Purchases and Sales Made in Q4 2024 in Workday, Inc. (WDAY)
This table provides information about the institutional ownership of Workday, Inc. (WDAY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
12+ 0.95% |
$2.81K - $3.36K
|
1.27K
$293K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
12+ 1.02% |
$2.81K - $3.36K
|
1.18K
$273K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
12New |
$2.81K - $3.36K
|
12
$2.77K
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
12+ 0.23% |
$2.81K - $3.36K
|
5.26K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
12New |
$2.81K - $3.36K
|
12
$2.77K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
12+ 1.36% |
$2.81K - $3.36K
|
897
$207K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
12+ 1.03% |
$2.81K - $3.36K
|
1.18K
$272K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
11+ 20.37% |
$2.57K - $3.08K
|
65
$15K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
11New |
$2.57K - $3.08K
|
11
$2.54K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
10New |
$2.34K - $2.8K
|
10
$2.31K
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
10+ 0.77% |
$2.34K - $2.8K
|
1.31K
$302K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
10+ 0.4% |
$2.34K - $2.8K
|
2.5K
$578K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10New |
$2.34K - $2.8K
|
10
$2.31K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
10+ 0.96% |
$2.34K - $2.8K
|
1.06K
$244K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
10New |
$2.34K - $2.8K
|
10
$2.31K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
9+ 0.47% |
$2.1K - $2.52K
|
1.93K
$446K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
9New |
$2.1K - $2.52K
|
9
$2.08K
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
9+ 0.08% |
$2.1K - $2.52K
|
11.4K
$2.62M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.61% |
$1.87K - $2.24K
|
1.33K
$306K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
8+ 28.57% |
$1.87K - $2.24K
|
36
$8.31K
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
BUY
|
- |
7+ 0.74% |
$1.64K - $1.96K
|
956
$221K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
7New |
$1.64K - $1.96K
|
7
$1.62K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
7New |
$1.64K - $1.96K
|
7
$1.62K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7+ 12.73% |
$1.64K - $1.96K
|
62
$14.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
6+ 0.59% |
$1.4K - $1.68K
|
1.03K
$237K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
6New |
$1.4K - $1.68K
|
6
$1.39K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
6+ 0.52% |
$1.4K - $1.68K
|
1.17K
$270K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6+ 2.19% |
$1.4K - $1.68K
|
280
$64.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6+ 0.13% |
$1.4K - $1.68K
|
4.57K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
5+ 0.04% |
$1.17K - $1.4K
|
11.9K
$2.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
5+ 0.38% |
$1.17K - $1.4K
|
1.31K
$303K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
5+ 3.33% |
$1.17K - $1.4K
|
155
$35.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
4New |
$935 - $1.12K
|
4
$924
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
4New |
$935 - $1.12K
|
4
$924
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
4+ 0.0% |
$935 - $1.12K
|
94.3K
$21.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3New |
$702 - $840
|
3
$693
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3+ 0.04% |
$702 - $840
|
7.67K
$1.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 2.94% |
$702 - $840
|
105
$24.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
2+ 0.2% |
$468 - $560
|
989
$228K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 6.25% |
$468 - $560
|
34
$7.85K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
2New |
$468 - $560
|
2
$462
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
2New |
$468 - $560
|
2
$462
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2New |
$468 - $560
|
2
$462
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
2+ 0.34% |
$468 - $560
|
598
$138K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 12.5% |
$234 - $280
|
9
$2.08K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$234 - $280
|
1
$231
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 2.94% |
$234 - $280
|
35
$8.08K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1+ 0.36% |
$234 - $280
|
276
$63.7K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1New |
$234 - $280
|
1
$231
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$234 - $280
|
1.63K
$376K
|