Purchases and Sales Made in Q1 2023 in Workday, Inc. (WDAY)
This table provides information about the institutional ownership of Workday, Inc. (WDAY) during Q1 2023. 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 |
---|---|---|---|---|---|---|---|
May 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
50+ 1.85% |
$8.01K - $10.3K
|
2.76K
$752K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
49New |
$7.85K - $10.1K
|
49
$13.4K
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
49+ 2.71% |
$7.85K - $10.1K
|
1.86K
$506K
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
48+ 6.31% |
$7.69K - $9.91K
|
809
$221K
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
47+ 470.0% |
$7.53K - $9.71K
|
57
$15.6K
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
47+ 37.3% |
$7.53K - $9.71K
|
173
$47.2K
|
|
May 11, 2023
Q1 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
46+ 1.92% |
$7.37K - $9.5K
|
2.45K
$668K
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
45+ 2.04% |
$7.21K - $9.29K
|
2.25K
$615K
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
44+ 1.48% |
$7.05K - $9.09K
|
3.01K
$822K
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
42+ 0.01% |
$6.73K - $8.67K
|
395K
$108M
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
42New |
$6.73K - $8.67K
|
42
$11.5K
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
41+ 1.44% |
$6.57K - $8.47K
|
2.89K
$790K
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
35+ 8.52% |
$5.61K - $7.23K
|
446
$122K
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
33New |
$5.29K - $6.82K
|
33
$9.01K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
30+ 0.17% |
$4.81K - $6.2K
|
17.4K
$4.76M
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
28New |
$4.49K - $5.78K
|
28
$7.65K
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
28+ 17.18% |
$4.49K - $5.78K
|
191
$52.2K
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
28+ 0.23% |
$4.49K - $5.78K
|
12.1K
$3.31M
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
26+ 1.6% |
$4.16K - $5.37K
|
1.66K
$452K
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
25New |
$4K - $5.16K
|
25
$6.83K
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
23+ 38.98% |
$3.68K - $4.75K
|
82
$22.4K
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
18+ 0.64% |
$2.88K - $3.72K
|
2.85K
$778K
|
|
May 12, 2023
Q1 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
16+ 0.23% |
$2.56K - $3.3K
|
7.11K
$1.94M
|
|
Jun 09, 2023
Q1 2023
|
Bradley Mark J.
|
BUY
|
- |
15+ 0.08% |
$2.4K - $3.1K
|
19K
$5.18M
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
13+ 13.13% |
$2.08K - $2.69K
|
112
$30.6K
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
12New |
$1.92K - $2.48K
|
12
$3.28K
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11+ 14.86% |
$1.76K - $2.27K
|
85
$23.2K
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
11+ 8.73% |
$1.76K - $2.27K
|
137
$37.4K
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
BUY
|
- |
11+ 0.23% |
$1.76K - $2.27K
|
4.71K
$1.29M
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
10+ 8.0% |
$1.6K - $2.07K
|
135
$36.9K
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
10+ 4.31% |
$1.6K - $2.07K
|
242
$66.1K
|
|
May 15, 2023
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
10New |
$1.6K - $2.07K
|
10
$2.73K
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
9New |
$1.44K - $1.86K
|
9
$2.46K
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
9+ 0.57% |
$1.44K - $1.86K
|
1.59K
$434K
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9+ 21.43% |
$1.44K - $1.86K
|
51
$13.9K
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
9+ 0.75% |
$1.44K - $1.86K
|
1.21K
$331K
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
9+ 0.25% |
$1.44K - $1.86K
|
3.68K
$1M
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
8New |
$1.28K - $1.65K
|
8
$2.18K
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
5New |
$801 - $1.03K
|
5
$1.37K
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4+ 0.73% |
$641 - $826
|
553
$151K
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
4+ 50.0% |
$641 - $826
|
12
$3.28K
|
|
May 01, 2023
Q1 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
4+ 21.05% |
$641 - $826
|
23
$6.28K
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
3New |
$481 - $620
|
3
$819
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3New |
$481 - $620
|
3
$819
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
2+ 0.95% |
$320 - $413
|
213
$58.2K
|
|
Sep 27, 2023
Q1 2023
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
2+ 0.01% |
$320 - $413
|
19.5K
$5.33M
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2New |
$320 - $413
|
2
$546
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.05% |
$160 - $207
|
1.86K
$506K
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 100.0% |
$160 - $207
|
2
$546
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1+ 11.11% |
$160 - $207
|
10
$2.73K
|