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 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-43- 0.71% |
$3.26K - $4.91K
|
5.97K
$397K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-44- 50.0% |
$3.34K - $5.02K
|
44
$2.92K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-53- 1.02% |
$4.02K - $6.05K
|
5.15K
$342K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-54- 0.1% |
$4.1K - $6.16K
|
52.5K
$3.49M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-56- 0.31% |
$4.25K - $6.39K
|
18.2K
$1.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-59- 4.06% |
$4.48K - $6.73K
|
1.39K
$92.6K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-74- 4.16% |
$5.62K - $8.44K
|
1.71K
$113K
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-103- 2.55% |
$7.82K - $11.8K
|
3.94K
$262K
|
|
|
May 14, 2025
Q1 2025
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-103- 2.26% |
$7.82K - $11.8K
|
4.46K
$296K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-123- 0.87% |
$9.34K - $14K
|
14K
$934K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-130- 2.46% |
$9.87K - $14.8K
|
5.15K
$343K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-153Closed |
$11.6K - $17.5K
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-187- 4.1% |
$14.2K - $21.3K
|
4.37K
$291K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-231- 5.35% |
$17.5K - $26.4K
|
4.08K
$271K
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-241- 10.08% |
$18.3K - $27.5K
|
2.15K
$143K
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-253- 1.09% |
$19.2K - $28.9K
|
23K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Kopp Family Office, LLC
Bloomington, MN |
SELL
|
- |
-260- 0.23% |
$19.7K - $29.7K
|
111K
$7.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-311- 10.54% |
$23.6K - $35.5K
|
2.64K
$176K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-348- 5.17% |
$26.4K - $39.7K
|
6.39K
$425K
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-394- 9.1% |
$29.9K - $45K
|
3.94K
$262K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-434- 1.43% |
$32.9K - $49.5K
|
30K
$1.99M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-506- 43.7% |
$38.4K - $57.7K
|
652
$43.3K
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-531- 1.16% |
$40.3K - $60.6K
|
45.3K
$3.01M
|
|
|
May 15, 2025
Q1 2025
|
Alamar Capital Management, LLC
|
SELL
|
- |
-533- 1.1% |
$40.5K - $60.8K
|
47.7K
$3.17M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-634- 1.97% |
$48.1K - $72.3K
|
31.6K
$2.1M
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-685- 11.75% |
$52K - $78.2K
|
5.14K
$342K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-700- 6.86% |
$53.1K - $79.9K
|
9.5K
$631K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-746- 9.93% |
$56.6K - $85.1K
|
6.76K
$450K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-783- 14.78% |
$59.4K - $89.3K
|
4.51K
$300K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-799- 90.28% |
$60.7K - $91.2K
|
86
$5.72K
|
|
|
May 15, 2025
Q1 2025
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-966- 7.09% |
$73.3K - $110K
|
12.7K
$842K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.03K- 4.63% |
$78K - $117K
|
21.2K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.05K- 22.12% |
$79.6K - $120K
|
3.69K
$245K
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-1.1K- 1.15% |
$83.5K - $125K
|
94.9K
$6.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.11K- 6.23% |
$84K - $126K
|
16.6K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.42K- 9.41% |
$108K - $162K
|
13.7K
$909K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.47K- 50.65% |
$112K - $168K
|
1.43K
$95.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.51K- 2.07% |
$115K - $173K
|
71.7K
$4.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.54K- 24.98% |
$117K - $176K
|
4.63K
$308K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.85K- 8.5% |
$140K - $211K
|
19.9K
$1.32M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.03K- 2.88% |
$154K - $231K
|
68.3K
$4.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.93K- 7.51% |
$222K - $334K
|
36.1K
$2.4M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-3.14K- 21.53% |
$238K - $358K
|
11.4K
$761K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-3.15K- 22.12% |
$239K - $359K
|
11.1K
$738K
|
|
|
May 15, 2025
Q1 2025
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-3.32K- 3.15% |
$252K - $379K
|
102K
$6.79M
|
|
|
May 15, 2025
Q1 2025
|
Vancity Investment Management LTD
Vancouver, A1 |
SELL
|
- |
-3.61K- 24.28% |
$274K - $412K
|
11.3K
$749K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.83K- 0.64% |
$291K - $437K
|
593K
$39.4M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-4.6K- 2.53% |
$349K - $525K
|
177K
$11.8M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-5.11K- 10.01% |
$388K - $583K
|
46K
$3.06M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.23K- 22.9% |
$549K - $825K
|
24.3K
$1.62M
|