Institutional Ownership Walker & Dunlop, Inc. (WD)
This table provides information about the institutional ownership of Walker & Dunlop, Inc. (WD). We have compiled data on the 287 institutions that hold shares in the stock, with a total of 26.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.51 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
55
shares
|
$5,346
0.0% of portfolio
|
Q3 2024
Added 71.88%
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
55
shares
|
$5,346
0.0% of portfolio
|
Q3 2024
Reduced 99.7%
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
35
shares
|
$3,402
0.0% of portfolio
|
Q3 2022
Added 250.0%
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
33
shares
|
$3,207
0.0% of portfolio
|
Q3 2024
Reduced 92.65%
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
30
shares
|
$2,916
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
30
shares
|
$2,916
0.0% of portfolio
|
Q3 2024
Reduced 44.44%
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
26
shares
|
$2,527
0.0% of portfolio
|
Q3 2023
New holding
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
25
shares
|
$2,430
0.0% of portfolio
|
Q1 2023
New holding
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
23
shares
|
$2,235
0.0% of portfolio
|
Q4 2022
Added 9.52%
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
19
shares
|
$1,846
0.0% of portfolio
|
Q3 2024
Added 5.56%
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
18
shares
|
$1,749
0.0% of portfolio
|
Q3 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
18
shares
|
$1,749
0.0% of portfolio
|
Q3 2024
Added 38.46%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
17
shares
|
$1,652
0.0% of portfolio
|
Q3 2024
Added 6.25%
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
16
shares
|
$1,555
0.0% of portfolio
|
Q4 2023
Reduced 5.88%
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
15
shares
|
$1,458
0.0% of portfolio
|
Q2 2024
New holding
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
14
shares
|
$1,360
0.0% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
11
shares
|
$1,069
0.0% of portfolio
|
Q3 2024
New holding
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
8
shares
|
$777
0.0% of portfolio
|
Q2 2024
Reduced 63.64%
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
7
shares
|
$680
0.0% of portfolio
|
Q4 2023
Reduced 46.15%
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
7
shares
|
$680
0.0% of portfolio
|
Q4 2023
Reduced 58.82%
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
7
shares
|
$680
0.0% of portfolio
|
Q3 2024
Added 16.67%
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
6
shares
|
$583
0.0% of portfolio
|
Q1 2023
Reduced 79.31%
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
6
shares
|
$583
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
5
shares
|
$486
0.0% of portfolio
|
Q2 2024
New holding
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
3
shares
|
$291
0.0% of portfolio
|
Q3 2024
New holding
|