Lpl Financial LLC Workiva Inc Transaction History

Lpl Financial LLC

$218 Billion
Q3 2024

A detailed history of Lpl Financial LLC transactions in Workiva Inc stock. As of the latest transaction made, Lpl Financial LLC holds 14,007 shares of WK stock, worth $1.48 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

14,007

Previous 20,002 29.97%

Holding current value

$1.48 Million

Previous $1.46 Million 24.13%

% of portfolio

0.0%

Previous 0.0%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$70.26 - $80.48 $421,208 - $482,477	-5,995 Reduced 29.97%	14,007 $1.11 Million
Q2 2024 Aug 07, 2024	BUY	$70.22 - $85.49 $41,570 - $50,610	592 Added 3.05%	20,002 $1.46 Million
Q1 2024 May 10, 2024	BUY	$82.01 - $99.48 $55,520 - $67,347	677 Added 3.61%	19,410 $1.65 Million
Q4 2023 Feb 14, 2024	SELL	$85.16 - $104.4 $173,811 - $213,080	-2,041 Reduced 9.82%	18,733 $1.9 Million
Q3 2023 Nov 13, 2023	BUY	$96.5 - $112.52 $1.56 Million - $1.82 Million	16,140 Added 348.3%	20,774 $2.11 Million
Q2 2023 Jul 31, 2023	SELL	$85.76 - $102.9 $6,775 - $8,129	-79 Reduced 1.68%	4,634 $471,000
Q1 2023 May 10, 2023	SELL	$81.17 - $102.41 $6,980 - $8,807	-86 Reduced 1.79%	4,713 $482,000
Q4 2022 Feb 07, 2023	BUY	$66.7 - $85.47 $12,206 - $15,641	183 Added 3.96%	4,799 $402,000
Q3 2022 Nov 14, 2022	SELL	$59.95 - $77.8 $76,256 - $98,961	-1,272 Reduced 21.6%	4,616 $359,000
Q2 2022 Aug 12, 2022	BUY	$62.01 - $122.35 $18,416 - $36,337	297 Added 5.31%	5,888 $389,000
Q1 2022 May 16, 2022	BUY	$93.64 - $128.13 $79,125 - $108,269	845 Added 17.8%	5,591 $660,000
Q4 2021 Feb 14, 2022	SELL	$125.96 - $160.85 $210,353 - $268,619	-1,670 Reduced 26.03%	4,746 $619,000
Q3 2021 Nov 15, 2021	BUY	$113.04 - $154.12 $58,667 - $79,988	519 Added 8.8%	6,416 $904,000
Q2 2021 Aug 13, 2021	BUY	$86.14 - $114.26 $3,790 - $5,027	44 Added 0.75%	5,897 $657,000
Q1 2021 May 14, 2021	BUY	$82.51 - $114.68 $2,145 - $2,981	26 Added 0.45%	5,853 $517,000
Q4 2020 Feb 12, 2021	SELL	$53.83 - $93.34 $1,453 - $2,520	-27 Reduced 0.46%	5,827 $534,000
Q3 2020 Nov 09, 2020	BUY	$52.6 - $61.28 $307,920 - $358,733	5,854 New	5,854 $326,000
Q4 2019 Feb 14, 2020	SELL	$38.49 - $45.19 $282,747 - $331,965	-7,346 Closed	0 $0
Q3 2019 Nov 13, 2019	SELL	$43.25 - $63.05 $144,801 - $211,091	-3,348 Reduced 31.31%	7,346 $322,000
Q2 2019 Aug 09, 2019	BUY	$49.35 - $58.09 $527,748 - $621,214	10,694 New	10,694 $621,000

Others Institutions Holding WK

# of Institutions

319

Shares Held

41.9M

Call Options Held

71.8K

Put Options Held

55.9K

View Full List

About WORKIVA INC

Ticker WK
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 48,456,200
Market Cap $5.13B
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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Lpl Financial LLC Workiva Inc Transaction History