Purchases and Sales Made in Q1 2024 in Workday, Inc. (WDAY)
This table provides information about the institutional ownership of Workday, Inc. (WDAY) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
13+ 2.28% |
$3.44K - $3.99K
|
583
$140K
|
|
|
Apr 12, 2024
Q1 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
13+ 1.52% |
$3.44K - $3.99K
|
867
$209K
|
|
|
May 13, 2024
Q1 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
13+ 0.81% |
$3.44K - $3.99K
|
1.63K
$392K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
13+ 0.89% |
$3.44K - $3.99K
|
1.47K
$354K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
13+ 1.25% |
$3.44K - $3.99K
|
1.05K
$253K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
12+ 0.4% |
$3.17K - $3.69K
|
3.03K
$729K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
12+ 1.04% |
$3.17K - $3.69K
|
1.16K
$280K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
12New |
$3.17K - $3.69K
|
12
$2.89K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12+ 2.54% |
$3.17K - $3.69K
|
484
$117K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
10+ 0.41% |
$2.64K - $3.07K
|
2.47K
$594K
|
|
|
Apr 09, 2024
Q1 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
7+ 0.54% |
$1.85K - $2.15K
|
1.3K
$312K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
7+ 17.5% |
$1.85K - $2.15K
|
47
$11.3K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
7New |
$1.85K - $2.15K
|
7
$1.69K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7+ 0.29% |
$1.85K - $2.15K
|
2.43K
$586K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
6+ 9.38% |
$1.59K - $1.84K
|
70
$16.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
6+ 0.5% |
$1.59K - $1.84K
|
1.22K
$292K
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
5+ 0.12% |
$1.32K - $1.54K
|
4.35K
$1.05M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
5+ 55.56% |
$1.32K - $1.54K
|
14
$3.37K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
5+ 0.34% |
$1.32K - $1.54K
|
1.49K
$359K
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
5New |
$1.32K - $1.54K
|
5
$1.2K
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
5+ 0.58% |
$1.32K - $1.54K
|
870
$209K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 7.84% |
$1.06K - $1.23K
|
55
$13.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
4+ 2.06% |
$1.06K - $1.23K
|
198
$47.7K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
4+ 3.51% |
$1.06K - $1.23K
|
118
$28.4K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4+ 0.14% |
$1.06K - $1.23K
|
2.91K
$701K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
4New |
$1.06K - $1.23K
|
4
$963
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4+ 9.52% |
$1.06K - $1.23K
|
46
$11.1K
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3New |
$793 - $922
|
3
$722
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
3+ 0.16% |
$793 - $922
|
1.87K
$450K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3+ 33.33% |
$793 - $922
|
12
$2.89K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2+ 18.18% |
$529 - $614
|
13
$3.13K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2+ 0.24% |
$529 - $614
|
846
$204K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2+ 0.11% |
$529 - $614
|
1.81K
$437K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 1.67% |
$529 - $614
|
122
$29.4K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 1.68% |
$529 - $614
|
121
$29.1K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1+ 0.09% |
$264 - $307
|
1.13K
$271K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 100.0% |
$264 - $307
|
2
$481
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$264 - $307
|
1
$241
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1+ 0.06% |
$264 - $307
|
1.66K
$400K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$264 - $307
|
1
$241
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1+ 1.49% |
$264 - $307
|
68
$16.4K
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1- 0.35% |
$264 - $307
|
287
$69.1K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1- 8.33% |
$264 - $307
|
11
$2.65K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-1- 0.32% |
$264 - $307
|
309
$74.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-2- 0.02% |
$529 - $614
|
8.44K
$2.03M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.24% |
$793 - $922
|
1.25K
$300K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3- 0.99% |
$793 - $922
|
301
$72.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-4- 0.42% |
$1.06K - $1.23K
|
958
$231K
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-6- 0.8% |
$1.59K - $1.84K
|
746
$180K
|