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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
986New |
$261K - $303K
|
986
$269K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
5+ 0.34% |
$1.32K - $1.54K
|
1.49K
$407K
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-100- 11.11% |
$26.4K - $30.7K
|
800
$218K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-46.4K- 72.66% |
$12.3M - $14.2M
|
17.4K
$4.76M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
879New |
$232K - $270K
|
879
$240K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
10KNew |
$2.64M - $3.07M
|
10K
$2.73M
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
3.45K+ 117.77% |
$911K - $1.06M
|
6.37K
$1.74M
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
7+ 17.5% |
$1.85K - $2.15K
|
47
$12.8K
|
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.18KNew |
$313K - $364K
|
1.18K
$323K
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-140- 5.25% |
$37K - $43K
|
2.53K
$691K
|
|
|
May 02, 2024
Q1 2024
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
928New |
$245K - $285K
|
928
$253K
|
|
|
May 02, 2024
Q1 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
62+ 0.56% |
$16.4K - $19K
|
11K
$3.02M
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-13- 0.26% |
$3.44K - $3.99K
|
5.03K
$1.37M
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
13KNew |
$3.43M - $3.98M
|
13K
$3.54M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.27KNew |
$335K - $390K
|
1.27K
$346K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
583New |
$154K - $179K
|
583
$159K
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
84New |
$22.2K - $25.8K
|
84
$22.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
741New |
$196K - $228K
|
741
$202K
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.49K- 25.86% |
$393K - $456K
|
4.26K
$1.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-246- 13.77% |
$65K - $75.6K
|
1.54K
$421K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
27New |
$7.14K - $8.29K
|
27
$7.37K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$264 - $307
|
1
$273
|
|
|
Apr 26, 2024
Q1 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-124- 11.32% |
$32.8K - $38.1K
|
971
$265K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
34New |
$8.99K - $10.4K
|
34
$9.28K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
12+ 0.4% |
$3.17K - $3.69K
|
3.03K
$827K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-43- 3.87% |
$11.4K - $13.2K
|
1.07K
$292K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
40New |
$10.6K - $12.3K
|
40
$10.9K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
154+ 2.85% |
$40.7K - $47.3K
|
5.56K
$1.52M
|
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-1.91K- 62.77% |
$504K - $586K
|
1.13K
$309K
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-268- 20.63% |
$70.8K - $82.3K
|
1.03K
$282K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-12- 0.61% |
$3.17K - $3.69K
|
1.95K
$533K
|
|
|
Apr 22, 2024
Q1 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-18- 2.31% |
$4.76K - $5.53K
|
761
$208K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-20- 1.51% |
$5.29K - $6.14K
|
1.3K
$356K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
1.79K+ 16263.64% |
$473K - $550K
|
1.8K
$491K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-5.4K- 60.0% |
$1.43M - $1.66M
|
3.6K
$983K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
25New |
$6.61K - $7.68K
|
25
$6.83K
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-5.18K- 69.76% |
$1.37M - $1.59M
|
2.25K
$614K
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-6- 0.8% |
$1.59K - $1.84K
|
746
$204K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
30+ 12.0% |
$7.93K - $9.22K
|
280
$76.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-77.3K- 79.12% |
$20.4M - $23.8M
|
20.4K
$5.57M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-11- 1.06% |
$2.91K - $3.38K
|
1.03K
$281K
|
|
|
Apr 16, 2024
Q1 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
6.42K+ 413.05% |
$1.7M - $1.97M
|
7.98K
$2.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
49+ 74.24% |
$13K - $15.1K
|
115
$31.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7+ 0.29% |
$1.85K - $2.15K
|
2.43K
$664K
|
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-294- 19.56% |
$77.7K - $90.3K
|
1.21K
$330K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
12New |
$3.17K - $3.69K
|
12
$3.28K
|
|
| Q4 2023 | |||||||
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-41.4K- 31.54% |
$8.5M - $11.5M
|
89.9K
$24.6M
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
945New |
$194K - $263K
|
945
$258K
|
|
|
May 08, 2024
Q4 2023
|
M&G Investments (Usa) Inc.
Chicago, IL |
BUY
|
- |
8.34KNew |
$1.71M - $2.32M
|
8.34K
$2.28M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
6New |
$1.23K - $1.67K
|
6
$1.64K
|
|