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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
14+ 0.49% |
$3.27K - $3.92K
|
2.85K
$699K
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
14+ 1400.0% |
$3.27K - $3.92K
|
15
$3.69K
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
13New |
$3.04K - $3.64K
|
13
$3.19K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
13+ 1.18% |
$3.04K - $3.64K
|
1.11K
$273K
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
12+ 0.95% |
$2.81K - $3.36K
|
1.27K
$312K
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
12+ 1.03% |
$2.81K - $3.36K
|
1.18K
$290K
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
12+ 0.23% |
$2.81K - $3.36K
|
5.26K
$1.29M
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
12New |
$2.81K - $3.36K
|
12
$2.95K
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
12+ 1.02% |
$2.81K - $3.36K
|
1.18K
$291K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
12New |
$2.81K - $3.36K
|
12
$2.95K
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
12+ 1.36% |
$2.81K - $3.36K
|
897
$220K
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
11New |
$2.57K - $3.08K
|
11
$2.7K
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
11+ 20.37% |
$2.57K - $3.08K
|
65
$16K
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
10New |
$2.34K - $2.8K
|
10
$2.46K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
10New |
$2.34K - $2.8K
|
10
$2.46K
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
10+ 0.4% |
$2.34K - $2.8K
|
2.5K
$615K
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
10+ 0.96% |
$2.34K - $2.8K
|
1.06K
$259K
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10New |
$2.34K - $2.8K
|
10
$2.46K
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
10+ 0.77% |
$2.34K - $2.8K
|
1.31K
$322K
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
9New |
$2.1K - $2.52K
|
9
$2.21K
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
9+ 0.08% |
$2.1K - $2.52K
|
11.4K
$2.79M
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
9+ 0.47% |
$2.1K - $2.52K
|
1.93K
$475K
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
8+ 28.57% |
$1.87K - $2.24K
|
36
$8.84K
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.61% |
$1.87K - $2.24K
|
1.33K
$326K
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
7New |
$1.64K - $1.96K
|
7
$1.72K
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7+ 12.73% |
$1.64K - $1.96K
|
62
$15.2K
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
7New |
$1.64K - $1.96K
|
7
$1.72K
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
BUY
|
- |
7+ 0.74% |
$1.64K - $1.96K
|
956
$235K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
6+ 0.59% |
$1.4K - $1.68K
|
1.03K
$252K
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
6+ 0.52% |
$1.4K - $1.68K
|
1.17K
$287K
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
6New |
$1.4K - $1.68K
|
6
$1.47K
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6+ 2.19% |
$1.4K - $1.68K
|
280
$68.8K
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6+ 0.13% |
$1.4K - $1.68K
|
4.57K
$1.12M
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
5+ 3.33% |
$1.17K - $1.4K
|
155
$38.1K
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
5+ 0.04% |
$1.17K - $1.4K
|
11.9K
$2.93M
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
5+ 0.38% |
$1.17K - $1.4K
|
1.31K
$322K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
4+ 0.0% |
$935 - $1.12K
|
94.3K
$23.2M
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
4New |
$935 - $1.12K
|
4
$983
|
|
Aug 21, 2025
Q4 2024
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
4New |
$935 - $1.12K
|
4
$983
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
4New |
$935 - $1.12K
|
4
$983
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3+ 0.04% |
$702 - $840
|
7.67K
$1.88M
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3New |
$702 - $840
|
3
$737
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 2.94% |
$702 - $840
|
105
$25.8K
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2New |
$468 - $560
|
2
$491
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 6.25% |
$468 - $560
|
34
$8.35K
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
2+ 0.34% |
$468 - $560
|
598
$147K
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
2+ 0.2% |
$468 - $560
|
989
$243K
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
2New |
$468 - $560
|
2
$491
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
2New |
$468 - $560
|
2
$491
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$234 - $280
|
1
$246
|