01% |
$3.44K - $3.94K
|
661
$60.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-95.4K- 95.35% |
$6.7M - $7.68M
|
4.66K
$425K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-248- 3.61% |
$17.4K - $20K
|
6.61K
$604K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
30+ 150.0% |
$2.11K - $2.41K
|
50
$4.56K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.51K- 4.56% |
$177K - $202K
|
52.7K
$4.81M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
49+ 2.91% |
$3.44K - $3.94K
|
1.74K
$158K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2.17K- 11.9% |
$153K - $175K
|
16.1K
$1.47M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-16- 24.24% |
$1.12K - $1.29K
|
50
$4.56K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
349New |
$24.5K - $28.1K
|
349
$31.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-19- 30.16% |
$1.33K - $1.53K
|
44
$4.02K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
1.1K+ 34.38% |
$77.3K - $88.5K
|
4.3K
$393K
|
|
|
Oct 15, 2024
Q3 2024
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-90.8K- 47.59% |
$6.38M - $7.31M
|
100K
$9.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
20+ 133.33% |
$1.41K - $1.61K
|
35
$3.19K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-58- 6.96% |
$4.08K - $4.67K
|
775
$70.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-4- 8.16% |
$281 - $322
|
45
$4.11K
|
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-77.5K- 4.23% |
$5.44M - $6.23M
|
1.75M
$160M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.69K- 14.32% |
$189K - $216K
|
16.1K
$1.47M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.05K+ 73.49% |
$355K - $407K
|
11.9K
$1.09M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16- 10.74% |
$1.12K - $1.29K
|
133
$12.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-11- 0.17% |
$773 - $885
|
6.3K
$575K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-18- 2.21% |
$1.26K - $1.45K
|
796
$72.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-130- 73.86% |
$9.13K - $10.5K
|
46
$4.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-58- 1.42% |
$4.08K - $4.67K
|
4.01K
$366K
|
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-1.84K- 8.46% |
$129K - $148K
|
19.9K
$1.82M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-491- 70.04% |
$34.5K - $39.5K
|
210
$19.2K
|
|
|
Oct 04, 2024
Q3 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-1.73K- 3.05% |
$121K - $139K
|
54.9K
$5.01M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
88+ 98.88% |
$6.18K - $7.08K
|
177
$16.2K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
3.8K+ 33.93% |
$267K - $306K
|
15K
$1.37M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-757- 14.79% |
$53.2K - $60.9K
|
4.36K
$398K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-12.9K- 76.93% |
$906K - $1.04M
|
3.87K
$353K
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-5.54K- 39.69% |
$389K - $446K
|
8.42K
$768K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4+ 200.0% |
$281 - $322
|
6
$548
|
|
| Q2 2024 | |||||||
|
Nov 08, 2024
Q2 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-22.5K- 14.19% |
$1.58M - $1.92M
|
136K
$12.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
34.3KNew |
$2.41M - $2.93M
|
34.3K
$3.13M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
18New |
$1.26K - $1.54K
|
18
$1.64K
|
|
|
Aug 14, 2024
Q2 2024
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-898- 46.5% |
$63.1K - $76.8K
|
1.03K
$94.3K
|
|