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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
2New |
$124 - $245
|
2
$180
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 16.67% |
$62 - $122
|
7
$628
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 1.06% |
$62 - $122
|
93
$8.35K
|
|
Jul 28, 2022
Q2 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-6- 0.13% |
$372 - $734
|
4.5K
$404K
|
|
Aug 11, 2022
Q2 2022
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-7- 25.0% |
$434 - $856
|
21
$1.89K
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-8Closed |
$496 - $979
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
SELL
|
- |
-9Closed |
$558 - $1.1K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
SELL
|
- |
-10Closed |
$620 - $1.22K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-11- 0.24% |
$682 - $1.35K
|
4.54K
$407K
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-13- 6.25% |
$806 - $1.59K
|
195
$17.5K
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-13- 0.84% |
$806 - $1.59K
|
1.53K
$138K
|
|
Jul 28, 2022
Q2 2022
|
Hardy Reed LLC
|
SELL
|
- |
-17- 0.54% |
$1.05K - $2.08K
|
3.15K
$282K
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-26Closed |
$1.61K - $3.18K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-31- 0.25% |
$1.92K - $3.79K
|
12.3K
$1.11M
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-32Closed |
$1.98K - $3.92K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-33- 80.49% |
$2.05K - $4.04K
|
8
$718
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-35- 44.3% |
$2.17K - $4.28K
|
44
$3.95K
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-38- 0.58% |
$2.36K - $4.65K
|
6.53K
$586K
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-40Closed |
$2.48K - $4.89K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-44- 10.55% |
$2.73K - $5.38K
|
373
$33.5K
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-45Closed |
$2.79K - $5.51K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-60Closed |
$3.72K - $7.34K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-75Closed |
$4.65K - $9.18K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-76- 40.86% |
$4.71K - $9.3K
|
110
$9.88K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-114Closed |
$7.07K - $13.9K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-126Closed |
$7.81K - $15.4K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-133- 1.05% |
$8.25K - $16.3K
|
12.5K
$1.12M
|
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-150- 9.84% |
$9.3K - $18.4K
|
1.38K
$123K
|
|
Aug 11, 2022
Q2 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-165Closed |
$10.2K - $20.2K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-170Closed |
$10.5K - $20.8K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-200- 13.33% |
$12.4K - $24.5K
|
1.3K
$117K
|
|
Jun 20, 2023
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-217- 0.87% |
$13.5K - $26.5K
|
24.8K
$2.22M
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-246- 1.99% |
$15.3K - $30.1K
|
12.1K
$1.09M
|
|
Aug 12, 2022
Q2 2022
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-248- 1.78% |
$15.4K - $30.3K
|
13.7K
$1.23M
|
|
Jul 27, 2022
Q2 2022
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-302- 3.53% |
$18.7K - $36.9K
|
8.26K
$742K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-318- 83.03% |
$19.7K - $38.9K
|
65
$5.84K
|
|
Aug 10, 2022
Q2 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-375Closed |
$23.3K - $45.9K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-399- 5.13% |
$24.7K - $48.8K
|
7.38K
$662K
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO
|
SELL
|
- |
-423Closed |
$26.2K - $51.8K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Alamar Capital Management, LLC
|
SELL
|
- |
-515- 1.76% |
$31.9K - $63K
|
28.8K
$2.59M
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-526- 10.11% |
$32.6K - $64.4K
|
4.68K
$420K
|
|
Jul 29, 2022
Q2 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-700- 14.49% |
$43.4K - $85.6K
|
4.13K
$371K
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
SELL
|
- |
-710- 5.18% |
$44K - $86.9K
|
13K
$1.17M
|
|
Aug 09, 2022
Q2 2022
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-1.06K- 12.76% |
$65.8K - $130K
|
7.26K
$651K
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.18K- 10.46% |
$73.1K - $144K
|
10.1K
$906K
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-1.4KClosed |
$87K - $172K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Man Group PLC
London, X0 |
SELL
|
- |
-1.51K- 3.54% |
$93.4K - $184K
|
41K
$3.68M
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.7KClosed |
$105K - $208K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.81KClosed |
$112K - $221K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.82KClosed |
$113K - $223K
|
0
$0
|