Purchases and Sales Made in Q1 2024 in Walker & Dunlop, Inc. (WD)
This table provides information about the institutional ownership of Walker & Dunlop, Inc. (WD) during Q1 2024. 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 07, 2024
Q1 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
200+ 0.3% |
$17.8K - $21.7K
|
66K
$4.92M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
200+ 10.96% |
$17.8K - $21.7K
|
2.03K
$151K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
194+ 5.67% |
$17.3K - $21K
|
3.62K
$269K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
190+ 5.65% |
$16.9K - $20.6K
|
3.55K
$265K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
180New |
$16K - $19.5K
|
180
$13.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Insight Folios Inc
|
BUY
|
- |
171+ 2.49% |
$15.2K - $18.5K
|
7.04K
$525K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
169+ 7.52% |
$15K - $18.3K
|
2.42K
$180K
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
156+ 5.45% |
$13.9K - $16.9K
|
3.02K
$225K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
149New |
$13.3K - $16.2K
|
149
$11.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
148New |
$13.2K - $16.1K
|
148
$11K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
106+ 0.53% |
$9.44K - $11.5K
|
20K
$1.49M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
92New |
$8.19K - $9.98K
|
92
$6.86K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
89+ 1.41% |
$7.92K - $9.65K
|
6.41K
$478K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
81New |
$7.21K - $8.78K
|
81
$6.04K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
76+ 0.63% |
$6.77K - $8.24K
|
12.2K
$912K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
63+ 3.23% |
$5.61K - $6.83K
|
2.02K
$150K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
54+ 2.19% |
$4.81K - $5.86K
|
2.52K
$188K
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
48+ 0.47% |
$4.27K - $5.21K
|
10.4K
$773K
|
|
|
Feb 07, 2025
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
48+ 0.47% |
$4.27K - $5.21K
|
10.4K
$773K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
38+ 14.67% |
$3.38K - $4.12K
|
297
$22.1K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
32+ 80.0% |
$2.85K - $3.47K
|
72
$5.37K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31+ 0.5% |
$2.76K - $3.36K
|
6.27K
$467K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
24+ 0.01% |
$2.14K - $2.6K
|
237K
$17.6M
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
14+ 2.43% |
$1.25K - $1.52K
|
591
$44K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
13+ 0.64% |
$1.16K - $1.41K
|
2.06K
$153K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
10+ 1.13% |
$890 - $1.08K
|
893
$66.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7New |
$623 - $759
|
7
$522
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
6+ 0.08% |
$534 - $651
|
7.22K
$538K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
6New |
$534 - $651
|
6
$447
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3New |
$267 - $325
|
3
$224
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 4.55% |
$89 - $108
|
23
$1.71K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.71% |
$89 - $108
|
142
$10.6K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1- 7.69% |
$89 - $108
|
12
$894
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 16.67% |
$89 - $108
|
5
$373
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2- 0.74% |
$178 - $217
|
269
$20K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-7- 17.95% |
$623 - $759
|
32
$2.38K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-10- 66.67% |
$890 - $1.08K
|
5
$373
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-11- 0.87% |
$979 - $1.19K
|
1.25K
$93K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-17- 9.09% |
$1.51K - $1.84K
|
170
$12.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-20Closed |
$1.78K - $2.17K
|
0
$0
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-22- 0.93% |
$1.96K - $2.39K
|
2.34K
$175K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-30- 36.59% |
$2.67K - $3.25K
|
52
$3.88K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-35- 15.49% |
$3.12K - $3.8K
|
191
$14.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-37- 48.05% |
$3.29K - $4.01K
|
40
$2.98K
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
SELL
|
- |
-45- 1.22% |
$4.01K - $4.88K
|
3.65K
$272K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-47- 0.02% |
$4.18K - $5.1K
|
262K
$19.5M
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-50- 0.38% |
$4.45K - $5.42K
|
13.1K
$976K
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
SELL
|
- |
-52- 1.71% |
$4.63K - $5.64K
|
2.98K
$222K
|
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-54- 1.4% |
$4.81K - $5.86K
|
3.8K
$283K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-80- 3.63% |
$7.12K - $8.68K
|
2.12K
$158K
|