Purchases and Sales Made in Q1 2023 in Workday, Inc. (WDAY)
This table provides information about the institutional ownership of Workday, Inc. (WDAY) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.05% |
$160 - $207
|
1.86K
$501K
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1+ 11.11% |
$160 - $207
|
10
$2.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 100.0% |
$160 - $207
|
2
$540
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1- 0.21% |
$160 - $207
|
474
$128K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-1- 8.33% |
$160 - $207
|
11
$2.97K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.2% |
$160 - $207
|
500
$135K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-2- 40.0% |
$320 - $413
|
3
$810
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-2- 25.0% |
$320 - $413
|
6
$1.62K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-3- 0.51% |
$481 - $620
|
584
$158K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3- 0.17% |
$481 - $620
|
1.74K
$468K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-3- 2.52% |
$481 - $620
|
116
$31.3K
|
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.14% |
$641 - $826
|
2.88K
$778K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-4- 20.0% |
$641 - $826
|
16
$4.32K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-5- 7.81% |
$801 - $1.03K
|
59
$15.9K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6- 0.28% |
$961 - $1.24K
|
2.14K
$577K
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-10- 0.68% |
$1.6K - $2.07K
|
1.47K
$396K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-10- 71.43% |
$1.6K - $2.07K
|
4
$1.08K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-10- 1.49% |
$1.6K - $2.07K
|
661
$178K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-12- 12.12% |
$1.92K - $2.48K
|
87
$23.5K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-12- 1.96% |
$1.92K - $2.48K
|
599
$162K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-12- 0.4% |
$1.92K - $2.48K
|
3K
$811K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-13- 1.21% |
$2.08K - $2.69K
|
1.06K
$287K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-14- 19.44% |
$2.24K - $2.89K
|
58
$15.7K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-15Closed |
$2.4K - $3.1K
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-15- 2.07% |
$2.4K - $3.1K
|
708
$191K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-16- 0.54% |
$2.56K - $3.3K
|
2.94K
$793K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-16- 10.06% |
$2.56K - $3.3K
|
143
$38.6K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-18- 4.79% |
$2.88K - $3.72K
|
358
$96.6K
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-18- 0.37% |
$2.88K - $3.72K
|
4.84K
$1.31M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-19- 3.19% |
$3.04K - $3.92K
|
576
$155K
|
|
|
Apr 11, 2023
Q1 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-20- 1.59% |
$3.2K - $4.13K
|
1.24K
$333K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-22- 0.59% |
$3.52K - $4.54K
|
3.72K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-23- 1.11% |
$3.68K - $4.75K
|
2.04K
$551K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-27- 1.24% |
$4.33K - $5.58K
|
2.15K
$581K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-29- 1.06% |
$4.65K - $5.99K
|
2.72K
$733K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-29- 5.2% |
$4.65K - $5.99K
|
529
$143K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-32- 10.7% |
$5.13K - $6.61K
|
267
$72.1K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-38- 30.16% |
$6.09K - $7.85K
|
88
$23.7K
|
|
|
May 12, 2023
Q1 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-39- 24.68% |
$6.25K - $8.06K
|
119
$32.1K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-41- 6.31% |
$6.57K - $8.47K
|
609
$164K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-42Closed |
$6.73K - $8.67K
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-42- 0.68% |
$6.73K - $8.67K
|
6.13K
$1.65M
|
|
|
May 15, 2023
Q1 2023
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-44- 1.52% |
$7.05K - $9.09K
|
2.86K
$772K
|
|
|
May 09, 2023
Q1 2023
|
Hudson Value Partners, LLC
|
SELL
|
- |
-45- 0.85% |
$7.21K - $9.29K
|
5.25K
$1.42M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-50- 33.56% |
$8.01K - $10.3K
|
99
$26.7K
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-54- 8.7% |
$8.65K - $11.2K
|
567
$153K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-60- 23.08% |
$9.61K - $12.4K
|
200
$54K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-64- 2.17% |
$10.3K - $13.2K
|
2.89K
$780K
|
|
|
May 15, 2023
Q1 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-65- 0.4% |
$10.4K - $13.4K
|
16.1K
$4.34M
|