Purchases and Sales Made in Q1 2023 in Workiva Inc (WK)
This table provides information about the institutional ownership of Workiva Inc (WK) during Q1 2023. 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 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
9.16KNew |
$744K - $938K
|
9.16K
$889K
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
9K+ 5.86% |
$731K - $922K
|
163K
$15.8M
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
8.67KNew |
$704K - $888K
|
8.67K
$841K
|
|
|
May 15, 2023
Q1 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
8.42KNew |
$684K - $863K
|
8.42K
$817K
|
|
|
May 15, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
8.39KNew |
$681K - $859K
|
8.39K
$814K
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
8.39KNew |
$681K - $859K
|
8.39K
$814K
|
|
|
May 12, 2023
Q1 2023
|
Vancity Investment Management LTD
Vancouver, A1 |
BUY
|
- |
8KNew |
$649K - $819K
|
8K
$776K
|
|
|
May 12, 2023
Q1 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
7.54KNew |
$612K - $772K
|
7.54K
$731K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
7.49K+ 2.79% |
$608K - $767K
|
276K
$26.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
7.38K+ 0.8% |
$599K - $756K
|
927K
$89.9M
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
7.24K+ 6.66% |
$587K - $741K
|
116K
$11.2M
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
7.11KNew |
$577K - $728K
|
7.11K
$689K
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
7.03KNew |
$571K - $720K
|
7.03K
$682K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7KNew |
$568K - $717K
|
7K
$679K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.49K+ 46.86% |
$527K - $665K
|
20.3K
$1.97M
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
6.37K+ 235.55% |
$517K - $652K
|
9.07K
$880K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
5.36KNew |
$435K - $549K
|
5.36K
$520K
|
|
|
May 12, 2023
Q1 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
5.07K+ 27.13% |
$411K - $519K
|
23.7K
$2.3M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
4.77KNew |
$387K - $488K
|
4.77K
$462K
|
|
|
May 05, 2023
Q1 2023
|
Aton Ra Partners
Geneva, V8 |
BUY
|
- |
4.55KNew |
$369K - $465K
|
4.55K
$441K
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
4.44K+ 9.54% |
$360K - $454K
|
51K
$4.95M
|
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
4.37KNew |
$355K - $448K
|
4.37K
$424K
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.33K+ 1.26% |
$351K - $443K
|
348K
$33.7M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.86K+ 49.71% |
$313K - $395K
|
11.6K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
3.77K+ 9.11% |
$306K - $386K
|
45.2K
$4.38M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.73K+ 8.15% |
$302K - $381K
|
49.4K
$4.79M
|
|
|
May 15, 2023
Q1 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
3.57K+ 142.64% |
$289K - $365K
|
6.07K
$588K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
3.56K+ 18.82% |
$289K - $365K
|
22.5K
$2.18M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.37KNew |
$274K - $345K
|
3.37K
$327K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.27K+ 4.62% |
$265K - $335K
|
74K
$7.18M
|
|
|
May 15, 2023
Q1 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
2.9KNew |
$235K - $297K
|
2.9K
$281K
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.89KNew |
$235K - $296K
|
2.89K
$280K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.79K+ 7.79% |
$227K - $286K
|
38.6K
$3.75M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.67KNew |
$217K - $273K
|
2.67K
$259K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.63K+ 4537.93% |
$214K - $270K
|
2.69K
$261K
|
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.6KNew |
$211K - $266K
|
2.6K
$252K
|
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
2.6KNew |
$211K - $266K
|
2.6K
$252K
|
|
|
May 05, 2023
Q1 2023
|
Versor Investments LP
|
BUY
|
- |
2.54KNew |
$206K - $260K
|
2.54K
$246K
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.5KNew |
$203K - $256K
|
2.5K
$243K
|
|
|
May 15, 2023
Q1 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
2.36KNew |
$192K - $242K
|
2.36K
$229K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.34KNew |
$190K - $240K
|
2.34K
$227K
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
2.31KNew |
$187K - $236K
|
2.31K
$224K
|
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
2.28K+ 2.06% |
$185K - $233K
|
113K
$11M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.25KNew |
$182K - $230K
|
2.25K
$218K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.18KNew |
$177K - $223K
|
2.18K
$212K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.07KNew |
$168K - $212K
|
2.07K
$201K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.03K+ 12.49% |
$165K - $208K
|
18.3K
$1.77M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
2KNew |
$162K - $205K
|
2K
$194K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2KNew |
$162K - $205K
|
2K
$194K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.86KNew |
$151K - $190K
|
1.86K
$180K
|