Purchases and Sales Made in Q1 2025 in Walker & Dunlop, Inc. (WD)
This table provides information about the institutional ownership of Walker & Dunlop, Inc. (WD) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
182+ 90.55% |
$14.9K - $17.6K
|
383
$28.5K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
154+ 3.86% |
$12.6K - $14.9K
|
4.15K
$309K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
153+ 49.68% |
$12.6K - $14.8K
|
461
$34.4K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
151New |
$12.4K - $14.6K
|
151
$11.3K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
148+ 1.21% |
$12.1K - $14.3K
|
12.4K
$926K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
115+ 4.98% |
$9.44K - $11.1K
|
2.42K
$181K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
104+ 120.93% |
$8.54K - $10.1K
|
190
$14.2K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
71+ 2.91% |
$5.83K - $6.87K
|
2.51K
$187K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
57+ 0.23% |
$4.68K - $5.52K
|
24.7K
$1.84M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
54+ 91.53% |
$4.43K - $5.23K
|
113
$8.42K
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
54+ 9.09% |
$4.43K - $5.23K
|
648
$48.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
52+ 0.43% |
$4.27K - $5.03K
|
12.2K
$912K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
46New |
$3.78K - $4.45K
|
46
$3.43K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
44New |
$3.61K - $4.26K
|
44
$3.28K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
42+ 34.15% |
$3.45K - $4.06K
|
165
$12.3K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
41New |
$3.37K - $3.97K
|
41
$3.06K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
39+ 26.53% |
$3.2K - $3.77K
|
186
$13.9K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
35+ 500.0% |
$2.87K - $3.39K
|
42
$3.13K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
33+ 35.87% |
$2.71K - $3.19K
|
125
$9.32K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
30New |
$2.46K - $2.9K
|
30
$2.24K
|
|
|
May 14, 2025
Q1 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
29+ 0.35% |
$2.38K - $2.81K
|
8.24K
$614K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
27+ 36.0% |
$2.22K - $2.61K
|
102
$7.6K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
26+ 1.3% |
$2.13K - $2.52K
|
2.03K
$151K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
24+ 342.86% |
$1.97K - $2.32K
|
31
$2.31K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
23New |
$1.89K - $2.23K
|
23
$1.71K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
20+ 9.9% |
$1.64K - $1.94K
|
222
$16.5K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20+ 133.33% |
$1.64K - $1.94K
|
35
$2.61K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
19+ 11.18% |
$1.56K - $1.84K
|
189
$14.1K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
18+ 24.32% |
$1.48K - $1.74K
|
92
$6.86K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
18New |
$1.48K - $1.74K
|
18
$1.34K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
17+ 0.28% |
$1.4K - $1.64K
|
6.17K
$459K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
15+ 38.46% |
$1.23K - $1.45K
|
54
$4.02K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
15+ 13.89% |
$1.23K - $1.45K
|
123
$9.17K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
12+ 109.09% |
$985 - $1.16K
|
23
$1.71K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
10+ 8.93% |
$821 - $968
|
122
$9.09K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10New |
$821 - $968
|
10
$745
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
8New |
$657 - $774
|
8
$596
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
8New |
$657 - $774
|
8
$596
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
7New |
$575 - $677
|
7
$522
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
6+ 0.25% |
$493 - $581
|
2.39K
$178K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 26.09% |
$493 - $581
|
29
$2.16K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4+ 1.42% |
$328 - $387
|
285
$21.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 200.0% |
$328 - $387
|
6
$447
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3New |
$246 - $290
|
3
$224
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
3+ 15.0% |
$246 - $290
|
23
$1.71K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 2.63% |
$164 - $194
|
78
$5.81K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 16.67% |
$82.1 - $96.8
|
7
$522
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$82.1 - $96.8
|
1
$74.5
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$82.1 - $96.8
|
1
$74.5
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|