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 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-137- 3.79% |
$13.2K - $15.4K
|
3.48K
$368K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-145- 4.22% |
$14K - $16.3K
|
3.29K
$348K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-161- 2.02% |
$15.5K - $18.1K
|
7.83K
$829K
|
|
|
Oct 20, 2023
Q3 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-172- 1.94% |
$16.6K - $19.4K
|
8.67K
$918K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
SELL
|
- |
-174- 7.29% |
$16.8K - $19.6K
|
2.21K
$234K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-180- 2.53% |
$17.4K - $20.3K
|
6.93K
$733K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-186- 5.88% |
$17.9K - $20.9K
|
2.98K
$315K
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-200- 2.86% |
$19.3K - $22.5K
|
6.8K
$720K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-201- 4.99% |
$19.4K - $22.6K
|
3.83K
$405K
|
|
|
Nov 14, 2023
Q3 2023
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-273- 7.91% |
$26.3K - $30.7K
|
3.18K
$336K
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-274- 5.48% |
$26.4K - $30.8K
|
4.73K
$500K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-345- 4.43% |
$33.3K - $38.8K
|
7.44K
$788K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-413- 9.3% |
$39.9K - $46.5K
|
4.03K
$426K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-417- 1.17% |
$40.2K - $46.9K
|
35.4K
$3.74M
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
SELL
|
- |
-427- 4.11% |
$41.2K - $48K
|
9.97K
$1.06M
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-430- 15.68% |
$41.5K - $48.4K
|
2.31K
$245K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-480- 40.71% |
$46.3K - $54K
|
699
$74K
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-546- 13.59% |
$52.7K - $61.4K
|
3.47K
$367K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-558- 4.81% |
$53.8K - $62.8K
|
11K
$1.17M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-577- 2.24% |
$55.7K - $64.9K
|
25.2K
$2.67M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-666- 11.53% |
$64.3K - $74.9K
|
5.11K
$541K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-695- 3.92% |
$67.1K - $78.2K
|
17K
$1.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-771- 20.34% |
$74.4K - $86.8K
|
3.02K
$320K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-890- 0.63% |
$85.9K - $100K
|
141K
$14.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-909- 0.81% |
$87.7K - $102K
|
111K
$11.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-916- 4.83% |
$88.4K - $103K
|
18.1K
$1.91M
|
|
|
Nov 06, 2023
Q3 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-921- 5.42% |
$88.9K - $104K
|
16.1K
$1.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.04K- 6.87% |
$100K - $117K
|
14.1K
$1.49M
|
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.11K- 3.98% |
$107K - $125K
|
26.7K
$2.83M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-1.5K- 2.51% |
$145K - $169K
|
58.3K
$6.17M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-1.58K- 22.23% |
$152K - $177K
|
5.52K
$584K
|
|
|
Nov 01, 2023
Q3 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-1.78K- 7.87% |
$172K - $201K
|
20.9K
$2.21M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.78K- 6.28% |
$172K - $201K
|
26.6K
$2.82M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.79K- 6.13% |
$173K - $202K
|
27.5K
$2.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.93K- 5.75% |
$186K - $217K
|
31.5K
$3.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-2.13K- 27.29% |
$205K - $240K
|
5.67K
$600K
|
|
|
Nov 14, 2023
Q3 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-2.3K- 16.05% |
$222K - $259K
|
12K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-3.7K- 52.11% |
$357K - $416K
|
3.4K
$360K
|
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-3.89K- 36.33% |
$375K - $437K
|
6.81K
$721K
|
|
|
Nov 07, 2023
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-3.89K- 36.33% |
$375K - $437K
|
6.81K
$721K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.44K- 4.88% |
$428K - $500K
|
86.6K
$9.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-4.64K- 20.16% |
$448K - $522K
|
18.4K
$1.95M
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-4.65K- 8.59% |
$448K - $523K
|
49.4K
$5.23M
|
|
|
Nov 14, 2023
Q3 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-4.97K- 8.34% |
$479K - $559K
|
54.6K
$5.78M
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-5.1K- 32.0% |
$492K - $574K
|
10.8K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-5.48K- 3.07% |
$529K - $617K
|
173K
$18.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-7.96K- 52.18% |
$768K - $896K
|
7.3K
$772K
|
|
|
Nov 13, 2023
Q3 2023
|
Numerai Gp LLC
San Francisco, CA |
SELL
|
- |
-12.3K- 16.14% |
$1.19M - $1.39M
|
64.1K
$6.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-12.8K- 1.59% |
$1.24M - $1.45M
|
793K
$84M
|
|
|
Oct 24, 2023
Q3 2023
|
Redwood Investments, LLC
|
SELL
|
- |
-13.2K- 6.91% |
$1.27M - $1.49M
|
178K
$18.8M
|