Purchases and Sales Made in Q3 2023 in Walker & Dunlop, Inc. (WD)
This table provides information about the institutional ownership of Walker & Dunlop, Inc. (WD) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
9+ 20.93% |
$668 - $843
|
52
$4.96K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9+ 0.07% |
$668 - $843
|
12.1K
$1.15M
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
7+ 0.04% |
$520 - $655
|
16.5K
$1.57M
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 8.33% |
$148 - $187
|
22
$2.1K
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3- 0.01% |
$223 - $281
|
56.8K
$5.42M
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-5- 5.32% |
$371 - $468
|
89
$8.49K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5- 1.79% |
$371 - $468
|
275
$26.2K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-9- 0.61% |
$668 - $843
|
1.47K
$141K
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-12- 2.98% |
$891 - $1.12K
|
391
$37.3K
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-15- 0.01% |
$1.11K - $1.4K
|
236K
$22.5M
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-15- 3.99% |
$1.11K - $1.4K
|
361
$34.4K
|
|
Oct 11, 2023
Q3 2023
|
Insight Folios Inc
|
SELL
|
- |
-16- 0.23% |
$1.19K - $1.5K
|
6.83K
$651K
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-17- 45.95% |
$1.26K - $1.59K
|
20
$1.91K
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-35Closed |
$2.6K - $3.28K
|
0
$0
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-36- 0.95% |
$2.67K - $3.37K
|
3.75K
$357K
|
|
Nov 01, 2023
Q3 2023
|
Synergy Financial Group, LTD
|
SELL
|
- |
-48- 0.54% |
$3.56K - $4.49K
|
8.76K
$836K
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-52- 0.03% |
$3.86K - $4.87K
|
182K
$17.3M
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-52- 8.43% |
$3.86K - $4.87K
|
565
$53.9K
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-72- 1.77% |
$5.35K - $6.74K
|
4K
$382K
|
|
Nov 13, 2023
Q3 2023
|
Thornburg Investment Management Inc
|
SELL
|
- |
-73- 0.06% |
$5.42K - $6.83K
|
124K
$11.8M
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-74- 1.49% |
$5.49K - $6.93K
|
4.88K
$465K
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-93- 2.7% |
$6.9K - $8.71K
|
3.36K
$320K
|
|
Nov 14, 2023
Q3 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-100- 1.97% |
$7.42K - $9.36K
|
4.97K
$474K
|
|
Oct 25, 2023
Q3 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-100- 0.2% |
$7.42K - $9.36K
|
49.7K
$4.74M
|
|
Nov 14, 2023
Q3 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-113- 3.64% |
$8.39K - $10.6K
|
3K
$286K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-172- 5.65% |
$12.8K - $16.1K
|
2.87K
$274K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-193- 31.08% |
$14.3K - $18.1K
|
428
$40.8K
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-213- 3.52% |
$15.8K - $19.9K
|
5.84K
$557K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-233- 74.44% |
$17.3K - $21.8K
|
80
$7.63K
|
|
Nov 14, 2023
Q3 2023
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
SELL
|
- |
-371- 0.03% |
$27.5K - $34.7K
|
1.11M
$106M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-412- 7.14% |
$30.6K - $38.6K
|
5.36K
$511K
|
|
Feb 15, 2024
Q3 2023
|
Kbc Group Nv
|
SELL
|
- |
-426- 10.01% |
$31.6K - $39.9K
|
3.83K
$365K
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-455- 2.2% |
$33.8K - $42.6K
|
20.2K
$1.93M
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-534- 0.53% |
$39.6K - $50K
|
100K
$9.57M
|
|
Nov 02, 2023
Q3 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-627- 1.81% |
$46.5K - $58.7K
|
33.9K
$3.24M
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-693- 10.28% |
$51.4K - $64.9K
|
6.05K
$577K
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-850- 11.97% |
$63.1K - $79.6K
|
6.25K
$596K
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-903- 5.53% |
$67K - $84.5K
|
15.4K
$1.47M
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-1.08K- 13.57% |
$79.9K - $101K
|
6.85K
$654K
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.33K- 29.76% |
$98.9K - $125K
|
3.14K
$300K
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.34K- 3.23% |
$99.8K - $126K
|
40.3K
$3.84M
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-1.42K- 2.47% |
$105K - $133K
|
56.1K
$5.35M
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.7K- 1.95% |
$126K - $159K
|
85.6K
$8.17M
|
|
Oct 31, 2023
Q3 2023
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-1.76K- 3.0% |
$131K - $165K
|
56.8K
$5.42M
|
|
Nov 14, 2023
Q3 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.81K- 2.51% |
$134K - $169K
|
70.3K
$6.71M
|
|
Oct 20, 2023
Q3 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-1.9K- 9.54% |
$141K - $178K
|
18K
$1.71M
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.32K- 2.62% |
$172K - $217K
|
86.3K
$8.23M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.79K- 2.53% |
$207K - $261K
|
108K
$10.3M
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-2.8K- 4.69% |
$208K - $262K
|
56.9K
$5.42M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.21K- 5.69% |
$239K - $301K
|
53.2K
$5.08M
|