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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
38+ 102.7% |
$8.89K - $10.6K
|
75
$17.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
68New |
$15.9K - $19K
|
68
$15.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-313- 1.06% |
$73.2K - $87.6K
|
29.3K
$6.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
9New |
$2.1K - $2.52K
|
9
$2.08K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
36New |
$8.42K - $10.1K
|
36
$8.31K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-132- 7.65% |
$30.9K - $36.9K
|
1.59K
$368K
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-20- 1.59% |
$4.68K - $5.6K
|
1.24K
$286K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-530- 24.65% |
$124K - $148K
|
1.62K
$374K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-305- 25.94% |
$71.3K - $85.4K
|
871
$201K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
22New |
$5.14K - $6.16K
|
22
$5.08K
|
|
|
Jan 29, 2025
Q4 2024
|
Sycomore Asset Management
|
BUY
|
- |
31.1K+ 46.25% |
$7.26M - $8.69M
|
98.2K
$22.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-2- 14.29% |
$468 - $560
|
12
$2.77K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
10.9K+ 67.28% |
$2.55M - $3.05M
|
27.1K
$6.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
86+ 452.63% |
$20.1K - $24.1K
|
105
$24.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-27- 81.82% |
$6.31K - $7.56K
|
6
$1.39K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
648+ 51.55% |
$152K - $181K
|
1.91K
$440K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
56New |
$13.1K - $15.7K
|
56
$12.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-11- 0.23% |
$2.57K - $3.08K
|
4.88K
$1.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
529+ 60.25% |
$124K - $148K
|
1.41K
$325K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-700- 9.49% |
$164K - $196K
|
6.68K
$1.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
100+ 3.09% |
$23.4K - $28K
|
3.33K
$770K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
69New |
$16.1K - $19.3K
|
69
$15.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-1.2K- 8.95% |
$279K - $334K
|
12.2K
$2.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-36- 3.71% |
$8.42K - $10.1K
|
935
$216K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
800New |
$187K - $224K
|
800
$185K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
8+ 28.57% |
$1.87K - $2.24K
|
36
$8.31K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
17New |
$3.98K - $4.76K
|
17
$3.93K
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
1.4K+ 175.0% |
$327K - $392K
|
2.2K
$508K
|
|
|
Jan 23, 2025
Q4 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-1.92K- 40.92% |
$448K - $536K
|
2.77K
$638K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
100New |
$23.4K - $28K
|
100
$23.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
41+ 2.99% |
$9.59K - $11.5K
|
1.41K
$326K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
342New |
$80K - $95.7K
|
342
$79K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-65- 98.48% |
$15.2K - $18.2K
|
1
$231
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
776New |
$181K - $217K
|
776
$179K
|
|
|
Jan 22, 2025
Q4 2024
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
SELL
|
- |
-243K- 18.75% |
$56.8M - $68M
|
1.05M
$243M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
778New |
$182K - $218K
|
778
$180K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-285- 22.87% |
$66.6K - $79.8K
|
961
$222K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
6+ 0.52% |
$1.4K - $1.68K
|
1.17K
$270K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-53- 74.65% |
$12.4K - $14.8K
|
18
$4.16K
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
1.01KNew |
$236K - $282K
|
1.01K
$233K
|
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
783New |
$183K - $219K
|
783
$181K
|
|
|
Jan 14, 2025
Q4 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
1.2KNew |
$281K - $336K
|
1.2K
$277K
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
12+ 0.23% |
$2.81K - $3.36K
|
5.26K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
10New |
$2.34K - $2.8K
|
10
$2.31K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-24.1K- 99.42% |
$5.63M - $6.73M
|
140
$32.3K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-214K- 99.59% |
$50.1M - $60M
|
882
$204K
|
|
| Q3 2024 | |||||||
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
2.34K+ 36.29% |
$486K - $619K
|
8.79K
$2.03M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
24.6KNew |
$5.12M - $6.52M
|
24.6K
$5.69M
|
|
|
Nov 15, 2024
Q3 2024
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
2.74K+ 0.21% |
$568K - $724K
|
1.29M
$298M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
3New |
$623 - $794
|
3
$693
|
|