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 |
|---|---|---|---|---|---|---|---|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-3- 4.23% |
$246 - $298
|
68
$7.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-5- 0.47% |
$410 - $497
|
1.07K
$113K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
SELL
|
- |
-6- 0.2% |
$492 - $597
|
3.01K
$319K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-8- 6.9% |
$656 - $796
|
108
$11.4K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-9- 0.05% |
$738 - $895
|
17.7K
$1.88M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-11- 1.62% |
$902 - $1.09K
|
668
$70.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-11- 52.38% |
$902 - $1.09K
|
10
$1.06K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-13- 0.21% |
$1.07K - $1.29K
|
6.14K
$650K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-15- 75.0% |
$1.23K - $1.49K
|
5
$529
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-24- 2.87% |
$1.97K - $2.39K
|
811
$85.9K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-28- 6.19% |
$2.3K - $2.79K
|
424
$44.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-31- 75.61% |
$2.54K - $3.08K
|
10
$1.06K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-34- 0.75% |
$2.79K - $3.38K
|
4.53K
$479K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-38- 95.0% |
$3.12K - $3.78K
|
2
$212
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-52- 28.57% |
$4.26K - $5.17K
|
130
$13.8K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-52Closed |
$4.26K - $5.17K
|
0
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-62- 0.35% |
$5.08K - $6.17K
|
17.9K
$1.89M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-70- 1.9% |
$5.74K - $6.96K
|
3.61K
$382K
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-71- 3.42% |
$5.82K - $7.06K
|
2.01K
$212K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-71- 12.16% |
$5.82K - $7.06K
|
513
$54.3K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-72- 8.43% |
$5.9K - $7.16K
|
782
$82.8K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-79- 3.86% |
$6.48K - $7.86K
|
1.97K
$208K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-80- 3.23% |
$6.56K - $7.96K
|
2.4K
$254K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-93- 1.28% |
$7.63K - $9.25K
|
7.17K
$759K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-93- 3.77% |
$7.63K - $9.25K
|
2.37K
$251K
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-119- 5.93% |
$9.76K - $11.8K
|
1.89K
$200K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
SELL
|
- |
-124- 0.94% |
$10.2K - $12.3K
|
13.1K
$1.39M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-126- 74.56% |
$10.3K - $12.5K
|
43
$4.55K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-147- 0.74% |
$12.1K - $14.6K
|
19.8K
$2.1M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-202- 7.18% |
$16.6K - $20.1K
|
2.61K
$277K
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-203- 3.73% |
$16.6K - $20.2K
|
5.23K
$554K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-211- 2.3% |
$17.3K - $21K
|
8.98K
$950K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-211- 0.85% |
$17.3K - $21K
|
24.5K
$2.6M
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-218- 4.85% |
$17.9K - $21.7K
|
4.28K
$453K
|
|
|
Apr 24, 2024
Q1 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-219- 1.29% |
$18K - $21.8K
|
16.7K
$1.77M
|
|
|
May 15, 2024
Q1 2024
|
Oracle Alpha Inc.
Toronto, A6 |
SELL
|
- |
-256- 8.0% |
$21K - $25.5K
|
2.94K
$312K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-259- 3.27% |
$21.2K - $25.8K
|
7.66K
$811K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-283- 1.14% |
$23.2K - $28.2K
|
24.4K
$2.59M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
SELL
|
- |
-295- 6.75% |
$24.2K - $29.3K
|
4.07K
$431K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-310- 9.39% |
$25.4K - $30.8K
|
2.99K
$317K
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-321- 11.06% |
$26.3K - $31.9K
|
2.58K
$273K
|
|
|
May 15, 2024
Q1 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-330- 4.51% |
$27.1K - $32.8K
|
6.99K
$740K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-334- 10.22% |
$27.4K - $33.2K
|
2.93K
$311K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-338- 1.61% |
$27.7K - $33.6K
|
20.7K
$2.19M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-357- 13.52% |
$29.3K - $35.5K
|
2.28K
$242K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-462- 27.65% |
$37.9K - $46K
|
1.21K
$128K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-510- 1.83% |
$41.8K - $50.7K
|
27.3K
$2.89M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-536- 16.73% |
$44K - $53.3K
|
2.67K
$282K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-551- 95.49% |
$45.2K - $54.8K
|
26
$2.75K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-563- 9.16% |
$46.2K - $56K
|
5.59K
$591K
|