Purchases and Sales Made in Q3 2022 in Workiva Inc (WK)
This table provides information about the institutional ownership of Workiva Inc (WK) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
13.4KNew |
$804K - $1.04M
|
13.4K
$1.38M
|
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
12.6K+ 1.32% |
$758K - $984K
|
974K
$100M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.6K+ 10.17% |
$638K - $828K
|
115K
$11.9M
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
- |
10KNew |
$600K - $778K
|
10K
$1.03M
|
|
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
9.35K+ 66.36% |
$561K - $728K
|
23.5K
$2.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
9.03KNew |
$541K - $702K
|
9.03K
$931K
|
|
|
Nov 18, 2022
Q3 2022
|
Alamar Capital Management, LLC
|
BUY
|
- |
8.24K+ 28.59% |
$494K - $641K
|
37.1K
$3.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
8.01KNew |
$480K - $623K
|
8.01K
$827K
|
|
|
Nov 10, 2022
Q3 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
8.01KNew |
$480K - $623K
|
8.01K
$827K
|
|
|
Nov 14, 2022
Q3 2022
|
Harvest Management LLC
New York, NY |
BUY
|
- |
8KNew |
$480K - $622K
|
8K
$825K
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
7.86K+ 45.78% |
$471K - $612K
|
25K
$2.58M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.86K+ 181.0% |
$471K - $612K
|
12.2K
$1.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
7.83K+ 3.8% |
$469K - $609K
|
214K
$22.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.58K+ 61.48% |
$455K - $590K
|
19.9K
$2.05M
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
7KNew |
$420K - $545K
|
7K
$722K
|
|
|
Nov 07, 2022
Q3 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
6.45KNew |
$386K - $501K
|
6.45K
$665K
|
|
|
Nov 14, 2022
Q3 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
5.94K+ 14.47% |
$356K - $462K
|
47K
$4.85M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.89K+ 52.96% |
$353K - $459K
|
17K
$1.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.67KNew |
$340K - $441K
|
5.67K
$585K
|
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
BUY
|
- |
5.56K+ 66.14% |
$333K - $432K
|
14K
$1.44M
|
|
|
Oct 11, 2022
Q3 2022
|
Bell Bank
|
BUY
|
- |
5.52K+ 88.78% |
$331K - $430K
|
11.7K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
5.36KNew |
$321K - $417K
|
5.36K
$553K
|
|
|
Nov 02, 2022
Q3 2022
|
Los Angeles Capital Management LLC
|
BUY
|
- |
5.27K+ 44.97% |
$316K - $410K
|
17K
$1.75M
|
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.18K+ 91.86% |
$311K - $403K
|
10.8K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
5.17K+ 19.12% |
$310K - $402K
|
32.2K
$3.32M
|
|
|
Nov 10, 2022
Q3 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
5.14K+ 9.22% |
$308K - $400K
|
60.9K
$6.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
- |
5KNew |
$300K - $389K
|
5K
$516K
|
|
|
Oct 05, 2022
Q3 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
4.8K+ 60.43% |
$288K - $374K
|
12.8K
$1.32M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
4.48KNew |
$269K - $349K
|
4.48K
$462K
|
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
4.47K+ 82.15% |
$268K - $347K
|
9.9K
$1.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
4.34KNew |
$260K - $338K
|
4.34K
$448K
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
4.03K+ 88.85% |
$242K - $314K
|
8.57K
$884K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.33K+ 23.72% |
$200K - $259K
|
17.4K
$1.79M
|
|
|
Nov 09, 2022
Q3 2022
|
Times Square Capital Management, LLC
|
BUY
|
- |
3.3K+ 0.61% |
$198K - $257K
|
547K
$56.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
3.14K+ 33.98% |
$188K - $244K
|
12.4K
$1.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.09KNew |
$185K - $241K
|
3.09K
$319K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
3.09K+ 0.43% |
$185K - $241K
|
725K
$74.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.06K+ 0.93% |
$184K - $238K
|
331K
$34.1M
|
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.01KNew |
$181K - $234K
|
3.01K
$311K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.94KNew |
$176K - $229K
|
2.94K
$303K
|
|
|
Nov 14, 2022
Q3 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
2.86KNew |
$171K - $222K
|
2.86K
$295K
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.76K+ 71.21% |
$165K - $215K
|
6.64K
$685K
|
|
|
May 16, 2023
Q3 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
2.7K+ 75.0% |
$162K - $210K
|
6.3K
$650K
|
|
|
Oct 24, 2022
Q3 2022
|
Xponance, Inc.
|
BUY
|
- |
2.67KNew |
$160K - $208K
|
2.67K
$276K
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
2.67KNew |
$160K - $208K
|
2.67K
$276K
|
|
|
Nov 14, 2022
Q3 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
2.6KNew |
$156K - $202K
|
2.6K
$268K
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
2.59K+ 45.25% |
$155K - $201K
|
8.3K
$856K
|
|
|
Nov 10, 2022
Q3 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
2.5K+ 13.36% |
$150K - $194K
|
21.2K
$2.18M
|
|
|
Nov 14, 2022
Q3 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.96KNew |
$118K - $152K
|
1.96K
$202K
|
|
|
Nov 04, 2022
Q3 2022
|
George Kaiser Family Foundation
|
BUY
|
- |
1.95K+ 3.83% |
$117K - $151K
|
52.7K
$5.44M
|