Purchases and Sales Made in Q2 2023 in Workiva Inc (WK)

WK Quotes by TradingView

This table provides information about the institutional ownership of Workiva Inc (WK) during Q2 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
Aug 11, 2023 Q2 2023
Manufacturers Life Insurance Company, The

Toronto, A6
BUY
 -
758
+ 3.96%
$65K - $78K
19.9K $1.68M
Jul 31, 2023 Q2 2023
Strs Ohio

BUY
 -
700
+ 15.22%
$60K - $72K
5.3K $447K
Aug 14, 2023 Q2 2023
Vista Equity Partners Management, LLC

San Francisco, CA
BUY
 -
693
+ 0.58%
$59.4K - $71.3K
121K $10.2M
Aug 11, 2023 Q2 2023
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
649
+ 0.46%
$55.7K - $66.8K
142K $12M
Aug 10, 2023 Q2 2023
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
637
+ 2.53%
$54.6K - $65.5K
25.8K $2.18M
Aug 11, 2023 Q2 2023
Amalgamated Bank

New York, NY
BUY
 -
634
+ 9.38%
$54.4K - $65.2K
7.4K $624K
Aug 04, 2023 Q2 2023
American International Group, Inc.

New York, NY
BUY
 -
542
+ 2.36%
$46.5K - $55.8K
23.6K $1.99M
Aug 07, 2023 Q2 2023
Principal Financial Group Inc

Des Moines, IA
BUY
 -
540
+ 10.31%
$46.3K - $55.6K
5.78K $488K
Aug 15, 2023 Q2 2023
Alliancebernstein L.P.

New York, NY
BUY
 -
523
+ 0.92%
$44.9K - $53.8K
57.1K $4.82M
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
473
+ 2.59%
$40.6K - $48.7K
18.7K $1.58M
Jul 14, 2023 Q2 2023
Harbor Investment Advisory, LLC

BUY
 -
321
+ 37.41%
$27.5K - $33K
1.18K $99.5K
Jul 28, 2023 Q2 2023
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
263
+ 8.08%
$22.6K - $27.1K
3.52K $297K
Aug 10, 2023 Q2 2023
Pictet Asset Management Sa

Geneva 73, V8
BUY
 -
234
+ 4.27%
$20.1K - $24.1K
5.71K $482K
Aug 11, 2023 Q2 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
212
+ 5.54%
$18.2K - $21.8K
4.04K $341K
Aug 08, 2023 Q2 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
200
+ 2.86%
$17.2K - $20.6K
7.2K $608K
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
173
+ 5.61%
$14.8K - $17.8K
3.26K $275K
Aug 02, 2023 Q2 2023
Wealth Alliance

Mellville, NY
BUY
 -
164
+ 6.97%
$14.1K - $16.9K
2.52K $213K
Aug 14, 2023 Q2 2023
Elequin Capital LP

New York, NY
BUY
 -
160
New
$13.7K - $16.5K
160 $13.5K
Aug 14, 2023 Q2 2023
Rosenblum Silverman Sutton S F Inc

San Francisco, CA
BUY
 -
155
+ 0.47%
$13.3K - $15.9K
33.1K $2.79M
Aug 15, 2023 Q2 2023
Parkside Financial Bank & Trust

BUY
 -
108
+ 5.51%
$9.26K - $11.1K
2.07K $175K
Jul 14, 2023 Q2 2023
Steph & CO

BUY
 -
105
+ 4.6%
$9K - $10.8K
2.39K $202K
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
103
+ 605.88%
$8.83K - $10.6K
120 $10.1K
Jul 25, 2023 Q2 2023
Fifth Third Bancorp

BUY
 -
101
+ 6.87%
$8.66K - $10.4K
1.57K $133K
Aug 10, 2023 Q2 2023
Metropolitan Life Insurance CO

New York, NY
BUY
 -
99
+ 3.85%
$8.49K - $10.2K
2.67K $226K
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
79
+ 87.78%
$6.78K - $8.13K
169 $14.3K
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
53
New
$4.55K - $5.45K
53 $4.47K
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
43
+ 1.71%
$3.69K - $4.42K
2.55K $216K
Aug 11, 2023 Q2 2023
Hillsdale Investment Management Inc.

Toronto, A6
BUY
 -
35
New
$3K - $3.6K
35 $2.96K
Aug 08, 2023 Q2 2023
Baron Wealth Management LLC

Troy, MI
BUY
 -
25
+ 0.81%
$2.14K - $2.57K
3.1K $261K
Aug 01, 2023 Q2 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
25
+ 2.67%
$2.14K - $2.57K
963 $81.3K
Aug 07, 2023 Q2 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
20
+ 0.05%
$1.72K - $2.06K
43.5K $3.67M
Jul 24, 2023 Q2 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
16
+ 48.48%
$1.37K - $1.65K
49 $4.14K
Aug 10, 2023 Q2 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
12
+ 0.14%
$1.03K - $1.23K
8.68K $733K
Aug 01, 2023 Q2 2023
Massmutual Trust CO Fsb

BUY
 -
11
+ 17.19%
$943 - $1.13K
75 $6.33K
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
9
New
$772 - $926
9 $760
Jul 10, 2023 Q2 2023
Versant Capital Management, Inc

BUY
 -
6
New
$515 - $617
6 $507
Jul 31, 2023 Q2 2023
Crossmark Global Holdings, Inc.

BUY
 -
4
+ 0.09%
$343 - $412
4.44K $375K
Jul 28, 2023 Q2 2023
Crewe Advisors LLC

BUY
 -
2
New
$172 - $206
2 $169
Aug 11, 2023 Q2 2023
Covestor LTD

Boston, MA
BUY
 -
2
+ 2.22%
$172 - $206
92 $7.77K
Jul 13, 2023 Q2 2023
Sjs Investment Consulting Inc.

Sylvania, OH
SELL
 -
-1
- 33.33%
$85.8 - $103
2 $169
Jul 25, 2023 Q2 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
SELL
 -
-4
- 28.57%
$343 - $412
10 $844
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

SELL
 -
-5
- 35.71%
$429 - $515
9 $760
Aug 14, 2023 Q2 2023
Manchester Capital Management LLC

Manchester, VT
SELL
 -
-6
- 16.22%
$515 - $617
31 $2.62K
Jul 28, 2023 Q2 2023
Lindbrook Capital, LLC

SELL
 -
-6
- 9.68%
$515 - $617
56 $4.73K
Jul 17, 2023 Q2 2023
Harel Insurance Investments & Financial Services Ltd.

SELL
 -
-8
- 6.2%
$686 - $823
121 $10.2K
Apr 01, 2024 Q2 2023
Azzad Asset Management Inc /Adv

Falls Church, VA
SELL
 -
-9
- 0.05%
$772 - $926
18K $1.52M
Aug 11, 2023 Q2 2023
Huntington National Bank

Columbus, OH
SELL
 -
-10
- 5.41%
$858 - $1.03K
175 $14.8K
Aug 09, 2023 Q2 2023
Spire Wealth Management

SELL
 -
-14
- 21.54%
$1.2K - $1.44K
51 $4.31K
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

SELL
 -
-14
- 0.12%
$1.2K - $1.44K
11.6K $979K

Track Institutional and Insider Activities on WK

Follow WORKIVA INC and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells WK shares.

Notify only if

Insider Trading

Get notified when an Workiva Inc insider buys or sells WK shares.

Notify only if

News

Receive news related to WORKIVA INC

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on WK