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 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
538+ 0.59% |
$126K - $151K
|
91.5K
$23.7M
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
534+ 20.42% |
$125K - $149K
|
3.15K
$818K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
534+ 2.67% |
$125K - $149K
|
20.6K
$5.34M
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
532+ 19.9% |
$124K - $149K
|
3.21K
$832K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
529+ 60.25% |
$124K - $148K
|
1.41K
$365K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
520+ 22.56% |
$122K - $146K
|
2.83K
$733K
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
517+ 11.61% |
$121K - $145K
|
4.97K
$1.29M
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
506+ 3.31% |
$118K - $142K
|
15.8K
$4.1M
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
498+ 6.95% |
$116K - $139K
|
7.67K
$1.99M
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
496+ 8.07% |
$116K - $139K
|
6.64K
$1.72M
|
|
Feb 05, 2025
Q4 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
485+ 21.65% |
$113K - $136K
|
2.73K
$707K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
481+ 4.67% |
$112K - $135K
|
10.8K
$2.8M
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
456New |
$107K - $128K
|
456
$118K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
453New |
$106K - $127K
|
453
$118K
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
440+ 35.23% |
$103K - $123K
|
1.69K
$438K
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
440+ 0.46% |
$103K - $123K
|
95.6K
$24.8M
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
436+ 39.1% |
$102K - $122K
|
1.55K
$403K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
423+ 4.79% |
$98.9K - $118K
|
9.25K
$2.4M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
413+ 15.6% |
$96.6K - $116K
|
3.06K
$794K
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
397+ 25.81% |
$92.8K - $111K
|
1.94K
$502K
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
391+ 5.61% |
$91.4K - $109K
|
7.36K
$1.91M
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
388+ 23.57% |
$90.7K - $109K
|
2.03K
$528K
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
378+ 5.75% |
$88.4K - $106K
|
6.95K
$1.8M
|
|
Feb 13, 2025
Q4 2024
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
369+ 3.16% |
$86.3K - $103K
|
12.1K
$3.13M
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
368New |
$86.1K - $103K
|
368
$95.5K
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
363+ 222.7% |
$84.9K - $102K
|
526
$137K
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
362+ 198.9% |
$84.7K - $101K
|
544
$141K
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
360+ 5.0% |
$84.2K - $101K
|
7.57K
$1.96M
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
357+ 11.27% |
$83.5K - $99.9K
|
3.53K
$915K
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
353+ 42.58% |
$82.5K - $98.8K
|
1.18K
$307K
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
350+ 26.76% |
$81.8K - $98K
|
1.66K
$430K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
347+ 5.72% |
$81.1K - $97.1K
|
6.41K
$1.66M
|
|
Feb 12, 2025
Q4 2024
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
343+ 5.95% |
$80.2K - $96K
|
6.11K
$1.59M
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
342New |
$80K - $95.7K
|
342
$88.8K
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
340+ 9.15% |
$79.5K - $95.2K
|
4.05K
$1.05M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
340+ 31.81% |
$79.5K - $95.2K
|
1.41K
$366K
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
328+ 0.55% |
$76.7K - $91.8K
|
59.5K
$15.4M
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
326+ 8.95% |
$76.2K - $91.3K
|
3.97K
$1.03M
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
325+ 144.44% |
$76K - $91K
|
550
$143K
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
325+ 10.67% |
$76K - $91K
|
3.37K
$875K
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
323+ 13.86% |
$75.5K - $90.4K
|
2.65K
$689K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
314+ 2.4% |
$73.4K - $87.9K
|
13.4K
$3.48M
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
313+ 28.66% |
$73.2K - $87.6K
|
1.41K
$365K
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
311+ 223.74% |
$72.7K - $87.1K
|
450
$117K
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
307+ 4385.71% |
$71.8K - $85.9K
|
314
$81.5K
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
307+ 9.8% |
$71.8K - $85.9K
|
3.44K
$893K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
306+ 1.75% |
$71.6K - $85.7K
|
17.8K
$4.61M
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
300+ 2.14% |
$70.2K - $84K
|
14.3K
$3.72M
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
291+ 11.85% |
$68.1K - $81.5K
|
2.75K
$713K
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
285+ 19.27% |
$66.6K - $79.8K
|
1.76K
$458K
|