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
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.88KNew |
$113K - $146K
|
1.88K
$189K
|
|
|
Nov 14, 2022
Q3 2022
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.88KNew |
$113K - $146K
|
1.88K
$189K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.83K+ 21.49% |
$110K - $142K
|
10.3K
$1.04M
|
|
|
Nov 07, 2022
Q3 2022
|
Td Asset Management Inc
|
BUY
|
- |
1.69K+ 4.63% |
$102K - $132K
|
38.3K
$3.84M
|
|
|
Nov 02, 2022
Q3 2022
|
Victory Capital Management Inc
|
BUY
|
- |
1.57K+ 42.97% |
$94.2K - $122K
|
5.23K
$525K
|
|
|
Oct 18, 2022
Q3 2022
|
Moody Aldrich Partners LLC
|
BUY
|
- |
1.1K+ 1.75% |
$65.9K - $85.6K
|
64K
$6.43M
|
|
|
May 10, 2024
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
996+ 4.02% |
$59.7K - $77.5K
|
25.8K
$2.59M
|
|
|
Mar 22, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
996+ 4.02% |
$59.7K - $77.5K
|
25.8K
$2.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
996+ 4.02% |
$59.7K - $77.5K
|
25.8K
$2.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
989+ 21.76% |
$59.3K - $76.9K
|
5.54K
$556K
|
|
|
Nov 09, 2022
Q3 2022
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
900+ 0.84% |
$54K - $70K
|
109K
$10.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
881+ 84.23% |
$52.8K - $68.5K
|
1.93K
$194K
|
|
|
Nov 04, 2022
Q3 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
855+ 27.33% |
$51.3K - $66.5K
|
3.98K
$400K
|
|
|
Jun 14, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
779+ 3.12% |
$46.7K - $60.6K
|
25.8K
$2.59M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
743+ 4.45% |
$44.5K - $57.8K
|
17.4K
$1.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
521+ 1.34% |
$31.2K - $40.5K
|
39.3K
$3.95M
|
|
|
Nov 03, 2022
Q3 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
500+ 15.15% |
$30K - $38.9K
|
3.8K
$382K
|
|
|
Oct 31, 2022
Q3 2022
|
Hardy Reed LLC
|
BUY
|
- |
443+ 14.09% |
$26.6K - $34.5K
|
3.59K
$360K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
430+ 0.99% |
$25.8K - $33.5K
|
43.9K
$4.41M
|
|
|
Oct 31, 2022
Q3 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
425New |
$25.5K - $33.1K
|
425
$42.7K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
374+ 11.49% |
$22.4K - $29.1K
|
3.63K
$365K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
343+ 75.72% |
$20.6K - $26.7K
|
796
$80K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
339+ 7.66% |
$20.3K - $26.4K
|
4.76K
$479K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
335+ 26.57% |
$20.1K - $26.1K
|
1.6K
$160K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
322New |
$19.3K - $25.1K
|
322
$32.4K
|
|
|
Nov 14, 2022
Q3 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
319+ 1.43% |
$19.1K - $24.8K
|
22.6K
$2.27M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
309+ 20.14% |
$18.5K - $24K
|
1.84K
$185K
|
|
|
Jun 14, 2023
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
302+ 11.74% |
$18.1K - $23.5K
|
2.88K
$289K
|
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
255+ 6.65% |
$15.3K - $19.8K
|
4.09K
$411K
|
|
|
Nov 01, 2022
Q3 2022
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
241+ 10.19% |
$14.4K - $18.7K
|
2.61K
$262K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
227+ 2.27% |
$13.6K - $17.7K
|
10.2K
$1.03M
|
|
|
Nov 09, 2022
Q3 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
183+ 2.43% |
$11K - $14.2K
|
7.72K
$775K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
181New |
$10.9K - $14.1K
|
181
$18.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
169+ 86.67% |
$10.1K - $13.1K
|
364
$36.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
162+ 4.53% |
$9.71K - $12.6K
|
3.74K
$376K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
143+ 18.62% |
$8.57K - $11.1K
|
911
$91.5K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
119+ 6.43% |
$7.13K - $9.26K
|
1.97K
$198K
|
|
|
Oct 11, 2022
Q3 2022
|
Steph & CO
|
BUY
|
- |
116+ 3.54% |
$6.95K - $9.02K
|
3.4K
$341K
|
|
|
Apr 01, 2024
Q3 2022
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
104+ 0.73% |
$6.23K - $8.09K
|
14.3K
$1.43M
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
88+ 118.92% |
$5.28K - $6.85K
|
162
$16.3K
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
67New |
$4.02K - $5.21K
|
67
$6.73K
|
|
|
Nov 07, 2022
Q3 2022
|
Arizona State Retirement System
|
BUY
|
- |
65+ 0.53% |
$3.9K - $5.06K
|
12.4K
$1.25M
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
64New |
$3.84K - $4.98K
|
64
$6.43K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
61+ 762.5% |
$3.66K - $4.75K
|
69
$6.93K
|
|
|
Oct 07, 2022
Q3 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
47+ 1.1% |
$2.82K - $3.66K
|
4.33K
$435K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
44New |
$2.64K - $3.42K
|
44
$4.42K
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
40+ 0.05% |
$2.4K - $3.11K
|
73.4K
$7.38M
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
35+ 500.0% |
$2.1K - $2.72K
|
42
$4.22K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
33+ 0.1% |
$1.98K - $2.57K
|
33.8K
$3.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
33+ 86.84% |
$1.98K - $2.57K
|
71
$7.13K
|