Purchases and Sales Made in Q1 2022 in Workiva Inc (WK)
This table provides information about the institutional ownership of Workiva Inc (WK) during Q1 2022. The information is specifically focused on institutions that hold shares of WORKIVA INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.04KNew |
$97.2K - $133K
|
1.04K
$101K
|
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.03K+ 1.93% |
$96.3K - $132K
|
54.2K
$5.25M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.02K+ 2.95% |
$95.8K - $131K
|
35.7K
$3.46M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
974+ 181.38% |
$91.2K - $125K
|
1.51K
$147K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
845+ 17.8% |
$79.1K - $108K
|
5.59K
$542K
|
|
|
May 09, 2022
Q1 2022
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
742+ 9.8% |
$69.5K - $95.1K
|
8.32K
$807K
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
703New |
$65.8K - $90.1K
|
703
$68.2K
|
|
|
May 16, 2022
Q1 2022
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
671+ 27.72% |
$62.8K - $86K
|
3.09K
$300K
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
630+ 13.32% |
$59K - $80.7K
|
5.36K
$520K
|
|
|
May 04, 2022
Q1 2022
|
Arizona State Retirement System
|
BUY
|
- |
566+ 5.43% |
$53K - $72.5K
|
11K
$1.07M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
554+ 3.64% |
$51.9K - $71K
|
15.8K
$1.53M
|
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
552+ 30.68% |
$51.7K - $70.7K
|
2.35K
$228K
|
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
493+ 6.77% |
$46.2K - $63.2K
|
7.78K
$754K
|
|
|
May 06, 2022
Q1 2022
|
Los Angeles Capital Management LLC
|
BUY
|
- |
461+ 4.13% |
$43.2K - $59.1K
|
11.6K
$1.13M
|
|
|
May 05, 2022
Q1 2022
|
Aigen Investment Management, LP
|
BUY
|
- |
429+ 23.23% |
$40.2K - $55K
|
2.28K
$221K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
378+ 7560.0% |
$35.4K - $48.4K
|
383
$37.2K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
329New |
$30.8K - $42.2K
|
329
$31.9K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
315+ 130.71% |
$29.5K - $40.4K
|
556
$53.9K
|
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
273+ 17.66% |
$25.6K - $35K
|
1.82K
$176K
|
|
|
May 13, 2022
Q1 2022
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
265+ 0.65% |
$24.8K - $34K
|
41.2K
$4M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
232+ 10.05% |
$21.7K - $29.7K
|
2.54K
$246K
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
208New |
$19.5K - $26.7K
|
208
$20.2K
|
|
|
May 16, 2022
Q1 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
203+ 1.22% |
$19K - $26K
|
16.8K
$1.63M
|
|
|
May 16, 2022
Q1 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
194+ 1.06% |
$18.2K - $24.9K
|
18.5K
$1.79M
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
181+ 26.35% |
$16.9K - $23.2K
|
868
$84.2K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
170New |
$15.9K - $21.8K
|
170
$16.5K
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
135+ 4.46% |
$12.6K - $17.3K
|
3.16K
$307K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
126New |
$11.8K - $16.1K
|
126
$12.2K
|
|
|
May 13, 2022
Q1 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
126+ 7.49% |
$11.8K - $16.1K
|
1.81K
$175K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
114New |
$10.7K - $14.6K
|
114
$11.1K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
105+ 1750.0% |
$9.83K - $13.5K
|
111
$10.8K
|
|
|
Jun 20, 2023
Q1 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
101+ 3.93% |
$9.46K - $12.9K
|
2.67K
$259K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
90+ 1.27% |
$8.43K - $11.5K
|
7.18K
$696K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
84+ 82.35% |
$7.87K - $10.8K
|
186
$18K
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
75New |
$7.02K - $9.61K
|
75
$7.28K
|
|
|
May 04, 2022
Q1 2022
|
Victory Capital Management Inc
|
BUY
|
- |
70+ 1.08% |
$6.55K - $8.97K
|
6.53K
$634K
|
|
|
Sep 13, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
66+ 0.0% |
$6.18K - $8.46K
|
1.77M
$172M
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
65+ 4.39% |
$6.09K - $8.33K
|
1.55K
$150K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
60New |
$5.62K - $7.69K
|
60
$5.82K
|
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
57+ 2.54% |
$5.34K - $7.3K
|
2.3K
$223K
|
|
|
May 16, 2022
Q1 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
50+ 0.58% |
$4.68K - $6.41K
|
8.68K
$842K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
50New |
$4.68K - $6.41K
|
50
$4.85K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
41New |
$3.84K - $5.25K
|
41
$3.98K
|
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
38+ 20.99% |
$3.56K - $4.87K
|
219
$21.2K
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
35+ 59.32% |
$3.28K - $4.48K
|
94
$9.12K
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
32New |
$3K - $4.1K
|
32
$3.1K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
31New |
$2.9K - $3.97K
|
31
$3.01K
|
|
|
May 16, 2022
Q1 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
28New |
$2.62K - $3.59K
|
28
$2.72K
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
27+ 0.41% |
$2.53K - $3.46K
|
6.56K
$637K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
19+ 86.36% |
$1.78K - $2.43K
|
41
$3.98K
|