Latest Institutional Transactions on Workday, Inc. (WDAY)
This table provides information on the latest institutional transactions involving Workday, Inc. (WDAY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-38- 6.64% |
$8.87K - $10.6K
|
534
$123K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
33+ 1.91% |
$7.71K - $9.17K
|
1.76K
$407K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-3- 50.0% |
$701 - $833
|
3
$693
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3+ 8.57% |
$701 - $833
|
38
$8.77K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
293+ 16.61% |
$68.4K - $81.4K
|
2.06K
$475K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
6+ 0.1% |
$1.4K - $1.67K
|
6.21K
$1.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
BUY
|
- |
50+ 0.37% |
$11.7K - $13.9K
|
13.5K
$3.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Ams Capital Ltda
|
BUY
|
- |
12.1K+ 84.84% |
$2.83M - $3.36M
|
26.4K
$6.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
41+ 57.75% |
$9.57K - $11.4K
|
112
$25.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
SELL
|
- |
-4.39K- 77.74% |
$1.02M - $1.22M
|
1.26K
$290K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
14.9K+ 77.02% |
$3.48M - $4.14M
|
34.2K
$7.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-4- 1.36% |
$934 - $1.11K
|
290
$67K
|
|
|
Apr 09, 2025
Q1 2025
|
Schwab Charitable Fund
|
SELL
|
- |
-669- 5.15% |
$156K - $186K
|
12.3K
$2.84M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
426+ 19.02% |
$99.5K - $118K
|
2.67K
$616K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-612- 22.98% |
$143K - $170K
|
2.05K
$474K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
24+ 1.27% |
$5.6K - $6.67K
|
1.91K
$442K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
58+ 341.18% |
$13.5K - $16.1K
|
75
$17.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
134+ 169.62% |
$31.3K - $37.2K
|
213
$49.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
42+ 4.72% |
$9.81K - $11.7K
|
932
$215K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
288+ 13.64% |
$67.3K - $80K
|
2.4K
$554K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
136+ 10.25% |
$31.8K - $37.8K
|
1.46K
$338K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-999- 23.68% |
$233K - $278K
|
3.22K
$743K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
2+ 0.07% |
$467 - $556
|
3.01K
$695K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 3.64% |
$467 - $556
|
57
$13.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
22+ 64.71% |
$5.14K - $6.11K
|
56
$12.9K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
23+ 3.85% |
$5.37K - $6.39K
|
621
$143K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-426- 8.13% |
$99.5K - $118K
|
4.81K
$1.11M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
39+ 4.04% |
$9.11K - $10.8K
|
1.01K
$232K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-85.5K- 8.86% |
$20M - $23.9M
|
880K
$203M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.79K- 24.83% |
$1.35M - $1.62M
|
17.5K
$4.05M
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-9.85K- 41.02% |
$2.3M - $2.76M
|
14.2K
$3.27M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-11.9K- 3.03% |
$2.79M - $3.34M
|
381K
$88.1M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
556+ 0.61% |
$130K - $156K
|
91.9K
$21.2M
|
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
831New |
$194K - $233K
|
831
$192K
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
753New |
$176K - $211K
|
753
$174K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$234 - $280
|
1
$231
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
40New |
$9.35K - $11.2K
|
40
$9.24K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-154- 40.96% |
$36K - $43.1K
|
222
$51.3K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-575- 40.15% |
$134K - $161K
|
857
$198K
|
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-106- 2.34% |
$24.8K - $29.7K
|
4.43K
$1.02M
|
|
|
Feb 19, 2025
Q4 2024
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.96K+ 5573.24% |
$925K - $1.11M
|
4.03K
$930K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.11K+ 46.49% |
$259K - $310K
|
3.49K
$805K
|
|
|
Feb 18, 2025
Q4 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-106- 2.5% |
$24.8K - $29.7K
|
4.13K
$954K
|
|
|
Feb 14, 2025
Q4 2024
|
Old Well Partners, LLC
Charlotte, NC |
BUY
|
- |
7KNew |
$1.64M - $1.96M
|
7K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Orbis Allan Gray LTD
Hamilton, D0 |
BUY
|
- |
482KNew |
$113M - $135M
|
482K
$111M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-255K- 12.44% |
$59.7M - $71.4M
|
1.8M
$415M
|
|
|
Feb 14, 2025
Q4 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.85KNew |
$900K - $1.08M
|
3.85K
$888K
|
|
|
Feb 14, 2025
Q4 2024
|
Optimus Prime Fund Management Co., Ltd.
Grand Cayman, E9 |
BUY
|
- |
40K+ 160.0% |
$9.35M - $11.2M
|
65K
$15M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-112- 0.9% |
$26.2K - $31.3K
|
12.3K
$2.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
30+ 176.47% |
$7.02K - $8.4K
|
47
$10.9K
|
|