Latest Institutional Purchases of Workiva Inc (WK)
This list provides information on the latest institutional transactions involving Workiva Inc (WK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.55KNew |
$194K - $292K
|
2.55K
$172K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
2.47K+ 3.51% |
$188K - $283K
|
72.8K
$4.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.3KNew |
$175K - $264K
|
2.3K
$156K
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
2.28KNew |
$173K - $262K
|
2.28K
$154K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.19KNew |
$167K - $252K
|
2.19K
$148K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.16KNew |
$165K - $248K
|
2.16K
$146K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.13K+ 20.15% |
$162K - $244K
|
12.7K
$858K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.13KNew |
$162K - $244K
|
2.13K
$144K
|
|
|
Feb 14, 2025
Q4 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
2.07K+ 50.05% |
$157K - $237K
|
6.19K
$419K
|
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
BUY
|
- |
2.06KNew |
$157K - $237K
|
2.06K
$140K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.02KNew |
$154K - $232K
|
2.02K
$137K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2KNew |
$152K - $230K
|
2K
$135K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2KNew |
$152K - $230K
|
2K
$135K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.94KNew |
$147K - $222K
|
1.94K
$131K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.93KNew |
$147K - $221K
|
1.93K
$130K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.91K+ 0.33% |
$145K - $219K
|
588K
$39.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
1.76K+ 29.81% |
$134K - $202K
|
7.67K
$519K
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
1.4K+ 1.48% |
$107K - $161K
|
96K
$6.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.29K+ 4.16% |
$98.1K - $148K
|
32.2K
$2.18M
|
|
|
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
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.06K+ 22.23% |
$80.7K - $122K
|
5.83K
$394K
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
987+ 0.09% |
$75.1K - $113K
|
1.15M
$77.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
896+ 13.55% |
$68.2K - $103K
|
7.51K
$508K
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
890+ 5.52% |
$67.7K - $102K
|
17K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
879+ 14650.0% |
$66.9K - $101K
|
885
$59.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
785+ 12.26% |
$59.7K - $90.1K
|
7.19K
$486K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
720+ 27.46% |
$54.8K - $82.6K
|
3.34K
$226K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
602+ 3010.0% |
$45.8K - $69.1K
|
622
$42.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
599New |
$45.6K - $68.8K
|
599
$40.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
527+ 3.76% |
$40.1K - $60.5K
|
14.5K
$983K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
423+ 21.5% |
$32.2K - $48.6K
|
2.39K
$162K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
416+ 56.06% |
$31.7K - $47.7K
|
1.16K
$78.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
390+ 24.68% |
$29.7K - $44.8K
|
1.97K
$133K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
383+ 1.43% |
$29.2K - $44K
|
27.2K
$1.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
308+ 9.33% |
$23.4K - $35.4K
|
3.61K
$244K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
267+ 5.31% |
$20.3K - $30.6K
|
5.3K
$358K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
260+ 5.18% |
$19.8K - $29.8K
|
5.28K
$357K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
240+ 8.79% |
$18.3K - $27.5K
|
2.97K
$201K
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
229New |
$17.4K - $26.3K
|
229
$15.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
224+ 1.61% |
$17K - $25.7K
|
14.2K
$958K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
135+ 2.7% |
$10.3K - $15.5K
|
5.14K
$347K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
117+ 1.86% |
$8.9K - $13.4K
|
6.41K
$434K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
116+ 8.68% |
$8.83K - $13.3K
|
1.45K
$98.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
114+ 0.67% |
$8.68K - $13.1K
|
17.1K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
106+ 6.21% |
$8.07K - $12.2K
|
1.81K
$123K
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
77+ 0.04% |
$5.86K - $8.84K
|
214K
$14.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
77+ 1.43% |
$5.86K - $8.84K
|
5.46K
$369K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
71New |
$5.4K - $8.15K
|
71
$4.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
66+ 6.59% |
$5.02K - $7.58K
|
1.07K
$72.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
61New |
$4.64K - $7K
|
61
$4.13K
|