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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
1.37K+ 36.75% |
$132K - $154K
|
5.09K
$539K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.35K+ 7.19% |
$130K - $152K
|
20.1K
$2.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Mqs Management LLC
|
BUY
|
- |
1.14K+ 37.96% |
$110K - $129K
|
4.15K
$440K
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
997+ 0.26% |
$96.2K - $112K
|
379K
$40.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
935+ 1.92% |
$90.2K - $105K
|
49.6K
$5.25M
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
868+ 3.68% |
$83.8K - $97.7K
|
24.4K
$2.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
867New |
$83.7K - $97.6K
|
867
$91.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
853+ 94.25% |
$82.3K - $96K
|
1.76K
$186K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
821+ 20.32% |
$79.2K - $92.4K
|
4.86K
$515K
|
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
797+ 3.19% |
$76.9K - $89.7K
|
25.8K
$2.73M
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
753New |
$72.7K - $84.7K
|
753
$79.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
682+ 15.91% |
$65.8K - $76.7K
|
4.97K
$526K
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
679+ 0.6% |
$65.5K - $76.4K
|
114K
$12.1M
|
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
606+ 14.17% |
$58.5K - $68.2K
|
4.88K
$517K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
602+ 0.2% |
$58.1K - $67.7K
|
303K
$32M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
600+ 26.93% |
$57.9K - $67.5K
|
2.83K
$299K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
563+ 8.41% |
$54.3K - $63.3K
|
7.26K
$768K
|
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
536New |
$51.7K - $60.3K
|
536
$56.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Strs Ohio
|
BUY
|
- |
500+ 9.43% |
$48.3K - $56.3K
|
5.8K
$614K
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Management LLC
New York, NY |
BUY
|
- |
500+ 16.67% |
$48.3K - $56.3K
|
3.5K
$371K
|
|
|
Nov 14, 2023
Q3 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
355+ 13.32% |
$34.3K - $39.9K
|
3.02K
$320K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
323+ 26.37% |
$31.2K - $36.3K
|
1.55K
$164K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
312+ 11.75% |
$30.1K - $35.1K
|
2.97K
$314K
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
296+ 8.42% |
$28.6K - $33.3K
|
3.81K
$404K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
285+ 2.06% |
$27.5K - $32.1K
|
14.1K
$1.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
267New |
$25.8K - $30K
|
267
$28.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
201+ 9.71% |
$19.4K - $22.6K
|
2.27K
$240K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
195+ 2.74% |
$18.8K - $21.9K
|
7.32K
$775K
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
186+ 0.97% |
$17.9K - $20.9K
|
19.4K
$2.06M
|
|
|
Nov 08, 2023
Q3 2023
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
181New |
$17.5K - $20.4K
|
181
$19.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
175+ 19.44% |
$16.9K - $19.7K
|
1.08K
$114K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
147+ 2.3% |
$14.2K - $16.5K
|
6.53K
$691K
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
143+ 5.35% |
$13.8K - $16.1K
|
2.82K
$298K
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
BUY
|
- |
139+ 3.29% |
$13.4K - $15.6K
|
4.37K
$462K
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
136+ 2.69% |
$13.1K - $15.3K
|
5.2K
$551K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
134New |
$12.9K - $15.1K
|
134
$14.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
123New |
$11.9K - $13.8K
|
123
$13K
|
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
95New |
$9.17K - $10.7K
|
95
$10.1K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
90+ 450.0% |
$8.69K - $10.1K
|
110
$11.6K
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
80+ 0.58% |
$7.72K - $9K
|
14K
$1.48M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
79+ 33.33% |
$7.62K - $8.89K
|
316
$33.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
79+ 33.33% |
$7.62K - $8.89K
|
316
$33.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
67+ 0.38% |
$6.47K - $7.54K
|
17.8K
$1.88M
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
62+ 0.84% |
$5.98K - $6.98K
|
7.46K
$789K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
61+ 56.48% |
$5.89K - $6.86K
|
169
$17.9K
|
|
|
Nov 01, 2023
Q3 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
49+ 1.58% |
$4.73K - $5.51K
|
3.15K
$333K
|
|
|
Nov 14, 2023
Q3 2023
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
44+ 0.11% |
$4.25K - $4.95K
|
39.9K
$4.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
43+ 0.18% |
$4.15K - $4.84K
|
24.5K
$2.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
40+ 0.12% |
$3.86K - $4.5K
|
33.1K
$3.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
32New |
$3.09K - $3.6K
|
32
$3.39K
|