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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
9.88KNew |
$953K - $1.11M
|
9.88K
$902K
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Management LLC
New York, NY |
BUY
|
PUT |
3KNew |
$290K - $338K
|
3K
$274K
|
|
|
Nov 14, 2023
Q3 2023
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
- |
19.8KNew |
$1.91M - $2.22M
|
19.8K
$1.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
6KNew |
$579K - $675K
|
6K
$548K
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
14.8KNew |
$1.43M - $1.67M
|
14.8K
$1.35M
|
|
|
Nov 14, 2023
Q3 2023
|
G2 Investment Partners Management LLC
New York, NY |
SELL
|
- |
-15.5K- 23.06% |
$1.5M - $1.74M
|
51.7K
$4.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
39.7KNew |
$3.83M - $4.47M
|
39.7K
$3.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
61+ 56.48% |
$5.89K - $6.86K
|
169
$15.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Highbridge Capital Management LLC
New York, NY |
BUY
|
- |
34.6KNew |
$3.34M - $3.89M
|
34.6K
$3.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.59KNew |
$154K - $179K
|
1.59K
$146K
|
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
16KNew |
$1.54M - $1.8M
|
16K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
7.93KNew |
$765K - $892K
|
7.93K
$724K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
147+ 2.3% |
$14.2K - $16.5K
|
6.53K
$596K
|
|
|
Nov 07, 2023
Q3 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
2.78KNew |
$268K - $312K
|
2.78K
$253K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1- 10.0% |
$96.5 - $113
|
9
$822
|
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
536New |
$51.7K - $60.3K
|
536
$48.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
20New |
$1.93K - $2.25K
|
20
$1.83K
|
|
|
Nov 02, 2023
Q3 2023
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
42.3KNew |
$4.08M - $4.75M
|
42.3K
$3.86M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
123New |
$11.9K - $13.8K
|
123
$11.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
22New |
$2.12K - $2.48K
|
22
$2.01K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
32New |
$3.09K - $3.6K
|
32
$2.92K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.45KNew |
$333K - $388K
|
3.45K
$315K
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-5.1K- 32.0% |
$492K - $574K
|
10.8K
$989K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
8New |
$772 - $900
|
8
$730
|
|
|
Oct 12, 2023
Q3 2023
|
Legato Capital Management LLC
|
BUY
|
- |
4.42KNew |
$426K - $497K
|
4.42K
$403K
|
|
| Q2 2023 | |||||||
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-9.16KClosed |
$786K - $943K
|
0
$0
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
9New |
$772 - $926
|
9
$822
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-6- 16.22% |
$515 - $617
|
31
$2.83K
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-183K- 93.6% |
$15.7M - $18.9M
|
12.6K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
3.39K+ 55.82% |
$290K - $348K
|
9.45K
$863K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-308- 2.67% |
$26.4K - $31.7K
|
11.2K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
9.79KNew |
$840K - $1.01M
|
9.79K
$894K
|
|
|
Aug 14, 2023
Q2 2023
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
316K+ 92.92% |
$27.1M - $32.5M
|
657K
$59.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-487- 3.32% |
$41.8K - $50.1K
|
14.2K
$1.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Praesidium Investment Management Company, LLC
New York, NY |
SELL
|
- |
-269K- 41.4% |
$23M - $27.7M
|
380K
$34.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
960New |
$82.3K - $98.8K
|
960
$87.6K
|
|
|
Aug 11, 2023
Q2 2023
|
George Kaiser Family Foundation
|
SELL
|
- |
-12.9K- 37.4% |
$1.11M - $1.33M
|
21.6K
$1.97M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
234+ 4.27% |
$20.1K - $24.1K
|
5.71K
$521K
|
|
|
Aug 10, 2023
Q2 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
67.1K+ 376.45% |
$5.76M - $6.91M
|
85K
$7.76M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
53New |
$4.55K - $5.45K
|
53
$4.84K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-218- 4.12% |
$18.7K - $22.4K
|
5.08K
$463K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-338- 5.24% |
$29K - $34.8K
|
6.11K
$558K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-88- 20.61% |
$7.55K - $9.06K
|
339
$30.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
PUT |
20KNew |
$1.72M - $2.06M
|
20K
$1.83M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
2New |
$172 - $206
|
2
$183
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 33.33% |
$85.8 - $103
|
2
$183
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
6New |
$515 - $617
|
6
$548
|
|
| Q1 2023 | |||||||
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
500New |
$40.6K - $51.2K
|
500
$45.6K
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
8.39KNew |
$681K - $859K
|
8.39K
$766K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.63K+ 4537.93% |
$214K - $270K
|
2.69K
$246K
|
|