Purchases and Sales Made in Q2 2023 in Workiva Inc (WK)
This table provides information about the institutional ownership of Workiva Inc (WK) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-14- 0.22% |
$1.2K - $1.44K
|
6.38K
$641K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-15- 0.56% |
$1.29K - $1.54K
|
2.66K
$267K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-15- 2.5% |
$1.29K - $1.54K
|
586
$58.9K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-19- 0.85% |
$1.63K - $1.96K
|
2.23K
$224K
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-21- 0.09% |
$1.8K - $2.16K
|
23K
$2.31M
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-26- 1.13% |
$2.23K - $2.68K
|
2.28K
$229K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-27- 55.1% |
$2.32K - $2.78K
|
22
$2.21K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-47- 1.15% |
$4.03K - $4.84K
|
4.03K
$405K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-50- 0.89% |
$4.29K - $5.15K
|
5.55K
$558K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-51- 18.41% |
$4.37K - $5.25K
|
226
$22.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-54- 3.59% |
$4.63K - $5.56K
|
1.45K
$146K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-67- 32.06% |
$5.75K - $6.89K
|
142
$14.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-79- 1.68% |
$6.78K - $8.13K
|
4.63K
$466K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-88- 20.61% |
$7.55K - $9.06K
|
339
$34.1K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-94- 20.17% |
$8.06K - $9.67K
|
372
$37.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-100- 9.14% |
$8.58K - $10.3K
|
994
$99.9K
|
|
|
Aug 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-100- 1.41% |
$8.58K - $10.3K
|
7K
$703K
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-106- 36.05% |
$9.09K - $10.9K
|
188
$18.9K
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-119- 2.3% |
$10.2K - $12.2K
|
5.07K
$509K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-130- 3.47% |
$11.1K - $13.4K
|
3.61K
$363K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-134- 33.84% |
$11.5K - $13.8K
|
262
$26.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-140- 5.28% |
$12K - $14.4K
|
2.51K
$252K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-193- 8.0% |
$16.6K - $19.9K
|
2.22K
$223K
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-196- 48.04% |
$16.8K - $20.2K
|
212
$21.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-218- 4.12% |
$18.7K - $22.4K
|
5.08K
$510K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-247- 1.28% |
$21.2K - $25.4K
|
19K
$1.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-292- 0.26% |
$25K - $30K
|
113K
$11.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-307- 1.7% |
$26.3K - $31.6K
|
17.7K
$1.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-308- 2.67% |
$26.4K - $31.7K
|
11.2K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-311- 13.28% |
$26.7K - $32K
|
2.03K
$204K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-331- 9.69% |
$28.4K - $34.1K
|
3.08K
$310K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-338- 5.24% |
$29K - $34.8K
|
6.11K
$614K
|
|
|
Aug 14, 2023
Q2 2023
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-403- 0.47% |
$34.6K - $41.5K
|
86.2K
$8.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-487- 3.32% |
$41.8K - $50.1K
|
14.2K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-507- 5.97% |
$43.5K - $52.2K
|
7.99K
$803K
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-519- 17.96% |
$44.5K - $53.4K
|
2.37K
$238K
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
SELL
|
- |
-537- 4.91% |
$46.1K - $55.3K
|
10.4K
$1.04M
|
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-602- 12.31% |
$51.6K - $61.9K
|
4.29K
$431K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-630- 18.68% |
$54K - $64.8K
|
2.74K
$275K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-700- 4.88% |
$60K - $72K
|
13.7K
$1.37M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-748- 15.7% |
$64.1K - $77K
|
4.02K
$404K
|
|
|
Jul 18, 2023
Q2 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-755- 16.61% |
$64.7K - $77.7K
|
3.79K
$381K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-768- 1.55% |
$65.9K - $79K
|
48.6K
$4.89M
|
|
|
Aug 09, 2023
Q2 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-769- 30.83% |
$65.9K - $79.1K
|
1.73K
$173K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-839- 5.26% |
$72K - $86.3K
|
15.1K
$1.52M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-899- 20.73% |
$77.1K - $92.5K
|
3.44K
$345K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-960- 51.47% |
$82.3K - $98.8K
|
905
$90.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.04K- 5.55% |
$89.3K - $107K
|
17.7K
$1.78M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.06K- 12.94% |
$90.6K - $109K
|
7.11K
$714K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.12K- 3.67% |
$95.7K - $115K
|
29.3K
$2.94M
|