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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
7New |
$1.44K - $1.95K
|
7
$1.72K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
7+ 0.33% |
$1.44K - $1.95K
|
2.13K
$524K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
6+ 1.02% |
$1.23K - $1.67K
|
597
$147K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
6New |
$1.23K - $1.67K
|
6
$1.47K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
6+ 1.02% |
$1.23K - $1.67K
|
597
$147K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
6New |
$1.23K - $1.67K
|
6
$1.47K
|
|
|
Jan 31, 2024
Q4 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
5New |
$1.03K - $1.39K
|
5
$1.23K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
5+ 83.33% |
$1.03K - $1.39K
|
11
$2.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4+ 0.27% |
$821 - $1.11K
|
1.51K
$371K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
4+ 0.25% |
$821 - $1.11K
|
1.62K
$397K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 200.0% |
$821 - $1.11K
|
6
$1.47K
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
4+ 0.1% |
$821 - $1.11K
|
4.19K
$1.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
4+ 0.05% |
$821 - $1.11K
|
7.6K
$1.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3+ 7.69% |
$615 - $836
|
42
$10.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
3+ 0.04% |
$615 - $836
|
8.44K
$2.07M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 33.33% |
$615 - $836
|
12
$2.95K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2+ 1.69% |
$410 - $557
|
120
$29.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 0.88% |
$205 - $279
|
114
$28K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1+ 50.0% |
$205 - $279
|
3
$737
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
1+ 4.0% |
$205 - $279
|
26
$6.39K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 14.29% |
$205 - $279
|
8
$1.97K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 9.09% |
$205 - $279
|
12
$2.95K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1+ 0.03% |
$205 - $279
|
3.44K
$844K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 10.0% |
$205 - $279
|
11
$2.7K
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-1- 0.02% |
$205 - $279
|
4.37K
$1.07M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 33.33% |
$205 - $279
|
2
$491
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 6.45% |
$410 - $557
|
29
$7.12K
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-4- 0.27% |
$821 - $1.11K
|
1.48K
$364K
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-4- 0.18% |
$821 - $1.11K
|
2.27K
$557K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 4.03% |
$1.03K - $1.39K
|
119
$29.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.19% |
$1.03K - $1.39K
|
2.66K
$653K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6- 1.76% |
$1.23K - $1.67K
|
334
$82.1K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-6- 0.41% |
$1.23K - $1.67K
|
1.45K
$355K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-6- 0.12% |
$1.23K - $1.67K
|
4.98K
$1.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-6- 21.43% |
$1.23K - $1.67K
|
22
$5.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-8- 3.04% |
$1.64K - $2.23K
|
255
$62.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.47% |
$1.85K - $2.51K
|
1.89K
$465K
|
|
|
Feb 06, 2024
Q4 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-9- 0.27% |
$1.85K - $2.51K
|
3.36K
$826K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-11- 0.58% |
$2.26K - $3.07K
|
1.9K
$467K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-11- 1.03% |
$2.26K - $3.07K
|
1.06K
$260K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-11- 0.97% |
$2.26K - $3.07K
|
1.13K
$276K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
SELL
|
- |
-12- 19.67% |
$2.46K - $3.34K
|
49
$12K
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-13- 0.26% |
$2.67K - $3.62K
|
5.04K
$1.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-14- 0.88% |
$2.87K - $3.9K
|
1.57K
$387K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-15- 0.5% |
$3.08K - $4.18K
|
2.98K
$733K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-16- 0.2% |
$3.28K - $4.46K
|
7.97K
$1.96M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-16- 1.39% |
$3.28K - $4.46K
|
1.13K
$278K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-17- 1.19% |
$3.49K - $4.74K
|
1.41K
$347K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-19- 0.7% |
$3.9K - $5.29K
|
2.7K
$664K
|