Purchases and Sales Made in Q4 2023 in Workiva Inc (WK)
This table provides information about the institutional ownership of Workiva Inc (WK) during Q4 2023. 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, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
9.04K+ 56.2% |
$770K - $944K
|
25.1K
$2.66M
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
8.27K+ 0.41% |
$704K - $863K
|
2.03M
$215M
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
8.26KNew |
$703K - $862K
|
8.26K
$874K
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
7.59KNew |
$646K - $792K
|
7.59K
$803K
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
7.45KNew |
$635K - $778K
|
7.45K
$789K
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
7.23K+ 28.82% |
$615K - $754K
|
32.3K
$3.42M
|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
BUY
|
- |
6.95KNew |
$592K - $725K
|
6.95K
$735K
|
|
Feb 14, 2024
Q4 2023
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
6.3K+ 15.78% |
$536K - $657K
|
46.2K
$4.89M
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.92K+ 42.09% |
$504K - $618K
|
20K
$2.12M
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.84K+ 332.2% |
$497K - $610K
|
7.6K
$804K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.69K+ 0.4% |
$484K - $594K
|
1.43M
$151M
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.68K+ 0.37% |
$483K - $592K
|
1.55M
$164M
|
|
Jan 26, 2024
Q4 2023
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
5.44K+ 0.57% |
$463K - $568K
|
953K
$101M
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.43KNew |
$462K - $567K
|
5.43K
$575K
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
5.02KNew |
$428K - $525K
|
5.02K
$532K
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
4.83K+ 8.47% |
$412K - $505K
|
61.9K
$6.56M
|
|
Feb 14, 2024
Q4 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
4.68KNew |
$398K - $488K
|
4.68K
$495K
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
4.61K+ 25.09% |
$393K - $482K
|
23K
$2.43M
|
|
Feb 13, 2024
Q4 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
4.4KNew |
$375K - $459K
|
4.4K
$466K
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
4.15KNew |
$353K - $433K
|
4.15K
$439K
|
|
Feb 14, 2024
Q4 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
4.14K+ 130.21% |
$352K - $432K
|
7.32K
$774K
|
|
Jan 31, 2024
Q4 2023
|
Abrdn PLC
|
BUY
|
- |
4.09K+ 1.02% |
$348K - $427K
|
405K
$42.9M
|
|
Feb 13, 2024
Q4 2023
|
Formula Growth LTD
Montreal, A8 |
BUY
|
- |
3.98KNew |
$339K - $415K
|
3.98K
$421K
|
|
Feb 14, 2024
Q4 2023
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
3.84K+ 0.25% |
$327K - $400K
|
1.57M
$166M
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.26K+ 18.33% |
$277K - $340K
|
21K
$2.23M
|
|
Feb 14, 2024
Q4 2023
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
3.2KNew |
$273K - $334K
|
3.2K
$339K
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
2.55KNew |
$217K - $267K
|
2.55K
$270K
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.47K+ 0.42% |
$210K - $258K
|
597K
$63.2M
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.41KNew |
$205K - $251K
|
2.41K
$255K
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.34KNew |
$199K - $245K
|
2.34K
$248K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.1KNew |
$179K - $219K
|
2.1K
$222K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
2.1KNew |
$179K - $219K
|
2.1K
$222K
|
|
Feb 14, 2024
Q4 2023
|
Ranger Investment Management, L.P.
Dallas, TX |
BUY
|
- |
2K+ 0.51% |
$170K - $209K
|
395K
$41.8M
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
2K+ 29.91% |
$170K - $209K
|
8.68K
$919K
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.65K+ 3.05% |
$141K - $173K
|
55.9K
$5.92M
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1.52K+ 42.19% |
$129K - $159K
|
5.12K
$542K
|
|
Feb 14, 2024
Q4 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.45K+ 19.06% |
$123K - $151K
|
9.04K
$957K
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.39K+ 3.19% |
$118K - $145K
|
44.8K
$4.74M
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
1.26K+ 24.17% |
$107K - $131K
|
6.46K
$684K
|
|
Feb 20, 2024
Q4 2023
|
Vancity Investment Management LTD
Vancouver, A1 |
BUY
|
- |
1.11K+ 13.91% |
$94.8K - $116K
|
9.11K
$965K
|
|
Feb 01, 2024
Q4 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.1K+ 15.94% |
$93.7K - $115K
|
8K
$847K
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.06K+ 12.21% |
$90.2K - $111K
|
9.73K
$1.03M
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.05KNew |
$89.7K - $110K
|
1.05K
$111K
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
BUY
|
- |
1.04KNew |
$88.4K - $108K
|
1.04K
$110K
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
781+ 25.86% |
$66.5K - $81.5K
|
3.8K
$402K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
779New |
$66.3K - $81.3K
|
779
$82.5K
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
775+ 3.86% |
$66K - $80.9K
|
20.9K
$2.21M
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
700+ 4.31% |
$59.6K - $73.1K
|
16.9K
$1.79M
|
|
Feb 14, 2024
Q4 2023
|
Harvest Management LLC
New York, NY |
BUY
|
- |
700+ 20.0% |
$59.6K - $73.1K
|
4.2K
$445K
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
679New |
$57.8K - $70.9K
|
679
$71.9K
|