Purchases and Sales Made in Q3 2023 in Workday, Inc. (WDAY)
This table provides information about the institutional ownership of Workday, Inc. (WDAY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
35+ 6.32% |
$7.39K - $8.83K
|
589
$155K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
34New |
$7.18K - $8.58K
|
34
$8.94K
|
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
33New |
$6.97K - $8.32K
|
33
$8.68K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
32New |
$6.76K - $8.07K
|
32
$8.42K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
31+ 11.83% |
$6.55K - $7.82K
|
293
$77.1K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
29+ 2.85% |
$6.13K - $7.31K
|
1.05K
$276K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
27+ 3.36% |
$5.7K - $6.81K
|
830
$218K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
27+ 32.53% |
$5.7K - $6.81K
|
110
$28.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Sws Partners
|
BUY
|
- |
27+ 0.57% |
$5.7K - $6.81K
|
4.79K
$1.26M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
26+ 0.85% |
$5.49K - $6.56K
|
3.07K
$808K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
25+ 2.49% |
$5.28K - $6.31K
|
1.03K
$271K
|
|
|
Apr 01, 2024
Q3 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
22+ 0.13% |
$4.65K - $5.55K
|
17.2K
$4.52M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
21New |
$4.44K - $5.3K
|
21
$5.52K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
21+ 9.81% |
$4.44K - $5.3K
|
235
$61.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
20+ 10.0% |
$4.22K - $5.04K
|
220
$57.9K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
19+ 1.19% |
$4.01K - $4.79K
|
1.62K
$426K
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
18+ 1.45% |
$3.8K - $4.54K
|
1.26K
$332K
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
17+ 4.47% |
$3.59K - $4.29K
|
397
$104K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
15+ 0.39% |
$3.17K - $3.78K
|
3.87K
$1.02M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
14+ 0.41% |
$2.96K - $3.53K
|
3.42K
$900K
|
|
|
Oct 17, 2023
Q3 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
13+ 0.05% |
$2.75K - $3.28K
|
28.2K
$7.43M
|
|
|
Oct 16, 2023
Q3 2023
|
Ttp Investments, Inc.
|
BUY
|
- |
13+ 0.52% |
$2.75K - $3.28K
|
2.52K
$663K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
13New |
$2.75K - $3.28K
|
13
$3.42K
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
13+ 0.4% |
$2.75K - $3.28K
|
3.26K
$857K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
11+ 1.03% |
$2.32K - $2.77K
|
1.08K
$283K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10+ 0.78% |
$2.11K - $2.52K
|
1.3K
$341K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
10+ 0.82% |
$2.11K - $2.52K
|
1.23K
$324K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
9New |
$1.9K - $2.27K
|
9
$2.37K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
9+ 5.45% |
$1.9K - $2.27K
|
174
$45.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
9New |
$1.9K - $2.27K
|
9
$2.37K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.59% |
$1.69K - $2.02K
|
1.38K
$362K
|
|
|
Feb 09, 2024
Q3 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
7+ 0.13% |
$1.48K - $1.77K
|
5.59K
$1.47M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
7+ 0.94% |
$1.48K - $1.77K
|
749
$197K
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
6+ 0.05% |
$1.27K - $1.51K
|
12.2K
$3.2M
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
6+ 0.05% |
$1.27K - $1.51K
|
12.2K
$3.2M
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
6New |
$1.27K - $1.51K
|
6
$1.58K
|
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
5+ 0.16% |
$1.06K - $1.26K
|
3.04K
$800K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 83.33% |
$1.06K - $1.26K
|
11
$2.89K
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
BUY
|
- |
4+ 0.16% |
$845 - $1.01K
|
2.46K
$646K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4+ 2.99% |
$845 - $1.01K
|
138
$36.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4+ 50.0% |
$845 - $1.01K
|
12
$3.16K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
4New |
$845 - $1.01K
|
4
$1.05K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 10.71% |
$634 - $757
|
31
$8.15K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 2.17% |
$634 - $757
|
141
$37.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 1.01% |
$634 - $757
|
300
$78.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
2+ 8.7% |
$422 - $504
|
25
$6.58K
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 0.7% |
$422 - $504
|
288
$75.7K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2New |
$422 - $504
|
2
$526
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1+ 0.03% |
$211 - $252
|
3.97K
$1.04M
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1+ 0.03% |
$211 - $252
|
3.93K
$1.03M
|