Latest Institutional Transactions on Workiva Inc (WK)

WK Quotes by TradingView

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
Apr 24, 2023 Q1 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
2.18K
New
$177K - $223K
2.18K $199K
Apr 21, 2023 Q1 2023
Bogart Wealth, LLC

BUY
 -
14
New
$1.14K - $1.43K
14 $1.27K
Apr 21, 2023 Q1 2023
Paladin Advisory Group, LLC

BUY
 -
1.86K
New
$151K - $190K
1.86K $169K
Apr 21, 2023 Q1 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
55
+ 16.22%
$4.46K - $5.63K
394 $35.9K
Apr 20, 2023 Q1 2023
High Mark Wealth Management LLC

BUY
 -
1.16K
New
$94.1K - $119K
1.16K $106K
Apr 14, 2023 Q1 2023
Stonnington Group, LLC

SELL
 -
-1K
- 16.67%
$81.2K - $102K
5K $455K
Q4 2022
Oct 23, 2023 Q4 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
1.6K
New
$107K - $137K
1.6K $146K
Feb 16, 2023 Q4 2022
American Trust

Lexington, KY
SELL
 -
-77
- 2.88%
$5.14K - $6.58K
2.6K $236K
Feb 16, 2023 Q4 2022
Talbot Financial, LLC

Bellevue, WA
BUY
 -
10.5K
New
$700K - $897K
10.5K $956K
Feb 14, 2023 Q4 2022
Wolverine Trading, LLC

Chicago, IL
BUY
 -
3.17K
New
$211K - $271K
3.17K $288K
Feb 14, 2023 Q4 2022
Zacks Investment Management

Chicago, IL
BUY
 -
10K
New
$670K - $859K
10K $915K
Feb 14, 2023 Q4 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
365K
New
$24.3M - $31.2M
365K $33.2M
Feb 14, 2023 Q4 2022
P Schoenfeld Asset Management LP

New York, NY
BUY
 CALL
150K
New
$10M - $12.8M
150K $13.7M
Feb 14, 2023 Q4 2022
Adage Capital Partners Gp, L.L.C.

Boston, MA
BUY
 -
35K
New
$2.33M - $2.99M
35K $3.19M
Feb 14, 2023 Q4 2022
Contour Asset Management LLC

New York, NY
BUY
 -
140K
New
$9.31M - $11.9M
140K $12.7M
Feb 13, 2023 Q4 2022
Alpha Paradigm Partners, LLC

Chicago, IL
BUY
 -
6.9K
New
$460K - $590K
6.9K $628K
Feb 13, 2023 Q4 2022
Baker Avenue Asset Management, LP

BUY
 -
11
New
$734 - $940
11 $1K
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
2.02K
+ 104.88%
$135K - $173K
3.95K $359K
Feb 09, 2023 Q4 2022
Vise Technologies, Inc.

New York, NY
BUY
 -
2.66K
New
$177K - $227K
2.66K $242K
Feb 03, 2023 Q4 2022
Ellevest, Inc.

BUY
 -
10
+ 22.73%
$667 - $855
54 $4.92K
Jan 19, 2023 Q4 2022
Iron Horse Wealth Management, LLC

BUY
 -
50
New
$3.34K - $4.27K
50 $4.55K
Jan 11, 2023 Q4 2022
City State Bank

Norwalk, IA
SELL
 -
-100
- 7.27%
$6.67K - $8.55K
1.28K $116K
Q3 2022
Nov 14, 2022 Q3 2022
Quantamental Technologies LLC

White Plains, NY
BUY
 -
5.36K
New
$321K - $417K
5.36K $488K
Nov 14, 2022 Q3 2022
Vestcor Inc

Fredericton, A3
BUY
 -
33K
New
$1.98M - $2.57M
33K $3M
Nov 14, 2022 Q3 2022
Whetstone Capital Advisors, LLC

Shawnee Mission, KS
BUY
 -
28.4K
New
$1.7M - $2.21M
28.4K $2.58M
Nov 14, 2022 Q3 2022
Drw Securities, L.L.C.

Chicago, IL
BUY
 CALL
4.7K
New
$282K - $366K
4.7K $428K
Nov 14, 2022 Q3 2022
Symmetry Peak Management LLC

Radnor, PA
BUY
 -
5K
New
$300K - $389K
5K $455K
Nov 14, 2022 Q3 2022
Meeder Asset Management Inc

BUY
 -
9
New
$540 - $700
9 $819
Nov 14, 2022 Q3 2022
Alpha Crest Capital Management LLC

New York, NY
SELL
 -
-2.11K
- 30.23%
$126K - $164K
4.86K $443K
Nov 14, 2022 Q3 2022
Washington Harbour Partners LP

Arlington, VA
BUY
 -
31.4K
New
$1.88M - $2.44M
31.4K $2.86M
Nov 10, 2022 Q3 2022
Brown Brothers Harriman & CO

New York, NY
BUY
 -
322
New
$19.3K - $25.1K
322 $29.3K
Nov 10, 2022 Q3 2022
Steward Partners Investment Advisory, LLC

SELL
 -
-29
- 22.48%
$1.74K - $2.26K
100 $9.1K
Nov 02, 2022 Q3 2022
Clear Street Markets LLC

BUY
 CALL
200
New
$12K - $15.6K
200 $18.2K
Nov 02, 2022 Q3 2022
Sageworth Trust CO Of South Dakota

SELL
 -
-256
- 41.42%
$15.3K - $19.9K
362 $33K
Oct 31, 2022 Q3 2022
Center Star Asset Management, LLC

BUY
 -
425
New
$25.5K - $33.1K
425 $38.7K
Oct 27, 2022 Q3 2022
Absolute Capital Management, LLC

BUY
 -
32
New
$1.92K - $2.49K
32 $2.91K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
181
New
$10.9K - $14.1K
181 $16.5K
Oct 21, 2022 Q3 2022
Annapolis Financial Services, LLC

BUY
 -
67
New
$4.02K - $5.21K
67 $6.1K
Oct 14, 2022 Q3 2022
Gradient Investments LLC

BUY
 -
9
New
$540 - $700
9 $819
Q2 2022
Aug 25, 2022 Q2 2022
M&G Investment Management LTD

London, X0
SELL
 -
-11.9K
Closed
$737K - $1.45M
0 $0
Aug 15, 2022 Q2 2022
Pier Capital, LLC

Stamford, CT
SELL
 -
-88.5K
Closed
$5.49M - $10.8M
0 $0
Aug 15, 2022 Q2 2022
Delphia (Usa) Inc.

Toronto, A6
SELL
 -
-2.83K
Closed
$175K - $346K
0 $0
Aug 15, 2022 Q2 2022
ETF Managers Group, LLC

Summit, NJ
BUY
 -
10.8K
New
$669K - $1.32M
10.8K $982K
Aug 15, 2022 Q2 2022
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-126
Closed
$7.81K - $15.4K
0 $0
Aug 15, 2022 Q2 2022
Tcwp LLC

Tampa, FL
SELL
 -
-114
Closed
$7.07K - $13.9K
0 $0
Aug 15, 2022 Q2 2022
Howe & Rusling Inc

Rochester, NY
BUY
 -
13
+ 31.71%
$806 - $1.59K
54 $4.92K
Aug 15, 2022 Q2 2022
Public Employees Retirement System Of Ohio

Columbus, OH
SELL
 -
-1.99K
Closed
$123K - $243K
0 $0
Aug 15, 2022 Q2 2022
Eaton Vance Management

Boston, MA
SELL
 -
-10.4K
- 18.69%
$646K - $1.27M
45.3K $4.12M
Aug 15, 2022 Q2 2022
Putnam Investments LLC

Boston, MA
SELL
 -
-55.2K
Closed
$3.43M - $6.76M
0 $0

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