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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
16+ 0.9% |
$1.5K - $2.05K
|
1.79K
$173K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
15+ 33.33% |
$1.4K - $1.92K
|
60
$5.82K
|
|
|
May 16, 2022
Q1 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
15+ 0.2% |
$1.4K - $1.92K
|
7.63K
$740K
|
|
|
Apr 29, 2022
Q1 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
12+ 0.81% |
$1.12K - $1.54K
|
1.49K
$145K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
10New |
$936 - $1.28K
|
10
$970
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
BUY
|
- |
9New |
$843 - $1.15K
|
9
$873
|
|
|
Apr 27, 2022
Q1 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
6+ 0.13% |
$562 - $769
|
4.51K
$437K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
2+ 40.0% |
$187 - $256
|
7
$679
|
|
|
Apr 20, 2022
Q1 2022
|
Xponance, Inc.
|
BUY
|
- |
2+ 0.1% |
$187 - $256
|
2.04K
$198K
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3- 3.66% |
$281 - $384
|
79
$7.66K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-4Closed |
$375 - $513
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-4Closed |
$375 - $513
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-4Closed |
$375 - $513
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-4Closed |
$375 - $513
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Foster Group, Inc.
|
SELL
|
- |
-5- 0.12% |
$468 - $641
|
4.16K
$403K
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-10Closed |
$936 - $1.28K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-10Closed |
$936 - $1.28K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-12- 0.15% |
$1.12K - $1.54K
|
7.84K
$761K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-12Closed |
$1.12K - $1.54K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-16- 5.37% |
$1.5K - $2.05K
|
282
$27.4K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-18Closed |
$1.69K - $2.31K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-20Closed |
$1.87K - $2.56K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-22Closed |
$2.06K - $2.82K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-22Closed |
$2.06K - $2.82K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-31- 8.38% |
$2.9K - $3.97K
|
339
$32.9K
|
|
|
May 13, 2022
Q1 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-39- 1.16% |
$3.65K - $5K
|
3.31K
$321K
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-41Closed |
$3.84K - $5.25K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-50- 43.48% |
$4.68K - $6.41K
|
65
$6.31K
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-59Closed |
$5.52K - $7.56K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-64Closed |
$5.99K - $8.2K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-66Closed |
$6.18K - $8.46K
|
0
$0
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
SELL
|
- |
-72- 1.47% |
$6.74K - $9.23K
|
4.83K
$469K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-103- 92.79% |
$9.64K - $13.2K
|
8
$776
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-108- 65.85% |
$10.1K - $13.8K
|
56
$5.43K
|
|
|
May 09, 2022
Q1 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-118- 0.21% |
$11K - $15.1K
|
55.6K
$5.39M
|
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-124Closed |
$11.6K - $15.9K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Equitable Trust CO
|
SELL
|
- |
-129- 5.75% |
$12.1K - $16.5K
|
2.12K
$205K
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-130Closed |
$12.2K - $16.7K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-138- 3.22% |
$12.9K - $17.7K
|
4.15K
$402K
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-140Closed |
$13.1K - $17.9K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-168- 75.34% |
$15.7K - $21.5K
|
55
$5.34K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-205Closed |
$19.2K - $26.3K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-225- 1.38% |
$21.1K - $28.8K
|
16.1K
$1.56M
|
|
|
May 04, 2022
Q1 2022
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-247- 0.26% |
$23.1K - $31.6K
|
94K
$9.12M
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-258- 18.93% |
$24.2K - $33.1K
|
1.11K
$107K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-335- 85.46% |
$31.4K - $42.9K
|
57
$5.53K
|
|
|
May 16, 2022
Q1 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-355- 48.63% |
$33.2K - $45.5K
|
375
$36.4K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-399- 5.55% |
$37.4K - $51.1K
|
6.79K
$658K
|
|
|
Apr 14, 2022
Q1 2022
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-435- 0.42% |
$40.7K - $55.7K
|
103K
$9.99M
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-488- 9.13% |
$45.7K - $62.5K
|
4.86K
$471K
|