Latest Institutional Transactions on Workiva Inc (WK)
This table provides information on the latest institutional transactions involving Workiva Inc (WK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.13KNew |
$290K - $332K
|
4.13K
$375K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
SELL
|
- |
-17K- 79.26% |
$1.19M - $1.37M
|
4.44K
$404K
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-3.59K- 37.86% |
$252K - $289K
|
5.9K
$537K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-24- 85.71% |
$1.69K - $1.93K
|
4
$364
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-390- 12.47% |
$27.4K - $31.4K
|
2.74K
$249K
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
3.38KNew |
$238K - $272K
|
3.38K
$308K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
40New |
$2.81K - $3.22K
|
40
$3.64K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.11K+ 6373.43% |
$640K - $733K
|
9.26K
$843K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.51K- 4.56% |
$177K - $202K
|
52.7K
$4.79M
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
1.1K+ 34.38% |
$77.3K - $88.5K
|
4.3K
$391K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-4- 8.16% |
$281 - $322
|
45
$4.1K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-491- 70.04% |
$34.5K - $39.5K
|
210
$19.1K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
18New |
$1.26K - $1.54K
|
18
$1.64K
|
|
|
Aug 14, 2024
Q2 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-222K- 59.58% |
$15.6M - $19M
|
150K
$13.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
68New |
$4.77K - $5.81K
|
68
$6.19K
|
|
|
Aug 14, 2024
Q2 2024
|
Harvest Management LLC
New York, NY |
SELL
|
- |
-356- 8.36% |
$25K - $30.4K
|
3.9K
$355K
|
|
|
Aug 14, 2024
Q2 2024
|
Champlain Investment Partners, LLC
Burlington, VT |
SELL
|
- |
-239K- 17.86% |
$16.8M - $20.5M
|
1.1M
$100M
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
846New |
$59.4K - $72.3K
|
846
$77K
|
|
|
Aug 14, 2024
Q2 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
62.9K+ 501.37% |
$4.42M - $5.38M
|
75.5K
$6.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
6.6KNew |
$463K - $564K
|
6.6K
$601K
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-1.77K- 67.44% |
$125K - $152K
|
856
$77.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
2.23K+ 40.28% |
$157K - $191K
|
7.78K
$708K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
115K+ 2.78% |
$8.04M - $9.79M
|
4.24M
$386M
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.22K+ 45.69% |
$85.7K - $104K
|
3.89K
$354K
|
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-332- 4.22% |
$23.3K - $28.4K
|
7.53K
$685K
|
|
|
Aug 12, 2024
Q2 2024
|
Mqs Management LLC
|
BUY
|
- |
3.23KNew |
$227K - $276K
|
3.23K
$294K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
179+ 8.26% |
$12.6K - $15.3K
|
2.35K
$214K
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1.72K- 11.27% |
$121K - $147K
|
13.5K
$1.23M
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
12.4K+ 480.15% |
$868K - $1.06M
|
14.9K
$1.36M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-94.1K- 71.87% |
$6.61M - $8.05M
|
36.8K
$3.35M
|
|
|
Jul 31, 2024
Q2 2024
|
Bell Bank
|
SELL
|
- |
-1.42K- 17.72% |
$99.4K - $121K
|
6.57K
$598K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-9- 17.65% |
$632 - $769
|
42
$3.82K
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
BUY
|
- |
21+ 0.97% |
$1.47K - $1.8K
|
2.18K
$199K
|
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
275+ 3.84% |
$19.3K - $23.5K
|
7.43K
$677K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
183+ 3.87% |
$12.9K - $15.6K
|
4.91K
$447K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
6New |
$421 - $513
|
6
$546
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-36- 67.92% |
$2.53K - $3.08K
|
17
$1.55K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$70.2 - $85.5
|
1
$91
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-16- 3.12% |
$1.12K - $1.37K
|
497
$45.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 50.0% |
$351 - $427
|
15
$1.37K
|
|
| Q1 2024 | |||||||
|
Jul 31, 2025
Q1 2024
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.21KClosed |
$181K - $220K
|
0
$0
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-52Closed |
$4.26K - $5.17K
|
0
$0
|
|
|
Jun 03, 2024
Q1 2024
|
Kopp Le Roy C
Bloomington, MN |
BUY
|
- |
76.4KNew |
$6.27M - $7.6M
|
76.4K
$6.96M
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
67.7KNew |
$5.55M - $6.74M
|
67.7K
$6.17M
|
|
|
May 15, 2024
Q1 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
3.77KNew |
$309K - $375K
|
3.77K
$343K
|
|
|
May 15, 2024
Q1 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
50KNew |
$4.1M - $4.97M
|
50K
$4.55M
|
|
|
May 15, 2024
Q1 2024
|
Sqn Investors LP
Redwood City, CA |
BUY
|
- |
39.3KNew |
$3.22M - $3.91M
|
39.3K
$3.58M
|
|
|
May 15, 2024
Q1 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-56.7K- 40.34% |
$4.65M - $5.64M
|
83.9K
$7.64M
|
|
|
May 15, 2024
Q1 2024
|
Armistice Capital, LLC
New York, NY |
BUY
|
- |
3.36KNew |
$276K - $334K
|
3.36K
$306K
|
|
|
May 15, 2024
Q1 2024
|
Numerai Gp LLC
San Francisco, CA |
SELL
|
- |
-32.7K- 77.47% |
$2.69M - $3.26M
|
9.52K
$867K
|
|