Institutional Ownership Workiva Inc (WK)
This table provides information about the institutional ownership of Workiva Inc (WK). We have compiled data on the 318 institutions that hold shares in the stock, with a total of 41.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
14
shares
|
$1,277
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
12
shares
|
$1,095
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
12
shares
|
$1,095
0.0% of portfolio
|
Q2 2024
Reduced 84.21%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
9
shares
|
$821
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
8
shares
|
$730
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
6
shares
|
$547
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
6
shares
|
$547
0.0% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
6
shares
|
$547
0.0% of portfolio
|
Q2 2024
Added 200.0%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
4
shares
|
$365
0.0% of portfolio
|
Q3 2024
Reduced 85.71%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
1
shares
|
$91
0.0% of portfolio
|
Q2 2024
New holding
|