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 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 10.0% |
$381 - $574
|
55
$4.91K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
4+ 4.12% |
$304 - $459
|
101
$9.02K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
2New |
$152 - $230
|
2
$179
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
1New |
$76.1 - $115
|
1
$89.3
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1New |
$76.1 - $115
|
1
$89.3
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-1- 1.92% |
$76.1 - $115
|
51
$4.55K
|
|
|
Jan 29, 2025
Q4 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-4- 0.02% |
$304 - $459
|
19.9K
$1.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-6- 0.16% |
$457 - $689
|
3.68K
$329K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-6- 5.5% |
$457 - $689
|
103
$9.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-7- 0.39% |
$533 - $803
|
1.78K
$159K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-8- 2.29% |
$609 - $918
|
341
$30.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-8- 1.21% |
$609 - $918
|
653
$58.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10- 16.39% |
$761 - $1.15K
|
51
$4.55K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-11- 0.13% |
$837 - $1.26K
|
8.52K
$761K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-14- 46.67% |
$1.07K - $1.61K
|
16
$1.43K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-15- 75.0% |
$1.14K - $1.72K
|
5
$447
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-16- 84.21% |
$1.22K - $1.84K
|
3
$268
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-18- 9.52% |
$1.37K - $2.07K
|
171
$15.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-31- 3.33% |
$2.36K - $3.56K
|
900
$80.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-35- 0.92% |
$2.66K - $4.02K
|
3.76K
$335K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-39- 1.38% |
$2.97K - $4.48K
|
2.8K
$250K
|
|
|
Feb 27, 2025
Q4 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-41- 0.21% |
$3.12K - $4.71K
|
19.9K
$1.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-46- 2.65% |
$3.5K - $5.28K
|
1.69K
$151K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-58- 7.48% |
$4.41K - $6.66K
|
717
$64K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-64- 40.25% |
$4.87K - $7.35K
|
95
$8.48K
|
|
|
Feb 14, 2025
Q4 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-103- 2.48% |
$7.84K - $11.8K
|
4.04K
$361K
|
|
|
Feb 13, 2025
Q4 2024
|
Kopp Family Office, LLC
Bloomington, MN |
SELL
|
- |
-120- 0.11% |
$9.13K - $13.8K
|
112K
$9.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-136- 0.32% |
$10.4K - $15.6K
|
42.7K
$3.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-141- 0.18% |
$10.7K - $16.2K
|
78.6K
$7.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-161- 5.54% |
$12.3K - $18.5K
|
2.74K
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-179- 0.39% |
$13.6K - $20.5K
|
45.8K
$4.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-180- 2.91% |
$13.7K - $20.7K
|
6.02K
$537K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-209- 5.28% |
$15.9K - $24K
|
3.75K
$335K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-214- 6.86% |
$16.3K - $24.6K
|
2.91K
$260K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-257- 5.39% |
$19.6K - $29.5K
|
4.51K
$403K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-271- 0.3% |
$20.6K - $31.1K
|
89.1K
$7.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-303- 9.85% |
$23.1K - $34.8K
|
2.77K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-315- 6.78% |
$24K - $36.2K
|
4.33K
$387K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-346- 5.31% |
$26.3K - $39.7K
|
6.18K
$552K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-365- 6.56% |
$27.8K - $41.9K
|
5.2K
$465K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-373- 1.9% |
$28.4K - $42.8K
|
19.2K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-414- 2.22% |
$31.5K - $47.5K
|
18.2K
$1.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-443- 9.7% |
$33.7K - $50.8K
|
4.12K
$368K
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-606- 13.92% |
$46.1K - $69.6K
|
3.75K
$335K
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-607- 2.03% |
$46.2K - $69.7K
|
29.2K
$2.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-772- 20.73% |
$58.8K - $88.6K
|
2.95K
$264K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-902- 76.9% |
$68.7K - $104K
|
271
$24.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management ETF Advisors, LLC
San Francisco, CA |
SELL
|
- |
-960- 8.25% |
$73.1K - $110K
|
10.7K
$954K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-976- 24.31% |
$74.3K - $112K
|
3.04K
$271K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.02K- 4.46% |
$77.4K - $117K
|
21.8K
$1.94M
|