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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
- |
19.8KNew |
$1.91M - $2.22M
|
19.8K
$1.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
16KNew |
$1.54M - $1.8M
|
16K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
14.8KNew |
$1.43M - $1.67M
|
14.8K
$985K
|
|
|
Nov 14, 2023
Q3 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
9.88KNew |
$953K - $1.11M
|
9.88K
$657K
|
|
|
Nov 13, 2023
Q3 2023
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
7.93KNew |
$765K - $892K
|
7.93K
$527K
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
6KNew |
$579K - $675K
|
6K
$399K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.45KNew |
$333K - $388K
|
3.45K
$229K
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Management LLC
New York, NY |
BUY
|
PUT |
3KNew |
$290K - $338K
|
3K
$199K
|
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.59KNew |
$154K - $179K
|
1.59K
$106K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
753New |
$72.7K - $84.7K
|
753
$50.1K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
147+ 2.3% |
$14.2K - $16.5K
|
6.53K
$434K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
123New |
$11.9K - $13.8K
|
123
$8.18K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
61+ 56.48% |
$5.89K - $6.86K
|
169
$11.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
32New |
$3.09K - $3.6K
|
32
$2.13K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
8New |
$772 - $900
|
8
$532
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
316K+ 92.92% |
$27.1M - $32.5M
|
657K
$43.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
PUT |
20KNew |
$1.72M - $2.06M
|
20K
$1.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
960New |
$82.3K - $98.8K
|
960
$63.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
234+ 4.27% |
$20.1K - $24.1K
|
5.71K
$380K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
53New |
$4.55K - $5.45K
|
53
$3.52K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
9New |
$772 - $926
|
9
$598
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
2New |
$172 - $206
|
2
$133
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
18KNew |
$1.46M - $1.84M
|
18K
$1.2M
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
8.39KNew |
$681K - $859K
|
8.39K
$558K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
7.11KNew |
$577K - $728K
|
7.11K
$472K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
5.36KNew |
$435K - $549K
|
5.36K
$356K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.63K+ 4537.93% |
$214K - $270K
|
2.69K
$179K
|
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
2.6KNew |
$211K - $266K
|
2.6K
$173K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.18KNew |
$177K - $223K
|
2.18K
$145K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.86KNew |
$151K - $190K
|
1.86K
$123K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.16KNew |
$94.1K - $119K
|
1.16K
$77K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
500New |
$40.6K - $51.2K
|
500
$33.2K
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
333New |
$27K - $34.1K
|
333
$22.1K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
198+ 133.78% |
$16.1K - $20.3K
|
346
$23K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
55+ 16.22% |
$4.46K - $5.63K
|
394
$26.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
50New |
$4.06K - $5.12K
|
50
$3.32K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
25New |
$2.03K - $2.56K
|
25
$1.66K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
14New |
$1.14K - $1.43K
|
14
$931
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
6New |
$487 - $614
|
6
$399
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2New |
$162 - $205
|
2
$133
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 1.72% |
$81.2 - $102
|
59
$3.92K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
365KNew |
$24.3M - $31.2M
|
365K
$24.2M
|
|
|
Feb 14, 2023
Q4 2022
|
P Schoenfeld Asset Management LP
New York, NY |
BUY
|
CALL |
150KNew |
$10M - $12.8M
|
150K
$9.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Contour Asset Management LLC
New York, NY |
BUY
|
- |
140KNew |
$9.31M - $11.9M
|
140K
$9.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
35KNew |
$2.33M - $2.99M
|
35K
$2.33M
|
|
|
Feb 16, 2023
Q4 2022
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
10.5KNew |
$700K - $897K
|
10.5K
$698K
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
10KNew |
$670K - $859K
|
10K
$668K
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
6.9KNew |
$460K - $590K
|
6.9K
$459K
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
4.8KNew |
$320K - $410K
|
4.8K
$319K
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.17KNew |
$211K - $271K
|
3.17K
$210K
|
|