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
$2.77K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.13KNew |
$290K - $332K
|
4.13K
$279K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
46New |
$3.23K - $3.7K
|
46
$3.11K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
2.62KNew |
$184K - $211K
|
2.62K
$177K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.29K- 73.36% |
$90.4K - $103K
|
467
$31.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-3.59K- 37.86% |
$252K - $289K
|
5.9K
$399K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-7.13K- 88.04% |
$501K - $574K
|
969
$65.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-24- 85.71% |
$1.69K - $1.93K
|
4
$271
|
|
|
Nov 08, 2024
Q3 2024
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-1.28K- 20.41% |
$89.7K - $103K
|
4.98K
$337K
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
11.9K+ 441.56% |
$838K - $960K
|
14.6K
$990K
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-390- 12.47% |
$27.4K - $31.4K
|
2.74K
$185K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-700- 97.22% |
$49.2K - $56.3K
|
20
$1.35K
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
3.38KNew |
$238K - $272K
|
3.38K
$229K
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
8.1KNew |
$569K - $652K
|
8.1K
$548K
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
BUY
|
- |
15.4KNew |
$1.08M - $1.24M
|
15.4K
$1.04M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-85- 80.19% |
$5.97K - $6.84K
|
21
$1.42K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
40New |
$2.81K - $3.22K
|
40
$2.71K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.11K+ 6373.43% |
$640K - $733K
|
9.26K
$626K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.51K- 4.56% |
$177K - $202K
|
52.7K
$3.56M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-19- 30.16% |
$1.33K - $1.53K
|
44
$2.98K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
1.1K+ 34.38% |
$77.3K - $88.5K
|
4.3K
$291K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
20+ 133.33% |
$1.41K - $1.61K
|
35
$2.37K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-4- 8.16% |
$281 - $322
|
45
$3.04K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-18- 2.21% |
$1.26K - $1.45K
|
796
$53.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-130- 73.86% |
$9.13K - $10.5K
|
46
$3.11K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-491- 70.04% |
$34.5K - $39.5K
|
210
$14.2K
|
|
| Q2 2024 | |||||||
|
Apr 08, 2025
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
1.54K+ 3.35% |
$108K - $131K
|
47.3K
$3.2M
|
|
|
Feb 25, 2025
Q2 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
11.8K+ 12.95% |
$828K - $1.01M
|
103K
$6.95M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
18New |
$1.26K - $1.54K
|
18
$1.22K
|
|
|
Aug 14, 2024
Q2 2024
|
Champlain Investment Partners, LLC
Burlington, VT |
SELL
|
- |
-239K- 17.86% |
$16.8M - $20.5M
|
1.1M
$74.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-898- 46.5% |
$63.1K - $76.8K
|
1.03K
$69.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
68New |
$4.77K - $5.81K
|
68
$4.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.65K+ 24.99% |
$186K - $226K
|
13.2K
$895K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.57KNew |
$251K - $305K
|
3.57K
$241K
|
|
|
Aug 14, 2024
Q2 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-222K- 59.58% |
$15.6M - $19M
|
150K
$10.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Harvest Management LLC
New York, NY |
SELL
|
- |
-356- 8.36% |
$25K - $30.4K
|
3.9K
$264K
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
846New |
$59.4K - $72.3K
|
846
$57.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
62.9K+ 501.37% |
$4.42M - $5.38M
|
75.5K
$5.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
6.6KNew |
$463K - $564K
|
6.6K
$446K
|
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
4.87KNew |
$342K - $416K
|
4.87K
$329K
|
|
|
Aug 14, 2024
Q2 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
6.12K+ 46.96% |
$430K - $523K
|
19.2K
$1.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
2.23K+ 40.28% |
$157K - $191K
|
7.78K
$526K
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-1.77K- 67.44% |
$125K - $152K
|
856
$57.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
2.94KNew |
$207K - $252K
|
2.94K
$199K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
166+ 57.84% |
$11.7K - $14.2K
|
453
$30.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
71.5KNew |
$5.02M - $6.11M
|
71.5K
$4.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
115K+ 2.78% |
$8.04M - $9.79M
|
4.24M
$287M
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.2KNew |
$225K - $274K
|
3.2K
$216K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-64- 84.21% |
$4.49K - $5.47K
|
12
$812
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-88- 67.69% |
$6.18K - $7.52K
|
42
$2.84K
|
|