M.D. Sass Investors Services, Inc. Walker & Dunlop, Inc. Transaction History

M.D. Sass Investors Services, Inc.

$1.24 Billion
Q3 2024

A detailed history of M.D. Sass Investors Services, Inc. transactions in Walker & Dunlop, Inc. stock. As of the latest transaction made, M.D. Sass Investors Services, Inc. holds 168,292 shares of WD stock, worth $18.1 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares

168,292

Previous 190,880 11.83%

Holding current value

$18.1 Million

Previous $18.7 Million 2.02%

% of portfolio

1.54%

Previous 1.45%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$93.87 - $113.96 $2.12 Million - $2.57 Million	-22,588 Reduced 11.83%	168,292 $19.1 Million
Q2 2024 Aug 13, 2024	BUY	$89.89 - $102.46 $4.26 Million - $4.85 Million	47,345 Added 32.98%	190,880 $18.7 Million
Q1 2024 May 15, 2024	SELL	$89.04 - $108.45 $4.02 Million - $4.9 Million	-45,202 Reduced 23.95%	143,535 $14.5 Million
Q4 2023 Feb 14, 2024	SELL	$64.05 - $113.15 $8.38 Million - $14.8 Million	-130,841 Reduced 40.94%	188,737 $21 Million
Q3 2023 Nov 14, 2023	SELL	$74.24 - $93.62 $2.51 Million - $3.17 Million	-33,876 Reduced 9.58%	319,578 $23.7 Million
Q2 2023 Aug 10, 2023	SELL	$62.83 - $80.71 $759,426 - $975,541	-12,087 Reduced 3.31%	353,454 $28 Million
Q1 2023 May 15, 2023	BUY	$72.53 - $100.93 $125,621 - $174,810	1,732 Added 0.48%	365,541 $27.8 Million
Q4 2022 Feb 13, 2023	SELL	$75.49 - $91.57 $686,657 - $832,920	-9,096 Reduced 2.44%	363,809 $28.6 Million
Q3 2022 Nov 14, 2022	BUY	$83.59 - $114.38 $3.83 Million - $5.25 Million	45,869 Added 14.03%	372,905 $31.2 Million
Q2 2022 Aug 15, 2022	BUY	$89.09 - $132.49 $7.17 Million - $10.7 Million	80,536 Added 32.67%	327,036 $31.5 Million
Q1 2022 May 12, 2022	BUY	$121.79 - $152.33 $2.52 Million - $3.15 Million	20,696 Added 9.17%	246,500 $31.9 Million
Q4 2021 Feb 03, 2022	SELL	$116.24 - $154.9 $10.9 Million - $14.5 Million	-93,504 Reduced 29.28%	225,804 $34.1 Million
Q3 2021 Nov 15, 2021	BUY	$97.06 - $115.27 $11.4 Million - $13.6 Million	117,825 Added 58.48%	319,308 $36.2 Million
Q2 2021 Aug 19, 2021	BUY	$96.42 - $113.69 $19.4 Million - $22.9 Million	201,483 New	201,483 $21 Million

Others Institutions Holding WD

# of Institutions

288

Shares Held

26.4M

Call Options Held

75.5K

Put Options Held

69.8K

View Full List

About Walker & Dunlop, Inc.

Ticker WD
Exchange NYSE
Sector Financial Services
Industry Mortgage Finance
Shares Outstandng 33,030,300
Market Cap $3.55B
Description
Walker & Dunlop, Inc., through its subsidiaries, originates, sells, and services a range of multifamily and other commercial real estate financing products and services for owners and developers of real estate in the United States. The company offers first mortgage, second trust, supplemental, construction, mezzanine, preferred equity, small...

More about WD

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M.D. Sass Investors Services, Inc. Walker & Dunlop, Inc. Transaction History