Purchases and Sales Made in Q1 2024 in Workiva Inc (WK)
This table provides information about the institutional ownership of Workiva Inc (WK) during Q1 2024. 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, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
581+ 177.13% |
$47.6K - $57.8K
|
909
$60.4K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
558+ 13.38% |
$45.8K - $55.5K
|
4.73K
$314K
|
|
|
May 14, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
553+ 1.15% |
$45.4K - $55K
|
48.6K
$3.23M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
547+ 3.22% |
$44.9K - $54.4K
|
17.5K
$1.17M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
532New |
$43.6K - $52.9K
|
532
$35.4K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
517+ 26.97% |
$42.4K - $51.4K
|
2.43K
$162K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
505+ 0.22% |
$41.4K - $50.2K
|
235K
$15.6M
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
475New |
$39K - $47.3K
|
475
$31.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
466New |
$38.2K - $46.4K
|
466
$31K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
426New |
$34.9K - $42.4K
|
426
$28.3K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
340New |
$27.9K - $33.8K
|
340
$22.6K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
326+ 13.49% |
$26.7K - $32.4K
|
2.74K
$182K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
296+ 3.6% |
$24.3K - $29.4K
|
8.51K
$566K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
288+ 0.05% |
$23.6K - $28.7K
|
565K
$37.5M
|
|
|
May 08, 2024
Q1 2024
|
Kbc Group Nv
|
BUY
|
- |
224+ 21.58% |
$18.4K - $22.3K
|
1.26K
$83.9K
|
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
BUY
|
- |
215+ 6.7% |
$17.6K - $21.4K
|
3.43K
$228K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
203+ 241.67% |
$16.6K - $20.2K
|
287
$19.1K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
176New |
$14.4K - $17.5K
|
176
$11.7K
|
|
|
May 14, 2024
Q1 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
168+ 2.94% |
$13.8K - $16.7K
|
5.88K
$391K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
152+ 4.48% |
$12.5K - $15.1K
|
3.55K
$236K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
146New |
$12K - $14.5K
|
146
$9.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
140+ 9.02% |
$11.5K - $13.9K
|
1.69K
$112K
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
93+ 4.49% |
$7.63K - $9.25K
|
2.16K
$144K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
89New |
$7.3K - $8.85K
|
89
$5.92K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
78+ 0.6% |
$6.4K - $7.76K
|
13.1K
$874K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
71+ 2.87% |
$5.82K - $7.06K
|
2.54K
$169K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
67+ 3.19% |
$5.49K - $6.67K
|
2.17K
$144K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
61+ 107.02% |
$5K - $6.07K
|
118
$7.84K
|
|
|
May 09, 2024
Q1 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
58+ 3.22% |
$4.76K - $5.77K
|
1.86K
$124K
|
|
|
May 15, 2024
Q1 2024
|
Harvest Management LLC
New York, NY |
BUY
|
- |
56+ 1.33% |
$4.59K - $5.57K
|
4.26K
$283K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
52New |
$4.26K - $5.17K
|
52
$3.46K
|
|
|
Apr 05, 2024
Q1 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
45+ 0.28% |
$3.69K - $4.48K
|
16.1K
$1.07M
|
|
|
Jun 17, 2024
Q1 2024
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
41+ 0.05% |
$3.36K - $4.08K
|
76.4K
$5.08M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
41+ 4.11% |
$3.36K - $4.08K
|
1.04K
$69.1K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
40+ 2.96% |
$3.28K - $3.98K
|
1.39K
$92.4K
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
35+ 2.95% |
$2.87K - $3.48K
|
1.22K
$81.1K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
26+ 113.04% |
$2.13K - $2.59K
|
49
$3.26K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
23+ 12.37% |
$1.89K - $2.29K
|
209
$13.9K
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
20+ 0.78% |
$1.64K - $1.99K
|
2.57K
$171K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
18+ 10.84% |
$1.48K - $1.79K
|
184
$12.2K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
15New |
$1.23K - $1.49K
|
15
$997
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
10+ 0.04% |
$820 - $995
|
23K
$1.53M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
8+ 0.38% |
$656 - $796
|
2.1K
$140K
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
7+ 10.77% |
$574 - $696
|
72
$4.79K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
7+ 15.22% |
$574 - $696
|
53
$3.52K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7+ 17.95% |
$574 - $696
|
46
$3.06K
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
6New |
$492 - $597
|
6
$399
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
6New |
$492 - $597
|
6
$399
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
4+ 0.07% |
$328 - $398
|
6.05K
$402K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3+ 0.39% |
$246 - $298
|
782
$52K
|