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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-203- 1.4% |
$14.3K - $16.3K
|
14.3K
$1.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-248- 3.61% |
$17.4K - $20K
|
6.61K
$682K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-359- 0.89% |
$25.2K - $28.9K
|
40.1K
$4.14M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-368- 4.14% |
$25.9K - $29.6K
|
8.52K
$879K
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-390- 12.47% |
$27.4K - $31.4K
|
2.74K
$282K
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-400- 0.42% |
$28.1K - $32.2K
|
94.6K
$9.76M
|
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-415- 2.82% |
$29.2K - $33.4K
|
14.3K
$1.48M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-431- 8.62% |
$30.3K - $34.7K
|
4.57K
$471K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-450- 8.83% |
$31.6K - $36.2K
|
4.65K
$479K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-453- 0.5% |
$31.8K - $36.5K
|
89.4K
$9.22M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-491- 70.04% |
$34.5K - $39.5K
|
210
$21.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-587- 13.41% |
$41.2K - $47.2K
|
3.79K
$391K
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-615- 12.92% |
$43.2K - $49.5K
|
4.15K
$428K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-645- 9.0% |
$45.3K - $51.9K
|
6.52K
$673K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-700- 97.22% |
$49.2K - $56.3K
|
20
$2.06K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-757- 14.79% |
$53.2K - $60.9K
|
4.36K
$450K
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-822- 14.7% |
$57.8K - $66.2K
|
4.77K
$492K
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-896- 1.26% |
$63K - $72.1K
|
70.4K
$7.26M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-1.01K- 8.68% |
$70.7K - $81K
|
10.6K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.04K- 5.27% |
$72.9K - $83.5K
|
18.6K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.17K- 2.65% |
$81.9K - $93.8K
|
42.9K
$4.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.2K- 9.64% |
$84.2K - $96.4K
|
11.2K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-1.24K- 28.56% |
$87.1K - $99.8K
|
3.1K
$320K
|
|
|
Nov 08, 2024
Q3 2024
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-1.28K- 20.41% |
$89.7K - $103K
|
4.98K
$514K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.29K- 73.36% |
$90.4K - $103K
|
467
$48.2K
|
|
|
Nov 14, 2024
Q3 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.36K- 2.87% |
$95.3K - $109K
|
46K
$4.74M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.39K- 12.09% |
$97.5K - $112K
|
10.1K
$1.04M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.4K- 20.62% |
$98.2K - $113K
|
5.38K
$555K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.66K- 6.78% |
$116K - $133K
|
22.8K
$2.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-1.68K- 30.4% |
$118K - $135K
|
3.84K
$396K
|
|
|
Oct 04, 2024
Q3 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-1.73K- 3.05% |
$121K - $139K
|
54.9K
$5.67M
|
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-1.84K- 8.46% |
$129K - $148K
|
19.9K
$2.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-2.13K- 31.25% |
$150K - $172K
|
4.69K
$484K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2.17K- 11.9% |
$153K - $175K
|
16.1K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-2.38K- 7.04% |
$167K - $191K
|
31.4K
$3.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.51K- 4.56% |
$177K - $202K
|
52.7K
$5.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.56K- 37.03% |
$180K - $206K
|
4.36K
$449K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.69K- 14.32% |
$189K - $216K
|
16.1K
$1.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.75K- 98.92% |
$193K - $221K
|
30
$3.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.97K- 64.84% |
$208K - $239K
|
1.61K
$166K
|
|
|
Nov 14, 2024
Q3 2024
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-2.98K- 7.9% |
$210K - $240K
|
34.8K
$3.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.21K- 14.12% |
$225K - $258K
|
19.5K
$2.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-3.59K- 37.86% |
$252K - $289K
|
5.9K
$608K
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-4.16K- 96.52% |
$292K - $335K
|
150
$15.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-4.64K- 16.81% |
$326K - $373K
|
23K
$2.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-4.65K- 6.23% |
$327K - $374K
|
70K
$7.22M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.77K- 5.77% |
$335K - $384K
|
77.9K
$8.04M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-5.54K- 39.69% |
$389K - $446K
|
8.42K
$869K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-5.71K- 25.18% |
$401K - $459K
|
17K
$1.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6K- 29.97% |
$421K - $482K
|
14K
$1.45M
|