Purchases and Sales Made in Q1 2025 in Workiva Inc (WK)
This table provides information about the institutional ownership of Workiva Inc (WK) during Q1 2025. 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, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
279+ 4.96% |
$21.2K - $31.8K
|
5.9K
$392K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
241+ 6.68% |
$18.3K - $27.5K
|
3.85K
$256K
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
225+ 8.65% |
$17.1K - $25.7K
|
2.83K
$188K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
212+ 5.14% |
$16.1K - $24.2K
|
4.34K
$288K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
201+ 0.1% |
$15.3K - $22.9K
|
206K
$13.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
130+ 282.61% |
$9.87K - $14.8K
|
176
$11.7K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
101+ 85.59% |
$7.67K - $11.5K
|
219
$14.6K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
99New |
$7.52K - $11.3K
|
99
$6.58K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
91+ 3.26% |
$6.91K - $10.4K
|
2.89K
$192K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
80+ 2.88% |
$6.07K - $9.13K
|
2.85K
$190K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
76+ 4.19% |
$5.77K - $8.67K
|
1.89K
$126K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
71+ 6.65% |
$5.39K - $8.1K
|
1.14K
$75.7K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
69+ 0.25% |
$5.24K - $7.87K
|
27.2K
$1.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
60+ 3000.0% |
$4.55K - $6.85K
|
62
$4.12K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
59+ 491.67% |
$4.48K - $6.73K
|
71
$4.72K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
48+ 1.28% |
$3.64K - $5.48K
|
3.8K
$253K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
44New |
$3.34K - $5.02K
|
44
$2.92K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
44+ 100.0% |
$3.34K - $5.02K
|
88
$5.85K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
35+ 166.67% |
$2.66K - $3.99K
|
56
$3.72K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
34+ 19.88% |
$2.58K - $3.88K
|
205
$13.6K
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
28+ 39.44% |
$2.13K - $3.19K
|
99
$6.58K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
26New |
$1.97K - $2.97K
|
26
$1.73K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
25+ 416.67% |
$1.9K - $2.85K
|
31
$2.06K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
24New |
$1.82K - $2.74K
|
24
$1.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
17+ 16.83% |
$1.29K - $1.94K
|
118
$7.84K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$1.14K - $1.71K
|
15
$997
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 18.18% |
$759 - $1.14K
|
65
$4.32K
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
10+ 0.05% |
$759 - $1.14K
|
19.9K
$1.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
9+ 21.43% |
$683 - $1.03K
|
51
$3.39K
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9New |
$683 - $1.03K
|
9
$598
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8New |
$607 - $913
|
8
$532
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
6+ 0.34% |
$455 - $685
|
1.75K
$116K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
5New |
$380 - $570
|
5
$332
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5+ 0.13% |
$380 - $570
|
3.75K
$250K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
4+ 400.0% |
$304 - $456
|
5
$332
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4+ 14.29% |
$304 - $456
|
32
$2.13K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
4+ 0.13% |
$304 - $456
|
3.04K
$202K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 100.0% |
$75.9 - $114
|
2
$133
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1- 0.02% |
$75.9 - $114
|
5.13K
$341K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1- 0.06% |
$75.9 - $114
|
1.69K
$112K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-8- 50.0% |
$607 - $913
|
8
$532
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-8- 1.23% |
$607 - $913
|
645
$42.9K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10- 0.41% |
$759 - $1.14K
|
2.42K
$161K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-12- 0.26% |
$911 - $1.37K
|
4.56K
$303K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-13- 31.71% |
$987 - $1.48K
|
28
$1.86K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-17- 0.52% |
$1.29K - $1.94K
|
3.27K
$217K
|
|
|
May 08, 2025
Q1 2025
|
Nicholas Company, Inc.
|
SELL
|
- |
-25- 0.03% |
$1.9K - $2.85K
|
74K
$4.92M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-29- 19.86% |
$2.2K - $3.31K
|
117
$7.78K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-36- 4.0% |
$2.73K - $4.11K
|
864
$57.4K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-39- 1.18% |
$2.96K - $4.45K
|
3.27K
$217K
|