Purchases and Sales Made in Q2 2023 in Workday, Inc. (WDAY)
This table provides information about the institutional ownership of Workday, Inc. (WDAY) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-32- 3.1% |
$5.71K - $7.27K
|
999
$265K
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-34- 0.83% |
$6.06K - $7.72K
|
4.07K
$1.08M
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-35- 3.29% |
$6.24K - $7.95K
|
1.03K
$273K
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-36- 9.05% |
$6.42K - $8.18K
|
362
$96.1K
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-41- 1.12% |
$7.31K - $9.31K
|
3.63K
$964K
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-41- 0.37% |
$7.31K - $9.31K
|
11K
$2.93M
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-42- 2.13% |
$7.49K - $9.54K
|
1.93K
$512K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-43- 12.65% |
$7.67K - $9.77K
|
297
$78.8K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-45- 7.51% |
$8.02K - $10.2K
|
554
$147K
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-48- 1.83% |
$8.56K - $10.9K
|
2.57K
$682K
|
|
Jul 24, 2023
Q2 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-50- 1.65% |
$8.92K - $11.4K
|
2.99K
$792K
|
|
Aug 14, 2023
Q2 2023
|
Seaport Global Advisors, LLC
Boston, MA |
SELL
|
- |
-54- 3.46% |
$9.63K - $12.3K
|
1.51K
$400K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-56- 86.15% |
$9.99K - $12.7K
|
9
$2.39K
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-56- 4.6% |
$9.99K - $12.7K
|
1.16K
$308K
|
|
Aug 16, 2023
Q2 2023
|
Synergy Financial Group, LTD
|
SELL
|
- |
-59- 4.25% |
$10.5K - $13.4K
|
1.33K
$352K
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-61- 1.66% |
$10.9K - $13.9K
|
3.62K
$960K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-61- 2.25% |
$10.9K - $13.9K
|
2.65K
$704K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-61- 2.25% |
$10.9K - $13.9K
|
2.65K
$704K
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-63- 2.1% |
$11.2K - $14.3K
|
2.94K
$779K
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-66- 14.8% |
$11.8K - $15K
|
380
$101K
|
|
Aug 11, 2023
Q2 2023
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-70- 0.98% |
$12.5K - $15.9K
|
7.06K
$1.87M
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-74- 6.8% |
$13.2K - $16.8K
|
1.02K
$269K
|
|
Aug 09, 2023
Q2 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-77- 0.2% |
$13.7K - $17.5K
|
37.9K
$10.1M
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-78- 6.96% |
$13.9K - $17.7K
|
1.04K
$277K
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-84- 5.44% |
$15K - $19.1K
|
1.46K
$387K
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-84- 2.56% |
$15K - $19.1K
|
3.19K
$848K
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-85- 2.2% |
$15.2K - $19.3K
|
3.77K
$1M
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-86- 3.99% |
$15.3K - $19.5K
|
2.07K
$549K
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-86- 1.01% |
$15.3K - $19.5K
|
8.44K
$2.24M
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-92- 4.08% |
$16.4K - $20.9K
|
2.16K
$574K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-93- 14.37% |
$16.6K - $21.1K
|
554
$147K
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-96- 7.69% |
$17.1K - $21.8K
|
1.15K
$306K
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-98- 98.99% |
$17.5K - $22.3K
|
1
$265
|
|
Aug 14, 2023
Q2 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-98- 2.91% |
$17.5K - $22.3K
|
3.27K
$868K
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-99- 8.98% |
$17.7K - $22.5K
|
1K
$266K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-100- 32.05% |
$17.8K - $22.7K
|
212
$56.3K
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-108- 23.79% |
$19.3K - $24.5K
|
346
$91.8K
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-114- 3.09% |
$20.3K - $25.9K
|
3.58K
$949K
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-119- 1.85% |
$21.2K - $27K
|
6.31K
$1.67M
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-122- 8.51% |
$21.8K - $27.7K
|
1.31K
$348K
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-124- 0.47% |
$22.1K - $28.2K
|
26.4K
$7.01M
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-125- 5.21% |
$22.3K - $28.4K
|
2.28K
$604K
|
|
Aug 14, 2023
Q2 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-127- 2.27% |
$22.6K - $28.8K
|
5.47K
$1.45M
|
|
Aug 11, 2023
Q2 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-130- 4.36% |
$23.2K - $29.5K
|
2.85K
$757K
|
|
Aug 14, 2023
Q2 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-131- 0.81% |
$23.4K - $29.8K
|
16K
$4.23M
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-136- 2.93% |
$24.3K - $30.9K
|
4.5K
$1.2M
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-136- 3.65% |
$24.3K - $30.9K
|
3.59K
$952K
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-139- 4.82% |
$24.8K - $31.6K
|
2.74K
$728K
|
|
Aug 07, 2023
Q2 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-143- 1.39% |
$25.5K - $32.5K
|
10.1K
$2.68M
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-144- 38.1% |
$25.7K - $32.7K
|
234
$62.1K
|