Purchases and Sales Made in Q2 2024 in Workiva Inc (WK)
This table provides information about the institutional ownership of Workiva Inc (WK) during Q2 2024. 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 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6+ 3.26% |
$421 - $513
|
190
$18.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6New |
$421 - $513
|
6
$582
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 50.0% |
$351 - $427
|
15
$1.46K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4+ 200.0% |
$281 - $342
|
6
$582
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2+ 0.29% |
$140 - $171
|
701
$68K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$70.2 - $85.5
|
1
$97
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1New |
$70.2 - $85.5
|
1
$97
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
SELL
|
- |
-1- 0.02% |
$70.2 - $85.5
|
4.07K
$395K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 3.23% |
$211 - $256
|
90
$8.73K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4- 5.97% |
$281 - $342
|
63
$6.11K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-6- 0.35% |
$421 - $513
|
1.69K
$164K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-7- 20.0% |
$492 - $598
|
28
$2.72K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-9- 17.65% |
$632 - $769
|
42
$4.07K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-11- 10.19% |
$772 - $940
|
97
$9.41K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-16- 3.12% |
$1.12K - $1.37K
|
497
$48.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-17- 0.54% |
$1.19K - $1.45K
|
3.13K
$303K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-21- 2.51% |
$1.47K - $1.8K
|
814
$79K
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-21- 0.46% |
$1.47K - $1.8K
|
4.51K
$437K
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-23- 31.94% |
$1.62K - $1.97K
|
49
$4.75K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-26- 0.38% |
$1.83K - $2.22K
|
6.86K
$666K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-27- 55.1% |
$1.9K - $2.31K
|
22
$2.13K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-27- 0.9% |
$1.9K - $2.31K
|
2.97K
$288K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-36- 67.92% |
$2.53K - $3.08K
|
17
$1.65K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-62- 43.36% |
$4.35K - $5.3K
|
81
$7.86K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-62- 96.88% |
$4.35K - $5.3K
|
2
$194
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-64- 84.21% |
$4.49K - $5.47K
|
12
$1.16K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-80- 7.7% |
$5.62K - $6.84K
|
959
$93K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-88- 67.69% |
$6.18K - $7.52K
|
42
$4.07K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-93- 44.5% |
$6.53K - $7.95K
|
116
$11.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-137- 2.62% |
$9.62K - $11.7K
|
5.1K
$494K
|
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-148- 2.52% |
$10.4K - $12.7K
|
5.73K
$556K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-199- 24.54% |
$14K - $17K
|
612
$59.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-208- 48.83% |
$14.6K - $17.8K
|
218
$21.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-255- 1.11% |
$17.9K - $21.8K
|
22.8K
$2.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-297- 24.57% |
$20.9K - $25.4K
|
912
$88.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-332- 4.22% |
$23.3K - $28.4K
|
7.53K
$730K
|
|
|
Aug 14, 2024
Q2 2024
|
Harvest Management LLC
New York, NY |
SELL
|
- |
-356- 8.36% |
$25K - $30.4K
|
3.9K
$378K
|
|
|
Aug 05, 2024
Q2 2024
|
Strs Ohio
|
SELL
|
- |
-400- 11.43% |
$28.1K - $34.2K
|
3.1K
$301K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-412- 2.07% |
$28.9K - $35.2K
|
19.5K
$1.89M
|
|
|
Aug 14, 2024
Q2 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-415- 0.03% |
$29.1K - $35.5K
|
1.19M
$116M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-438- 93.99% |
$30.8K - $37.4K
|
28
$2.72K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-439- 37.78% |
$30.8K - $37.5K
|
723
$70.1K
|
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-565- 1.18% |
$39.7K - $48.3K
|
47.3K
$4.59M
|
|
|
Aug 14, 2024
Q2 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-677- 0.74% |
$47.5K - $57.9K
|
90.7K
$8.8M
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-707- 1.08% |
$49.6K - $60.4K
|
64.5K
$6.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-898- 46.5% |
$63.1K - $76.8K
|
1.03K
$100K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-930- 38.21% |
$65.3K - $79.5K
|
1.5K
$146K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-966- 4.08% |
$67.8K - $82.6K
|
22.7K
$2.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-981- 4.15% |
$68.9K - $83.9K
|
22.6K
$2.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.01K- 18.12% |
$71.1K - $86.5K
|
4.57K
$444K
|