Purchases and Sales Made in Q2 2022 in Workiva Inc (WK)
This table provides information about the institutional ownership of Workiva Inc (WK) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
883+ 1.62% |
$54.8K - $108K
|
55.5K
$5.58M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
864+ 6.55% |
$53.6K - $106K
|
14.1K
$1.41M
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
810New |
$50.2K - $99.1K
|
810
$81.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
792+ 168.87% |
$49.1K - $96.9K
|
1.26K
$127K
|
|
|
Aug 04, 2022
Q2 2022
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
774+ 48.62% |
$48K - $94.7K
|
2.37K
$238K
|
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
755+ 1.85% |
$46.8K - $92.4K
|
41.5K
$4.17M
|
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
671+ 1.24% |
$41.6K - $82.1K
|
54.8K
$5.51M
|
|
|
Aug 12, 2022
Q2 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
560+ 6.45% |
$34.7K - $68.5K
|
9.24K
$928K
|
|
|
Aug 15, 2022
Q2 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
521+ 7.43% |
$32.3K - $63.7K
|
7.53K
$757K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
512+ 350.68% |
$31.7K - $62.6K
|
658
$66.1K
|
|
|
Aug 10, 2022
Q2 2022
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
445+ 0.47% |
$27.6K - $54.4K
|
94.5K
$9.49M
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
429+ 126.55% |
$26.6K - $52.5K
|
768
$77.2K
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
401+ 7.55% |
$24.9K - $49.1K
|
5.71K
$574K
|
|
|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
BUY
|
- |
360+ 6.14% |
$22.3K - $44K
|
6.22K
$625K
|
|
|
Jun 20, 2023
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
302+ 11.74% |
$18.7K - $36.9K
|
2.88K
$289K
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
297+ 5.31% |
$18.4K - $36.3K
|
5.89K
$592K
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
274+ 0.77% |
$17K - $33.5K
|
36K
$3.61M
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
273+ 487.5% |
$16.9K - $33.4K
|
329
$33.1K
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
270+ 9.05% |
$16.7K - $33K
|
3.25K
$327K
|
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
250+ 7.52% |
$15.5K - $30.6K
|
3.58K
$359K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
242+ 424.56% |
$15K - $29.6K
|
299
$30K
|
|
|
Mar 30, 2023
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
201+ 7.52% |
$12.5K - $24.6K
|
2.88K
$289K
|
|
|
Aug 11, 2022
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
201+ 7.52% |
$12.5K - $24.6K
|
2.88K
$289K
|
|
|
Aug 08, 2022
Q2 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
199+ 1.21% |
$12.3K - $24.3K
|
16.6K
$1.67M
|
|
|
Aug 12, 2022
Q2 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
196+ 1.06% |
$12.2K - $24K
|
18.7K
$1.88M
|
|
|
Aug 03, 2022
Q2 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
147+ 9.85% |
$9.12K - $18K
|
1.64K
$165K
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
146+ 3.52% |
$9.05K - $17.9K
|
4.3K
$432K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
124+ 37.69% |
$7.69K - $15.2K
|
453
$45.5K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
112+ 1.56% |
$6.95K - $13.7K
|
7.29K
$732K
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
96+ 1.98% |
$5.95K - $11.7K
|
4.95K
$497K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
94+ 144.62% |
$5.83K - $11.5K
|
159
$16K
|
|
|
Aug 05, 2022
Q2 2022
|
Los Angeles Capital Management LLC
|
BUY
|
- |
90+ 0.77% |
$5.58K - $11K
|
11.7K
$1.18M
|
|
|
Apr 01, 2024
Q2 2022
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
64+ 0.45% |
$3.97K - $7.83K
|
14.2K
$1.42M
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
64+ 3.58% |
$3.97K - $7.83K
|
1.85K
$186K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
49+ 89.09% |
$3.04K - $6K
|
104
$10.4K
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
47+ 8.45% |
$2.91K - $5.75K
|
603
$60.6K
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
42New |
$2.6K - $5.14K
|
42
$4.22K
|
|
|
Aug 10, 2022
Q2 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
38+ 17.35% |
$2.36K - $4.65K
|
257
$25.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
38New |
$2.36K - $4.65K
|
38
$3.82K
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
33+ 0.86% |
$2.05K - $4.04K
|
3.88K
$389K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
29+ 29.0% |
$1.8K - $3.55K
|
129
$13K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
28+ 56.0% |
$1.74K - $3.43K
|
78
$7.84K
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
BUY
|
- |
27+ 0.56% |
$1.67K - $3.3K
|
4.86K
$488K
|
|
|
Jul 25, 2022
Q2 2022
|
Foster Group, Inc.
|
BUY
|
- |
19+ 0.46% |
$1.18K - $2.32K
|
4.18K
$420K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
13+ 31.71% |
$806 - $1.59K
|
54
$5.43K
|
|
|
Aug 05, 2022
Q2 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
10+ 0.07% |
$620 - $1.22K
|
15.3K
$1.53M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
8New |
$496 - $979
|
8
$804
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
8+ 0.77% |
$496 - $979
|
1.05K
$105K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7New |
$434 - $856
|
7
$703
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
7+ 100.0% |
$434 - $856
|
14
$1.41K
|