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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
179+ 8.26% |
$12.6K - $15.3K
|
2.35K
$248K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
166+ 57.84% |
$11.7K - $14.2K
|
453
$48K
|
|
|
Aug 12, 2024
Q2 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
109+ 5.87% |
$7.65K - $9.32K
|
1.97K
$208K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
98+ 0.86% |
$6.88K - $8.38K
|
11.5K
$1.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
68New |
$4.77K - $5.81K
|
68
$7.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
59New |
$4.14K - $5.04K
|
59
$6.25K
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
49+ 2.89% |
$3.44K - $4.19K
|
1.75K
$185K
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
BUY
|
- |
21+ 0.97% |
$1.47K - $1.8K
|
2.18K
$231K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
20New |
$1.4K - $1.71K
|
20
$2.12K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
19New |
$1.33K - $1.62K
|
19
$2.01K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
18New |
$1.26K - $1.54K
|
18
$1.91K
|
|
|
Jul 30, 2024
Q2 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
14+ 0.09% |
$983 - $1.2K
|
14.8K
$1.57M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
6New |
$421 - $513
|
6
$635
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6New |
$421 - $513
|
6
$635
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 50.0% |
$351 - $427
|
15
$1.59K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4+ 200.0% |
$281 - $342
|
6
$635
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1New |
$70.2 - $85.5
|
1
$106
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$70.2 - $85.5
|
1
$106
|
|
| Q1 2024 | |||||||
|
Jun 03, 2024
Q1 2024
|
Kopp Le Roy C
Bloomington, MN |
BUY
|
- |
76.4KNew |
$6.27M - $7.6M
|
76.4K
$8.09M
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
67.7KNew |
$5.55M - $6.74M
|
67.7K
$7.17M
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
55.5K+ 335.96% |
$4.55M - $5.52M
|
72K
$7.62M
|
|
|
May 15, 2024
Q1 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
52.7KNew |
$4.32M - $5.24M
|
52.7K
$5.58M
|
|
|
May 15, 2024
Q1 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
50KNew |
$4.1M - $4.97M
|
50K
$5.29M
|
|
|
May 15, 2024
Q1 2024
|
Sqn Investors LP
Redwood City, CA |
BUY
|
- |
39.3KNew |
$3.22M - $3.91M
|
39.3K
$4.16M
|
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
7.07KNew |
$580K - $704K
|
7.07K
$749K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.41KNew |
$361K - $438K
|
4.41K
$466K
|
|
|
May 15, 2024
Q1 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
3.77KNew |
$309K - $375K
|
3.77K
$399K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
3.43KNew |
$281K - $341K
|
3.43K
$363K
|
|
|
May 08, 2024
Q1 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
3.4KNew |
$279K - $339K
|
3.4K
$360K
|
|
|
May 15, 2024
Q1 2024
|
Armistice Capital, LLC
New York, NY |
BUY
|
- |
3.36KNew |
$276K - $334K
|
3.36K
$356K
|
|
|
May 14, 2024
Q1 2024
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
1.65K+ 3.57% |
$135K - $164K
|
47.8K
$5.06M
|
|
|
May 03, 2024
Q1 2024
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
893+ 361.54% |
$73.2K - $88.8K
|
1.14K
$121K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
581+ 177.13% |
$47.6K - $57.8K
|
909
$96.2K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
547+ 3.22% |
$44.9K - $54.4K
|
17.5K
$1.86M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
532New |
$43.6K - $52.9K
|
532
$56.3K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
475New |
$39K - $47.3K
|
475
$50.3K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
340New |
$27.9K - $33.8K
|
340
$36K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
146New |
$12K - $14.5K
|
146
$15.5K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
78+ 0.6% |
$6.4K - $7.76K
|
13.1K
$1.39M
|
|
|
Apr 05, 2024
Q1 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
45+ 0.28% |
$3.69K - $4.48K
|
16.1K
$1.71M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
35+ 2.95% |
$2.87K - $3.48K
|
1.22K
$129K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
6New |
$492 - $597
|
6
$635
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Unisphere Establishment
Vaduz, N2 |
BUY
|
- |
60.5KNew |
$5.15M - $6.32M
|
60.5K
$6.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Equity Partners Management, LLC
San Francisco, CA |
BUY
|
- |
27.3K+ 17.99% |
$2.32M - $2.85M
|
179K
$18.9M
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
20.9K+ 307.27% |
$1.78M - $2.19M
|
27.7K
$2.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
17.8KNew |
$1.51M - $1.85M
|
17.8K
$1.88M
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
14K+ 26.42% |
$1.19M - $1.46M
|
67K
$7.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
7.59KNew |
$646K - $792K
|
7.59K
$803K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
5.02KNew |
$428K - $525K
|
5.02K
$532K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
4.15KNew |
$353K - $433K
|
4.15K
$439K
|
|