Purchases and Sales Made in Q4 2022 in Walker & Dunlop, Inc. (WD)
This table provides information about the institutional ownership of Walker & Dunlop, Inc. (WD) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
12New |
$906 - $1.1K
|
12
$1.03K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
11New |
$830 - $1.01K
|
11
$943
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
10+ 7.09% |
$755 - $916
|
151
$12.9K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
9New |
$679 - $824
|
9
$772
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
8+ 11.59% |
$604 - $733
|
77
$6.6K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5New |
$377 - $458
|
5
$429
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
5+ 3.45% |
$377 - $458
|
150
$12.9K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
5+ 33.33% |
$377 - $458
|
20
$1.71K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
5+ 0.83% |
$377 - $458
|
611
$52.4K
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4+ 200.0% |
$302 - $366
|
6
$514
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 50.0% |
$226 - $275
|
9
$772
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
3+ 0.1% |
$226 - $275
|
2.88K
$247K
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2+ 0.35% |
$151 - $183
|
573
$49.1K
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2+ 9.52% |
$151 - $183
|
23
$1.97K
|
|
Feb 14, 2023
Q4 2022
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
1+ 0.02% |
$75.5 - $91.6
|
4.68K
$401K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 16.67% |
$302 - $366
|
20
$1.71K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-4- 10.0% |
$302 - $366
|
36
$3.09K
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5- 55.56% |
$377 - $458
|
4
$343
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-5- 0.94% |
$377 - $458
|
527
$45.2K
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-7- 38.89% |
$528 - $641
|
11
$943
|
|
Feb 14, 2023
Q4 2022
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-8- 0.08% |
$604 - $733
|
9.89K
$848K
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-10- 11.24% |
$755 - $916
|
79
$6.77K
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-10- 76.92% |
$755 - $916
|
3
$257
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-15- 2.75% |
$1.13K - $1.37K
|
530
$45.4K
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-16- 69.57% |
$1.21K - $1.47K
|
7
$600
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-22Closed |
$1.66K - $2.01K
|
0
$0
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28- 1.64% |
$2.11K - $2.56K
|
1.68K
$144K
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-49- 0.24% |
$3.7K - $4.49K
|
20.6K
$1.77M
|
|
Feb 14, 2023
Q4 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-53- 0.39% |
$4K - $4.85K
|
13.6K
$1.16M
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-54- 3.41% |
$4.08K - $4.94K
|
1.53K
$131K
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-57- 0.39% |
$4.3K - $5.22K
|
14.7K
$1.26M
|
|
Jan 17, 2023
Q4 2022
|
Insight Folios Inc
|
SELL
|
- |
-68- 2.28% |
$5.13K - $6.23K
|
2.91K
$249K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-88- 2.74% |
$6.64K - $8.06K
|
3.12K
$268K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-95- 47.26% |
$7.17K - $8.7K
|
106
$9.09K
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.68% |
$7.55K - $9.16K
|
14.6K
$1.25M
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-132- 0.78% |
$9.96K - $12.1K
|
16.7K
$1.43M
|
|
Dec 19, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-136- 23.94% |
$10.3K - $12.5K
|
432
$37K
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-198- 94.74% |
$14.9K - $18.1K
|
11
$943
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-277- 1.01% |
$20.9K - $25.4K
|
27.1K
$2.32M
|
|
Jan 10, 2023
Q4 2022
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-278- 0.46% |
$21K - $25.5K
|
59.7K
$5.12M
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-300- 0.96% |
$22.6K - $27.5K
|
31K
$2.65M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-318- 8.73% |
$24K - $29.1K
|
3.32K
$285K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-346- 2.83% |
$26.1K - $31.7K
|
11.9K
$1.02M
|
|
Feb 08, 2023
Q4 2022
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-384- 2.71% |
$29K - $35.2K
|
13.8K
$1.18M
|
|
Feb 14, 2023
Q4 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-451- 0.8% |
$34K - $41.3K
|
55.9K
$4.79M
|
|
Feb 13, 2023
Q4 2022
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-495- 37.64% |
$37.4K - $45.3K
|
820
$70.3K
|
|
Feb 10, 2023
Q4 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-518- 1.37% |
$39.1K - $47.4K
|
37.2K
$3.19M
|
|
Feb 10, 2023
Q4 2022
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-603- 1.0% |
$45.5K - $55.2K
|
59.5K
$5.1M
|
|
Feb 15, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-745- 63.3% |
$56.2K - $68.2K
|
432
$37K
|