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 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.46KNew |
$300K - $407K
|
1.46K
$366K
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.42KNew |
$292K - $396K
|
1.42K
$356K
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.42K+ 140.67% |
$291K - $395K
|
2.43K
$608K
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.4K+ 6.85% |
$288K - $391K
|
21.9K
$5.48M
|
|
Jan 31, 2024
Q4 2023
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
1.4KNew |
$287K - $390K
|
1.4K
$351K
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.35KNew |
$277K - $376K
|
1.35K
$339K
|
|
Feb 14, 2024
Q4 2023
|
Bamco Inc
New York, NY |
BUY
|
- |
1.3K+ 1.34% |
$267K - $363K
|
98.8K
$24.8M
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.3KNew |
$266K - $362K
|
1.3K
$326K
|
|
Feb 15, 2024
Q4 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1.29KNew |
$265K - $360K
|
1.29K
$324K
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.28K+ 1.43% |
$262K - $356K
|
90.5K
$22.7M
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.28K+ 4.5% |
$262K - $355K
|
29.6K
$7.42M
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.25K+ 7.49% |
$255K - $347K
|
17.9K
$4.48M
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.24K+ 12.67% |
$254K - $345K
|
11K
$2.76M
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.23K+ 54.11% |
$253K - $343K
|
3.51K
$880K
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.23K+ 67.33% |
$252K - $342K
|
3.05K
$764K
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.23K+ 1.95% |
$252K - $342K
|
64K
$16.1M
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.21KNew |
$248K - $337K
|
1.21K
$303K
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.18KNew |
$241K - $328K
|
1.18K
$295K
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.17K+ 3.32% |
$239K - $325K
|
36.3K
$9.1M
|
|
Feb 05, 2024
Q4 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
1.16K+ 41.39% |
$237K - $322K
|
3.95K
$990K
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.15K+ 4.3% |
$237K - $322K
|
28K
$7.02M
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.15KNew |
$236K - $320K
|
1.15K
$288K
|
|
Feb 13, 2024
Q4 2023
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
1.15K+ 14.78% |
$235K - $319K
|
8.89K
$2.23M
|
|
Jan 24, 2024
Q4 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
1.14K+ 11.38% |
$233K - $317K
|
11.1K
$2.79M
|
|
Feb 12, 2024
Q4 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
1.12K+ 10.71% |
$230K - $313K
|
11.6K
$2.91M
|
|
Feb 06, 2024
Q4 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.1KNew |
$226K - $307K
|
1.1K
$276K
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.09K+ 13.15% |
$224K - $305K
|
9.42K
$2.36M
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.07KNew |
$220K - $299K
|
1.07K
$269K
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.07K+ 11.6% |
$220K - $298K
|
10.3K
$2.58M
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.06K+ 3416.13% |
$217K - $295K
|
1.09K
$273K
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.06KNew |
$217K - $295K
|
1.06K
$265K
|
|
Feb 14, 2024
Q4 2023
|
Eventide Asset Management, LLC
Boston, MA |
BUY
|
- |
1.04K+ 1.12% |
$214K - $291K
|
94.5K
$23.7M
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.04K+ 8.95% |
$214K - $290K
|
12.7K
$3.18M
|
|
Feb 02, 2024
Q4 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
1.04KNew |
$213K - $289K
|
1.04K
$260K
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.03K+ 37.46% |
$210K - $286K
|
3.76K
$943K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.02KNew |
$210K - $285K
|
1.02K
$257K
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1KNew |
$205K - $279K
|
1K
$251K
|
|
Feb 13, 2024
Q4 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
1KNew |
$205K - $279K
|
1K
$251K
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
964New |
$198K - $269K
|
964
$242K
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
962+ 15.75% |
$197K - $268K
|
7.07K
$1.77M
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
950+ 70.11% |
$195K - $265K
|
2.31K
$578K
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
945New |
$194K - $263K
|
945
$237K
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
934New |
$192K - $260K
|
934
$234K
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
934New |
$192K - $260K
|
934
$234K
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
926+ 841.82% |
$190K - $258K
|
1.04K
$260K
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
924New |
$190K - $258K
|
924
$232K
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
919New |
$189K - $256K
|
919
$230K
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
911New |
$187K - $254K
|
911
$228K
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
900New |
$185K - $251K
|
900
$226K
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
900+ 5.22% |
$185K - $251K
|
18.1K
$4.55M
|