Purchases and Sales Made in Q3 2023 in Workiva Inc (WK)
This table provides information about the institutional ownership of Workiva Inc (WK) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
14.8KNew |
$1.43M - $1.67M
|
14.8K
$1.57M
|
|
Nov 14, 2023
Q3 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
14.8K+ 270.7% |
$1.43M - $1.67M
|
20.3K
$2.15M
|
|
Nov 14, 2023
Q3 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
13.4K+ 665.29% |
$1.29M - $1.51M
|
15.4K
$1.63M
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
12.5K+ 1.17% |
$1.2M - $1.4M
|
1.08M
$114M
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.8KNew |
$1.04M - $1.22M
|
10.8K
$1.14M
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
10.3K+ 9.13% |
$992K - $1.16M
|
123K
$13M
|
|
Nov 13, 2023
Q3 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
10.1KNew |
$972K - $1.13M
|
10.1K
$1.07M
|
|
Nov 14, 2023
Q3 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
9.88KNew |
$953K - $1.11M
|
9.88K
$1.05M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.53KNew |
$920K - $1.07M
|
9.53K
$1.01M
|
|
Nov 14, 2023
Q3 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
9.34K+ 73.94% |
$901K - $1.05M
|
22K
$2.33M
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
7.94KNew |
$766K - $894K
|
7.94K
$841K
|
|
Nov 13, 2023
Q3 2023
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
7.93KNew |
$765K - $892K
|
7.93K
$839K
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
7.84KNew |
$756K - $882K
|
7.84K
$830K
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
6.97K+ 35.04% |
$672K - $784K
|
26.8K
$2.84M
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
6.93K+ 1.75% |
$668K - $779K
|
402K
$42.6M
|
|
Nov 13, 2023
Q3 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
6.6KNew |
$637K - $743K
|
6.6K
$699K
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
6.59K+ 116.59% |
$635K - $741K
|
12.2K
$1.29M
|
|
Nov 15, 2023
Q3 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
6.37KNew |
$614K - $716K
|
6.37K
$674K
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.22K+ 29.79% |
$600K - $700K
|
27.1K
$2.87M
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
6.04K+ 9.54% |
$583K - $680K
|
69.4K
$7.34M
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
6KNew |
$579K - $675K
|
6K
$635K
|
|
Nov 14, 2023
Q3 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
5.89KNew |
$569K - $663K
|
5.89K
$624K
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
5.71KNew |
$551K - $643K
|
5.71K
$605K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.85K+ 40.96% |
$468K - $546K
|
16.7K
$1.77M
|
|
Oct 12, 2023
Q3 2023
|
Legato Capital Management LLC
|
BUY
|
- |
4.42KNew |
$426K - $497K
|
4.42K
$467K
|
|
Nov 14, 2023
Q3 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
4.31K+ 63.6% |
$416K - $485K
|
11.1K
$1.17M
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
4.22K+ 6.08% |
$407K - $474K
|
73.6K
$7.79M
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
4.16K+ 1116.94% |
$401K - $468K
|
4.53K
$479K
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
3.75K+ 27.46% |
$362K - $422K
|
17.4K
$1.84M
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
3.6KNew |
$347K - $405K
|
3.6K
$381K
|
|
Nov 14, 2023
Q3 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
3.57K+ 88.92% |
$345K - $402K
|
7.59K
$804K
|
|
Nov 13, 2023
Q3 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
3.52KNew |
$340K - $397K
|
3.52K
$373K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.45KNew |
$333K - $388K
|
3.45K
$365K
|
|
Nov 13, 2023
Q3 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
3.29K+ 6.45% |
$317K - $370K
|
54.3K
$5.74M
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
2.86KNew |
$276K - $322K
|
2.86K
$303K
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.81KNew |
$271K - $316K
|
2.81K
$297K
|
|
Nov 07, 2023
Q3 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
2.78KNew |
$268K - $312K
|
2.78K
$294K
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.52K+ 19.56% |
$243K - $283K
|
15.4K
$1.63M
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.37K+ 2.14% |
$228K - $266K
|
113K
$12M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.2K+ 2.14% |
$212K - $247K
|
105K
$11.1M
|
|
Nov 07, 2023
Q3 2023
|
Moody Aldrich Partners LLC
|
BUY
|
- |
2.18K+ 3.6% |
$210K - $245K
|
62.5K
$6.62M
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.13K+ 24.27% |
$205K - $239K
|
10.9K
$1.15M
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.11K+ 0.36% |
$204K - $237K
|
594K
$62.9M
|
|
Nov 02, 2023
Q3 2023
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
1.89K+ 2.13% |
$182K - $212K
|
90.6K
$9.59M
|
|
Nov 08, 2023
Q3 2023
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
1.8K+ 1.68% |
$174K - $203K
|
109K
$11.5M
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.59KNew |
$154K - $179K
|
1.59K
$169K
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.53K+ 261.26% |
$148K - $172K
|
2.12K
$224K
|
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.53K+ 3.28% |
$147K - $172K
|
48.1K
$5.1M
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.39K+ 16.26% |
$134K - $156K
|
9.93K
$1.05M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.37K+ 42.21% |
$133K - $155K
|
4.63K
$490K
|