Purchases and Sales Made in Q1 2023 in Walker & Dunlop, Inc. (WD)
This table provides information about the institutional ownership of Walker & Dunlop, Inc. (WD) during Q1 2023. The information is specifically focused on institutions that hold shares of Walker & Dunlop, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
81+ 5.3% |
$5.87K - $8.18K
|
1.61K
$156K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
75New |
$5.44K - $7.57K
|
75
$7.26K
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
75+ 0.45% |
$5.44K - $7.57K
|
16.8K
$1.62M
|
|
May 09, 2023
Q1 2023
|
Thornburg Investment Management Inc
|
BUY
|
- |
70+ 0.06% |
$5.08K - $7.07K
|
126K
$12.2M
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
70New |
$5.08K - $7.07K
|
70
$6.77K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
65+ 12.26% |
$4.71K - $6.56K
|
595
$57.6K
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
56+ 12.96% |
$4.06K - $5.65K
|
488
$47.2K
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
56+ 12.96% |
$4.06K - $5.65K
|
488
$47.2K
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
50+ 3.79% |
$3.63K - $5.05K
|
1.37K
$133K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
41+ 53.25% |
$2.97K - $4.14K
|
118
$11.4K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
37+ 17.62% |
$2.68K - $3.73K
|
247
$23.9K
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
36+ 0.87% |
$2.61K - $3.63K
|
4.16K
$402K
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
35New |
$2.54K - $3.53K
|
35
$3.39K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
25New |
$1.81K - $2.52K
|
25
$2.42K
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
25+ 833.33% |
$1.81K - $2.52K
|
28
$2.71K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
25New |
$1.81K - $2.52K
|
25
$2.42K
|
|
Apr 28, 2023
Q1 2023
|
Eukles Asset Management
|
BUY
|
- |
20+ 0.55% |
$1.45K - $2.02K
|
3.66K
$354K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
16+ 80.0% |
$1.16K - $1.61K
|
36
$3.48K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
13New |
$943 - $1.31K
|
13
$1.26K
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12New |
$870 - $1.21K
|
12
$1.16K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10+ 0.05% |
$725 - $1.01K
|
20.6K
$2M
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6New |
$435 - $606
|
6
$581
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
5+ 45.45% |
$363 - $505
|
16
$1.55K
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
5+ 20.0% |
$363 - $505
|
30
$2.9K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
4+ 0.65% |
$290 - $404
|
615
$59.5K
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
4+ 28.57% |
$290 - $404
|
18
$1.74K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 1.89% |
$145 - $202
|
108
$10.5K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 9.09% |
$72.5 - $101
|
12
$1.16K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 25.0% |
$72.5 - $101
|
5
$484
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1+ 14.29% |
$72.5 - $101
|
8
$774
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1+ 0.4% |
$72.5 - $101
|
248
$24K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 9.09% |
$72.5 - $101
|
10
$968
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 11.11% |
$72.5 - $101
|
8
$774
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-5- 83.33% |
$363 - $505
|
1
$96.8
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-10- 21.28% |
$725 - $1.01K
|
37
$3.58K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-11- 7.28% |
$798 - $1.11K
|
140
$13.5K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-12- 60.0% |
$870 - $1.21K
|
8
$774
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-16- 0.46% |
$1.16K - $1.61K
|
3.49K
$337K
|
|
Apr 21, 2023
Q1 2023
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-20- 0.33% |
$1.45K - $2.02K
|
6.05K
$585K
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-23- 79.31% |
$1.67K - $2.32K
|
6
$581
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-27- 40.3% |
$1.96K - $2.73K
|
40
$3.87K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28- 1.67% |
$2.03K - $2.83K
|
1.65K
$160K
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-29- 36.71% |
$2.1K - $2.93K
|
50
$4.84K
|
|
Apr 21, 2023
Q1 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-39- 0.83% |
$2.83K - $3.94K
|
4.64K
$449K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-44- 29.33% |
$3.19K - $4.44K
|
106
$10.3K
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-81- 0.65% |
$5.87K - $8.18K
|
12.4K
$1.2M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-95- 2.95% |
$6.89K - $9.59K
|
3.12K
$302K
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-113- 1.76% |
$8.2K - $11.4K
|
6.32K
$612K
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-119- 3.34% |
$8.63K - $12K
|
3.45K
$334K
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-121- 4.2% |
$8.78K - $12.2K
|
2.76K
$267K
|