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 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-24- 26.09% |
$4.92K - $6.69K
|
68
$17K
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-28- 0.95% |
$5.74K - $7.8K
|
2.91K
$729K
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-30- 3.08% |
$6.15K - $8.36K
|
943
$236K
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-30- 1.52% |
$6.15K - $8.36K
|
1.94K
$487K
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-33- 19.3% |
$6.77K - $9.2K
|
138
$34.6K
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-33- 39.76% |
$6.77K - $9.2K
|
50
$12.5K
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-34- 1.06% |
$6.97K - $9.48K
|
3.16K
$793K
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-34- 58.62% |
$6.97K - $9.48K
|
24
$6.02K
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-34- 9.83% |
$6.97K - $9.48K
|
312
$78.2K
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-35Closed |
$7.18K - $9.75K
|
0
$0
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-35- 1.08% |
$7.18K - $9.75K
|
3.21K
$804K
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-36- 1.16% |
$7.39K - $10K
|
3.07K
$769K
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-36- 3.7% |
$7.39K - $10K
|
936
$235K
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-38- 3.53% |
$7.8K - $10.6K
|
1.04K
$260K
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-39- 17.97% |
$8K - $10.9K
|
178
$44.6K
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-40- 6.33% |
$8.21K - $11.1K
|
592
$148K
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-40- 2.91% |
$8.21K - $11.1K
|
1.34K
$335K
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-41- 3.98% |
$8.41K - $11.4K
|
988
$248K
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-41- 0.16% |
$8.41K - $11.4K
|
24.9K
$6.23M
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-45- 6.98% |
$9.23K - $12.5K
|
600
$150K
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-45- 6.98% |
$9.23K - $12.5K
|
600
$150K
|
|
Jan 24, 2024
Q4 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-50- 4.05% |
$10.3K - $13.9K
|
1.19K
$297K
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-52- 1.15% |
$10.7K - $14.5K
|
4.46K
$1.12M
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-52- 6.62% |
$10.7K - $14.5K
|
734
$184K
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-56- 3.01% |
$11.5K - $15.6K
|
1.8K
$452K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-57- 1.0% |
$11.7K - $15.9K
|
5.64K
$1.41M
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-59- 14.86% |
$12.1K - $16.4K
|
338
$84.7K
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-60- 0.65% |
$12.3K - $16.7K
|
9.11K
$2.28M
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
SELL
|
- |
-61- 0.54% |
$12.5K - $17K
|
11.3K
$2.84M
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-65- 0.54% |
$13.3K - $18.1K
|
12K
$3.01M
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-65- 1.95% |
$13.3K - $18.1K
|
3.27K
$821K
|
|
Feb 09, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-65- 0.54% |
$13.3K - $18.1K
|
12K
$3.01M
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-67- 1.7% |
$13.7K - $18.7K
|
3.87K
$970K
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-69- 0.4% |
$14.2K - $19.2K
|
17.1K
$4.3M
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-72- 0.12% |
$14.8K - $20.1K
|
58.2K
$14.6M
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-74- 0.98% |
$15.2K - $20.6K
|
7.46K
$1.87M
|
|
Jan 26, 2024
Q4 2023
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-75- 7.5% |
$15.4K - $20.9K
|
925
$232K
|
|
Feb 13, 2024
Q4 2023
|
Sws Partners
|
SELL
|
- |
-76- 1.59% |
$15.6K - $21.2K
|
4.71K
$1.18M
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-82- 4.22% |
$16.8K - $22.9K
|
1.86K
$467K
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-83- 27.48% |
$17K - $23.1K
|
219
$54.9K
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-90- 1.62% |
$18.5K - $25.1K
|
5.46K
$1.37M
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-93- 10.13% |
$19.1K - $25.9K
|
825
$207K
|
|
Feb 07, 2024
Q4 2023
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-95- 0.51% |
$19.5K - $26.5K
|
18.4K
$4.62M
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-96- 6.06% |
$19.7K - $26.8K
|
1.49K
$373K
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-98- 0.66% |
$20.1K - $27.3K
|
14.8K
$3.72M
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-100- 1.67% |
$20.5K - $27.9K
|
5.9K
$1.48M
|
|
Feb 14, 2024
Q4 2023
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-111- 7.62% |
$22.8K - $30.9K
|
1.35K
$337K
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-117- 1.0% |
$24K - $32.6K
|
11.6K
$2.91M
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-117- 87.31% |
$24K - $32.6K
|
17
$4.26K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-120- 9.2% |
$24.6K - $33.4K
|
1.19K
$297K
|