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 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
294+ 2.73% |
$22.3K - $33.5K
|
11.1K
$735K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-746- 9.93% |
$56.6K - $85.1K
|
6.76K
$450K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-783- 14.78% |
$59.4K - $89.3K
|
4.51K
$300K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-70.1K- 16.99% |
$5.32M - $8M
|
343K
$22.8M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
142K+ 2.45% |
$10.8M - $16.2M
|
5.94M
$395M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
4+ 400.0% |
$304 - $456
|
5
$332
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.26KNew |
$171K - $257K
|
2.26K
$150K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.06K+ 0.72% |
$232K - $349K
|
430K
$28.6M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.82KNew |
$214K - $321K
|
2.82K
$187K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
80+ 2.88% |
$6.07K - $9.13K
|
2.85K
$190K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
519New |
$39.4K - $59.2K
|
519
$34.5K
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
11.6KNew |
$877K - $1.32M
|
11.6K
$768K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.23K- 22.9% |
$549K - $825K
|
24.3K
$1.62M
|
|
|
May 08, 2025
Q1 2025
|
Nicholas Company, Inc.
|
SELL
|
- |
-25- 0.03% |
$1.9K - $2.85K
|
74K
$4.92M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-3.14K- 21.53% |
$238K - $358K
|
11.4K
$761K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4+ 14.29% |
$304 - $456
|
32
$2.13K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
509New |
$38.6K - $58.1K
|
509
$33.8K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.33KNew |
$253K - $380K
|
3.33K
$221K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.03K- 4.63% |
$78K - $117K
|
21.2K
$1.41M
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
225+ 8.65% |
$17.1K - $25.7K
|
2.83K
$188K
|
|
|
May 07, 2025
Q1 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
8K+ 39.68% |
$607K - $913K
|
28.2K
$1.87M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
586+ 4.62% |
$44.5K - $66.9K
|
13.3K
$882K
|
|
|
May 07, 2025
Q1 2025
|
Ivy Lane Capital Management, LLC
Winter Park, FL |
BUY
|
- |
62KNew |
$4.71M - $7.07M
|
62K
$4.12M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.86K+ 12.8% |
$141K - $212K
|
16.4K
$1.09M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-17- 0.52% |
$1.29K - $1.94K
|
3.27K
$217K
|
|
|
May 07, 2025
Q1 2025
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
68.8KNew |
$5.22M - $7.84M
|
68.8K
$4.57M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
19.3K+ 305.42% |
$1.46M - $2.2M
|
25.6K
$1.7M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-5.11K- 10.01% |
$388K - $583K
|
46K
$3.06M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
25.3KNew |
$1.92M - $2.88M
|
25.3K
$1.68M
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-700- 6.86% |
$53.1K - $79.9K
|
9.5K
$631K
|
|
|
May 06, 2025
Q1 2025
|
Legato Capital Management LLC
|
BUY
|
- |
2.98K+ 144.23% |
$226K - $340K
|
5.04K
$335K
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
16.5K+ 39.42% |
$1.25M - $1.88M
|
58.3K
$3.87M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
846+ 41.86% |
$64.2K - $96.5K
|
2.87K
$191K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-56- 0.31% |
$4.25K - $6.39K
|
18.2K
$1.21M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
212+ 5.14% |
$16.1K - $24.2K
|
4.34K
$288K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
319+ 4.44% |
$24.2K - $36.4K
|
7.51K
$499K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
35+ 166.67% |
$2.66K - $3.99K
|
56
$3.72K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-61.9K- 58.78% |
$4.7M - $7.06M
|
43.4K
$2.88M
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
14.2K+ 83.45% |
$1.08M - $1.62M
|
31.2K
$2.07M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
91+ 3.26% |
$6.91K - $10.4K
|
2.89K
$192K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-43- 0.71% |
$3.26K - $4.91K
|
5.97K
$397K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
44New |
$3.34K - $5.02K
|
44
$2.92K
|
|
|
May 02, 2025
Q1 2025
|
Times Square Capital Management, LLC
|
SELL
|
- |
-87.1K- 15.56% |
$6.61M - $9.94M
|
473K
$31.4M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
28.6K+ 8.67% |
$2.17M - $3.26M
|
359K
$23.8M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
6.34K+ 8.94% |
$482K - $724K
|
77.3K
$5.14M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-123- 0.87% |
$9.34K - $14K
|
14K
$934K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.75K+ 27.35% |
$133K - $200K
|
8.17K
$543K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-59- 4.06% |
$4.48K - $6.73K
|
1.39K
$92.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
9+ 21.43% |
$683 - $1.03K
|
51
$3.39K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
17+ 16.83% |
$1.29K - $1.94K
|
118
$7.84K
|