Purchases and Sales Made in Q4 2021 in Workday, Inc. (WDAY)
This table provides information about the institutional ownership of Workday, Inc. (WDAY) during Q4 2021. 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 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
37New |
$9.24K - $11.1K
|
37
$9.61K
|
|
|
Feb 14, 2022
Q4 2021
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
35+ 30.43% |
$8.74K - $10.5K
|
150
$39K
|
|
|
Feb 15, 2022
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
35+ 0.28% |
$8.74K - $10.5K
|
12.6K
$3.28M
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
35+ 4.37% |
$8.74K - $10.5K
|
836
$217K
|
|
|
Mar 30, 2023
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
35+ 0.28% |
$8.74K - $10.5K
|
12.6K
$3.28M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
33+ 1.8% |
$8.24K - $9.93K
|
1.87K
$485K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
32+ 91.43% |
$7.99K - $9.63K
|
67
$17.4K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
32New |
$7.99K - $9.63K
|
32
$8.31K
|
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
31+ 1.48% |
$7.74K - $9.33K
|
2.12K
$550K
|
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
30New |
$7.49K - $9.03K
|
30
$7.79K
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
28+ 0.32% |
$6.99K - $8.43K
|
8.81K
$2.29M
|
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
BUY
|
- |
25+ 2.29% |
$6.24K - $7.52K
|
1.12K
$290K
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
21+ 0.86% |
$5.24K - $6.32K
|
2.46K
$640K
|
|
|
Jan 21, 2022
Q4 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
21+ 140.0% |
$5.24K - $6.32K
|
36
$9.35K
|
|
|
Jan 10, 2022
Q4 2021
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
20+ 1.49% |
$4.99K - $6.02K
|
1.36K
$353K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
20New |
$4.99K - $6.02K
|
20
$5.19K
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
20+ 0.08% |
$4.99K - $6.02K
|
25.6K
$6.66M
|
|
|
Feb 10, 2022
Q4 2021
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
20+ 0.65% |
$4.99K - $6.02K
|
3.09K
$802K
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
20+ 5.93% |
$4.99K - $6.02K
|
357
$92.7K
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
18+ 1.09% |
$4.49K - $5.42K
|
1.67K
$435K
|
|
|
Jan 25, 2022
Q4 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
18+ 0.97% |
$4.49K - $5.42K
|
1.87K
$486K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17+ 1.68% |
$4.24K - $5.12K
|
1.03K
$268K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
17+ 1.34% |
$4.24K - $5.12K
|
1.29K
$334K
|
|
|
Jan 25, 2022
Q4 2021
|
Sepio Capital, LP
|
BUY
|
- |
15+ 0.15% |
$3.75K - $4.51K
|
10K
$2.61M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15New |
$3.75K - $4.51K
|
15
$3.9K
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
15+ 22.73% |
$3.75K - $4.51K
|
81
$21K
|
|
|
Jan 24, 2022
Q4 2021
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
15+ 0.13% |
$3.75K - $4.51K
|
11.7K
$3.05M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
14New |
$3.5K - $4.21K
|
14
$3.64K
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
14+ 0.75% |
$3.5K - $4.21K
|
1.88K
$488K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
14+ 13.59% |
$3.5K - $4.21K
|
117
$30.4K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
13New |
$3.25K - $3.91K
|
13
$3.38K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
12New |
$3K - $3.61K
|
12
$3.12K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
12+ 16.44% |
$3K - $3.61K
|
85
$22.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
12+ 1.26% |
$3K - $3.61K
|
966
$251K
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
12+ 0.07% |
$3K - $3.61K
|
16.9K
$4.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
11+ 27.5% |
$2.75K - $3.31K
|
51
$13.2K
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
11New |
$2.75K - $3.31K
|
11
$2.86K
|
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
10+ 0.69% |
$2.5K - $3.01K
|
1.46K
$379K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9+ 0.79% |
$2.25K - $2.71K
|
1.14K
$297K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
9+ 150.0% |
$2.25K - $2.71K
|
15
$3.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
8+ 0.69% |
$2K - $2.41K
|
1.16K
$302K
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
7+ 0.64% |
$1.75K - $2.11K
|
1.1K
$286K
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
7New |
$1.75K - $2.11K
|
7
$1.82K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
7+ 6.73% |
$1.75K - $2.11K
|
111
$28.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
6+ 0.48% |
$1.5K - $1.81K
|
1.26K
$326K
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
6New |
$1.5K - $1.81K
|
6
$1.56K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
6New |
$1.5K - $1.81K
|
6
$1.56K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
6+ 17.14% |
$1.5K - $1.81K
|
41
$10.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6New |
$1.5K - $1.81K
|
6
$1.56K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 100.0% |
$1.5K - $1.81K
|
12
$3.12K
|