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 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.56K+ 2.23% |
$119K - $179K
|
71.6K
$4.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
1.4K+ 1.48% |
$107K - $161K
|
96K
$6.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.29K+ 4.16% |
$98.1K - $148K
|
32.2K
$2.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.28K+ 4.4% |
$97.5K - $147K
|
30.4K
$2.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.06K+ 22.23% |
$80.7K - $122K
|
5.83K
$387K
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
987+ 0.09% |
$75.1K - $113K
|
1.15M
$76.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
896+ 13.55% |
$68.2K - $103K
|
7.51K
$499K
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
890+ 5.52% |
$67.7K - $102K
|
17K
$1.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
879+ 14650.0% |
$66.9K - $101K
|
885
$58.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
785+ 12.26% |
$59.7K - $90.1K
|
7.19K
$478K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
720+ 27.46% |
$54.8K - $82.6K
|
3.34K
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
602+ 3010.0% |
$45.8K - $69.1K
|
622
$41.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
599New |
$45.6K - $68.8K
|
599
$39.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
537+ 6.3% |
$40.9K - $61.6K
|
9.06K
$602K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
527+ 3.76% |
$40.1K - $60.5K
|
14.5K
$966K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
423+ 21.5% |
$32.2K - $48.6K
|
2.39K
$159K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
416+ 56.06% |
$31.7K - $47.7K
|
1.16K
$77K
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
400+ 9.52% |
$30.4K - $45.9K
|
4.6K
$306K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
390+ 24.68% |
$29.7K - $44.8K
|
1.97K
$131K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
383+ 1.43% |
$29.2K - $44K
|
27.2K
$1.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
308+ 9.33% |
$23.4K - $35.4K
|
3.61K
$240K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
267+ 5.31% |
$20.3K - $30.6K
|
5.3K
$352K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
260+ 5.18% |
$19.8K - $29.8K
|
5.28K
$351K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
240+ 8.79% |
$18.3K - $27.5K
|
2.97K
$197K
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
229New |
$17.4K - $26.3K
|
229
$15.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
224+ 1.61% |
$17K - $25.7K
|
14.2K
$942K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
198+ 4.54% |
$15.1K - $22.7K
|
4.56K
$303K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
135+ 2.7% |
$10.3K - $15.5K
|
5.14K
$341K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
118New |
$8.98K - $13.5K
|
118
$7.84K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
117+ 1.86% |
$8.9K - $13.4K
|
6.41K
$426K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
116+ 8.68% |
$8.83K - $13.3K
|
1.45K
$96.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
114+ 0.67% |
$8.68K - $13.1K
|
17.1K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
106+ 6.21% |
$8.07K - $12.2K
|
1.81K
$121K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
77+ 1.43% |
$5.86K - $8.84K
|
5.46K
$363K
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
77+ 0.04% |
$5.86K - $8.84K
|
214K
$14.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
71New |
$5.4K - $8.15K
|
71
$4.72K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
70+ 39.55% |
$5.33K - $8.03K
|
247
$16.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
66+ 6.59% |
$5.02K - $7.58K
|
1.07K
$71K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
61New |
$4.64K - $7K
|
61
$4.05K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
60+ 1.85% |
$4.57K - $6.89K
|
3.31K
$220K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
44New |
$3.35K - $5.05K
|
44
$2.92K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
38+ 74.51% |
$2.89K - $4.36K
|
89
$5.92K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
32New |
$2.44K - $3.67K
|
32
$2.13K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21+ 0.15% |
$1.6K - $2.41K
|
14.3K
$951K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
20+ 15.04% |
$1.52K - $2.3K
|
153
$10.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
19+ 0.42% |
$1.45K - $2.18K
|
4.57K
$304K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
18+ 0.75% |
$1.37K - $2.07K
|
2.43K
$161K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
17New |
$1.29K - $1.95K
|
17
$1.13K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
17+ 0.04% |
$1.29K - $1.95K
|
44K
$2.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17+ 34.0% |
$1.29K - $1.95K
|
67
$4.45K
|