Purchases and Sales Made in Q4 2023 in Workday, Inc. (WDAY)
This table provides information about the institutional ownership of Workday, Inc. (WDAY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
94+ 6.16% |
$19.3K - $26.2K
|
1.62K
$406K
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
91+ 1.44% |
$18.7K - $25.4K
|
6.43K
$1.61M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
91+ 6.65% |
$18.7K - $25.4K
|
1.46K
$366K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
86+ 2.54% |
$17.6K - $24K
|
3.47K
$869K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
85New |
$17.4K - $23.7K
|
85
$21.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
85+ 8.28% |
$17.4K - $23.7K
|
1.11K
$279K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
84+ 9.13% |
$17.2K - $23.4K
|
1K
$252K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
81+ 24.4% |
$16.6K - $22.6K
|
413
$104K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
77+ 3.4% |
$15.8K - $21.5K
|
2.34K
$587K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
76New |
$15.6K - $21.2K
|
76
$19.1K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
75+ 5.44% |
$15.4K - $20.9K
|
1.45K
$364K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
74+ 11.44% |
$15.2K - $20.6K
|
721
$181K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
73New |
$15K - $20.3K
|
73
$18.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
73New |
$15K - $20.3K
|
73
$18.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
71+ 1.8% |
$14.6K - $19.8K
|
4.01K
$1M
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
71+ 1.8% |
$14.6K - $19.8K
|
4.01K
$1M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
70+ 333.33% |
$14.4K - $19.5K
|
91
$22.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
69+ 2.08% |
$14.2K - $19.2K
|
3.38K
$848K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
69New |
$14.2K - $19.2K
|
69
$17.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
66+ 13.1% |
$13.5K - $18.4K
|
570
$143K
|
|
|
Jan 19, 2024
Q4 2023
|
Ami Asset Management Corp
|
BUY
|
- |
65+ 0.06% |
$13.3K - $18.1K
|
105K
$26.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
65New |
$13.3K - $18.1K
|
65
$16.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
65New |
$13.3K - $18.1K
|
65
$16.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
64+ 2.49% |
$13.1K - $17.8K
|
2.64K
$662K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
64+ 1.88% |
$13.1K - $17.8K
|
3.47K
$869K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
60+ 4.75% |
$12.3K - $16.7K
|
1.32K
$332K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
60+ 1.17% |
$12.3K - $16.7K
|
5.2K
$1.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
57+ 32.76% |
$11.7K - $15.9K
|
231
$57.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
55+ 2.39% |
$11.3K - $15.3K
|
2.36K
$590K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
55+ 3.44% |
$11.3K - $15.3K
|
1.65K
$414K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
54+ 7.21% |
$11.1K - $15K
|
803
$201K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
54+ 1.25% |
$11.1K - $15K
|
4.37K
$1.1M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
53New |
$10.9K - $14.8K
|
53
$13.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
50+ 2.2% |
$10.3K - $13.9K
|
2.33K
$583K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
50New |
$10.3K - $13.9K
|
50
$12.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
50New |
$10.3K - $13.9K
|
50
$12.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
50New |
$10.3K - $13.9K
|
50
$12.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
47+ 25.13% |
$9.64K - $13.1K
|
234
$58.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
42+ 9.77% |
$8.62K - $11.7K
|
472
$118K
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
42+ 27.63% |
$8.62K - $11.7K
|
194
$48.6K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
42+ 3.5% |
$8.62K - $11.7K
|
1.24K
$311K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
40+ 0.86% |
$8.21K - $11.1K
|
4.69K
$1.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
40+ 0.79% |
$8.21K - $11.1K
|
5.14K
$1.29M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
40+ 0.86% |
$8.21K - $11.1K
|
4.69K
$1.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
40New |
$8.21K - $11.1K
|
40
$10K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
39+ 2.41% |
$8K - $10.9K
|
1.66K
$416K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
39+ 4.7% |
$8K - $10.9K
|
869
$218K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
37+ 1.74% |
$7.59K - $10.3K
|
2.17K
$543K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
36+ 8.09% |
$7.39K - $10K
|
481
$121K
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
36+ 1.26% |
$7.39K - $10K
|
2.9K
$726K
|