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 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.66KNew |
$177K - $227K
|
2.66K
$177K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.02K+ 104.88% |
$135K - $173K
|
3.95K
$262K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.6KNew |
$107K - $137K
|
1.6K
$107K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
50New |
$3.34K - $4.27K
|
50
$3.32K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
11New |
$734 - $940
|
11
$731
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
10New |
$667 - $855
|
10
$665
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
10+ 22.73% |
$667 - $855
|
54
$3.59K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
33KNew |
$1.98M - $2.57M
|
33K
$2.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Washington Harbour Partners LP
Arlington, VA |
BUY
|
- |
31.4KNew |
$1.88M - $2.44M
|
31.4K
$2.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Whetstone Capital Advisors, LLC
Shawnee Mission, KS |
BUY
|
- |
28.4KNew |
$1.7M - $2.21M
|
28.4K
$1.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
17.5KNew |
$1.05M - $1.36M
|
17.5K
$1.16M
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
- |
10KNew |
$600K - $778K
|
10K
$665K
|
|
|
Nov 14, 2022
Q3 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
5.36KNew |
$321K - $417K
|
5.36K
$356K
|
|
|
Nov 14, 2022
Q3 2022
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
- |
5KNew |
$300K - $389K
|
5K
$332K
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
CALL |
4.7KNew |
$282K - $366K
|
4.7K
$312K
|
|
|
Oct 31, 2022
Q3 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
425New |
$25.5K - $33.1K
|
425
$28.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
322New |
$19.3K - $25.1K
|
322
$21.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
CALL |
200New |
$12K - $15.6K
|
200
$13.3K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
181New |
$10.9K - $14.1K
|
181
$12K
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
67New |
$4.02K - $5.21K
|
67
$4.45K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
32New |
$1.92K - $2.49K
|
32
$2.13K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
9New |
$540 - $700
|
9
$598
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
9New |
$540 - $700
|
9
$598
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
10.8KNew |
$669K - $1.32M
|
10.8K
$717K
|
|
|
Aug 08, 2022
Q2 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
199+ 1.21% |
$12.3K - $24.3K
|
16.6K
$1.11M
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
96+ 1.98% |
$5.95K - $11.7K
|
4.95K
$329K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
13+ 31.71% |
$806 - $1.59K
|
54
$3.59K
|
|
| Q1 2022 | |||||||
|
May 04, 2022
Q1 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
25KNew |
$2.34M - $3.2M
|
25K
$1.66M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
13.3K+ 554.17% |
$1.25M - $1.7M
|
15.7K
$1.04M
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
31New |
$2.9K - $3.97K
|
31
$2.06K
|
|
| Q4 2021 | |||||||
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
55.4K+ 282.65% |
$6.98M - $8.91M
|
75K
$4.99M
|
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
1.86KNew |
$234K - $299K
|
1.86K
$123K
|
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
BUY
|
PUT |
790New |
$99.5K - $127K
|
790
$52.5K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
8New |
$904 - $1.23K
|
8
$532
|
|
| Q2 2020 | |||||||
|
Jan 02, 2024
Q2 2020
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
116New |
$3.58K - $6.44K
|
116
$7.71K
|
|
| Q1 2020 | |||||||
|
Apr 08, 2020
Q1 2020
|
Hc Financial Advisors Inc
|
BUY
|
- |
130New |
$3.23K - $6.34K
|
130
$8.64K
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Eulav Asset Management
|
BUY
|
- |
47.5K+ 164.36% |
$2.05M - $2.99M
|
76.4K
$5.08M
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
10.2KNew |
$330K - $408K
|
10.2K
$678K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Sage Capital Advisors,Llc
|
BUY
|
- |
604New |
$14.7K - $24.2K
|
604
$40.1K
|
|