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 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
30+ 1.34% |
$2.9K - $3.38K
|
2.28K
$241K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
29+ 4.84% |
$2.8K - $3.26K
|
628
$66.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
25+ 0.38% |
$2.41K - $2.81K
|
6.68K
$707K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
22New |
$2.12K - $2.48K
|
22
$2.33K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
22New |
$2.12K - $2.48K
|
22
$2.33K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
20New |
$1.93K - $2.25K
|
20
$2.12K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16+ 0.08% |
$1.54K - $1.8K
|
19K
$2.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
15+ 0.75% |
$1.45K - $1.69K
|
2.02K
$213K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14+ 0.55% |
$1.35K - $1.58K
|
2.57K
$272K
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9+ 0.37% |
$869 - $1.01K
|
2.47K
$261K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
8New |
$772 - $900
|
8
$847
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
7+ 12.5% |
$676 - $788
|
63
$6.67K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5+ 3.52% |
$483 - $563
|
147
$15.6K
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
5+ 0.11% |
$483 - $563
|
4.53K
$480K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5New |
$483 - $563
|
5
$529
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1- 11.11% |
$96.5 - $113
|
8
$847
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1- 10.0% |
$96.5 - $113
|
9
$953
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 1.09% |
$96.5 - $113
|
91
$9.63K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4- 0.42% |
$386 - $450
|
959
$102K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5- 20.83% |
$483 - $563
|
19
$2.01K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-6- 3.43% |
$579 - $675
|
169
$17.9K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-7- 13.21% |
$676 - $788
|
46
$4.87K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-10- 0.49% |
$965 - $1.13K
|
2.02K
$214K
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-10- 8.26% |
$965 - $1.13K
|
111
$11.8K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-11- 14.67% |
$1.06K - $1.24K
|
64
$6.78K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-11- 0.15% |
$1.06K - $1.24K
|
7.19K
$761K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-15- 30.0% |
$1.45K - $1.69K
|
35
$3.71K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-18- 0.72% |
$1.74K - $2.03K
|
2.5K
$265K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-20- 1.27% |
$1.93K - $2.25K
|
1.55K
$164K
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-22- 0.25% |
$2.12K - $2.48K
|
8.66K
$917K
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-26- 12.26% |
$2.51K - $2.93K
|
186
$19.7K
|
|
|
Apr 01, 2024
Q3 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-26- 0.14% |
$2.51K - $2.93K
|
18K
$1.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-32- 14.16% |
$3.09K - $3.6K
|
194
$20.5K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-40- 0.83% |
$3.86K - $4.5K
|
4.8K
$508K
|
|
|
Oct 26, 2023
Q3 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-40- 0.57% |
$3.86K - $4.5K
|
6.94K
$734K
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-43- 1.81% |
$4.15K - $4.84K
|
2.33K
$246K
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-43- 1.57% |
$4.15K - $4.84K
|
2.7K
$286K
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-49- 0.09% |
$4.73K - $5.51K
|
57.1K
$6.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-50- 1.99% |
$4.83K - $5.63K
|
2.46K
$261K
|
|
|
Nov 06, 2023
Q3 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-53- 0.29% |
$5.11K - $5.96K
|
18.4K
$1.95M
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-57- 3.3% |
$5.5K - $6.41K
|
1.67K
$177K
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-66- 0.1% |
$6.37K - $7.43K
|
66.5K
$7.04M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-72- 2.5% |
$6.95K - $8.1K
|
2.81K
$297K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-74- 2.4% |
$7.14K - $8.33K
|
3.01K
$319K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-80- 30.53% |
$7.72K - $9K
|
182
$19.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-87- 1.57% |
$8.4K - $9.79K
|
5.46K
$578K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-94- 4.24% |
$9.07K - $10.6K
|
2.13K
$225K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-115- 95.83% |
$11.1K - $12.9K
|
5
$529
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-120- 0.28% |
$11.6K - $13.5K
|
43.4K
$4.59M
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
SELL
|
- |
-129- 3.25% |
$12.4K - $14.5K
|
3.84K
$406K
|