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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Siren, L.L.C.
New York, NY |
BUY
|
- |
10KNew |
$761K - $1.15M
|
10K
$676K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
7.56KNew |
$575K - $868K
|
7.56K
$511K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-103K- 86.86% |
$7.81M - $11.8M
|
15.5K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
300KNew |
$22.8M - $34.4M
|
300K
$20.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
2.28KNew |
$173K - $262K
|
2.28K
$154K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10+ 0.18% |
$761 - $1.15K
|
5.62K
$380K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
15.4K+ 10282.0% |
$1.17M - $1.77M
|
15.6K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-271- 0.3% |
$20.6K - $31.1K
|
89.1K
$6.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-178K- 39.89% |
$13.6M - $20.4M
|
268K
$18.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
53.2KNew |
$4.05M - $6.11M
|
53.2K
$3.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-9.35K- 17.03% |
$711K - $1.07M
|
45.5K
$3.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-3.46K- 49.48% |
$263K - $397K
|
3.53K
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-52.8K- 11.29% |
$4.02M - $6.06M
|
415K
$28M
|
|
|
Feb 13, 2025
Q4 2024
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
3.61KNew |
$275K - $414K
|
3.61K
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-10.9K- 8.61% |
$832K - $1.25M
|
116K
$7.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.06K+ 22.23% |
$80.7K - $122K
|
5.83K
$394K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
20+ 15.04% |
$1.52K - $2.3K
|
153
$10.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.1K- 2.74% |
$83.6K - $126K
|
39K
$2.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
260+ 5.18% |
$19.8K - $29.8K
|
5.28K
$357K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-64- 40.25% |
$4.87K - $7.35K
|
95
$6.42K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-257- 5.39% |
$19.6K - $29.5K
|
4.51K
$305K
|
|
|
Feb 13, 2025
Q4 2024
|
Kopp Family Office, LLC
Bloomington, MN |
SELL
|
- |
-120- 0.11% |
$9.13K - $13.8K
|
112K
$7.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
5.52K+ 6.83% |
$420K - $633K
|
86.4K
$5.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-209- 5.28% |
$15.9K - $24K
|
3.75K
$253K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-902- 76.9% |
$68.7K - $104K
|
271
$18.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-772- 20.73% |
$58.8K - $88.6K
|
2.95K
$200K
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-26.6K- 45.69% |
$2.02M - $3.05M
|
31.6K
$2.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Ranger Investment Management, L.P.
Dallas, TX |
SELL
|
- |
-1.86K- 0.37% |
$142K - $213K
|
500K
$33.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
448K+ 1631.01% |
$34.1M - $51.4M
|
476K
$32.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
602+ 3010.0% |
$45.8K - $69.1K
|
622
$42.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
6.31KNew |
$480K - $724K
|
6.31K
$426K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
17+ 0.04% |
$1.29K - $1.95K
|
44K
$2.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-414- 2.22% |
$31.5K - $47.5K
|
18.2K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
8New |
$609 - $918
|
8
$541
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management ETF Advisors, LLC
San Francisco, CA |
SELL
|
- |
-960- 8.25% |
$73.1K - $110K
|
10.7K
$722K
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-5.25K- 26.48% |
$400K - $603K
|
14.6K
$986K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-136- 0.32% |
$10.4K - $15.6K
|
42.7K
$2.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21+ 0.15% |
$1.6K - $2.41K
|
14.3K
$967K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.56K- 87.45% |
$423K - $638K
|
797
$53.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
77+ 1.43% |
$5.86K - $8.84K
|
5.46K
$369K
|
|
|
Feb 13, 2025
Q4 2024
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-68.9K- 95.23% |
$5.24M - $7.9M
|
3.45K
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-1- 1.92% |
$76.1 - $115
|
51
$3.45K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.28K+ 4.4% |
$97.5K - $147K
|
30.4K
$2.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-11.1K- 14.8% |
$845K - $1.27M
|
63.9K
$4.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
32K+ 117.25% |
$2.44M - $3.67M
|
59.3K
$4.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
PUT |
-2.3K- 54.76% |
$175K - $264K
|
1.9K
$128K
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
43.4K+ 3338.46% |
$3.3M - $4.98M
|
44.7K
$3.02M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
24.2K+ 3.02% |
$1.84M - $2.77M
|
824K
$55.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
469KNew |
$35.7M - $53.8M
|
469K
$31.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.29K+ 4.16% |
$98.1K - $148K
|
32.2K
$2.18M
|