Purchases and Sales Made in Q3 2024 in Workday, Inc. (WDAY)
This table provides information about the institutional ownership of Workday, Inc. (WDAY) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
20+ 10.47% |
$4.16K - $5.29K
|
211
$52.9K
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
19+ 15.08% |
$3.95K - $5.03K
|
145
$36.4K
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
19+ 0.88% |
$3.95K - $5.03K
|
2.17K
$543K
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
19+ 1.1% |
$3.95K - $5.03K
|
1.75K
$439K
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
16+ 0.71% |
$3.32K - $4.23K
|
2.27K
$568K
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
14+ 24.56% |
$2.91K - $3.71K
|
71
$17.8K
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
14+ 11.2% |
$2.91K - $3.71K
|
139
$34.9K
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
12+ 0.25% |
$2.49K - $3.18K
|
4.78K
$1.2M
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12+ 171.43% |
$2.49K - $3.18K
|
19
$4.76K
|
|
Oct 25, 2024
Q3 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
11+ 37.93% |
$2.29K - $2.91K
|
40
$10K
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
11New |
$2.29K - $2.91K
|
11
$2.76K
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11+ 0.68% |
$2.29K - $2.91K
|
1.63K
$410K
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
11+ 1.11% |
$2.29K - $2.91K
|
1K
$252K
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
10New |
$2.08K - $2.65K
|
10
$2.51K
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
10+ 0.05% |
$2.08K - $2.65K
|
19.5K
$4.9M
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
10+ 0.3% |
$2.08K - $2.65K
|
3.38K
$848K
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
10+ 0.29% |
$2.08K - $2.65K
|
3.52K
$882K
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
9+ 0.35% |
$1.87K - $2.38K
|
2.6K
$652K
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
9+ 0.13% |
$1.87K - $2.38K
|
6.76K
$1.69M
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 27.59% |
$1.66K - $2.12K
|
37
$9.28K
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
8+ 0.77% |
$1.66K - $2.12K
|
1.05K
$263K
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8+ 0.68% |
$1.66K - $2.12K
|
1.18K
$295K
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
8+ 0.79% |
$1.66K - $2.12K
|
1.02K
$256K
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
8+ 0.11% |
$1.66K - $2.12K
|
6.97K
$1.75M
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
8New |
$1.66K - $2.12K
|
8
$2.01K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
7New |
$1.45K - $1.85K
|
7
$1.76K
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
7+ 23.33% |
$1.45K - $1.85K
|
37
$9.28K
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
6+ 2.07% |
$1.25K - $1.59K
|
296
$74.2K
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
5New |
$1.04K - $1.32K
|
5
$1.25K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5+ 0.05% |
$1.04K - $1.32K
|
10.3K
$2.58M
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5+ 7.25% |
$1.04K - $1.32K
|
74
$18.6K
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5+ 250.0% |
$1.04K - $1.32K
|
7
$1.76K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5+ 0.38% |
$1.04K - $1.32K
|
1.33K
$333K
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
5New |
$1.04K - $1.32K
|
5
$1.25K
|
|
Nov 14, 2024
Q3 2024
|
Claret Asset Management Corp
|
BUY
|
- |
5+ 0.53% |
$1.04K - $1.32K
|
949
$238K
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4+ 57.14% |
$831 - $1.06K
|
11
$2.76K
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
3New |
$623 - $794
|
3
$752
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
3New |
$623 - $794
|
3
$752
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3New |
$623 - $794
|
3
$752
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
3New |
$623 - $794
|
3
$752
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
3+ 8.33% |
$623 - $794
|
39
$9.78K
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 3.03% |
$623 - $794
|
102
$25.6K
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
2+ 0.16% |
$416 - $529
|
1.24K
$311K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2New |
$416 - $529
|
2
$501
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.22% |
$416 - $529
|
916
$230K
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 1.6% |
$416 - $529
|
127
$31.8K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.66% |
$416 - $529
|
307
$77K
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2+ 40.0% |
$416 - $529
|
7
$1.76K
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
2+ 50.0% |
$416 - $529
|
6
$1.5K
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$208 - $265
|
1
$251
|