Purchases and Sales Made in Q3 2024 in Workiva Inc (WK)
This table provides information about the institutional ownership of Workiva Inc (WK) during Q3 2024. 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 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
88+ 98.88% |
$6.18K - $7.08K
|
177
$18.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
77+ 9.02% |
$5.41K - $6.2K
|
931
$96.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
75+ 0.38% |
$5.27K - $6.04K
|
19.6K
$2.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
71+ 2.57% |
$4.99K - $5.71K
|
2.83K
$292K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
69+ 76.67% |
$4.85K - $5.55K
|
159
$16.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
52New |
$3.65K - $4.18K
|
52
$5.37K
|
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
51New |
$3.58K - $4.1K
|
51
$5.26K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
49+ 2.91% |
$3.44K - $3.94K
|
1.74K
$179K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
49+ 8.01% |
$3.44K - $3.94K
|
661
$68.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
46New |
$3.23K - $3.7K
|
46
$4.75K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
42+ 0.93% |
$2.95K - $3.38K
|
4.55K
$469K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
40New |
$2.81K - $3.22K
|
40
$4.13K
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
BUY
|
- |
38+ 1.11% |
$2.67K - $3.06K
|
3.46K
$357K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
30+ 150.0% |
$2.11K - $2.41K
|
50
$5.16K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
28New |
$1.97K - $2.25K
|
28
$2.89K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
20+ 133.33% |
$1.41K - $1.61K
|
35
$3.61K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20New |
$1.41K - $1.61K
|
20
$2.06K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19+ 2.63% |
$1.33K - $1.53K
|
742
$76.6K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
12New |
$843 - $966
|
12
$1.24K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
11+ 0.13% |
$773 - $885
|
8.53K
$880K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4+ 200.0% |
$281 - $322
|
6
$619
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2+ 9.09% |
$141 - $161
|
24
$2.48K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1- 0.53% |
$70.3 - $80.5
|
189
$19.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-4- 8.16% |
$281 - $322
|
45
$4.64K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6- 21.43% |
$422 - $483
|
22
$2.27K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6- 23.08% |
$422 - $483
|
20
$2.06K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-7- 6.03% |
$492 - $563
|
109
$11.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-8- 0.03% |
$562 - $644
|
29.8K
$3.08M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-11- 0.17% |
$773 - $885
|
6.3K
$650K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-16- 24.24% |
$1.12K - $1.29K
|
50
$5.16K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16- 10.74% |
$1.12K - $1.29K
|
133
$13.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-18- 2.21% |
$1.26K - $1.45K
|
796
$82.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-19- 30.16% |
$1.33K - $1.53K
|
44
$4.54K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-24- 85.71% |
$1.69K - $1.93K
|
4
$413
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-40- 49.38% |
$2.81K - $3.22K
|
41
$4.23K
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-56- 0.9% |
$3.93K - $4.51K
|
6.2K
$639K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-58- 1.42% |
$4.08K - $4.67K
|
4.01K
$414K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-58- 6.96% |
$4.08K - $4.67K
|
775
$80K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-59- 1.05% |
$4.15K - $4.75K
|
5.57K
$575K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-60- 2.02% |
$4.22K - $4.83K
|
2.91K
$300K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-67- 2.7% |
$4.71K - $5.39K
|
2.41K
$249K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-85- 80.19% |
$5.97K - $6.84K
|
21
$2.17K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-88- 59.06% |
$6.18K - $7.08K
|
61
$6.29K
|
|
|
Nov 14, 2024
Q3 2024
|
Alamar Capital Management, LLC
|
SELL
|
- |
-90- 0.18% |
$6.32K - $7.24K
|
50.3K
$5.19M
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-102- 5.4% |
$7.17K - $8.21K
|
1.79K
$184K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-107- 7.42% |
$7.52K - $8.61K
|
1.34K
$138K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-120- 2.94% |
$8.43K - $9.66K
|
3.96K
$408K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-123- 86.62% |
$8.64K - $9.9K
|
19
$1.96K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-130- 73.86% |
$9.13K - $10.5K
|
46
$4.75K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-141- 0.45% |
$9.91K - $11.3K
|
31K
$3.19M
|