Latest Institutional Purchases of Workiva Inc (WK)
This list provides information on the latest institutional transactions involving Workiva Inc (WK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
130+ 282.61% |
$9.87K - $14.8K
|
176
$11.7K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
99New |
$7.52K - $11.3K
|
99
$6.58K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
91+ 3.26% |
$6.91K - $10.4K
|
2.89K
$192K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
80+ 2.88% |
$6.07K - $9.13K
|
2.85K
$190K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
76+ 4.19% |
$5.77K - $8.67K
|
1.89K
$126K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
71+ 6.65% |
$5.39K - $8.1K
|
1.14K
$75.7K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
69+ 0.25% |
$5.24K - $7.87K
|
27.2K
$1.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
60+ 3000.0% |
$4.55K - $6.85K
|
62
$4.12K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
59+ 491.67% |
$4.48K - $6.73K
|
71
$4.72K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
48+ 1.28% |
$3.64K - $5.48K
|
3.8K
$253K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
44New |
$3.34K - $5.02K
|
44
$2.92K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
35+ 166.67% |
$2.66K - $3.99K
|
56
$3.72K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
34+ 19.88% |
$2.58K - $3.88K
|
205
$13.6K
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
28+ 39.44% |
$2.13K - $3.19K
|
99
$6.58K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
26New |
$1.97K - $2.97K
|
26
$1.73K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
24New |
$1.82K - $2.74K
|
24
$1.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
17+ 16.83% |
$1.29K - $1.94K
|
118
$7.84K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$1.14K - $1.71K
|
15
$997
|
|
|
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 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 18.18% |
$759 - $1.14K
|
65
$4.32K
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9New |
$683 - $1.03K
|
9
$598
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
9+ 21.43% |
$683 - $1.03K
|
51
$3.39K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8New |
$607 - $913
|
8
$532
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
6+ 0.34% |
$455 - $685
|
1.75K
$116K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
5New |
$380 - $570
|
5
$332
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5+ 0.13% |
$380 - $570
|
3.75K
$250K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
4+ 400.0% |
$304 - $456
|
5
$332
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4+ 14.29% |
$304 - $456
|
32
$2.13K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 100.0% |
$75.9 - $114
|
2
$133
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
300KNew |
$22.8M - $34.4M
|
300K
$19.9M
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
299K+ 349.37% |
$22.8M - $34.3M
|
385K
$25.6M
|
|
|
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
|
Engle Capital Management, L.P.
Greenwich, CT |
BUY
|
- |
186KNew |
$14.2M - $21.3M
|
186K
$12.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
100KNew |
$7.61M - $11.5M
|
100K
$6.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Aristeia Capital LLC
Greenwich, CT |
BUY
|
- |
81.8KNew |
$6.23M - $9.39M
|
81.8K
$5.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
71KNew |
$5.4M - $8.15M
|
71K
$4.72M
|
|
|
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
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
62.1KNew |
$4.73M - $7.13M
|
62.1K
$4.13M
|
|
|
Feb 10, 2025
Q4 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
49.5K+ 12.51% |
$3.77M - $5.69M
|
446K
$29.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
47.6KNew |
$3.62M - $5.46M
|
47.6K
$3.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
41.8KNew |
$3.18M - $4.8M
|
41.8K
$2.78M
|
|
|
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
|
G2 Investment Partners Management LLC
New York, NY |
BUY
|
- |
21KNew |
$1.6M - $2.41M
|
21K
$1.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
BUY
|
- |
17.4KNew |
$1.33M - $2M
|
17.4K
$1.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
13.2KNew |
$1.01M - $1.52M
|
13.2K
$879K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.95K+ 1373.01% |
$681K - $1.03M
|
9.6K
$638K
|
|
|
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
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
4.25KNew |
$323K - $487K
|
4.25K
$282K
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
3.94KNew |
$300K - $452K
|
3.94K
$262K
|
|
|
Feb 13, 2025
Q4 2024
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
3.61KNew |
$275K - $414K
|
3.61K
$240K
|
|