Purchases and Sales Made in Q4 2024 in Workday, Inc. (WDAY)
This table provides information about the institutional ownership of Workday, Inc. (WDAY) during Q4 2024. 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 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
41+ 2.99% |
$9.59K - $11.5K
|
1.41K
$367K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
41+ 4.43% |
$9.59K - $11.5K
|
966
$251K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
41New |
$9.59K - $11.5K
|
41
$10.6K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
41+ 19.43% |
$9.59K - $11.5K
|
252
$65.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
40+ 2.54% |
$9.35K - $11.2K
|
1.61K
$419K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
40New |
$9.35K - $11.2K
|
40
$10.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
38+ 102.7% |
$8.89K - $10.6K
|
75
$19.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
37New |
$8.65K - $10.4K
|
37
$9.61K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
37+ 2.98% |
$8.65K - $10.4K
|
1.28K
$332K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
36New |
$8.42K - $10.1K
|
36
$9.35K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
35+ 1.16% |
$8.18K - $9.8K
|
3.05K
$792K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
35New |
$8.18K - $9.8K
|
35
$9.09K
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
34New |
$7.95K - $9.52K
|
34
$8.83K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
34+ 0.6% |
$7.95K - $9.52K
|
5.71K
$1.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
34+ 1.76% |
$7.95K - $9.52K
|
1.96K
$509K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
33+ 18.44% |
$7.72K - $9.24K
|
212
$55K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
33+ 1.74% |
$7.72K - $9.24K
|
1.93K
$500K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
30+ 176.47% |
$7.02K - $8.4K
|
47
$12.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
29+ 26.13% |
$6.78K - $8.12K
|
140
$36.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
29+ 4.32% |
$6.78K - $8.12K
|
701
$182K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
29+ 0.37% |
$6.78K - $8.12K
|
7.91K
$2.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
28+ 1.76% |
$6.55K - $7.84K
|
1.62K
$421K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
27New |
$6.31K - $7.56K
|
27
$7.01K
|
|
|
Feb 14, 2025
Q4 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
25+ 0.69% |
$5.85K - $7K
|
3.66K
$951K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
22New |
$5.14K - $6.16K
|
22
$5.71K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
21+ 11.17% |
$4.91K - $5.88K
|
209
$54.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
21+ 2.05% |
$4.91K - $5.88K
|
1.04K
$271K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
21+ 0.61% |
$4.91K - $5.88K
|
3.48K
$904K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
21New |
$4.91K - $5.88K
|
21
$5.45K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
21+ 63.64% |
$4.91K - $5.88K
|
54
$14K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
19+ 34.55% |
$4.44K - $5.32K
|
74
$19.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
18+ 6.23% |
$4.21K - $5.04K
|
307
$79.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
18+ 48.65% |
$4.21K - $5.04K
|
55
$14.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
17New |
$3.98K - $4.76K
|
17
$4.41K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
17New |
$3.98K - $4.76K
|
17
$4.41K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
17+ 0.57% |
$3.98K - $4.76K
|
2.98K
$774K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
17New |
$3.98K - $4.76K
|
17
$4.41K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
17+ 1.09% |
$3.98K - $4.76K
|
1.57K
$408K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
15+ 23.81% |
$3.51K - $4.2K
|
78
$20.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
14+ 0.49% |
$3.27K - $3.92K
|
2.85K
$739K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
14+ 1400.0% |
$3.27K - $3.92K
|
15
$3.89K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
13New |
$3.04K - $3.64K
|
13
$3.37K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
13+ 1.18% |
$3.04K - $3.64K
|
1.11K
$289K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
12+ 0.95% |
$2.81K - $3.36K
|
1.27K
$330K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
12New |
$2.81K - $3.36K
|
12
$3.12K
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
12+ 0.23% |
$2.81K - $3.36K
|
5.26K
$1.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
12New |
$2.81K - $3.36K
|
12
$3.12K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
12+ 1.03% |
$2.81K - $3.36K
|
1.18K
$306K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
12+ 1.36% |
$2.81K - $3.36K
|
897
$233K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
12+ 1.02% |
$2.81K - $3.36K
|
1.18K
$307K
|