Purchases and Sales Made in Q4 2021 in Workiva Inc (WK)
This table provides information about the institutional ownership of Workiva Inc (WK) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
64New |
$8.06K - $10.3K
|
64
$6.43K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
61+ 3.57% |
$7.68K - $9.81K
|
1.77K
$178K
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
59+ 0.11% |
$7.43K - $9.49K
|
53.1K
$5.34M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
59New |
$7.43K - $9.49K
|
59
$5.93K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
59New |
$7.43K - $9.49K
|
59
$5.93K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
58+ 1.26% |
$7.31K - $9.33K
|
4.68K
$470K
|
|
|
Feb 09, 2022
Q4 2021
|
Hanseatic Management Services Inc
|
BUY
|
- |
56+ 1.41% |
$7.05K - $9.01K
|
4.03K
$405K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
51+ 29.65% |
$6.42K - $8.2K
|
223
$22.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
43+ 8.7% |
$5.42K - $6.92K
|
537
$54K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
42+ 2.13% |
$5.29K - $6.76K
|
2.02K
$203K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
40+ 800.0% |
$5.04K - $6.43K
|
45
$4.52K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
26New |
$3.27K - $4.18K
|
26
$2.61K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
23+ 0.33% |
$2.9K - $3.7K
|
7.09K
$712K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
22New |
$2.77K - $3.54K
|
22
$2.21K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
22New |
$2.77K - $3.54K
|
22
$2.21K
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
20New |
$2.52K - $3.22K
|
20
$2.01K
|
|
|
Feb 10, 2022
Q4 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
14+ 0.53% |
$1.76K - $2.25K
|
2.65K
$266K
|
|
|
Jan 31, 2022
Q4 2021
|
Xponance, Inc.
|
BUY
|
- |
12+ 0.59% |
$1.51K - $1.93K
|
2.04K
$205K
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
10New |
$1.26K - $1.61K
|
10
$1K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
10New |
$1.26K - $1.61K
|
10
$1K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9+ 2.35% |
$1.13K - $1.45K
|
392
$39.4K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
9+ 9.68% |
$1.13K - $1.45K
|
102
$10.2K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
6New |
$756 - $965
|
6
$603
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
6+ 7.89% |
$756 - $965
|
82
$8.24K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
5New |
$630 - $804
|
5
$502
|
|
|
Feb 02, 2022
Q4 2021
|
Foster Group, Inc.
|
BUY
|
- |
5+ 0.12% |
$630 - $804
|
4.16K
$418K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
4New |
$504 - $643
|
4
$402
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
4New |
$504 - $643
|
4
$402
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
4New |
$504 - $643
|
4
$402
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
1+ 0.34% |
$126 - $161
|
298
$29.9K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-6Closed |
$756 - $965
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7- 13.46% |
$882 - $1.13K
|
45
$4.52K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10- 0.39% |
$1.26K - $1.61K
|
2.55K
$256K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-10- 13.51% |
$1.26K - $1.61K
|
64
$6.43K
|
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-14- 7.18% |
$1.76K - $2.25K
|
181
$18.2K
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-31- 1.69% |
$3.9K - $4.99K
|
1.8K
$181K
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-41- 50.0% |
$5.16K - $6.59K
|
41
$4.12K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-42- 0.64% |
$5.29K - $6.76K
|
6.54K
$657K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-50- 1.15% |
$6.3K - $8.04K
|
4.29K
$431K
|
|
|
Feb 15, 2022
Q4 2021
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-81- 1.06% |
$10.2K - $13K
|
7.54K
$757K
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-83Closed |
$10.5K - $13.4K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-94- 8.79% |
$11.8K - $15.1K
|
976
$98.1K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-98- 12.41% |
$12.3K - $15.8K
|
692
$69.5K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-105- 0.3% |
$13.2K - $16.9K
|
34.8K
$3.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-107- 0.8% |
$13.5K - $17.2K
|
13.3K
$1.34M
|
|
|
Feb 03, 2022
Q4 2021
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-120- 7.5% |
$15.1K - $19.3K
|
1.48K
$149K
|
|
|
Feb 11, 2022
Q4 2021
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-142- 0.25% |
$17.9K - $22.8K
|
55.7K
$5.6M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-166- 10.07% |
$20.9K - $26.7K
|
1.48K
$149K
|
|
|
Feb 11, 2022
Q4 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-207- 55.65% |
$26.1K - $33.3K
|
165
$16.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-212- 1.99% |
$26.7K - $34.1K
|
10.5K
$1.05M
|