Purchases and Sales Made in Q2 2023 in Workday, Inc. (WDAY)
This table provides information about the institutional ownership of Workday, Inc. (WDAY) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
7+ 4.43% |
$1.25K - $1.59K
|
165
$43.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
7+ 1.2% |
$1.25K - $1.59K
|
591
$155K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
6+ 1.04% |
$1.07K - $1.36K
|
582
$153K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6New |
$1.07K - $1.36K
|
6
$1.57K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 27.27% |
$1.07K - $1.36K
|
28
$7.34K
|
|
|
Aug 09, 2023
Q2 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
5+ 0.39% |
$892 - $1.14K
|
1.28K
$336K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5+ 25.0% |
$892 - $1.14K
|
25
$6.55K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5+ 0.08% |
$892 - $1.14K
|
6.57K
$1.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
5+ 0.02% |
$892 - $1.14K
|
28.5K
$7.46M
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
4New |
$713 - $908
|
4
$1.05K
|
|
|
Aug 08, 2023
Q2 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
4+ 0.34% |
$713 - $908
|
1.18K
$308K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3New |
$535 - $681
|
3
$786
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
3New |
$535 - $681
|
3
$786
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3+ 3.16% |
$535 - $681
|
98
$25.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
2New |
$357 - $454
|
2
$524
|
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2+ 0.19% |
$357 - $454
|
1.08K
$283K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
1+ 1.22% |
$178 - $227
|
83
$21.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
1+ 0.47% |
$178 - $227
|
214
$56.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1+ 0.08% |
$178 - $227
|
1.3K
$340K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1- 12.5% |
$178 - $227
|
7
$1.83K
|
|
|
Aug 04, 2023
Q2 2023
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-2- 0.01% |
$357 - $454
|
19.5K
$5.12M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2- 2.35% |
$357 - $454
|
83
$21.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2- 0.19% |
$357 - $454
|
1.05K
$274K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-3- 2.59% |
$535 - $681
|
113
$29.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-5- 0.09% |
$892 - $1.14K
|
5.77K
$1.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-5- 3.5% |
$892 - $1.14K
|
138
$36.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-5- 0.02% |
$892 - $1.14K
|
28.5K
$7.48M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-6- 1.2% |
$1.07K - $1.36K
|
494
$129K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-7- 1.27% |
$1.25K - $1.59K
|
546
$143K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-7- 5.11% |
$1.25K - $1.59K
|
130
$34.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-7- 5.88% |
$1.25K - $1.59K
|
112
$29.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-8- 8.25% |
$1.43K - $1.82K
|
89
$23.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-9- 60.0% |
$1.6K - $2.04K
|
6
$1.57K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-10- 7.41% |
$1.78K - $2.27K
|
125
$32.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-12- 3.77% |
$2.14K - $2.73K
|
306
$80.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-12- 5.74% |
$2.14K - $2.73K
|
197
$51.6K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-12- 12.12% |
$2.14K - $2.73K
|
87
$22.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-12- 1.94% |
$2.14K - $2.73K
|
605
$159K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-14- 1.05% |
$2.5K - $3.18K
|
1.32K
$347K
|
|
|
Aug 08, 2023
Q2 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-15- 23.08% |
$2.67K - $3.41K
|
50
$13.1K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-21- 9.05% |
$3.74K - $4.77K
|
211
$55.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-21- 6.84% |
$3.74K - $4.77K
|
286
$74.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Ing Groep Nv
|
SELL
|
- |
-22- 1.81% |
$3.92K - $5K
|
1.19K
$313K
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-23- 0.53% |
$4.1K - $5.22K
|
4.35K
$1.14M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-26- 2.49% |
$4.64K - $5.91K
|
1.02K
$267K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-26- 0.9% |
$4.64K - $5.91K
|
2.87K
$751K
|
|
|
Aug 14, 2023
Q2 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-27- 0.99% |
$4.81K - $6.13K
|
2.71K
$710K
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-28- 0.53% |
$4.99K - $6.36K
|
5.26K
$1.38M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-30- 3.14% |
$5.35K - $6.81K
|
924
$242K
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-30- 0.8% |
$5.35K - $6.81K
|
3.71K
$973K
|