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, 2025
Q4 2024
|
Aristeia Capital LLC
Greenwich, CT |
BUY
|
- |
81.8KNew |
$6.23M - $9.39M
|
81.8K
$5.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Untitled Investments LP
New York, NY |
BUY
|
- |
69.8KNew |
$5.32M - $8.02M
|
69.8K
$4.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
280KNew |
$21.3M - $32.1M
|
280K
$18.6M
|
|
|
Feb 14, 2025
Q4 2024
|
G2 Investment Partners Management LLC
New York, NY |
BUY
|
- |
21KNew |
$1.6M - $2.41M
|
21K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-103K- 86.86% |
$7.81M - $11.8M
|
15.5K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
300KNew |
$22.8M - $34.4M
|
300K
$19.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
2.28KNew |
$173K - $262K
|
2.28K
$151K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
599New |
$45.6K - $68.8K
|
599
$39.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-257- 5.39% |
$19.6K - $29.5K
|
4.51K
$300K
|
|
|
Feb 13, 2025
Q4 2024
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-3.46K- 49.48% |
$263K - $397K
|
3.53K
$235K
|
|
|
Feb 13, 2025
Q4 2024
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
3.61KNew |
$275K - $414K
|
3.61K
$240K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
602+ 3010.0% |
$45.8K - $69.1K
|
622
$41.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
PUT |
-2.3K- 54.76% |
$175K - $264K
|
1.9K
$126K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
17+ 0.04% |
$1.29K - $1.95K
|
44K
$2.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
8New |
$609 - $918
|
8
$532
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management ETF Advisors, LLC
San Francisco, CA |
SELL
|
- |
-960- 8.25% |
$73.1K - $110K
|
10.7K
$710K
|
|
|
Feb 13, 2025
Q4 2024
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-68.9K- 95.23% |
$5.24M - $7.9M
|
3.45K
$229K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-161- 5.54% |
$12.3K - $18.5K
|
2.74K
$182K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.3KNew |
$175K - $264K
|
2.3K
$153K
|
|
|
Feb 11, 2025
Q4 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
13.2KNew |
$1.01M - $1.52M
|
13.2K
$879K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
41.8KNew |
$3.18M - $4.8M
|
41.8K
$2.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
229New |
$17.4K - $26.3K
|
229
$15.2K
|
|
|
Feb 10, 2025
Q4 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
49.5K+ 12.51% |
$3.77M - $5.69M
|
446K
$29.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
3.94KNew |
$300K - $452K
|
3.94K
$262K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
71KNew |
$5.4M - $8.15M
|
71K
$4.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
BUY
|
- |
17.4KNew |
$1.33M - $2M
|
17.4K
$1.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-10K- 69.84% |
$761K - $1.15M
|
4.32K
$287K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
17New |
$1.29K - $1.95K
|
17
$1.13K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.55KNew |
$194K - $292K
|
2.55K
$169K
|
|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
3KNew |
$228K - $344K
|
3K
$199K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
32New |
$2.44K - $3.67K
|
32
$2.13K
|
|
|
Feb 04, 2025
Q4 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-45K- 28.38% |
$3.42M - $5.17M
|
114K
$7.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-15- 75.0% |
$1.14K - $1.72K
|
5
$332
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-1.1K- 7.33% |
$83.7K - $126K
|
13.9K
$924K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.93KNew |
$147K - $221K
|
1.93K
$128K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-11- 0.13% |
$837 - $1.26K
|
8.52K
$566K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.16KNew |
$165K - $248K
|
2.16K
$144K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13+ 54.17% |
$989 - $1.49K
|
37
$2.46K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-8- 2.29% |
$609 - $918
|
341
$22.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.91K- 24.29% |
$298K - $449K
|
12.2K
$810K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
47.6KNew |
$3.62M - $5.46M
|
47.6K
$3.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-16- 84.21% |
$1.22K - $1.84K
|
3
$199
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-1.6K- 31.83% |
$122K - $184K
|
3.43K
$228K
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
100KNew |
$7.61M - $11.5M
|
100K
$6.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-1.79K- 21.17% |
$136K - $205K
|
6.66K
$443K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17+ 34.0% |
$1.29K - $1.95K
|
67
$4.45K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
61New |
$4.64K - $7K
|
61
$4.05K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-2.23K- 47.87% |
$170K - $256K
|
2.43K
$161K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.41K- 16.7% |
$107K - $161K
|
7.01K
$466K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2KNew |
$152K - $230K
|
2K
$133K
|