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
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-40- 49.38% |
$2.81K - $3.22K
|
41
$4.64K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.13KNew |
$290K - $332K
|
4.13K
$467K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
282+ 1.04% |
$19.8K - $22.7K
|
27.5K
$3.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.72KNew |
$262K - $300K
|
3.72K
$421K
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-6.05K- 11.38% |
$425K - $487K
|
47.1K
$5.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.2K+ 31.44% |
$84.5K - $96.8K
|
5.03K
$569K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-223K- 13.82% |
$15.7M - $18M
|
1.39M
$157M
|
|
|
Nov 08, 2024
Q3 2024
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-1.28K- 20.41% |
$89.7K - $103K
|
4.98K
$564K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-24- 85.71% |
$1.69K - $1.93K
|
4
$453
|
|
|
Nov 08, 2024
Q3 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
18.2K+ 4.83% |
$1.28M - $1.47M
|
396K
$44.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-7.13K- 88.04% |
$501K - $574K
|
969
$110K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6K- 29.97% |
$421K - $482K
|
14K
$1.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-3.59K- 37.86% |
$252K - $289K
|
5.9K
$667K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
90+ 9.87% |
$6.32K - $7.24K
|
1K
$113K
|
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
10.9KNew |
$766K - $877K
|
10.9K
$1.23M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
2.08K+ 3.22% |
$146K - $167K
|
66.6K
$7.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
71.7K+ 345.93% |
$5.04M - $5.77M
|
92.5K
$10.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-400- 0.42% |
$28.1K - $32.2K
|
94.6K
$10.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-102- 5.4% |
$7.17K - $8.21K
|
1.79K
$202K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
118+ 3.99% |
$8.29K - $9.5K
|
3.08K
$348K
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
11.9K+ 441.56% |
$838K - $960K
|
14.6K
$1.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-390- 12.47% |
$27.4K - $31.4K
|
2.74K
$310K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-5.71K- 25.18% |
$401K - $459K
|
17K
$1.92M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-338K- 60.57% |
$23.8M - $27.2M
|
220K
$24.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
BUY
|
- |
318+ 25.2% |
$22.3K - $25.6K
|
1.58K
$179K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1- 0.53% |
$70.3 - $80.5
|
189
$21.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
3.38KNew |
$238K - $272K
|
3.38K
$383K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-359- 0.89% |
$25.2K - $28.9K
|
40.1K
$4.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
31.4K+ 138.8% |
$2.21M - $2.53M
|
54.1K
$6.12M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-700- 97.22% |
$49.2K - $56.3K
|
20
$2.26K
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-615- 12.92% |
$43.2K - $49.5K
|
4.15K
$469K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-28.4K- 12.94% |
$1.99M - $2.28M
|
191K
$21.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
8.1KNew |
$569K - $652K
|
8.1K
$916K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.77K- 5.77% |
$335K - $384K
|
77.9K
$8.82M
|
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-415- 2.82% |
$29.2K - $33.4K
|
14.3K
$1.62M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
11+ 0.13% |
$773 - $885
|
8.53K
$966K
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-56- 0.9% |
$3.93K - $4.51K
|
6.2K
$701K
|
|
|
Nov 04, 2024
Q3 2024
|
Times Square Capital Management, LLC
|
BUY
|
- |
19.1K+ 4.26% |
$1.34M - $1.54M
|
468K
$52.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-123- 86.62% |
$8.64K - $9.9K
|
19
$2.15K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
71+ 2.57% |
$4.99K - $5.71K
|
2.83K
$321K
|
|
|
Nov 04, 2024
Q3 2024
|
Ranger Investment Management, L.P.
Dallas, TX |
BUY
|
- |
238K+ 89.84% |
$16.7M - $19.1M
|
502K
$56.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
BUY
|
- |
15.4KNew |
$1.08M - $1.24M
|
15.4K
$1.74M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
664+ 2.77% |
$46.7K - $53.4K
|
24.7K
$2.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
5.03KNew |
$353K - $405K
|
5.03K
$569K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
40New |
$2.81K - $3.22K
|
40
$4.53K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
42+ 0.93% |
$2.95K - $3.38K
|
4.55K
$515K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
69+ 76.67% |
$4.85K - $5.55K
|
159
$18K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-431- 8.62% |
$30.3K - $34.7K
|
4.57K
$517K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-85- 80.19% |
$5.97K - $6.84K
|
21
$2.38K
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
4.8K+ 12.15% |
$337K - $386K
|
44.3K
$5.01M
|