Purchases and Sales Made in Q4 2024 in Workiva Inc (WK)
This table provides information about the institutional ownership of Workiva Inc (WK) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
544KNew |
$41.4M - $62.4M
|
544K
$52.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
140K+ 13.69% |
$10.7M - $16.1M
|
1.17M
$113M
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
100KNew |
$7.61M - $11.5M
|
100K
$9.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
26.4KNew |
$2.01M - $3.03M
|
26.4K
$2.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
5.48K+ 141.62% |
$417K - $628K
|
9.34K
$906K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2KNew |
$152K - $230K
|
2K
$194K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
537+ 6.3% |
$40.9K - $61.6K
|
9.06K
$879K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
390+ 24.68% |
$29.7K - $44.8K
|
1.97K
$191K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
198+ 4.54% |
$15.1K - $22.7K
|
4.56K
$442K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
118New |
$8.98K - $13.5K
|
118
$11.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
116+ 8.68% |
$8.83K - $13.3K
|
1.45K
$141K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
70+ 39.55% |
$5.33K - $8.03K
|
247
$24K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
61New |
$4.64K - $7K
|
61
$5.92K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17+ 34.0% |
$1.29K - $1.95K
|
67
$6.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
2New |
$152 - $230
|
2
$194
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1New |
$76.1 - $115
|
1
$97
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-6- 0.16% |
$457 - $689
|
3.68K
$357K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-14- 46.67% |
$1.07K - $1.61K
|
16
$1.55K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-46- 2.65% |
$3.5K - $5.28K
|
1.69K
$164K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-58- 7.48% |
$4.41K - $6.66K
|
717
$69.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-373- 1.9% |
$28.4K - $42.8K
|
19.2K
$1.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-976- 24.31% |
$74.3K - $112K
|
3.04K
$295K
|
|
|
Jan 14, 2025
Q4 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-1.25K- 2.28% |
$95.1K - $143K
|
53.7K
$5.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.41K- 16.7% |
$107K - $161K
|
7.01K
$680K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-1.79K- 21.17% |
$136K - $205K
|
6.66K
$646K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.84K- 11.44% |
$140K - $211K
|
14.2K
$1.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-2.23K- 47.87% |
$170K - $256K
|
2.43K
$235K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-11.4K- 7.82% |
$865K - $1.3M
|
134K
$13M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-32.8K- 12.52% |
$2.49M - $3.76M
|
229K
$22.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-106K- 6.05% |
$8.06M - $12.2M
|
1.65M
$160M
|