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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
3KNew |
$228K - $344K
|
3K
$199K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.66KNew |
$203K - $306K
|
2.66K
$177K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.55KNew |
$194K - $292K
|
2.55K
$169K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.3KNew |
$175K - $264K
|
2.3K
$153K
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
2.28KNew |
$173K - $262K
|
2.28K
$151K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.16KNew |
$165K - $248K
|
2.16K
$144K
|
|
|
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
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2KNew |
$152K - $230K
|
2K
$133K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.94KNew |
$147K - $222K
|
1.94K
$129K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.93KNew |
$147K - $221K
|
1.93K
$128K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.91K+ 0.33% |
$145K - $219K
|
588K
$39.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
602+ 3010.0% |
$45.8K - $69.1K
|
622
$41.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
599New |
$45.6K - $68.8K
|
599
$39.8K
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
400+ 9.52% |
$30.4K - $45.9K
|
4.6K
$306K
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
229New |
$17.4K - $26.3K
|
229
$15.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
61New |
$4.64K - $7K
|
61
$4.05K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
38+ 74.51% |
$2.89K - $4.36K
|
89
$5.92K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
32New |
$2.44K - $3.67K
|
32
$2.13K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
17+ 0.04% |
$1.29K - $1.95K
|
44K
$2.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
17New |
$1.29K - $1.95K
|
17
$1.13K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17+ 34.0% |
$1.29K - $1.95K
|
67
$4.45K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13+ 54.17% |
$989 - $1.49K
|
37
$2.46K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
8New |
$609 - $918
|
8
$532
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
500KNew |
$35.1M - $40.2M
|
500K
$33.2M
|
|
|
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
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
27KNew |
$1.9M - $2.17M
|
27K
$1.79M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.11K+ 6373.43% |
$640K - $733K
|
9.26K
$615K
|
|
|
Nov 13, 2024
Q3 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
6.06KNew |
$426K - $488K
|
6.06K
$403K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.13KNew |
$290K - $332K
|
4.13K
$274K
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
3.38KNew |
$238K - $272K
|
3.38K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
2.68KNew |
$188K - $216K
|
2.68K
$178K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.13KNew |
$149K - $171K
|
2.13K
$141K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
1.1K+ 34.38% |
$77.3K - $88.5K
|
4.3K
$286K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
250New |
$17.6K - $20.1K
|
250
$16.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
40New |
$2.81K - $3.22K
|
40
$2.66K
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
BUY
|
- |
38+ 1.11% |
$2.67K - $3.06K
|
3.46K
$230K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
115K+ 2.78% |
$8.04M - $9.79M
|
4.24M
$282M
|
|
|
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 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
12.4K+ 480.15% |
$868K - $1.06M
|
14.9K
$993K
|
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
6.6KNew |
$463K - $564K
|
6.6K
$439K
|
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
4.87KNew |
$342K - $416K
|
4.87K
$324K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.57KNew |
$251K - $305K
|
3.57K
$237K
|
|
|
Aug 12, 2024
Q2 2024
|
Mqs Management LLC
|
BUY
|
- |
3.23KNew |
$227K - $276K
|
3.23K
$215K
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
2.23K+ 40.28% |
$157K - $191K
|
7.78K
$517K
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.22K+ 45.69% |
$85.7K - $104K
|
3.89K
$259K
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
846New |
$59.4K - $72.3K
|
846
$56.2K
|
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
275+ 3.84% |
$19.3K - $23.5K
|
7.43K
$494K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
183+ 3.87% |
$12.9K - $15.6K
|
4.91K
$326K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
179+ 8.26% |
$12.6K - $15.3K
|
2.35K
$156K
|
|