Purchases and Sales Made in Q1 2023 in Workiva Inc (WK)
This table provides information about the institutional ownership of Workiva Inc (WK) during Q1 2023. The information is specifically focused on institutions that hold shares of WORKIVA INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
25New |
$2.03K - $2.56K
|
25
$2.43K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14+ 140.0% |
$1.14K - $1.43K
|
24
$2.33K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
14New |
$1.14K - $1.43K
|
14
$1.36K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
11+ 0.01% |
$893 - $1.13K
|
101K
$9.79M
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
9+ 0.2% |
$731 - $922
|
4.53K
$439K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
7New |
$568 - $717
|
7
$679
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7+ 0.28% |
$568 - $717
|
2.52K
$244K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
6New |
$487 - $614
|
6
$582
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6New |
$487 - $614
|
6
$582
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6+ 3.35% |
$487 - $614
|
185
$17.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
4+ 6.9% |
$325 - $410
|
62
$6.01K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3New |
$244 - $307
|
3
$291
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2+ 0.08% |
$162 - $205
|
2.46K
$239K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 4.26% |
$162 - $205
|
49
$4.75K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2New |
$162 - $205
|
2
$194
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.42% |
$81.2 - $102
|
237
$23K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 1.72% |
$81.2 - $102
|
59
$5.72K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 1.1% |
$81.2 - $102
|
90
$8.73K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-5- 11.9% |
$406 - $512
|
37
$3.59K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-8- 13.79% |
$649 - $819
|
50
$4.85K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-12- 0.61% |
$974 - $1.23K
|
1.96K
$190K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-14- 45.16% |
$1.14K - $1.43K
|
17
$1.65K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-14- 50.0% |
$1.14K - $1.43K
|
14
$1.36K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-17- 85.0% |
$1.38K - $1.74K
|
3
$291
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-20- 0.41% |
$1.62K - $2.05K
|
4.84K
$469K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-22- 0.3% |
$1.79K - $2.25K
|
7.2K
$698K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-25- 32.05% |
$2.03K - $2.56K
|
53
$5.14K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-27- 0.42% |
$2.19K - $2.77K
|
6.39K
$620K
|
|
|
Aug 17, 2023
Q1 2023
|
Alamar Capital Management, LLC
|
SELL
|
- |
-34- 0.09% |
$2.76K - $3.48K
|
36K
$3.49M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-36- 35.64% |
$2.92K - $3.69K
|
65
$6.31K
|
|
|
May 12, 2023
Q1 2023
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-37- 34.26% |
$3K - $3.79K
|
71
$6.89K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-40- 23.67% |
$3.25K - $4.1K
|
129
$12.5K
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-40- 0.77% |
$3.25K - $4.1K
|
5.18K
$503K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-46- 14.24% |
$3.73K - $4.71K
|
277
$26.9K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-66- 9.92% |
$5.36K - $6.76K
|
599
$58.1K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-77- 8.24% |
$6.25K - $7.89K
|
857
$83.1K
|
|
|
Apr 01, 2024
Q1 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-84- 0.46% |
$6.82K - $8.6K
|
18K
$1.75M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-86- 1.79% |
$6.98K - $8.81K
|
4.71K
$457K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-99- 9.55% |
$8.04K - $10.1K
|
938
$91K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-100- 0.4% |
$8.12K - $10.2K
|
25.2K
$2.44M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-112- 4.69% |
$9.09K - $11.5K
|
2.27K
$221K
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-121- 3.18% |
$9.82K - $12.4K
|
3.68K
$357K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-155- 4.34% |
$12.6K - $15.9K
|
3.42K
$331K
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-160- 9.62% |
$13K - $16.4K
|
1.5K
$146K
|
|
|
Apr 25, 2023
Q1 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-197- 3.87% |
$16K - $20.2K
|
4.89K
$474K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-249- 34.83% |
$20.2K - $25.5K
|
466
$45.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-270- 15.51% |
$21.9K - $27.7K
|
1.47K
$143K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-318- 11.91% |
$25.8K - $32.6K
|
2.35K
$228K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-323- 3.93% |
$26.2K - $33.1K
|
7.89K
$766K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-357- 12.45% |
$29K - $36.6K
|
2.51K
$243K
|