Latest Institutional Sells of Workiva Inc (WK)
This list provides information on the latest institutional transactions involving Workiva Inc (WK) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-813- 4.8% |
$66.7K - $80.9K
|
16.1K
$1.82M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-536- 16.73% |
$44K - $53.3K
|
2.67K
$302K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-334- 10.22% |
$27.4K - $33.2K
|
2.93K
$332K
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-321- 11.06% |
$26.3K - $31.9K
|
2.58K
$292K
|
|
|
May 15, 2024
Q1 2024
|
Oracle Alpha Inc.
Toronto, A6 |
SELL
|
- |
-256- 8.0% |
$21K - $25.5K
|
2.94K
$333K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-211- 0.85% |
$17.3K - $21K
|
24.5K
$2.77M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-202- 7.18% |
$16.6K - $20.1K
|
2.61K
$296K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-126- 74.56% |
$10.3K - $12.5K
|
43
$4.87K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-93- 3.77% |
$7.63K - $9.25K
|
2.37K
$269K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-80- 3.23% |
$6.56K - $7.96K
|
2.4K
$271K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-52Closed |
$4.26K - $5.17K
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-13- 0.21% |
$1.07K - $1.29K
|
6.14K
$695K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-11- 1.62% |
$902 - $1.09K
|
668
$75.6K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-9- 0.05% |
$738 - $895
|
17.7K
$2.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-5- 0.47% |
$410 - $497
|
1.07K
$121K
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1- 0.48% |
$82 - $99.5
|
207
$23.4K
|
|
| Q4 2023 | |||||||
|
Jan 19, 2024
Q4 2023
|
Redwood Investments, LLC
|
SELL
|
- |
-148K- 83.51% |
$12.6M - $15.5M
|
29.3K
$3.32M
|
|
|
Mar 21, 2024
Q4 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-19K- 82.61% |
$1.62M - $1.98M
|
4K
$453K
|
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-16.2K- 98.09% |
$1.38M - $1.69M
|
314
$35.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-11.9K- 48.38% |
$1.01M - $1.24M
|
12.7K
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-3.71K- 10.15% |
$316K - $387K
|
32.9K
$3.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-2.84K- 40.95% |
$242K - $296K
|
4.1K
$464K
|
|
|
Feb 12, 2024
Q4 2023
|
Royce & Associates LP
|
SELL
|
- |
-1.19K- 3.07% |
$101K - $124K
|
37.6K
$4.26M
|
|
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-1K- 0.83% |
$85.2K - $104K
|
119K
$13.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-763- 25.65% |
$65K - $79.7K
|
2.21K
$250K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-745- 15.54% |
$63.4K - $77.8K
|
4.05K
$458K
|
|
|
Feb 05, 2024
Q4 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-401- 13.28% |
$34.1K - $41.9K
|
2.62K
$296K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-296- 2.46% |
$25.2K - $30.9K
|
11.7K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-124- 4.12% |
$10.6K - $12.9K
|
2.89K
$327K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-100- 2.88% |
$8.52K - $10.4K
|
3.37K
$382K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-18- 0.79% |
$1.53K - $1.88K
|
2.26K
$256K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-15- 0.74% |
$1.28K - $1.57K
|
2K
$226K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 16.67% |
$85.2 - $104
|
5
$566
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-75.3K- 93.77% |
$7.27M - $8.48M
|
5K
$566K
|
|
|
Nov 14, 2023
Q3 2023
|
G2 Investment Partners Management LLC
New York, NY |
SELL
|
- |
-15.5K- 23.06% |
$1.5M - $1.74M
|
51.7K
$5.85M
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-5.1K- 32.0% |
$492K - $574K
|
10.8K
$1.23M
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-200- 2.86% |
$19.3K - $22.5K
|
6.8K
$770K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-180- 2.53% |
$17.4K - $20.3K
|
6.93K
$784K
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-72- 2.5% |
$6.95K - $8.1K
|
2.81K
$318K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1- 10.0% |
$96.5 - $113
|
9
$1.02K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Praesidium Investment Management Company, LLC
New York, NY |
SELL
|
- |
-269K- 41.4% |
$23M - $27.7M
|
380K
$43M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-183K- 93.6% |
$15.7M - $18.9M
|
12.6K
$1.42M
|
|
|
Aug 11, 2023
Q2 2023
|
George Kaiser Family Foundation
|
SELL
|
- |
-12.9K- 37.4% |
$1.11M - $1.33M
|
21.6K
$2.44M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-9.16KClosed |
$786K - $943K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-487- 3.32% |
$41.8K - $50.1K
|
14.2K
$1.61M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-338- 5.24% |
$29K - $34.8K
|
6.11K
$692K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-308- 2.67% |
$26.4K - $31.7K
|
11.2K
$1.27M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-218- 4.12% |
$18.7K - $22.4K
|
5.08K
$574K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-88- 20.61% |
$7.55K - $9.06K
|
339
$38.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-6- 16.22% |
$515 - $617
|
31
$3.51K
|
|