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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
49+ 2.89% |
$3.44K - $4.19K
|
1.75K
$118K
|
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-332- 4.22% |
$23.3K - $28.4K
|
7.53K
$509K
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.22K+ 45.69% |
$85.7K - $104K
|
3.89K
$263K
|
|
|
Aug 12, 2024
Q2 2024
|
Mqs Management LLC
|
BUY
|
- |
3.23KNew |
$227K - $276K
|
3.23K
$219K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
179+ 8.26% |
$12.6K - $15.3K
|
2.35K
$159K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
59New |
$4.14K - $5.04K
|
59
$3.99K
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
4.88KNew |
$343K - $417K
|
4.88K
$330K
|
|
|
Aug 09, 2024
Q2 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
259+ 1.47% |
$18.2K - $22.1K
|
17.9K
$1.21M
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1.72K- 11.27% |
$121K - $147K
|
13.5K
$916K
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
12.4K+ 480.15% |
$868K - $1.06M
|
14.9K
$1.01M
|
|
|
Aug 05, 2024
Q2 2024
|
Strs Ohio
|
SELL
|
- |
-400- 11.43% |
$28.1K - $34.2K
|
3.1K
$210K
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-94.1K- 71.87% |
$6.61M - $8.05M
|
36.8K
$2.49M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-9- 17.65% |
$632 - $769
|
42
$2.84K
|
|
|
Jul 31, 2024
Q2 2024
|
Bell Bank
|
SELL
|
- |
-1.42K- 17.72% |
$99.4K - $121K
|
6.57K
$445K
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
BUY
|
- |
21+ 0.97% |
$1.47K - $1.8K
|
2.18K
$148K
|
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
275+ 3.84% |
$19.3K - $23.5K
|
7.43K
$503K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
6New |
$421 - $513
|
6
$406
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
183+ 3.87% |
$12.9K - $15.6K
|
4.91K
$332K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6New |
$421 - $513
|
6
$406
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-36- 67.92% |
$2.53K - $3.08K
|
17
$1.15K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$70.2 - $85.5
|
1
$67.6
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-16- 3.12% |
$1.12K - $1.37K
|
497
$33.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
98+ 0.86% |
$6.88K - $8.38K
|
11.5K
$778K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 50.0% |
$351 - $427
|
15
$1.01K
|
|
| Q1 2024 | |||||||
|
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
$5.17M
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
67.7KNew |
$5.55M - $6.74M
|
67.7K
$4.58M
|
|
|
May 15, 2024
Q1 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
50KNew |
$4.1M - $4.97M
|
50K
$3.38M
|
|
|
May 15, 2024
Q1 2024
|
Sqn Investors LP
Redwood City, CA |
BUY
|
- |
39.3KNew |
$3.22M - $3.91M
|
39.3K
$2.66M
|
|
|
May 15, 2024
Q1 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
3.77KNew |
$309K - $375K
|
3.77K
$255K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
581+ 177.13% |
$47.6K - $57.8K
|
909
$61.5K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
PUT |
-3.5K- 74.47% |
$287K - $348K
|
1.2K
$81.2K
|
|
|
May 15, 2024
Q1 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-56.7K- 40.34% |
$4.65M - $5.64M
|
83.9K
$5.67M
|
|
|
May 15, 2024
Q1 2024
|
Armistice Capital, LLC
New York, NY |
BUY
|
- |
3.36KNew |
$276K - $334K
|
3.36K
$227K
|
|
|
May 15, 2024
Q1 2024
|
Numerai Gp LLC
San Francisco, CA |
SELL
|
- |
-32.7K- 77.47% |
$2.69M - $3.26M
|
9.52K
$644K
|
|
|
May 15, 2024
Q1 2024
|
Oracle Alpha Inc.
Toronto, A6 |
SELL
|
- |
-256- 8.0% |
$21K - $25.5K
|
2.94K
$199K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
475New |
$39K - $47.3K
|
475
$32.1K
|
|
|
May 14, 2024
Q1 2024
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
1.65K+ 3.57% |
$135K - $164K
|
47.8K
$3.24M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
340New |
$27.9K - $33.8K
|
340
$23K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-202- 7.18% |
$16.6K - $20.1K
|
2.61K
$177K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
547+ 3.22% |
$44.9K - $54.4K
|
17.5K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-813- 4.8% |
$66.7K - $80.9K
|
16.1K
$1.09M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-211- 0.85% |
$17.3K - $21K
|
24.5K
$1.66M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-93- 3.77% |
$7.63K - $9.25K
|
2.37K
$161K
|
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
7.07KNew |
$580K - $704K
|
7.07K
$478K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.69K- 1.61% |
$139K - $168K
|
104K
$7.01M
|
|
|
May 08, 2024
Q1 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
3.4KNew |
$279K - $339K
|
3.4K
$230K
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
35+ 2.95% |
$2.87K - $3.48K
|
1.22K
$82.5K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
3.43KNew |
$281K - $341K
|
3.43K
$232K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-13- 0.21% |
$1.07K - $1.29K
|
6.14K
$415K
|
|