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
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
39+ 2.41% |
$8K - $10.9K
|
1.66K
$407K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
37+ 1.74% |
$7.59K - $10.3K
|
2.17K
$532K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
36+ 8.09% |
$7.39K - $10K
|
481
$118K
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
36+ 1.26% |
$7.39K - $10K
|
2.9K
$712K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
36+ 2.64% |
$7.39K - $10K
|
1.4K
$344K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
34+ 27.64% |
$6.97K - $9.48K
|
157
$38.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
34+ 9.71% |
$6.97K - $9.48K
|
384
$94.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
34+ 1.2% |
$6.97K - $9.48K
|
2.86K
$702K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
33+ 3.02% |
$6.77K - $9.2K
|
1.13K
$276K
|
|
|
Feb 13, 2024
Q4 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
33New |
$6.77K - $9.2K
|
33
$8.11K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
33+ 3.37% |
$6.77K - $9.2K
|
1.01K
$248K
|
|
|
Jan 29, 2024
Q4 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
32+ 3.4% |
$6.56K - $8.92K
|
974
$239K
|
|
|
Aug 15, 2025
Q4 2023
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
32+ 246.15% |
$6.56K - $8.92K
|
45
$11.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
31+ 31.96% |
$6.36K - $8.64K
|
128
$31.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
30+ 1.28% |
$6.15K - $8.36K
|
2.38K
$584K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
30New |
$6.15K - $8.36K
|
30
$7.37K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
28+ 3.74% |
$5.74K - $7.8K
|
776
$191K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
27New |
$5.54K - $7.52K
|
27
$6.63K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
26New |
$5.33K - $7.25K
|
26
$6.39K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
25+ 1.8% |
$5.13K - $6.97K
|
1.41K
$347K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
24+ 8.0% |
$4.92K - $6.69K
|
324
$79.6K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
23+ 8.85% |
$4.72K - $6.41K
|
283
$69.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
23New |
$4.72K - $6.41K
|
23
$5.65K
|
|
|
Jan 11, 2024
Q4 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
23+ 1.48% |
$4.72K - $6.41K
|
1.57K
$386K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
22+ 20.95% |
$4.51K - $6.13K
|
127
$31.2K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
22New |
$4.51K - $6.13K
|
22
$5.4K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
21New |
$4.31K - $5.85K
|
21
$5.16K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
21+ 0.14% |
$4.31K - $5.85K
|
14.6K
$3.58M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
20+ 1.97% |
$4.1K - $5.57K
|
1.04K
$255K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
20+ 1.58% |
$4.1K - $5.57K
|
1.28K
$315K
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
20+ 4.84% |
$4.1K - $5.57K
|
433
$106K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
19New |
$3.9K - $5.29K
|
19
$4.67K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
19+ 1.06% |
$3.9K - $5.29K
|
1.81K
$445K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
18+ 28.13% |
$3.69K - $5.02K
|
82
$20.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
18New |
$3.69K - $5.02K
|
18
$4.42K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
BUY
|
- |
18+ 0.39% |
$3.69K - $5.02K
|
4.62K
$1.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
18New |
$3.69K - $5.02K
|
18
$4.42K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
14+ 10.14% |
$2.87K - $3.9K
|
152
$37.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
13New |
$2.67K - $3.62K
|
13
$3.19K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
13+ 0.73% |
$2.67K - $3.62K
|
1.8K
$442K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
12New |
$2.46K - $3.34K
|
12
$2.95K
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
12+ 0.1% |
$2.46K - $3.34K
|
12.2K
$2.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
11+ 0.59% |
$2.26K - $3.07K
|
1.87K
$459K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
11+ 19.64% |
$2.26K - $3.07K
|
67
$16.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
10+ 0.97% |
$2.05K - $2.79K
|
1.04K
$255K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
10+ 18.52% |
$2.05K - $2.79K
|
64
$15.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
10New |
$2.05K - $2.79K
|
10
$2.46K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
10+ 1.33% |
$2.05K - $2.79K
|
760
$187K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
9New |
$1.85K - $2.51K
|
9
$2.21K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
9+ 0.12% |
$1.85K - $2.51K
|
7.39K
$1.82M
|