Latest Institutional Transactions on Workday, Inc. (WDAY)
This table provides information on the latest institutional transactions involving Workday, Inc. (WDAY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 26, 2023
Q3 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-370- 50.68% |
$78.2K - $93.3K
|
360
$89.9K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-104- 2.9% |
$22K - $26.2K
|
3.48K
$870K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
705+ 19.9% |
$149K - $178K
|
4.25K
$1.06M
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
9New |
$1.9K - $2.27K
|
9
$2.25K
|
|
Oct 23, 2023
Q3 2023
|
Aquila Investment Management LLC
|
SELL
|
- |
-3K- 27.27% |
$634K - $757K
|
8K
$2M
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
32New |
$6.76K - $8.07K
|
32
$7.99K
|
|
Oct 17, 2023
Q3 2023
|
Rheos Capital Works Inc.
|
SELL
|
- |
-19.1K- 31.36% |
$4.03M - $4.82M
|
41.8K
$10.4M
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.26KNew |
$266K - $317K
|
1.26K
$314K
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
34New |
$7.18K - $8.58K
|
34
$8.49K
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
1New |
$211 - $252
|
1
$250
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-500- 50.0% |
$106K - $126K
|
500
$125K
|
|
Q2 2023 | |||||||
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
55New |
$9.81K - $12.5K
|
55
$13.7K
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
10KNew |
$1.78M - $2.27M
|
10K
$2.5M
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-16.7KClosed |
$2.98M - $3.8M
|
0
$0
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.11K- 25.1% |
$377K - $480K
|
6.31K
$1.57M
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
27New |
$4.81K - $6.13K
|
27
$6.74K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
172New |
$30.7K - $39.1K
|
172
$42.9K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
47New |
$8.38K - $10.7K
|
47
$11.7K
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
72New |
$12.8K - $16.4K
|
72
$18K
|
|
Aug 14, 2023
Q2 2023
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-43.2K- 23.31% |
$7.71M - $9.82M
|
142K
$35.5M
|
|
Aug 14, 2023
Q2 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-127- 2.27% |
$22.6K - $28.8K
|
5.47K
$1.37M
|
|
Aug 14, 2023
Q2 2023
|
Tairen Capital LTD
Grand Cayman, E9 |
BUY
|
- |
10.8K+ 54.7% |
$1.92M - $2.45M
|
30.5K
$7.62M
|
|
Aug 14, 2023
Q2 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-98- 2.91% |
$17.5K - $22.3K
|
3.27K
$817K
|
|
Aug 14, 2023
Q2 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
400+ 3.27% |
$71.3K - $90.8K
|
12.6K
$3.15M
|
|
Aug 14, 2023
Q2 2023
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
- |
1.33K+ 7.12% |
$237K - $302K
|
20K
$4.99M
|
|
Aug 14, 2023
Q2 2023
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
PUT |
20KNew |
$3.57M - $4.54M
|
20K
$4.99M
|
|
Aug 14, 2023
Q2 2023
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
PUT |
-14K- 40.0% |
$2.5M - $3.18M
|
21K
$5.24M
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
70New |
$12.5K - $15.9K
|
70
$17.5K
|
|
Aug 14, 2023
Q2 2023
|
Davidson Kempner Capital Management LP
New York, NY |
SELL
|
- |
-50K- 40.0% |
$8.92M - $11.4M
|
75K
$18.7M
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
150New |
$26.7K - $34.1K
|
150
$37.4K
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-520- 29.41% |
$92.7K - $118K
|
1.25K
$312K
|
|
Aug 14, 2023
Q2 2023
|
Sculptor Capital LP
New York, NY |
SELL
|
- |
-380K- 65.54% |
$67.8M - $86.4M
|
200K
$49.9M
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
280+ 5.38% |
$49.9K - $63.6K
|
5.48K
$1.37M
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
1.69K+ 2.25% |
$301K - $384K
|
76.9K
$19.2M
|
|
Aug 14, 2023
Q2 2023
|
Foxhaven Asset Management, LP
Charlottesville, VA |
BUY
|
- |
107K+ 33.88% |
$19.2M - $24.4M
|
425K
$106M
|
|
Aug 14, 2023
Q2 2023
|
Styrax Capital, LP
New York, NY |
BUY
|
- |
180KNew |
$32.2M - $41M
|
180K
$45.1M
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-759- 22.74% |
$135K - $172K
|
2.58K
$644K
|
|
Aug 11, 2023
Q2 2023
|
Bloom Tree Partners, LLC
New York, NY |
SELL
|
- |
-21.3K- 27.09% |
$3.79M - $4.83M
|
57.2K
$14.3M
|
|
Aug 11, 2023
Q2 2023
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-36KClosed |
$6.42M - $8.18M
|
0
$0
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
721+ 2.73% |
$129K - $164K
|
27.1K
$6.77M
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
510+ 8.38% |
$90.9K - $116K
|
6.6K
$1.65M
|
|
Aug 10, 2023
Q2 2023
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
3.3KNew |
$588K - $749K
|
3.3K
$823K
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-470K- 20.73% |
$83.8M - $107M
|
1.8M
$449M
|
|
Aug 10, 2023
Q2 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3.35KNew |
$598K - $761K
|
3.35K
$837K
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.86K+ 55.48% |
$1.58M - $2.01M
|
24.8K
$6.2M
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
10New |
$1.78K - $2.27K
|
10
$2.5K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
146+ 11.61% |
$26K - $33.2K
|
1.4K
$350K
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
882New |
$157K - $200K
|
882
$220K
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-967- 13.4% |
$172K - $220K
|
6.25K
$1.56M
|
|
Aug 08, 2023
Q2 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-15- 23.08% |
$2.67K - $3.41K
|
50
$12.5K
|