Advisor Group Holdings, Inc. Workiva Inc Transaction History

Advisor Group Holdings, Inc.

$39.8 Billion
Q4 2024

A detailed history of Advisor Group Holdings, Inc. transactions in Workiva Inc stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 1,158 shares of WK stock, worth $78,315. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,158

Previous 742 56.06%

Holding current value

$78,315

Previous $58,000 117.24%

% of portfolio

0.0%

Previous 0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$76.11 - $114.78 $31,661 - $47,748	416 Added 56.06%	1,158 $126,000
Q3 2024 Nov 13, 2024	BUY	$70.26 - $80.48 $1,334 - $1,529	19 Added 2.63%	742 $58,000
Q2 2024 Aug 13, 2024	SELL	$70.22 - $85.49 $30,826 - $37,530	-439 Reduced 37.78%	723 $52,000
Q1 2024 May 10, 2024	SELL	$82.01 - $99.48 $817,229 - $991,318	-9,965 Reduced 89.56%	1,162 $98,000
Q4 2023 Feb 12, 2024	SELL	$85.16 - $104.4 $474,085 - $581,194	-5,567 Reduced 33.35%	11,127 $1.13 Million
Q3 2023 Nov 13, 2023	BUY	$96.5 - $112.52 $468,121 - $545,834	4,851 Added 40.96%	16,694 $1.69 Million
Q2 2023 Aug 10, 2023	SELL	$85.76 - $102.9 $202,822 - $243,358	-2,365 Reduced 16.65%	11,843 $1.2 Million
Q1 2023 May 12, 2023	SELL	$81.17 - $102.41 $189,694 - $239,332	-2,337 Reduced 14.13%	14,208 $1.46 Million
Q4 2022 Feb 10, 2023	SELL	$66.7 - $85.47 $55,894 - $71,623	-838 Reduced 4.82%	16,545 $1.39 Million
Q3 2022 Nov 14, 2022	BUY	$59.95 - $77.8 $199,813 - $259,307	3,333 Added 23.72%	17,383 $1.35 Million
Q2 2022 Aug 10, 2022	BUY	$62.01 - $122.35 $53,576 - $105,710	864 Added 6.55%	14,050 $926,000
Q1 2022 May 04, 2022	BUY	$93.64 - $128.13 $701,550 - $959,949	7,492 Added 131.58%	13,186 $1.56 Million
Q3 2021 Nov 05, 2021	BUY	$113.04 - $154.12 $151,473 - $206,520	1,340 Added 30.78%	5,694 $802,000
Q2 2021 Aug 02, 2021	BUY	$86.14 - $114.26 $58,230 - $77,239	676 Added 18.38%	4,354 $483,000
Q1 2021 May 13, 2021	BUY	$82.51 - $114.68 $237,298 - $329,819	2,876 Added 358.6%	3,678 $325,000
Q4 2020 Feb 10, 2021	BUY	$53.83 - $93.34 $3,768 - $6,533	70 Added 9.56%	802 $73,000
Q3 2020 Nov 12, 2020	BUY	$52.6 - $61.28 $2,472 - $2,880	47 Added 6.86%	732 $42,000
Q2 2020 Aug 14, 2020	BUY	$30.83 - $55.5 $7,892 - $14,208	256 Added 59.67%	685 $37,000
Q1 2020 May 18, 2020	BUY	$24.82 - $48.79 $10,647 - $20,930	429 New	429 $13,000

Others Institutions Holding WK

# of Institutions

340

Shares Held

43.6M

Call Options Held

33.5K

Put Options Held

80.2K

View Full List

About WORKIVA INC

Ticker WK
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 48,456,200
Market Cap $3.28B
Description
Workiva Inc., together with its subsidiaries, provides cloud-based compliance and regulatory reporting solutions worldwide. The company offers Workiva platform that offers controlled collaboration, data linking, data integrations, granular permissions, process management, and full audit trail services; and provides tools that enables customers t...

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Advisor Group Holdings, Inc. Workiva Inc Transaction History