Purchases and Sales Made in Q1 2024 in Workday, Inc. (WDAY)
This table provides information about the institutional ownership of Workday, Inc. (WDAY) during Q1 2024. The information is specifically focused on institutions that hold shares of Workday, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
BUY
|
- |
43+ 5.12% |
$11.4K - $13.2K
|
883
$231K
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
43+ 4.68% |
$11.4K - $13.2K
|
962
$252K
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
41New |
$10.8K - $12.6K
|
41
$10.7K
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
40New |
$10.6K - $12.3K
|
40
$10.5K
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
40+ 1.06% |
$10.6K - $12.3K
|
3.81K
$998K
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
39New |
$10.3K - $12K
|
39
$10.2K
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
39+ 30.47% |
$10.3K - $12K
|
167
$43.8K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
38+ 1.85% |
$10K - $11.7K
|
2.09K
$549K
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
35+ 1.03% |
$9.25K - $10.8K
|
3.42K
$896K
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
34New |
$8.99K - $10.4K
|
34
$8.91K
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
33+ 4.36% |
$8.72K - $10.1K
|
790
$207K
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
32+ 3.67% |
$8.46K - $9.83K
|
905
$237K
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
32New |
$8.46K - $9.83K
|
32
$8.39K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
31+ 13.36% |
$8.19K - $9.52K
|
263
$68.9K
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
30+ 12.0% |
$7.93K - $9.22K
|
280
$73.4K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
30New |
$7.93K - $9.22K
|
30
$7.86K
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
29New |
$7.67K - $8.91K
|
29
$7.6K
|
|
May 15, 2024
Q1 2024
|
Sirios Capital Management L P
Boston, MA |
BUY
|
- |
29+ 0.33% |
$7.67K - $8.91K
|
8.95K
$2.34M
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
27New |
$7.14K - $8.29K
|
27
$7.08K
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
27New |
$7.14K - $8.29K
|
27
$7.08K
|
|
May 08, 2024
Q1 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
25+ 0.49% |
$6.61K - $7.68K
|
5.16K
$1.35M
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
25New |
$6.61K - $7.68K
|
25
$6.55K
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
24+ 2.2% |
$6.34K - $7.37K
|
1.11K
$292K
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
24+ 10.39% |
$6.34K - $7.37K
|
255
$66.8K
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
24New |
$6.34K - $7.37K
|
24
$6.29K
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
23+ 0.3% |
$6.08K - $7.07K
|
7.63K
$2M
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
22New |
$5.82K - $6.76K
|
22
$5.77K
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
22+ 2.68% |
$5.82K - $6.76K
|
843
$221K
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
22+ 1.0% |
$5.82K - $6.76K
|
2.23K
$584K
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
22+ 3.69% |
$5.82K - $6.76K
|
619
$162K
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
21New |
$5.55K - $6.45K
|
21
$5.5K
|
|
May 07, 2024
Q1 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
20+ 0.59% |
$5.29K - $6.14K
|
3.38K
$887K
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
20+ 0.58% |
$5.29K - $6.14K
|
3.46K
$906K
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
20New |
$5.29K - $6.14K
|
20
$5.24K
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
17+ 10.83% |
$4.49K - $5.22K
|
174
$45.6K
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
17+ 1.08% |
$4.49K - $5.22K
|
1.59K
$417K
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
16+ 0.26% |
$4.23K - $4.92K
|
6.12K
$1.6M
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
15+ 0.4% |
$3.96K - $4.61K
|
3.78K
$990K
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
15+ 9.87% |
$3.96K - $4.61K
|
167
$43.8K
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
14+ 7.61% |
$3.7K - $4.3K
|
198
$51.9K
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
13+ 0.89% |
$3.44K - $3.99K
|
1.47K
$386K
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
13+ 2.28% |
$3.44K - $3.99K
|
583
$153K
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
13+ 1.25% |
$3.44K - $3.99K
|
1.05K
$275K
|
|
Apr 12, 2024
Q1 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
13+ 1.52% |
$3.44K - $3.99K
|
867
$227K
|
|
May 13, 2024
Q1 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
13+ 0.81% |
$3.44K - $3.99K
|
1.63K
$426K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12+ 2.54% |
$3.17K - $3.69K
|
484
$127K
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
12+ 1.04% |
$3.17K - $3.69K
|
1.16K
$305K
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
12New |
$3.17K - $3.69K
|
12
$3.14K
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
12+ 0.4% |
$3.17K - $3.69K
|
3.03K
$794K
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
10+ 0.41% |
$2.64K - $3.07K
|
2.47K
$647K
|