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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.75K+ 1.25% |
$142K - $179K
|
141K
$14.2M
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.61K+ 2.41% |
$131K - $165K
|
68.3K
$6.87M
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
1.6K+ 12.55% |
$130K - $164K
|
14.4K
$1.44M
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.49K+ 2.53% |
$121K - $152K
|
60.3K
$6.06M
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
1.19KNew |
$96.2K - $121K
|
1.19K
$119K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.16KNew |
$94.1K - $119K
|
1.16K
$117K
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.1K+ 13.84% |
$89.1K - $112K
|
9.03K
$908K
|
|
|
Apr 24, 2023
Q1 2023
|
Redwood Investments, LLC
|
BUY
|
- |
1.05K+ 0.56% |
$85.1K - $107K
|
188K
$18.9M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
901+ 0.24% |
$73.1K - $92.3K
|
372K
$37.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
900New |
$73.1K - $92.2K
|
900
$90.5K
|
|
|
May 15, 2023
Q1 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
658+ 0.17% |
$53.4K - $67.4K
|
381K
$38.3M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
647+ 0.09% |
$52.5K - $66.3K
|
731K
$73.5M
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
606+ 14.17% |
$49.2K - $62.1K
|
4.88K
$491K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
595+ 0.65% |
$48.3K - $60.9K
|
92.6K
$9.32M
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
594+ 8.45% |
$48.2K - $60.8K
|
7.62K
$766K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
594+ 3.18% |
$48.2K - $60.8K
|
19.3K
$1.94M
|
|
|
Apr 11, 2023
Q1 2023
|
Orser Capital Management, LLC
|
BUY
|
- |
530+ 0.87% |
$43K - $54.3K
|
61.4K
$6.18M
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
518+ 0.92% |
$42K - $53K
|
56.7K
$5.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
500+ 12.2% |
$40.6K - $51.2K
|
4.6K
$463K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
500New |
$40.6K - $51.2K
|
500
$50.3K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
458+ 2.03% |
$37.2K - $46.9K
|
23K
$2.31M
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
404+ 3.11% |
$32.8K - $41.4K
|
13.4K
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
400+ 2.53% |
$32.5K - $41K
|
16.2K
$1.63M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
337+ 22.05% |
$27.4K - $34.5K
|
1.87K
$188K
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
333New |
$27K - $34.1K
|
333
$33.5K
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
330+ 1.73% |
$26.8K - $33.8K
|
19.5K
$1.96M
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
269+ 9.01% |
$21.8K - $27.5K
|
3.25K
$327K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
266+ 4.3% |
$21.6K - $27.2K
|
6.45K
$649K
|
|
|
May 08, 2023
Q1 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
235+ 10.4% |
$19.1K - $24.1K
|
2.49K
$251K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
218+ 4.3% |
$17.7K - $22.3K
|
5.29K
$532K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
201+ 6.98% |
$16.3K - $20.6K
|
3.08K
$310K
|
|
|
May 12, 2023
Q1 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
200New |
$16.2K - $20.5K
|
200
$20.1K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
198+ 133.78% |
$16.1K - $20.3K
|
346
$34.8K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
172+ 4.13% |
$14K - $17.6K
|
4.34K
$436K
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
167+ 131.5% |
$13.6K - $17.1K
|
294
$29.6K
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
161+ 65.18% |
$13.1K - $16.5K
|
408
$41K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
146New |
$11.9K - $15K
|
146
$14.7K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
143New |
$11.6K - $14.6K
|
143
$14.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
138+ 14.44% |
$11.2K - $14.1K
|
1.09K
$110K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
133+ 5.28% |
$10.8K - $13.6K
|
2.65K
$267K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
111+ 0.59% |
$9.01K - $11.4K
|
18.8K
$1.89M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
91+ 2.43% |
$7.39K - $9.32K
|
3.83K
$385K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
90New |
$7.31K - $9.22K
|
90
$9.05K
|
|
|
May 01, 2023
Q1 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
89+ 0.43% |
$7.22K - $9.11K
|
21K
$2.11M
|
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
72+ 1.42% |
$5.84K - $7.37K
|
5.14K
$517K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
63+ 17.31% |
$5.11K - $6.45K
|
427
$42.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
55+ 16.22% |
$4.46K - $5.63K
|
394
$39.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
50New |
$4.06K - $5.12K
|
50
$5.03K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
41+ 1.51% |
$3.33K - $4.2K
|
2.77K
$278K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
28+ 13.4% |
$2.27K - $2.87K
|
237
$23.8K
|