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 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
60New |
$10.7K - $13.6K
|
60
$15K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
57New |
$10.2K - $12.9K
|
57
$14.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
57+ 3.79% |
$10.2K - $12.9K
|
1.56K
$391K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
55New |
$9.81K - $12.5K
|
55
$13.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
53+ 0.44% |
$9.45K - $12K
|
12.2K
$3.05M
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
53+ 5.21% |
$9.45K - $12K
|
1.07K
$268K
|
|
|
Jul 31, 2023
Q2 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
49+ 1.21% |
$8.74K - $11.1K
|
4.1K
$1.03M
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
49New |
$8.74K - $11.1K
|
49
$12.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
49+ 1633.33% |
$8.74K - $11.1K
|
52
$13K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
47New |
$8.38K - $10.7K
|
47
$11.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
46+ 21.6% |
$8.2K - $10.4K
|
259
$64.9K
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
46+ 0.66% |
$8.2K - $10.4K
|
7.03K
$1.76M
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
45+ 1.66% |
$8.02K - $10.2K
|
2.76K
$693K
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
45+ 450.0% |
$8.02K - $10.2K
|
55
$13.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
44+ 6.3% |
$7.85K - $9.99K
|
742
$186K
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
43+ 0.05% |
$7.67K - $9.77K
|
90.4K
$22.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
43+ 2.6% |
$7.67K - $9.77K
|
1.7K
$426K
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
43+ 3.22% |
$7.67K - $9.77K
|
1.38K
$345K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
39New |
$6.95K - $8.86K
|
39
$9.78K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
39New |
$6.95K - $8.86K
|
39
$9.78K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
36+ 6.81% |
$6.42K - $8.18K
|
565
$142K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
32+ 82.05% |
$5.71K - $7.27K
|
71
$17.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
28+ 0.71% |
$4.99K - $6.36K
|
3.95K
$989K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
28+ 70.0% |
$4.99K - $6.36K
|
68
$17K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
27New |
$4.81K - $6.13K
|
27
$6.77K
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
26+ 0.77% |
$4.64K - $5.91K
|
3.42K
$858K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
26+ 9.74% |
$4.64K - $5.91K
|
293
$73.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
26+ 4.91% |
$4.64K - $5.91K
|
555
$139K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
23+ 9.5% |
$4.1K - $5.22K
|
265
$66.4K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
22+ 366.67% |
$3.92K - $5K
|
28
$7.02K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
22+ 19.64% |
$3.92K - $5K
|
134
$33.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
19+ 1.29% |
$3.39K - $4.32K
|
1.49K
$373K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
18New |
$3.21K - $4.09K
|
18
$4.51K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
18+ 42.86% |
$3.21K - $4.09K
|
60
$15K
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
16+ 0.94% |
$2.85K - $3.63K
|
1.71K
$429K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
15+ 0.34% |
$2.67K - $3.41K
|
4.45K
$1.12M
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
15+ 0.65% |
$2.67K - $3.41K
|
2.32K
$581K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
14+ 8.09% |
$2.5K - $3.18K
|
187
$46.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
14New |
$2.5K - $3.18K
|
14
$3.51K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
13+ 30.95% |
$2.32K - $2.95K
|
55
$13.8K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
12New |
$2.14K - $2.73K
|
12
$3.01K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
11+ 0.45% |
$1.96K - $2.5K
|
2.45K
$615K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11+ 0.22% |
$1.96K - $2.5K
|
5.08K
$1.27M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
10New |
$1.78K - $2.27K
|
10
$2.51K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10+ 0.78% |
$1.78K - $2.27K
|
1.29K
$323K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
10New |
$1.78K - $2.27K
|
10
$2.51K
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
8+ 0.46% |
$1.43K - $1.82K
|
1.73K
$434K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
8New |
$1.43K - $1.82K
|
8
$2.01K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
7New |
$1.25K - $1.59K
|
7
$1.76K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
7+ 0.44% |
$1.25K - $1.59K
|
1.6K
$401K
|