Purchases and Sales Made in Q3 2023 in Workday, Inc. (WDAY)
This table provides information about the institutional ownership of Workday, Inc. (WDAY) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
1New |
$211 - $252
|
1
$250
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 50.0% |
$211 - $252
|
3
$749
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1+ 0.03% |
$211 - $252
|
3.97K
$991K
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-1- 0.08% |
$211 - $252
|
1.3K
$324K
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1- 14.29% |
$211 - $252
|
6
$1.5K
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-1- 1.82% |
$211 - $252
|
54
$13.5K
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1- 0.05% |
$211 - $252
|
1.91K
$478K
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1- 0.05% |
$211 - $252
|
1.97K
$493K
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1- 0.09% |
$211 - $252
|
1.07K
$267K
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-2- 50.0% |
$422 - $504
|
2
$499
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-2- 0.77% |
$422 - $504
|
257
$64.2K
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3- 25.0% |
$634 - $757
|
9
$2.25K
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3- 0.13% |
$634 - $757
|
2.31K
$578K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4- 6.67% |
$845 - $1.01K
|
56
$14K
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-4- 0.33% |
$845 - $1.01K
|
1.2K
$299K
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-4- 0.01% |
$845 - $1.01K
|
58.3K
$14.6M
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-5- 1.89% |
$1.06K - $1.26K
|
260
$64.9K
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-6- 0.65% |
$1.27K - $1.51K
|
918
$229K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6- 4.62% |
$1.27K - $1.51K
|
124
$31K
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-8- 0.78% |
$1.69K - $2.02K
|
1.02K
$255K
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-10- 0.63% |
$2.11K - $2.52K
|
1.59K
$396K
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-10- 0.25% |
$2.11K - $2.52K
|
3.94K
$982K
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-13- 9.92% |
$2.75K - $3.28K
|
118
$29.5K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-14- 1.93% |
$2.96K - $3.53K
|
712
$178K
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-14- 1.34% |
$2.96K - $3.53K
|
1.03K
$257K
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-14- 4.43% |
$2.96K - $3.53K
|
302
$75.4K
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-14- 0.39% |
$2.96K - $3.53K
|
3.56K
$889K
|
|
Oct 30, 2023
Q3 2023
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-17- 1.77% |
$3.59K - $4.29K
|
942
$235K
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-19- 0.41% |
$4.01K - $4.79K
|
4.65K
$1.16M
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-19- 0.41% |
$4.01K - $4.79K
|
4.65K
$1.16M
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
SELL
|
- |
-19- 1.07% |
$4.01K - $4.79K
|
1.75K
$438K
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-19- 1.82% |
$4.01K - $4.79K
|
1.03K
$256K
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-20- 2.6% |
$4.22K - $5.04K
|
750
$187K
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-21- 0.3% |
$4.44K - $5.3K
|
7.01K
$1.75M
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-22- 4.45% |
$4.65K - $5.55K
|
472
$118K
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-22- 0.87% |
$4.65K - $5.55K
|
2.52K
$628K
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-23- 1.22% |
$4.86K - $5.8K
|
1.86K
$464K
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-23- 1.07% |
$4.86K - $5.8K
|
2.13K
$532K
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-24- 11.37% |
$5.07K - $6.05K
|
187
$46.7K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-25- 28.09% |
$5.28K - $6.31K
|
64
$16K
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-27- 0.98% |
$5.7K - $6.81K
|
2.74K
$683K
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-28- 0.77% |
$5.91K - $7.06K
|
3.59K
$896K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-30- 10.24% |
$6.34K - $7.57K
|
263
$65.7K
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-32- 45.07% |
$6.76K - $8.07K
|
39
$9.74K
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-32- 2.04% |
$6.76K - $8.07K
|
1.54K
$383K
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-32- 1.41% |
$6.76K - $8.07K
|
2.24K
$560K
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-33- 25.38% |
$6.97K - $8.32K
|
97
$24.2K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-34- 3.26% |
$7.18K - $8.58K
|
1.01K
$252K
|
|
Nov 06, 2023
Q3 2023
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-35- 1.81% |
$7.39K - $8.83K
|
1.9K
$475K
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-37- 2.49% |
$7.82K - $9.33K
|
1.45K
$362K
|