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Get Institutions for : 
Workiva Llc (WK)  
$74.47 0.30 (0.4%) as of 4:30 Fri 6/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 314    24
Total shares held : 
46,841,524  
% of shares held : 
93.29%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -26  
Amount of shares held : 
1,541,039  
% of shares held change : 
  3.07%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$95.63  
Last Quarter's Ending Price : 
$84.80  
Last Quarter's Average Price
$90.07  
Change from last quarter's     
avg. price to the last closing  : 
15.60 (17.32%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 683,876
 1.46%
 
Increased Positions :
120
 2,767,249
 5.91%
 
Unchanged Positions :
56
 590,278
 1.26%
 
Decreased Positions :
122
-1,494,416
-3.19%
 
Closed Positions :
40
-415,670
-0.89%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Impax Asset Management Group plc 157 - 2024-03-31 136,086 $11,540,000 0
   Allspring Global Investments Holdings LLC 783 - 2024-03-31 110,445 $9,366,000 0
   Kopp Family Office LLC 8 - 2023-12-31 76,386 $7,755,000 0
   EULAV ASSET MANAGEMENT 118 - 2024-03-31 76,400 $6,479,000 0
   Talbot Financial LLC 49 - 2024-03-31 10,500 $890,000 0
   Empower Advisory Group LLC 257 - 2024-03-31 8,521 $723,000 0
   Handelsbanken Fonder AB 1021 - 2024-03-31 8,000 $678,000 0
   SUMMIT INVESTMENT ADVISORS INC 874 - 2024-03-31 5,024 $426,000 0
   PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORAD 1049 - 2024-03-31 5,003 $424,000 0
   Tradition Wealth Management LLC 251 - 2024-03-31 4,764 $404,000 0
   Dean Capital Investments Management LLC 63 - 2024-03-31 4,559 $387,000 0
   Gilbert & Cook Inc. 184 - 2024-03-31 3,679 $312,000 0
   Sonora Investment Management Group LLC 194 - 2024-03-31 3,654 $310,000 0
   Baron Wealth Management LLC 132 - 2024-03-31 3,144 $267,000 0
   MACKENZIE FINANCIAL CORP 1253 - 2024-03-31 2,970 $252,000 0
   Paladin Advisory Group LLC 95 - 2024-03-31 1,857 $155,000 0
   CANADA PENSION PLAN INVESTMENT BOARD 1131 - 2024-03-31 1,300 $110,000 0
   Park Place Capital Corp 358 - 2024-03-31 835 $71,000 0
   HARBOR INVESTMENT ADVISORY LLC 552 - 2024-03-31 699 $59,000 0
   Colonial Trust Co / SC 715 - 2024-03-31 169 $14,000 0
   PROEQUITIES INC. 1626 - 2024-03-31 149 $13,000 0
   Venturi Wealth Management LLC 945 - 2024-03-31 123 $10,000 0
   Private Wealth Management Group LLC 555 - 2024-03-31 76 $6,000 0
   Global Retirement Partners LLC 2280 - 2024-03-31 67 $6,000 0
   GLOBEFLEX CAPITAL L P 442 - 2024-03-31 71 $6,000 0
   MASSMUTUAL TRUST CO FSB/ADV 1247 - 2024-03-31 64 $5,000 0
   MCF Advisors LLC 710 - 2024-03-31 54 $5,000 0
   Iron Horse Wealth Management LLC 247 - 2024-03-31 50 $4,000 0
   Spire Wealth Management 1995 - 2024-03-31 51 $4,000 0
   Bell Investment Advisors Inc 1132 - 2024-03-31 35 $3,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 1227 - 2024-03-31 32 $3,000 0
   Fairman Group LLC 298 - 2024-03-31 16 $1,000 0
   Bogart Wealth LLC 948 - 2024-03-31 14 $1,000 0
   BAYSTATE WEALTH MANAGEMENT LLC 1126 - 2023-12-31 9 $1,000 0
   Battery Global Advisors LLC 33 - 2024-03-31 10 $1,000 0
   Capital Advisors Ltd. LLC 1178 - 2024-03-31 15 $1,000 0

  36 Records found
  1    
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