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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.2K- 15.15% |
$103K - $123K
|
6.7K
$691K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-1.33K- 15.74% |
$114K - $136K
|
7.1K
$732K
|
|
|
Aug 10, 2023
Q2 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-1.35K- 16.24% |
$116K - $139K
|
6.98K
$720K
|
|
|
Aug 11, 2023
Q2 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1.37K- 8.98% |
$117K - $141K
|
13.9K
$1.43M
|
|
|
Jul 19, 2023
Q2 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-1.42K- 27.65% |
$122K - $146K
|
3.72K
$384K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.57K- 39.81% |
$135K - $162K
|
2.38K
$245K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
SELL
|
- |
-1.6K- 4.27% |
$137K - $165K
|
35.9K
$3.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.65K- 1.78% |
$141K - $169K
|
91K
$9.39M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-1.93K- 3.13% |
$166K - $199K
|
59.8K
$6.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.14K- 2.04% |
$183K - $220K
|
103K
$10.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Harvest Management LLC
New York, NY |
SELL
|
- |
-2.3K- 43.4% |
$197K - $237K
|
3K
$310K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.37K- 16.65% |
$203K - $243K
|
11.8K
$1.22M
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.39K- 5.66% |
$205K - $246K
|
39.8K
$4.11M
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-2.59K- 4.57% |
$222K - $266K
|
54.1K
$5.58M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.85K- 7.38% |
$244K - $293K
|
35.8K
$3.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.42K- 37.73% |
$293K - $352K
|
5.65K
$583K
|
|
|
Aug 11, 2023
Q2 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-4.91K- 1.06% |
$421K - $505K
|
457K
$47.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-5.51K- 25.7% |
$473K - $567K
|
15.9K
$1.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-5.77K- 40.17% |
$495K - $594K
|
8.6K
$887K
|
|
|
Aug 24, 2023
Q2 2023
|
Alamar Capital Management, LLC
|
SELL
|
- |
-5.99K- 16.64% |
$514K - $616K
|
30K
$3.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-6.63K- 5.52% |
$569K - $682K
|
113K
$11.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.41K- 4.46% |
$721K - $865K
|
180K
$18.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-8.94K- 7.38% |
$767K - $920K
|
112K
$11.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-8.97K- 0.97% |
$769K - $922K
|
918K
$94.8M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-9.16KClosed |
$786K - $943K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-9.17K- 54.04% |
$786K - $944K
|
7.8K
$805K
|
|
|
Aug 14, 2023
Q2 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-10.7K- 4.26% |
$917K - $1.1M
|
240K
$24.8M
|
|
|
Aug 11, 2023
Q2 2023
|
George Kaiser Family Foundation
|
SELL
|
- |
-12.9K- 37.4% |
$1.11M - $1.33M
|
21.6K
$2.23M
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-13.1K- 50.36% |
$1.12M - $1.34M
|
12.9K
$1.33M
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-15.8K- 43.02% |
$1.35M - $1.62M
|
20.9K
$2.15M
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-19K- 50.06% |
$1.63M - $1.96M
|
19K
$1.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-19.1K- 5.01% |
$1.64M - $1.96M
|
362K
$37.3M
|
|
|
Aug 14, 2023
Q2 2023
|
G2 Investment Partners Management LLC
New York, NY |
SELL
|
- |
-20.5K- 23.37% |
$1.76M - $2.11M
|
67.2K
$6.94M
|
|
|
Aug 10, 2023
Q2 2023
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-22.7K- 1.9% |
$1.94M - $2.33M
|
1.17M
$121M
|
|
|
Aug 14, 2023
Q2 2023
|
Granahan Investment Management, LLC
Waltham, MA |
SELL
|
- |
-25.4K- 5.31% |
$2.18M - $2.62M
|
454K
$46.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Times Square Capital Management, LLC
|
SELL
|
- |
-38.6K- 11.89% |
$3.31M - $3.97M
|
286K
$29.5M
|
|
|
Aug 14, 2023
Q2 2023
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
SELL
|
- |
-40.8K- 2.45% |
$3.5M - $4.2M
|
1.62M
$168M
|
|
|
Aug 14, 2023
Q2 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-43.3K- 5.1% |
$3.71M - $4.45M
|
806K
$83.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-44.7K- 75.57% |
$3.84M - $4.6M
|
14.5K
$1.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-54.9K- 33.14% |
$4.7M - $5.64M
|
111K
$11.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-74.2K- 21.35% |
$6.36M - $7.63M
|
273K
$28.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-96.6K- 83.38% |
$8.28M - $9.94M
|
19.2K
$1.99M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-104K- 38.18% |
$8.88M - $10.7M
|
168K
$17.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-104K- 38.18% |
$8.88M - $10.7M
|
168K
$17.3M
|
|
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-105K- 17.81% |
$9.01M - $10.8M
|
485K
$50M
|
|
|
Aug 04, 2023
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-105K- 17.81% |
$9.01M - $10.8M
|
485K
$50M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-131K- 8.43% |
$11.2M - $13.5M
|
1.42M
$147M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-146K- 10.86% |
$12.6M - $15.1M
|
1.2M
$124M
|
|
|
Aug 14, 2023
Q2 2023
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-151K- 48.24% |
$13M - $15.6M
|
162K
$16.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-183K- 93.6% |
$15.7M - $18.9M
|
12.6K
$1.29M
|