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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
13.3K+ 46.45% |
$1.01M - $1.52M
|
41.8K
$2.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
13.2K+ 3.56% |
$1.01M - $1.52M
|
385K
$25.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
13.2KNew |
$1.01M - $1.52M
|
13.2K
$879K
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
10.8KNew |
$819K - $1.23M
|
10.8K
$715K
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
10.8K+ 0.51% |
$818K - $1.23M
|
2.1M
$140M
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
10.2KNew |
$776K - $1.17M
|
10.2K
$678K
|
|
|
Feb 14, 2025
Q4 2024
|
Siren, L.L.C.
New York, NY |
BUY
|
- |
10KNew |
$761K - $1.15M
|
10K
$665K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.95K+ 1373.01% |
$681K - $1.03M
|
9.6K
$638K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.88K+ 74.4% |
$675K - $1.02M
|
20.8K
$1.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
8.35K+ 76.62% |
$636K - $959K
|
19.3K
$1.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.17K+ 41.87% |
$622K - $938K
|
27.7K
$1.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
7.56KNew |
$575K - $868K
|
7.56K
$503K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.91KNew |
$526K - $794K
|
6.91K
$460K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
6.79K+ 15.32% |
$516K - $779K
|
51.1K
$3.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Nicholas Company, Inc.
|
BUY
|
- |
6.52K+ 9.66% |
$496K - $749K
|
74.1K
$4.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
6.31KNew |
$480K - $724K
|
6.31K
$419K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
6.3K+ 6.43% |
$479K - $723K
|
104K
$6.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
5.52K+ 6.83% |
$420K - $633K
|
86.4K
$5.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
5.48K+ 141.62% |
$417K - $628K
|
9.34K
$621K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
5.28K+ 5.61% |
$402K - $606K
|
99.3K
$6.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
4.73KNew |
$360K - $542K
|
4.73K
$314K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
4.32KNew |
$328K - $495K
|
4.32K
$287K
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
4.25KNew |
$323K - $487K
|
4.25K
$282K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
4.19K+ 12.21% |
$319K - $480K
|
38.5K
$2.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
3.94KNew |
$300K - $452K
|
3.94K
$262K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.78K+ 5.68% |
$288K - $434K
|
70.4K
$4.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.62K+ 0.85% |
$276K - $416K
|
427K
$28.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
3.61KNew |
$275K - $414K
|
3.61K
$240K
|
|
|
Feb 20, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
3.28KNew |
$250K - $377K
|
3.28K
$218K
|
|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
3KNew |
$228K - $344K
|
3K
$199K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.66KNew |
$203K - $306K
|
2.66K
$177K
|
|
|
Feb 10, 2025
Q4 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
2.6KNew |
$198K - $298K
|
2.6K
$173K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.55KNew |
$194K - $292K
|
2.55K
$169K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
2.47K+ 3.51% |
$188K - $283K
|
72.8K
$4.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.3KNew |
$175K - $264K
|
2.3K
$153K
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
2.28KNew |
$173K - $262K
|
2.28K
$151K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.19KNew |
$167K - $252K
|
2.19K
$146K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.16KNew |
$165K - $248K
|
2.16K
$144K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.13K+ 20.15% |
$162K - $244K
|
12.7K
$843K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.13KNew |
$162K - $244K
|
2.13K
$141K
|
|
|
Feb 14, 2025
Q4 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
2.07K+ 50.05% |
$157K - $237K
|
6.19K
$412K
|
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
BUY
|
- |
2.06KNew |
$157K - $237K
|
2.06K
$137K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.03KNew |
$155K - $233K
|
2.03K
$135K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.02KNew |
$154K - $232K
|
2.02K
$134K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2KNew |
$152K - $230K
|
2K
$133K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2KNew |
$152K - $230K
|
2K
$133K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.94KNew |
$147K - $222K
|
1.94K
$129K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.93KNew |
$147K - $221K
|
1.93K
$128K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.91K+ 0.33% |
$145K - $219K
|
588K
$39.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
1.76K+ 29.81% |
$134K - $202K
|
7.67K
$510K
|