Purchases and Sales Made in Q2 2024 in Workiva Inc (WK)
This table provides information about the institutional ownership of Workiva Inc (WK) during Q2 2024. 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 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.35K+ 8.0% |
$94.9K - $116K
|
18.3K
$1.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.31K+ 30.67% |
$92.1K - $112K
|
5.59K
$542K
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.22K+ 45.69% |
$85.7K - $104K
|
3.89K
$377K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.14K+ 19.96% |
$80.3K - $97.8K
|
6.88K
$667K
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.01K+ 3.48% |
$70.6K - $85.9K
|
29.8K
$2.9M
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
1K+ 45.45% |
$70.2K - $85.5K
|
3.2K
$310K
|
|
|
Aug 08, 2024
Q2 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
900+ 0.96% |
$63.2K - $76.9K
|
95K
$9.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
867+ 3.29% |
$60.9K - $74.1K
|
27.2K
$2.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
846New |
$59.4K - $72.3K
|
846
$82.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
842+ 2.31% |
$59.1K - $72K
|
37.4K
$3.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
830+ 23.39% |
$58.3K - $71K
|
4.38K
$425K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
592+ 3.05% |
$41.6K - $50.6K
|
20K
$1.94M
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
509+ 0.72% |
$35.7K - $43.5K
|
71.2K
$6.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
460+ 1.7% |
$32.3K - $39.3K
|
27.6K
$2.68M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
445+ 2.32% |
$31.2K - $38K
|
19.7K
$1.91M
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
425+ 3.24% |
$29.8K - $36.3K
|
13.5K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
361+ 17.19% |
$25.3K - $30.9K
|
2.46K
$239K
|
|
|
Jul 30, 2024
Q2 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
316+ 0.94% |
$22.2K - $27K
|
33.8K
$3.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
296New |
$20.8K - $25.3K
|
296
$28.7K
|
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
275+ 3.84% |
$19.3K - $23.5K
|
7.43K
$721K
|
|
|
Aug 09, 2024
Q2 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
259+ 1.47% |
$18.2K - $22.1K
|
17.9K
$1.73M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
259+ 4.28% |
$18.2K - $22.1K
|
6.31K
$612K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
217+ 7.91% |
$15.2K - $18.6K
|
2.96K
$287K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
183+ 3.87% |
$12.9K - $15.6K
|
4.91K
$476K
|
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
BUY
|
- |
182+ 6.04% |
$12.8K - $15.6K
|
3.2K
$310K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
179+ 8.26% |
$12.6K - $15.3K
|
2.35K
$228K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
166+ 57.84% |
$11.7K - $14.2K
|
453
$43.9K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
143New |
$10K - $12.2K
|
143
$13.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
142New |
$9.97K - $12.1K
|
142
$13.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
137+ 2.05% |
$9.62K - $11.7K
|
6.82K
$662K
|
|
|
Aug 12, 2024
Q2 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
109+ 5.87% |
$7.65K - $9.32K
|
1.97K
$191K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
98+ 0.86% |
$6.88K - $8.38K
|
11.5K
$1.12M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
96+ 960.0% |
$6.74K - $8.21K
|
106
$10.3K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
87+ 97.75% |
$6.11K - $7.44K
|
176
$17.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
72+ 9.21% |
$5.06K - $6.16K
|
854
$82.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
68New |
$4.77K - $5.81K
|
68
$6.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
66New |
$4.63K - $5.64K
|
66
$6.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
59New |
$4.14K - $5.04K
|
59
$5.72K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
53+ 3.81% |
$3.72K - $4.53K
|
1.44K
$140K
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
49+ 2.89% |
$3.44K - $4.19K
|
1.75K
$169K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
31+ 26.27% |
$2.18K - $2.65K
|
149
$14.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
BUY
|
- |
21+ 0.97% |
$1.47K - $1.8K
|
2.18K
$212K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
21+ 30.88% |
$1.47K - $1.8K
|
89
$8.63K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20New |
$1.4K - $1.71K
|
20
$1.94K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
20New |
$1.4K - $1.71K
|
20
$1.94K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
19New |
$1.33K - $1.62K
|
19
$1.84K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
18New |
$1.26K - $1.54K
|
18
$1.75K
|
|
|
Jul 30, 2024
Q2 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
14+ 0.09% |
$983 - $1.2K
|
14.8K
$1.44M
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
10+ 1.22% |
$702 - $855
|
833
$80.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
6New |
$421 - $513
|
6
$582
|