Purchases and Sales Made in Q4 2023 in Workday, Inc. (WDAY)
This table provides information about the institutional ownership of Workday, Inc. (WDAY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
94+ 6.16% |
$19.3K - $26.2K
|
1.62K
$441K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
91+ 6.65% |
$18.7K - $25.4K
|
1.46K
$397K
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
91+ 1.44% |
$18.7K - $25.4K
|
6.43K
$1.75M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
86+ 2.54% |
$17.6K - $24K
|
3.47K
$942K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
85+ 8.28% |
$17.4K - $23.7K
|
1.11K
$302K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
85New |
$17.4K - $23.7K
|
85
$23.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
84+ 9.13% |
$17.2K - $23.4K
|
1K
$273K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
81+ 24.4% |
$16.6K - $22.6K
|
413
$112K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
77+ 3.4% |
$15.8K - $21.5K
|
2.34K
$637K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
76New |
$15.6K - $21.2K
|
76
$20.7K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
75+ 5.44% |
$15.4K - $20.9K
|
1.45K
$395K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
74+ 11.44% |
$15.2K - $20.6K
|
721
$196K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
73New |
$15K - $20.3K
|
73
$19.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
73New |
$15K - $20.3K
|
73
$19.8K
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
71+ 1.8% |
$14.6K - $19.8K
|
4.01K
$1.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
71+ 1.8% |
$14.6K - $19.8K
|
4.01K
$1.09M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
70+ 333.33% |
$14.4K - $19.5K
|
91
$24.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
69+ 2.08% |
$14.2K - $19.2K
|
3.38K
$920K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
69New |
$14.2K - $19.2K
|
69
$18.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
66+ 13.1% |
$13.5K - $18.4K
|
570
$155K
|
|
|
Jan 19, 2024
Q4 2023
|
Ami Asset Management Corp
|
BUY
|
- |
65+ 0.06% |
$13.3K - $18.1K
|
105K
$28.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
65New |
$13.3K - $18.1K
|
65
$17.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
65New |
$13.3K - $18.1K
|
65
$17.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
64+ 2.49% |
$13.1K - $17.8K
|
2.64K
$718K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
64+ 1.88% |
$13.1K - $17.8K
|
3.47K
$943K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
60+ 1.17% |
$12.3K - $16.7K
|
5.2K
$1.41M
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
60+ 4.75% |
$12.3K - $16.7K
|
1.32K
$360K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
57+ 32.76% |
$11.7K - $15.9K
|
231
$62.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
55+ 3.44% |
$11.3K - $15.3K
|
1.65K
$449K
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
55+ 2.39% |
$11.3K - $15.3K
|
2.36K
$640K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
54+ 7.21% |
$11.1K - $15K
|
803
$218K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
54+ 1.25% |
$11.1K - $15K
|
4.37K
$1.19M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
53New |
$10.9K - $14.8K
|
53
$14.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
50New |
$10.3K - $13.9K
|
50
$13.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
50New |
$10.3K - $13.9K
|
50
$13.6K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
50New |
$10.3K - $13.9K
|
50
$13.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
50+ 2.2% |
$10.3K - $13.9K
|
2.33K
$632K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
47+ 25.13% |
$9.64K - $13.1K
|
234
$63.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
42+ 27.63% |
$8.62K - $11.7K
|
194
$52.7K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
42+ 3.5% |
$8.62K - $11.7K
|
1.24K
$337K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
42+ 9.77% |
$8.62K - $11.7K
|
472
$128K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
40New |
$8.21K - $11.1K
|
40
$10.9K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
40+ 0.86% |
$8.21K - $11.1K
|
4.69K
$1.28M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
40+ 0.86% |
$8.21K - $11.1K
|
4.69K
$1.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
40+ 0.79% |
$8.21K - $11.1K
|
5.14K
$1.4M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
39+ 4.7% |
$8K - $10.9K
|
869
$236K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
39+ 2.41% |
$8K - $10.9K
|
1.66K
$451K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
37+ 1.74% |
$7.59K - $10.3K
|
2.17K
$589K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
36+ 2.64% |
$7.39K - $10K
|
1.4K
$381K
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
36+ 1.26% |
$7.39K - $10K
|
2.9K
$788K
|