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 |
---|---|---|---|---|---|---|---|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
7+ 17.5% |
$1.85K - $2.15K
|
47
$12.3K
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7+ 0.29% |
$1.85K - $2.15K
|
2.43K
$638K
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
7New |
$1.85K - $2.15K
|
7
$1.83K
|
|
Apr 09, 2024
Q1 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
7+ 0.54% |
$1.85K - $2.15K
|
1.3K
$340K
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
6+ 0.5% |
$1.59K - $1.84K
|
1.22K
$318K
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
6+ 9.38% |
$1.59K - $1.84K
|
70
$18.3K
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
5+ 0.34% |
$1.32K - $1.54K
|
1.49K
$391K
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
5+ 55.56% |
$1.32K - $1.54K
|
14
$3.67K
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
5New |
$1.32K - $1.54K
|
5
$1.31K
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
5+ 0.58% |
$1.32K - $1.54K
|
870
$228K
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
5+ 0.12% |
$1.32K - $1.54K
|
4.35K
$1.14M
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4+ 9.52% |
$1.06K - $1.23K
|
46
$12.1K
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4+ 0.14% |
$1.06K - $1.23K
|
2.91K
$763K
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
4+ 3.51% |
$1.06K - $1.23K
|
118
$30.9K
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
4+ 2.06% |
$1.06K - $1.23K
|
198
$51.9K
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 7.84% |
$1.06K - $1.23K
|
55
$14.4K
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
4New |
$1.06K - $1.23K
|
4
$1.05K
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3+ 33.33% |
$793 - $922
|
12
$3.14K
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3New |
$793 - $922
|
3
$786
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
3+ 0.16% |
$793 - $922
|
1.87K
$490K
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2+ 0.24% |
$529 - $614
|
846
$222K
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 1.67% |
$529 - $614
|
122
$32K
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2+ 0.11% |
$529 - $614
|
1.81K
$475K
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2+ 18.18% |
$529 - $614
|
13
$3.41K
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 1.68% |
$529 - $614
|
121
$31.7K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$264 - $307
|
1
$262
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1+ 0.09% |
$264 - $307
|
1.13K
$295K
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 100.0% |
$264 - $307
|
2
$524
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1+ 0.06% |
$264 - $307
|
1.66K
$436K
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1+ 1.49% |
$264 - $307
|
68
$17.8K
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$264 - $307
|
1
$262
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1- 0.35% |
$264 - $307
|
287
$75.2K
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1- 8.33% |
$264 - $307
|
11
$2.88K
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-1- 0.32% |
$264 - $307
|
309
$81K
|
|
Apr 17, 2024
Q1 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-2- 0.02% |
$529 - $614
|
8.44K
$2.21M
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3- 0.99% |
$793 - $922
|
301
$78.9K
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.24% |
$793 - $922
|
1.25K
$327K
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-4- 0.42% |
$1.06K - $1.23K
|
958
$251K
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-6- 0.8% |
$1.59K - $1.84K
|
746
$195K
|
|
May 15, 2024
Q1 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-6- 0.46% |
$1.59K - $1.84K
|
1.3K
$341K
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-6- 0.12% |
$1.59K - $1.84K
|
5.19K
$1.36M
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-7- 0.33% |
$1.85K - $2.15K
|
2.13K
$557K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7- 58.33% |
$1.85K - $2.15K
|
5
$1.31K
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-7- 31.82% |
$1.85K - $2.15K
|
15
$3.93K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-8- 28.57% |
$2.11K - $2.46K
|
20
$5.24K
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-8- 16.0% |
$2.11K - $2.46K
|
42
$11K
|
|
Apr 22, 2024
Q1 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-9- 0.92% |
$2.38K - $2.76K
|
965
$253K
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-9- 0.99% |
$2.38K - $2.76K
|
902
$236K
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-10- 1.29% |
$2.64K - $3.07K
|
766
$201K
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
SELL
|
- |
-11- 1.49% |
$2.91K - $3.38K
|
727
$191K
|