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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17+ 34.0% |
$1.29K - $1.95K
|
67
$4.46K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
61New |
$4.64K - $7K
|
61
$4.06K
|
|
|
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
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.13KNew |
$149K - $171K
|
2.13K
$141K
|
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
500KNew |
$35.1M - $40.2M
|
500K
$33.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-1.01K- 8.68% |
$70.7K - $81K
|
10.6K
$704K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6- 23.08% |
$422 - $483
|
20
$1.33K
|
|
|
Nov 14, 2024
Q3 2024
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-120K- 40.16% |
$8.45M - $9.68M
|
179K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
2.68KNew |
$188K - $216K
|
2.68K
$178K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-1.24K- 28.56% |
$87.1K - $99.8K
|
3.1K
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-1.68K- 30.4% |
$118K - $135K
|
3.84K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
CALL |
-100- 1.85% |
$7.03K - $8.05K
|
5.3K
$352K
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
101K+ 509.28% |
$7.07M - $8.1M
|
120K
$8.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-313K- 81.72% |
$22M - $25.2M
|
70K
$4.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
27KNew |
$1.9M - $2.17M
|
27K
$1.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
6.06KNew |
$426K - $488K
|
6.06K
$403K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6- 21.43% |
$422 - $483
|
22
$1.46K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
250New |
$17.6K - $20.1K
|
250
$16.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.13KNew |
$290K - $332K
|
4.13K
$274K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
SELL
|
- |
-17K- 79.26% |
$1.19M - $1.37M
|
4.44K
$295K
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-3.59K- 37.86% |
$252K - $289K
|
5.9K
$392K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-24- 85.71% |
$1.69K - $1.93K
|
4
$266
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-390- 12.47% |
$27.4K - $31.4K
|
2.74K
$182K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-700- 97.22% |
$49.2K - $56.3K
|
20
$1.33K
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
3.38KNew |
$238K - $272K
|
3.38K
$225K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
40New |
$2.81K - $3.22K
|
40
$2.66K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.11K+ 6373.43% |
$640K - $733K
|
9.26K
$616K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.51K- 4.56% |
$177K - $202K
|
52.7K
$3.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-19- 30.16% |
$1.33K - $1.53K
|
44
$2.93K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
1.1K+ 34.38% |
$77.3K - $88.5K
|
4.3K
$286K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-4- 8.16% |
$281 - $322
|
45
$2.99K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-18- 2.21% |
$1.26K - $1.45K
|
796
$52.9K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-491- 70.04% |
$34.5K - $39.5K
|
210
$14K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
18New |
$1.26K - $1.54K
|
18
$1.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.57KNew |
$251K - $305K
|
3.57K
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
68New |
$4.77K - $5.81K
|
68
$4.52K
|
|
|
Aug 14, 2024
Q2 2024
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-898- 46.5% |
$63.1K - $76.8K
|
1.03K
$68.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Champlain Investment Partners, LLC
Burlington, VT |
SELL
|
- |
-239K- 17.86% |
$16.8M - $20.5M
|
1.1M
$73.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
846New |
$59.4K - $72.3K
|
846
$56.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
62.9K+ 501.37% |
$4.42M - $5.38M
|
75.5K
$5.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
6.6KNew |
$463K - $564K
|
6.6K
$439K
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-1.77K- 67.44% |
$125K - $152K
|
856
$56.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Harvest Management LLC
New York, NY |
SELL
|
- |
-356- 8.36% |
$25K - $30.4K
|
3.9K
$259K
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
2.23K+ 40.28% |
$157K - $191K
|
7.78K
$517K
|
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
4.87KNew |
$342K - $416K
|
4.87K
$324K
|
|
|
Aug 14, 2024
Q2 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-222K- 59.58% |
$15.6M - $19M
|
150K
$10M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
115K+ 2.78% |
$8.04M - $9.79M
|
4.24M
$282M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-64- 84.21% |
$4.49K - $5.47K
|
12
$798
|
|