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 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
624+ 12.21% |
$53.1K - $65.1K
|
5.74K
$556K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
605+ 8.27% |
$51.5K - $63.2K
|
7.92K
$768K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
544+ 35.14% |
$46.3K - $56.8K
|
2.09K
$203K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
503+ 20.96% |
$42.8K - $52.5K
|
2.9K
$282K
|
|
|
Feb 07, 2024
Q4 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
483+ 9.49% |
$41.1K - $50.4K
|
5.57K
$540K
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
461+ 9.75% |
$39.3K - $48.1K
|
5.19K
$503K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
447+ 8940.0% |
$38.1K - $46.7K
|
452
$43.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
438+ 0.89% |
$37.3K - $45.7K
|
49.9K
$4.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
418+ 11.86% |
$35.6K - $43.6K
|
3.94K
$382K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
388+ 4.96% |
$33K - $40.5K
|
8.22K
$797K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
335+ 11.29% |
$28.5K - $35K
|
3.3K
$320K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
335+ 1.22% |
$28.5K - $35K
|
27.8K
$2.7M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
304+ 1.24% |
$25.9K - $31.7K
|
24.7K
$2.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
261+ 2.63% |
$22.2K - $27.2K
|
10.2K
$989K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
244+ 4.42% |
$20.8K - $25.5K
|
5.76K
$559K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
211New |
$18K - $22K
|
211
$20.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
162+ 3.33% |
$13.8K - $16.9K
|
5.02K
$487K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
146+ 6.43% |
$12.4K - $15.2K
|
2.42K
$234K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
141+ 3.5% |
$12K - $14.7K
|
4.17K
$404K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
132+ 7.91% |
$11.2K - $13.8K
|
1.8K
$175K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
121+ 4.84% |
$10.3K - $12.6K
|
2.62K
$254K
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
108+ 3.77% |
$9.2K - $11.3K
|
2.97K
$288K
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
97+ 0.39% |
$8.26K - $10.1K
|
24.9K
$2.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
85+ 4.25% |
$7.24K - $8.87K
|
2.09K
$202K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
82+ 0.43% |
$6.98K - $8.56K
|
19.1K
$1.85M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
76New |
$6.47K - $7.93K
|
76
$7.37K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
72+ 2.56% |
$6.13K - $7.52K
|
2.88K
$279K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
71New |
$6.05K - $7.41K
|
71
$6.89K
|
|
|
Jan 11, 2024
Q4 2023
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
66+ 36.46% |
$5.62K - $6.89K
|
247
$24K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
63+ 1575.0% |
$5.37K - $6.58K
|
67
$6.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
57New |
$4.85K - $5.95K
|
57
$5.53K
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
35+ 0.97% |
$2.98K - $3.65K
|
3.65K
$354K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
29+ 0.64% |
$2.47K - $3.03K
|
4.56K
$443K
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
29+ 0.11% |
$2.47K - $3.03K
|
26.9K
$2.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
27+ 1.28% |
$2.3K - $2.82K
|
2.14K
$208K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
23New |
$1.96K - $2.4K
|
23
$2.23K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
21+ 110.53% |
$1.79K - $2.19K
|
40
$3.88K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
20+ 10.64% |
$1.7K - $2.09K
|
208
$20.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
17+ 77.27% |
$1.45K - $1.77K
|
39
$3.78K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
16New |
$1.36K - $1.67K
|
16
$1.55K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
14+ 0.6% |
$1.19K - $1.46K
|
2.34K
$227K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13+ 0.53% |
$1.11K - $1.36K
|
2.48K
$240K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12+ 240.0% |
$1.02K - $1.25K
|
17
$1.65K
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
10+ 5.38% |
$852 - $1.04K
|
196
$19K
|
|
|
Feb 14, 2024
Q4 2023
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
10New |
$852 - $1.04K
|
10
$970
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
9+ 0.05% |
$766 - $940
|
17.8K
$1.72M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
6+ 5.45% |
$511 - $626
|
116
$11.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
5+ 0.25% |
$426 - $522
|
2.03K
$196K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5+ 10.2% |
$426 - $522
|
54
$5.24K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
4+ 133.33% |
$341 - $418
|
7
$679
|