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 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4+ 0.4% |
$341 - $418
|
998
$106K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2+ 0.08% |
$170 - $209
|
2.47K
$261K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 1.1% |
$85.2 - $104
|
90
$9.53K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 16.67% |
$85.2 - $104
|
5
$529
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 4.55% |
$85.2 - $104
|
21
$2.22K
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-2- 0.06% |
$170 - $209
|
3.14K
$333K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3- 1.78% |
$255 - $313
|
166
$17.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-6- 4.08% |
$511 - $626
|
141
$14.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-15- 0.74% |
$1.28K - $1.57K
|
2K
$212K
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
SELL
|
- |
-15- 0.47% |
$1.28K - $1.57K
|
3.21K
$340K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-18- 0.79% |
$1.53K - $1.88K
|
2.26K
$239K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-22- 2.57% |
$1.87K - $2.3K
|
835
$88.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-22- 34.92% |
$1.87K - $2.3K
|
41
$4.34K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-24- 0.73% |
$2.04K - $2.51K
|
3.27K
$346K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-27- 0.49% |
$2.3K - $2.82K
|
5.44K
$575K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-28- 1.21% |
$2.38K - $2.92K
|
2.28K
$242K
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-36- 0.01% |
$3.07K - $3.76K
|
402K
$42.6M
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-38- 0.21% |
$3.24K - $3.97K
|
17.9K
$1.9M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-44- 7.01% |
$3.75K - $4.59K
|
584
$61.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-45- 23.2% |
$3.83K - $4.7K
|
149
$15.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-46- 41.44% |
$3.92K - $4.8K
|
65
$6.88K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-49- 0.29% |
$4.17K - $5.12K
|
17K
$1.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-70- 0.34% |
$5.96K - $7.31K
|
20.3K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-80- 3.76% |
$6.81K - $8.35K
|
2.05K
$216K
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-95- 0.2% |
$8.09K - $9.92K
|
48.1K
$5.09M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-100- 2.88% |
$8.52K - $10.4K
|
3.37K
$357K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-100- 6.9% |
$8.52K - $10.4K
|
1.35K
$143K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-114- 0.16% |
$9.71K - $11.9K
|
71.1K
$7.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-121- 1.67% |
$10.3K - $12.6K
|
7.14K
$756K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-124- 12.93% |
$10.6K - $12.9K
|
835
$88.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-124- 4.12% |
$10.6K - $12.9K
|
2.89K
$306K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-130- 41.14% |
$11.1K - $13.6K
|
186
$19.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-140- 1.62% |
$11.9K - $14.6K
|
8.52K
$902K
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-144- 6.51% |
$12.3K - $15K
|
2.07K
$219K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-147- 3.84% |
$12.5K - $15.3K
|
3.68K
$390K
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-161- 0.24% |
$13.7K - $16.8K
|
66.3K
$7.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-175- 0.05% |
$14.9K - $18.3K
|
339K
$35.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-183- 68.54% |
$15.6K - $19.1K
|
84
$8.89K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-272- 7.83% |
$23.2K - $28.4K
|
3.2K
$339K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-275- 0.78% |
$23.4K - $28.7K
|
35.1K
$3.71M
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-281- 0.38% |
$23.9K - $29.3K
|
73.3K
$7.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-292- 2.64% |
$24.9K - $30.5K
|
10.7K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-296- 2.46% |
$25.2K - $30.9K
|
11.7K
$1.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-320- 4.29% |
$27.3K - $33.4K
|
7.14K
$756K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-343- 3.6% |
$29.2K - $35.8K
|
9.19K
$973K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-345- 5.31% |
$29.4K - $36K
|
6.15K
$651K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-361- 12.77% |
$30.7K - $37.7K
|
2.47K
$261K
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-388- 7.94% |
$33K - $40.5K
|
4.5K
$476K
|
|
|
Feb 05, 2024
Q4 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-401- 13.28% |
$34.1K - $41.9K
|
2.62K
$277K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-411- 0.1% |
$35K - $42.9K
|
417K
$44.1M
|