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 04, 2023
Q1 2023
|
Hardy Reed LLC
|
SELL
|
- |
-363- 10.12% |
$29.5K - $37.2K
|
3.23K
$324K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-365- 8.89% |
$29.6K - $37.4K
|
3.74K
$376K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-380- 8.53% |
$30.8K - $38.9K
|
4.08K
$410K
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-446- 14.77% |
$36.2K - $45.7K
|
2.57K
$259K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-449- 1.02% |
$36.4K - $46K
|
43.5K
$4.37M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-481- 2.93% |
$39K - $49.3K
|
15.9K
$1.6M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-489- 8.54% |
$39.7K - $50.1K
|
5.24K
$527K
|
|
|
May 12, 2023
Q1 2023
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-523- 2.03% |
$42.5K - $53.6K
|
25.3K
$2.54M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
SELL
|
- |
-532- 5.94% |
$43.2K - $54.5K
|
8.42K
$847K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-557- 18.76% |
$45.2K - $57K
|
2.41K
$243K
|
|
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-600- 7.79% |
$48.7K - $61.4K
|
7.1K
$714K
|
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
SELL
|
- |
-655- 5.65% |
$53.2K - $67.1K
|
10.9K
$1.1M
|
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
SELL
|
- |
-700- 13.21% |
$56.8K - $71.7K
|
4.6K
$463K
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-740- 1.25% |
$60.1K - $75.8K
|
58.3K
$5.87M
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-865- 13.38% |
$70.2K - $88.6K
|
5.6K
$563K
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-887- 1.54% |
$72K - $90.8K
|
56.6K
$5.69M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-984- 10.1% |
$79.9K - $101K
|
8.76K
$880K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-1K- 16.67% |
$81.2K - $102K
|
5K
$503K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.07K- 0.34% |
$86.4K - $109K
|
314K
$31.6M
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.08K- 13.78% |
$87.7K - $111K
|
6.76K
$680K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.09K- 34.55% |
$88.6K - $112K
|
2.07K
$208K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.1K- 14.33% |
$89.1K - $112K
|
6.57K
$660K
|
|
|
Apr 18, 2023
Q1 2023
|
Steph & CO
|
SELL
|
- |
-1.1K- 32.6% |
$89.6K - $113K
|
2.28K
$229K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.22K- 12.58% |
$99.3K - $125K
|
8.5K
$854K
|
|
|
May 04, 2023
Q1 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-1.3K- 8.39% |
$105K - $133K
|
14.2K
$1.42M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.54K- 15.88% |
$125K - $158K
|
8.16K
$821K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.55K- 7.92% |
$126K - $159K
|
18K
$1.81M
|
|
|
May 11, 2023
Q1 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-1.86K- 24.16% |
$151K - $191K
|
5.84K
$587K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.34K- 14.13% |
$190K - $239K
|
14.2K
$1.43M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.48K- 7.55% |
$201K - $254K
|
30.4K
$3.06M
|
|
|
May 15, 2023
Q1 2023
|
Harvest Management LLC
New York, NY |
SELL
|
- |
-2.55K- 32.48% |
$207K - $261K
|
5.3K
$533K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.56K- 50.39% |
$208K - $262K
|
2.52K
$253K
|
|
|
May 15, 2023
Q1 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-2.63K- 0.31% |
$213K - $269K
|
849K
$85.4M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.77K- 9.77% |
$225K - $284K
|
25.6K
$2.57M
|
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-3.41K- 11.31% |
$277K - $349K
|
26.8K
$2.69M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.63K- 47.92% |
$295K - $372K
|
3.95K
$397K
|
|
|
May 15, 2023
Q1 2023
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-4.44K- 13.61% |
$360K - $454K
|
28.1K
$2.83M
|
|
|
May 15, 2023
Q1 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-5K- 25.41% |
$406K - $512K
|
14.7K
$1.48M
|
|
|
May 10, 2023
Q1 2023
|
Td Asset Management Inc
|
SELL
|
- |
-5.6K- 12.99% |
$455K - $573K
|
37.5K
$3.77M
|
|
|
May 15, 2023
Q1 2023
|
G2 Investment Partners Management LLC
New York, NY |
SELL
|
- |
-6.29K- 6.69% |
$510K - $644K
|
87.7K
$8.82M
|
|
|
Apr 27, 2023
Q1 2023
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-6.72K- 15.0% |
$546K - $689K
|
38.1K
$3.83M
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-7.34K- 10.63% |
$595K - $751K
|
61.7K
$6.2M
|
|
|
May 15, 2023
Q1 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-7.44K- 20.03% |
$604K - $762K
|
29.7K
$2.99M
|
|
|
May 15, 2023
Q1 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-7.8K- 19.16% |
$633K - $799K
|
32.9K
$3.31M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.87K- 4.49% |
$720K - $908K
|
189K
$19M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-10.1K- 1.76% |
$817K - $1.03M
|
563K
$56.6M
|
|
|
May 12, 2023
Q1 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-10.1K- 10.72% |
$822K - $1.04M
|
84.3K
$8.48M
|
|
|
May 10, 2023
Q1 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-11.3K- 10.17% |
$917K - $1.16M
|
99.8K
$10M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.8K- 11.61% |
$1.12M - $1.41M
|
105K
$10.6M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15.8K- 1.92% |
$1.28M - $1.62M
|
809K
$81.4M
|