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 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
323+ 13.86% |
$75.5K - $90.4K
|
2.65K
$733K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
291+ 11.85% |
$68.1K - $81.5K
|
2.75K
$759K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
285+ 19.27% |
$66.6K - $79.8K
|
1.76K
$487K
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
283+ 12.78% |
$66.2K - $79.2K
|
2.5K
$690K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
278+ 14.8% |
$65K - $77.8K
|
2.16K
$596K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
276+ 4.49% |
$64.5K - $77.3K
|
6.42K
$1.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
255New |
$59.6K - $71.4K
|
255
$70.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
248+ 24.9% |
$58K - $69.4K
|
1.24K
$344K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
227+ 3.0% |
$53.1K - $63.5K
|
7.79K
$2.15M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
213+ 20.86% |
$49.8K - $59.6K
|
1.23K
$341K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
211+ 2.54% |
$49.3K - $59.1K
|
8.5K
$2.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
198New |
$46.3K - $55.4K
|
198
$54.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
193+ 11.37% |
$45.1K - $54K
|
1.89K
$522K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
175+ 12.39% |
$40.9K - $49K
|
1.59K
$438K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
163+ 3.02% |
$38.1K - $45.6K
|
5.55K
$1.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
154+ 8.14% |
$36K - $43.1K
|
2.05K
$565K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
146+ 0.33% |
$34.1K - $40.9K
|
44.2K
$12.2M
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
146+ 1.47% |
$34.1K - $40.9K
|
10.1K
$2.79M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
135+ 9.18% |
$31.6K - $37.8K
|
1.61K
$443K
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
133+ 1.79% |
$31.1K - $37.2K
|
7.58K
$2.09M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
117+ 5.48% |
$27.4K - $32.7K
|
2.25K
$622K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
117+ 13.51% |
$27.4K - $32.7K
|
983
$271K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
113+ 16.47% |
$26.4K - $31.6K
|
799
$221K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
112+ 0.47% |
$26.2K - $31.3K
|
24K
$6.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
108+ 65.45% |
$25.3K - $30.2K
|
273
$75.4K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
104+ 71.72% |
$24.3K - $29.1K
|
249
$68.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
104+ 3.92% |
$24.3K - $29.1K
|
2.76K
$762K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
104+ 10.88% |
$24.3K - $29.1K
|
1.06K
$293K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
103+ 5.86% |
$24.1K - $28.8K
|
1.86K
$514K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
101+ 10.68% |
$23.6K - $28.3K
|
1.05K
$289K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
100+ 3.09% |
$23.4K - $28K
|
3.33K
$920K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
100New |
$23.4K - $28K
|
100
$27.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
100New |
$23.4K - $28K
|
100
$27.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
98+ 7.28% |
$22.9K - $27.4K
|
1.44K
$399K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
97+ 4.41% |
$22.7K - $27.2K
|
2.3K
$635K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
92+ 8.1% |
$21.5K - $25.8K
|
1.23K
$339K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
86+ 452.63% |
$20.1K - $24.1K
|
105
$29K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
74+ 1.93% |
$17.3K - $20.7K
|
3.9K
$1.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
72New |
$16.8K - $20.2K
|
72
$19.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
71+ 13.63% |
$16.6K - $19.9K
|
592
$163K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
BUY
|
- |
70+ 1.66% |
$16.4K - $19.6K
|
4.29K
$1.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
69+ 690.0% |
$16.1K - $19.3K
|
79
$21.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
69New |
$16.1K - $19.3K
|
69
$19.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
68New |
$15.9K - $19K
|
68
$18.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
62+ 14.35% |
$14.5K - $17.4K
|
494
$136K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
61+ 4.7% |
$14.3K - $17.1K
|
1.36K
$375K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
61+ 11.53% |
$14.3K - $17.1K
|
590
$163K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
60+ 2.65% |
$14K - $16.8K
|
2.33K
$642K
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
60+ 2.43% |
$14K - $16.8K
|
2.53K
$700K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
56+ 4.24% |
$13.1K - $15.7K
|
1.38K
$380K
|