Purchases and Sales Made in Q3 2022 in Workiva Inc (WK)
This table provides information about the institutional ownership of Workiva Inc (WK) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
33+ 86.84% |
$1.98K - $2.57K
|
71
$5.99K
|
|
Nov 07, 2022
Q3 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
32+ 1.95% |
$1.92K - $2.49K
|
1.67K
$141K
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
32+ 457.14% |
$1.92K - $2.49K
|
39
$3.29K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
32New |
$1.92K - $2.49K
|
32
$2.7K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
29+ 27.88% |
$1.74K - $2.26K
|
133
$11.2K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
18+ 4.83% |
$1.08K - $1.4K
|
391
$33K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
18+ 225.0% |
$1.08K - $1.4K
|
26
$2.2K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
16+ 800.0% |
$959 - $1.24K
|
18
$1.52K
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
15+ 0.35% |
$899 - $1.17K
|
4.31K
$364K
|
|
Oct 13, 2022
Q3 2022
|
Foster Group, Inc.
|
BUY
|
- |
11+ 0.26% |
$659 - $856
|
4.19K
$354K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
9New |
$540 - $700
|
9
$760
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
9New |
$540 - $700
|
9
$760
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7+ 1.06% |
$420 - $545
|
665
$56.1K
|
|
Oct 31, 2022
Q3 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1- 0.39% |
$60 - $77.8
|
256
$21.6K
|
|
Nov 10, 2022
Q3 2022
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-7- 33.33% |
$420 - $545
|
14
$1.18K
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-12- 27.27% |
$719 - $934
|
32
$2.7K
|
|
Nov 14, 2022
Q3 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-13- 0.14% |
$779 - $1.01K
|
9.1K
$768K
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-16- 2.65% |
$959 - $1.24K
|
587
$49.6K
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-17- 10.69% |
$1.02K - $1.32K
|
142
$12K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-29- 22.48% |
$1.74K - $2.26K
|
100
$8.44K
|
|
Oct 21, 2022
Q3 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-34- 0.06% |
$2.04K - $2.65K
|
56.4K
$4.77M
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-52- 72.22% |
$3.12K - $4.05K
|
20
$1.69K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-60- 92.31% |
$3.6K - $4.67K
|
5
$422
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-71- 1.09% |
$4.26K - $5.52K
|
6.45K
$545K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-93- 31.1% |
$5.58K - $7.24K
|
206
$17.4K
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-100- 66.23% |
$6K - $7.78K
|
51
$4.31K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-125- 0.33% |
$7.49K - $9.73K
|
37.8K
$3.19M
|
|
Nov 01, 2022
Q3 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-135- 3.27% |
$8.09K - $10.5K
|
4K
$337K
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-154- 46.81% |
$9.23K - $12K
|
175
$14.8K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-196- 2.69% |
$11.8K - $15.2K
|
7.09K
$599K
|
|
Oct 27, 2022
Q3 2022
|
Strs Ohio
|
SELL
|
- |
-200- 6.67% |
$12K - $15.6K
|
2.8K
$236K
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-230- 1.9% |
$13.8K - $17.9K
|
11.9K
$1M
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-256- 41.42% |
$15.3K - $19.9K
|
362
$30.6K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-260- 2.95% |
$15.6K - $20.2K
|
8.56K
$723K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-309- 0.86% |
$18.5K - $24K
|
35.7K
$3.01M
|
|
Aug 11, 2023
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-422- 2.18% |
$25.3K - $32.8K
|
19K
$1.6M
|
|
Nov 03, 2022
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-422- 2.18% |
$25.3K - $32.8K
|
19K
$1.6M
|
|
Nov 04, 2022
Q3 2022
|
Pro Share Advisors LLC
|
SELL
|
- |
-438- 5.84% |
$26.3K - $34.1K
|
7.06K
$596K
|
|
Nov 09, 2022
Q3 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-457- 6.19% |
$27.4K - $35.6K
|
6.92K
$584K
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-699- 5.59% |
$41.9K - $54.4K
|
11.8K
$997K
|
|
Nov 03, 2022
Q3 2022
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-706- 9.73% |
$42.3K - $54.9K
|
6.55K
$553K
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-782- 4.46% |
$46.9K - $60.8K
|
16.8K
$1.41M
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-942- 14.66% |
$56.5K - $73.3K
|
5.48K
$463K
|
|
Nov 14, 2022
Q3 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-1.11K- 17.18% |
$66.6K - $86.4K
|
5.36K
$452K
|
|
Nov 18, 2022
Q3 2022
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.19K- 1.99% |
$71K - $92.2K
|
58.2K
$4.92M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.27K- 21.6% |
$76.3K - $99K
|
4.62K
$390K
|
|
Oct 11, 2022
Q3 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-1.63K- 2.57% |
$97.4K - $126K
|
61.5K
$5.19M
|
|
Oct 19, 2022
Q3 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-1.66K- 0.91% |
$99.5K - $129K
|
182K
$15.3M
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-2.11K- 30.23% |
$126K - $164K
|
4.86K
$410K
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.13K- 43.21% |
$128K - $166K
|
2.8K
$236K
|