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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
442+ 11.06% |
$29.5K - $37.8K
|
4.44K
$295K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
396New |
$26.4K - $33.8K
|
396
$26.3K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
365+ 8.92% |
$24.3K - $31.2K
|
4.46K
$296K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
339New |
$22.6K - $29K
|
339
$22.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
256+ 0.04% |
$17.1K - $21.9K
|
573K
$38.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
215+ 0.86% |
$14.3K - $18.4K
|
25.3K
$1.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
203New |
$13.5K - $17.4K
|
203
$13.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
183+ 3.96% |
$12.2K - $15.6K
|
4.8K
$319K
|
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
169New |
$11.3K - $14.4K
|
169
$11.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
160+ 20.1% |
$10.7K - $13.7K
|
956
$63.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
148New |
$9.87K - $12.6K
|
148
$9.84K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
147New |
$9.8K - $12.6K
|
147
$9.77K
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
146+ 0.77% |
$9.74K - $12.5K
|
19.1K
$1.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
146+ 0.77% |
$9.74K - $12.5K
|
19.1K
$1.27M
|
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
144+ 5.01% |
$9.6K - $12.3K
|
3.02K
$201K
|
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
144+ 5.01% |
$9.6K - $12.3K
|
3.02K
$201K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
140+ 5.57% |
$9.34K - $12K
|
2.65K
$176K
|
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
127New |
$8.47K - $10.9K
|
127
$8.44K
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
127+ 1.65% |
$8.47K - $10.9K
|
7.84K
$521K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
126+ 13.83% |
$8.4K - $10.8K
|
1.04K
$68.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
125+ 1.76% |
$8.34K - $10.7K
|
7.22K
$480K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
108New |
$7.2K - $9.23K
|
108
$7.18K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
103+ 77.44% |
$6.87K - $8.8K
|
236
$15.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
100New |
$6.67K - $8.55K
|
100
$6.65K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
67+ 47.18% |
$4.47K - $5.73K
|
209
$13.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
67+ 0.81% |
$4.47K - $5.73K
|
8.33K
$554K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
64+ 0.49% |
$4.27K - $5.47K
|
13.1K
$868K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
58New |
$3.87K - $4.96K
|
58
$3.86K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
52New |
$3.47K - $4.44K
|
52
$3.46K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
50+ 98.04% |
$3.34K - $4.27K
|
101
$6.71K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
50New |
$3.34K - $4.27K
|
50
$3.32K
|
|
|
Jan 23, 2023
Q4 2022
|
Xponance, Inc.
|
BUY
|
- |
50+ 1.87% |
$3.34K - $4.27K
|
2.72K
$181K
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
46+ 0.89% |
$3.07K - $3.93K
|
5.22K
$347K
|
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
BUY
|
- |
41+ 0.98% |
$2.73K - $3.5K
|
4.23K
$281K
|
|
|
Feb 10, 2023
Q4 2022
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
37+ 52.11% |
$2.47K - $3.16K
|
108
$7.18K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
34New |
$2.27K - $2.91K
|
34
$2.26K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
33New |
$2.2K - $2.82K
|
33
$2.19K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
28+ 0.95% |
$1.87K - $2.39K
|
2.97K
$197K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26+ 520.0% |
$1.73K - $2.22K
|
31
$2.06K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
20New |
$1.33K - $1.71K
|
20
$1.33K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
19+ 48.72% |
$1.27K - $1.62K
|
58
$3.86K
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
16+ 0.36% |
$1.07K - $1.37K
|
4.52K
$300K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
14New |
$934 - $1.2K
|
14
$931
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
14+ 2.39% |
$934 - $1.2K
|
601
$39.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
13New |
$867 - $1.11K
|
13
$864
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
11New |
$734 - $940
|
11
$731
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
10+ 22.73% |
$667 - $855
|
54
$3.59K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
10+ 31.25% |
$667 - $855
|
42
$2.79K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10New |
$667 - $855
|
10
$665
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
10New |
$667 - $855
|
10
$665
|