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 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4+ 2.29% |
$267 - $342
|
179
$16K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
4New |
$267 - $342
|
4
$357
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 0.15% |
$200 - $256
|
1.97K
$176K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
3New |
$200 - $256
|
3
$268
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 7.69% |
$133 - $171
|
28
$2.5K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
2+ 11.11% |
$133 - $171
|
20
$1.79K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 2.15% |
$133 - $171
|
91
$8.13K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-6- 0.12% |
$400 - $513
|
4.86K
$434K
|
|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-7- 0.42% |
$467 - $598
|
1.66K
$149K
|
|
|
Jan 26, 2023
Q4 2022
|
Steph & CO
|
SELL
|
- |
-9- 0.27% |
$600 - $769
|
3.39K
$302K
|
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-9- 3.52% |
$600 - $769
|
247
$22.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-10- 1.15% |
$667 - $855
|
858
$76.6K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-11- 15.94% |
$734 - $940
|
58
$5.18K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12- 0.03% |
$800 - $1.03K
|
43.9K
$3.92M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-13- 21.67% |
$867 - $1.11K
|
47
$4.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-27- 64.29% |
$1.8K - $2.31K
|
15
$1.34K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-28- 1.8% |
$1.87K - $2.39K
|
1.53K
$136K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-33- 0.51% |
$2.2K - $2.82K
|
6.42K
$573K
|
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-49- 0.94% |
$3.27K - $4.19K
|
5.18K
$462K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-68- 17.39% |
$4.54K - $5.81K
|
323
$28.8K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-77- 2.88% |
$5.14K - $6.58K
|
2.6K
$232K
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-82- 0.36% |
$5.47K - $7.01K
|
22.6K
$2.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-100- 3.85% |
$6.67K - $8.55K
|
2.5K
$223K
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100- 7.27% |
$6.67K - $8.55K
|
1.28K
$114K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-102- 5.53% |
$6.8K - $8.72K
|
1.74K
$155K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-110- 67.9% |
$7.34K - $9.4K
|
52
$4.64K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-148- 71.84% |
$9.87K - $12.6K
|
58
$5.18K
|
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
SELL
|
- |
-149- 1.27% |
$9.94K - $12.7K
|
11.6K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Harvest Management LLC
New York, NY |
SELL
|
- |
-150- 1.88% |
$10K - $12.8K
|
7.85K
$701K
|
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-157- 3.63% |
$10.5K - $13.4K
|
4.17K
$373K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-202- 4.69% |
$13.5K - $17.3K
|
4.11K
$367K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-205- 2.47% |
$13.7K - $17.5K
|
8.09K
$723K
|
|
|
Jan 31, 2023
Q4 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-242- 1.14% |
$16.1K - $20.7K
|
20.9K
$1.87M
|
|
|
Jan 31, 2023
Q4 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-284- 0.5% |
$18.9K - $24.3K
|
56.2K
$5.02M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-316- 7.05% |
$21.1K - $27K
|
4.16K
$372K
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-323- 1.62% |
$21.5K - $27.6K
|
19.7K
$1.76M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-335- 0.33% |
$22.3K - $28.6K
|
101K
$9.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-346- 0.24% |
$23.1K - $29.6K
|
142K
$12.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-348- 13.35% |
$23.2K - $29.7K
|
2.26K
$202K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-451- 6.8% |
$30.1K - $38.5K
|
6.19K
$552K
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-506- 7.23% |
$33.8K - $43.2K
|
6.49K
$580K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-520- 12.71% |
$34.7K - $44.4K
|
3.57K
$319K
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-532- 1.48% |
$35.5K - $45.5K
|
35.4K
$3.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-596- 3.5% |
$39.8K - $50.9K
|
16.4K
$1.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-608- 5.89% |
$40.6K - $52K
|
9.72K
$868K
|
|
|
Jan 13, 2023
Q4 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-630- 1.02% |
$42K - $53.8K
|
60.9K
$5.44M
|
|
|
Mar 22, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-779- 3.02% |
$52K - $66.6K
|
25K
$2.23M
|
|
|
Feb 15, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-779- 3.02% |
$52K - $66.6K
|
25K
$2.23M
|
|
|
May 10, 2024
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-779- 3.02% |
$52K - $66.6K
|
25K
$2.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-803- 9.38% |
$53.6K - $68.6K
|
7.76K
$693K
|