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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-311- 10.54% |
$23.6K - $35.5K
|
2.64K
$176K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
241+ 6.68% |
$18.3K - $27.5K
|
3.85K
$256K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-332K- 89.21% |
$25.2M - $37.9M
|
40.2K
$2.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.5K- 6.73% |
$948K - $1.43M
|
173K
$11.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1- 0.02% |
$75.9 - $114
|
5.13K
$341K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
26New |
$1.97K - $2.97K
|
26
$1.73K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
1.07K+ 13.9% |
$80.9K - $122K
|
8.73K
$581K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-231- 5.35% |
$17.5K - $26.4K
|
4.08K
$271K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.11K- 6.23% |
$84K - $126K
|
16.6K
$1.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-15.8K- 59.65% |
$1.2M - $1.8M
|
10.7K
$709K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.93K- 7.51% |
$222K - $334K
|
36.1K
$2.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
372+ 18.88% |
$28.2K - $42.4K
|
2.34K
$156K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
6+ 0.34% |
$455 - $685
|
1.75K
$116K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
130+ 282.61% |
$9.87K - $14.8K
|
176
$11.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
34.5KNew |
$2.62M - $3.94M
|
34.5K
$2.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-44- 50.0% |
$3.34K - $5.02K
|
44
$2.92K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-348- 5.17% |
$26.4K - $39.7K
|
6.39K
$425K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
296+ 109.23% |
$22.5K - $33.8K
|
567
$37.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8New |
$607 - $913
|
8
$532
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.51K- 2.07% |
$115K - $173K
|
71.7K
$4.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.54K- 24.98% |
$117K - $176K
|
4.63K
$308K
|
|
|
Apr 17, 2025
Q1 2025
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
14.2K+ 1.22% |
$1.07M - $1.62M
|
1.18M
$78.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$1.14K - $1.71K
|
15
$997
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
60+ 3000.0% |
$4.55K - $6.85K
|
62
$4.12K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
584+ 15.87% |
$44.3K - $66.6K
|
4.26K
$283K
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
10+ 0.05% |
$759 - $1.14K
|
19.9K
$1.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 100.0% |
$75.9 - $114
|
2
$133
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.7K+ 39.58% |
$281K - $422K
|
13K
$867K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
50.9K+ 2508.57% |
$3.87M - $5.81M
|
53K
$3.52M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 18.18% |
$759 - $1.14K
|
65
$4.32K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
24New |
$1.82K - $2.74K
|
24
$1.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
6.34KNew |
$481K - $724K
|
6.34K
$422K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
703New |
$53.4K - $80.2K
|
703
$46.7K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
299K+ 349.37% |
$22.8M - $34.3M
|
385K
$25.6M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.95K+ 1373.01% |
$681K - $1.03M
|
9.6K
$638K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.92K- 3.92% |
$222K - $335K
|
71.6K
$4.76M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
400+ 9.52% |
$30.4K - $45.9K
|
4.6K
$306K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.94KNew |
$147K - $222K
|
1.94K
$129K
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
4.25KNew |
$323K - $487K
|
4.25K
$282K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.13KNew |
$162K - $244K
|
2.13K
$141K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2KNew |
$152K - $230K
|
2K
$133K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.66KNew |
$203K - $306K
|
2.66K
$177K
|
|
|
Feb 14, 2025
Q4 2024
|
Granahan Investment Management, LLC
Waltham, MA |
SELL
|
- |
-46.2K- 33.05% |
$3.51M - $5.3M
|
93.5K
$6.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Engle Capital Management, L.P.
Greenwich, CT |
BUY
|
- |
186KNew |
$14.2M - $21.3M
|
186K
$12.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
7.56KNew |
$575K - $868K
|
7.56K
$503K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.91K+ 0.33% |
$145K - $219K
|
588K
$39.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-141- 0.18% |
$10.7K - $16.2K
|
78.6K
$5.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Aequim Alternative Investments LP
Mill Valley, CA |
BUY
|
- |
22.2KNew |
$1.69M - $2.55M
|
22.2K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
62.1KNew |
$4.73M - $7.13M
|
62.1K
$4.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
38+ 74.51% |
$2.89K - $4.36K
|
89
$5.92K
|
|