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
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-417- 10.94% |
$35.5K - $43.5K
|
3.4K
$360K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-418- 9.03% |
$35.6K - $43.6K
|
4.21K
$446K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-462- 1.71% |
$39.3K - $48.2K
|
26.6K
$2.82M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-462- 3.0% |
$39.3K - $48.2K
|
14.9K
$1.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-486- 1.93% |
$41.4K - $50.7K
|
24.7K
$2.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-539- 62.17% |
$45.9K - $56.3K
|
328
$34.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-552- 0.39% |
$47K - $57.6K
|
141K
$14.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-576- 7.35% |
$49.1K - $60.1K
|
7.26K
$769K
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-624- 23.09% |
$53.1K - $65.1K
|
2.08K
$220K
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
SELL
|
- |
-700- 12.07% |
$59.6K - $73.1K
|
5.1K
$540K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-706- 29.7% |
$60.1K - $73.7K
|
1.67K
$177K
|
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-722- 0.68% |
$61.5K - $75.4K
|
105K
$11.1M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-745- 15.54% |
$63.4K - $77.8K
|
4.05K
$429K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-763- 25.65% |
$65K - $79.7K
|
2.21K
$234K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
SELL
|
- |
-820- 21.36% |
$69.8K - $85.6K
|
3.02K
$320K
|
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-831- 5.4% |
$70.8K - $86.8K
|
14.6K
$1.54M
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
SELL
|
- |
-835- 8.37% |
$71.1K - $87.2K
|
9.14K
$967K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-851- 1.72% |
$72.5K - $88.8K
|
48.7K
$5.16M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-875- 6.2% |
$74.5K - $91.4K
|
13.2K
$1.4M
|
|
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-1K- 0.83% |
$85.2K - $104K
|
119K
$12.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-1.14K- 15.91% |
$97.3K - $119K
|
6.04K
$640K
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
SELL
|
- |
-1.15K- 27.73% |
$98.1K - $120K
|
3K
$318K
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.16K- 4.33% |
$98.4K - $121K
|
25.5K
$2.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Royce & Associates LP
|
SELL
|
- |
-1.19K- 3.07% |
$101K - $124K
|
37.6K
$3.98M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.29K- 17.33% |
$110K - $135K
|
6.15K
$651K
|
|
|
Jan 17, 2024
Q4 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-1.47K- 8.01% |
$126K - $154K
|
16.9K
$1.79M
|
|
|
Feb 01, 2024
Q4 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-1.75K- 1.93% |
$149K - $182K
|
88.9K
$9.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.82K- 2.1% |
$155K - $190K
|
84.7K
$8.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.92K- 17.6% |
$163K - $200K
|
8.97K
$949K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.99K- 77.52% |
$169K - $208K
|
577
$61.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.04K- 9.82% |
$174K - $213K
|
18.7K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-2.61K- 57.65% |
$222K - $272K
|
1.92K
$203K
|
|
|
Feb 09, 2024
Q4 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-2.84K- 40.95% |
$242K - $296K
|
4.1K
$434K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.84K- 1.2% |
$242K - $297K
|
235K
$24.9M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.94K- 4.23% |
$250K - $307K
|
66.4K
$7.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.97K- 11.15% |
$253K - $310K
|
23.6K
$2.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-3.71K- 10.15% |
$316K - $387K
|
32.9K
$3.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-3.79K- 8.42% |
$322K - $395K
|
41.2K
$4.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-3.92K- 0.36% |
$334K - $409K
|
1.09M
$116M
|
|
|
Jan 09, 2024
Q4 2023
|
Orser Capital Management, LLC
|
SELL
|
- |
-4.13K- 6.62% |
$352K - $431K
|
58.3K
$6.17M
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-4.27K- 7.82% |
$364K - $446K
|
50.3K
$5.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-4.69K- 1.24% |
$399K - $490K
|
374K
$39.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-5.46K- 1.4% |
$465K - $570K
|
383K
$40.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.57K- 33.35% |
$474K - $581K
|
11.1K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-6.17K- 5.54% |
$525K - $644K
|
105K
$11.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-7.75K- 6.86% |
$660K - $809K
|
105K
$11.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.79K- 27.85% |
$748K - $917K
|
22.8K
$2.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-11.9K- 48.38% |
$1.01M - $1.24M
|
12.7K
$1.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-12.7K- 57.64% |
$1.08M - $1.32M
|
9.3K
$985K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-13.4K- 10.9% |
$1.14M - $1.4M
|
110K
$11.6M
|