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 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
4.88KNew |
$343K - $417K
|
4.88K
$330K
|
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
4.87KNew |
$342K - $416K
|
4.87K
$329K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.57KNew |
$251K - $305K
|
3.57K
$241K
|
|
|
Aug 12, 2024
Q2 2024
|
Mqs Management LLC
|
BUY
|
- |
3.23KNew |
$227K - $276K
|
3.23K
$219K
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.2KNew |
$225K - $274K
|
3.2K
$216K
|
|
|
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
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.65K+ 24.99% |
$186K - $226K
|
13.2K
$895K
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
2.23K+ 40.28% |
$157K - $191K
|
7.78K
$526K
|
|
|
Apr 08, 2025
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
1.54K+ 3.35% |
$108K - $131K
|
47.3K
$3.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.22K+ 45.69% |
$85.7K - $104K
|
3.89K
$263K
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
846New |
$59.4K - $72.3K
|
846
$57.2K
|
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
275+ 3.84% |
$19.3K - $23.5K
|
7.43K
$503K
|
|
|
Aug 09, 2024
Q2 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
259+ 1.47% |
$18.2K - $22.1K
|
17.9K
$1.21M
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
183+ 3.87% |
$12.9K - $15.6K
|
4.91K
$332K
|
|
|
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 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
166+ 57.84% |
$11.7K - $14.2K
|
453
$30.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
98+ 0.86% |
$6.88K - $8.38K
|
11.5K
$778K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
68New |
$4.77K - $5.81K
|
68
$4.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
59New |
$4.14K - $5.04K
|
59
$3.99K
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
49+ 2.89% |
$3.44K - $4.19K
|
1.75K
$118K
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
BUY
|
- |
21+ 0.97% |
$1.47K - $1.8K
|
2.18K
$148K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
18New |
$1.26K - $1.54K
|
18
$1.22K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
6New |
$421 - $513
|
6
$406
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6New |
$421 - $513
|
6
$406
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 50.0% |
$351 - $427
|
15
$1.01K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$70.2 - $85.5
|
1
$67.6
|
|
| Q1 2024 | |||||||
|
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 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
7.07KNew |
$580K - $704K
|
7.07K
$478K
|
|
|
May 15, 2024
Q1 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
3.77KNew |
$309K - $375K
|
3.77K
$255K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
3.43KNew |
$281K - $341K
|
3.43K
$232K
|
|
|
May 08, 2024
Q1 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
3.4KNew |
$279K - $339K
|
3.4K
$230K
|
|
|
May 15, 2024
Q1 2024
|
Armistice Capital, LLC
New York, NY |
BUY
|
- |
3.36KNew |
$276K - $334K
|
3.36K
$227K
|
|
|
May 14, 2024
Q1 2024
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
1.65K+ 3.57% |
$135K - $164K
|
47.8K
$3.24M
|
|
|
May 03, 2024
Q1 2024
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
893+ 361.54% |
$73.2K - $88.8K
|
1.14K
$77.1K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
581+ 177.13% |
$47.6K - $57.8K
|
909
$61.5K
|
|
|
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 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
532New |
$43.6K - $52.9K
|
532
$36K
|
|
|
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
|
Zions Bancorporation, N.A.
|
BUY
|
- |
340New |
$27.9K - $33.8K
|
340
$23K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
146New |
$12K - $14.5K
|
146
$9.87K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
78+ 0.6% |
$6.4K - $7.76K
|
13.1K
$889K
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
35+ 2.95% |
$2.87K - $3.48K
|
1.22K
$82.5K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
6New |
$492 - $597
|
6
$406
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Unisphere Establishment
Vaduz, N2 |
BUY
|
- |
60.5KNew |
$5.15M - $6.32M
|
60.5K
$4.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Equity Partners Management, LLC
San Francisco, CA |
BUY
|
- |
27.3K+ 17.99% |
$2.32M - $2.85M
|
179K
$12.1M
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
20.9K+ 307.27% |
$1.78M - $2.19M
|
27.7K
$1.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
17.8KNew |
$1.51M - $1.85M
|
17.8K
$1.2M
|
|