Purchases and Sales Made in Q4 2022 in Workiva Inc (WK)
This table provides information about the institutional ownership of Workiva Inc (WK) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
5.86K+ 9.62% |
$391K - $501K
|
66.7K
$5.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.23K+ 7.98% |
$349K - $447K
|
70.7K
$6.31M
|
|
|
Feb 09, 2023
Q4 2022
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
5.09KNew |
$339K - $435K
|
5.09K
$454K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.08KNew |
$339K - $434K
|
5.08K
$453K
|
|
|
Feb 06, 2023
Q4 2022
|
Td Asset Management Inc
|
BUY
|
- |
4.84K+ 12.65% |
$323K - $414K
|
43.1K
$3.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Dc Investments Management, LLC
Mclean, VA |
BUY
|
- |
4.56KNew |
$304K - $390K
|
4.56K
$407K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
4.29K+ 5.84% |
$286K - $366K
|
77.7K
$6.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.28K+ 2.91% |
$285K - $365K
|
151K
$13.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
4.23K+ 18.03% |
$282K - $361K
|
27.7K
$2.47M
|
|
|
Feb 10, 2023
Q4 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
4.1K+ 5.24% |
$273K - $350K
|
82.2K
$7.35M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.04K+ 33.08% |
$269K - $345K
|
16.2K
$1.45M
|
|
|
Apr 01, 2024
Q4 2022
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
3.82K+ 26.73% |
$254K - $326K
|
18.1K
$1.62M
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Advisors LLC
|
BUY
|
- |
3.76KNew |
$250K - $321K
|
3.76K
$335K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.55K+ 3.08% |
$237K - $304K
|
119K
$10.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
3.45K+ 27.87% |
$230K - $295K
|
15.8K
$1.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.17KNew |
$211K - $271K
|
3.17K
$283K
|
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.16K+ 66.02% |
$210K - $270K
|
7.93K
$709K
|
|
|
Apr 04, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
3.07KNew |
$205K - $263K
|
3.07K
$274K
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.99KNew |
$199K - $255K
|
2.99K
$267K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.88KNew |
$192K - $246K
|
2.88K
$257K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.87KNew |
$191K - $245K
|
2.87K
$256K
|
|
|
Feb 09, 2023
Q4 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
2.78KNew |
$185K - $237K
|
2.78K
$248K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.67KNew |
$178K - $228K
|
2.67K
$239K
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.66KNew |
$177K - $227K
|
2.66K
$237K
|
|
|
Feb 08, 2023
Q4 2022
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
2.6K+ 2.4% |
$173K - $222K
|
111K
$9.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.46KNew |
$164K - $210K
|
2.46K
$219K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.39KNew |
$159K - $204K
|
2.39K
$213K
|
|
|
Feb 09, 2023
Q4 2022
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
2.19K+ 1.19% |
$146K - $187K
|
186K
$16.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.12K+ 12.14% |
$141K - $181K
|
19.6K
$1.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
2.12K+ 5.38% |
$141K - $181K
|
41.4K
$3.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
2.1KNew |
$140K - $179K
|
2.1K
$188K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.02K+ 104.88% |
$135K - $173K
|
3.95K
$353K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.98K+ 64.12% |
$132K - $170K
|
5.08K
$454K
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.96K+ 0.27% |
$131K - $168K
|
730K
$65.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.94K+ 4.35% |
$129K - $166K
|
46.5K
$4.16M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.6KNew |
$107K - $137K
|
1.6K
$143K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.6KNew |
$107K - $137K
|
1.6K
$143K
|
|
|
Feb 10, 2023
Q4 2022
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
1.49K+ 4.27% |
$99.6K - $128K
|
36.4K
$3.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
1.4K+ 1.17% |
$93.6K - $120K
|
121K
$10.8M
|
|
|
May 17, 2023
Q4 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
1.4K+ 22.22% |
$93.4K - $120K
|
7.7K
$688K
|
|
|
Jan 26, 2023
Q4 2022
|
Strs Ohio
|
BUY
|
- |
1.3K+ 46.43% |
$86.7K - $111K
|
4.1K
$366K
|
|
|
Feb 01, 2023
Q4 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
996+ 16.51% |
$66.4K - $85.1K
|
7.03K
$628K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
934New |
$62.3K - $79.8K
|
934
$83.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
900+ 22.59% |
$60K - $76.9K
|
4.88K
$436K
|
|
|
Feb 14, 2023
Q4 2022
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
869+ 1.49% |
$58K - $74.3K
|
59.1K
$5.28M
|
|
|
Feb 02, 2023
Q4 2022
|
Pro Share Advisors LLC
|
BUY
|
- |
639+ 9.05% |
$42.6K - $54.6K
|
7.7K
$688K
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
606+ 14.17% |
$40.4K - $51.8K
|
4.88K
$436K
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
549+ 4.41% |
$36.6K - $46.9K
|
13K
$1.16M
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
511+ 0.88% |
$34.1K - $43.7K
|
58.8K
$5.25M
|
|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
446+ 17.33% |
$29.7K - $38.1K
|
3.02K
$270K
|