Purchases and Sales Made in Q4 2023 in Walker & Dunlop, Inc. (WD)
This table provides information about the institutional ownership of Walker & Dunlop, Inc. (WD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
151New |
$9.67K - $17.1K
|
151
$14.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
141New |
$9.03K - $16K
|
141
$13.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
132+ 4.17% |
$8.45K - $14.9K
|
3.3K
$315K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
107+ 133.75% |
$6.85K - $12.1K
|
187
$17.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
91+ 0.75% |
$5.83K - $10.3K
|
12.2K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
82New |
$5.25K - $9.28K
|
82
$7.83K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
78New |
$5K - $8.83K
|
78
$7.45K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
67+ 0.41% |
$4.29K - $7.58K
|
16.5K
$1.58M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
65+ 260.0% |
$4.16K - $7.35K
|
90
$8.59K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
55New |
$3.52K - $6.22K
|
55
$5.25K
|
|
|
Jan 10, 2024
Q4 2023
|
Insight Folios Inc
|
BUY
|
- |
46+ 0.67% |
$2.95K - $5.2K
|
6.87K
$656K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
40+ 0.75% |
$2.56K - $4.53K
|
5.38K
$514K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
38+ 0.53% |
$2.43K - $4.3K
|
7.26K
$693K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
35+ 0.87% |
$2.24K - $3.96K
|
4.04K
$386K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
30+ 333.33% |
$1.92K - $3.39K
|
39
$3.72K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
29+ 6.78% |
$1.86K - $3.28K
|
457
$43.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
27+ 67.5% |
$1.73K - $3.06K
|
67
$6.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
22New |
$1.41K - $2.49K
|
22
$2.1K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
19+ 1900.0% |
$1.22K - $2.15K
|
20
$1.91K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
19+ 36.54% |
$1.22K - $2.15K
|
71
$6.78K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
15+ 0.77% |
$961 - $1.7K
|
1.95K
$186K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13New |
$833 - $1.47K
|
13
$1.24K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
13New |
$833 - $1.47K
|
13
$1.24K
|
|
|
Jan 31, 2024
Q4 2023
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
11+ 0.18% |
$705 - $1.24K
|
6.12K
$584K
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
11+ 0.19% |
$705 - $1.24K
|
5.86K
$559K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
9+ 1.58% |
$576 - $1.02K
|
577
$55.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
9+ 0.27% |
$576 - $1.02K
|
3.36K
$321K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8New |
$512 - $905
|
8
$764
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
6New |
$384 - $679
|
6
$573
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5+ 20.0% |
$320 - $566
|
30
$2.86K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2New |
$128 - $226
|
2
$191
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 20.0% |
$64.1 - $113
|
6
$573
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$64.1 - $113
|
1
$95.5
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1+ 0.33% |
$64.1 - $113
|
301
$28.7K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 5.88% |
$64.1 - $113
|
16
$1.53K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 25.0% |
$128 - $226
|
6
$573
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 18.18% |
$256 - $453
|
18
$1.72K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4- 1.45% |
$256 - $453
|
271
$25.9K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-6- 46.15% |
$384 - $679
|
7
$668
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-10- 58.82% |
$641 - $1.13K
|
7
$668
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-25- 53.19% |
$1.6K - $2.83K
|
22
$2.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-32- 3.37% |
$2.05K - $3.62K
|
917
$87.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-34- 22.22% |
$2.18K - $3.85K
|
119
$11.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-42- 7.43% |
$2.69K - $4.75K
|
523
$49.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-50- 18.12% |
$3.2K - $5.66K
|
226
$21.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-65- 6.86% |
$4.16K - $7.35K
|
883
$84.3K
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-79- 0.23% |
$5.06K - $8.94K
|
34.9K
$3.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-86- 5.98% |
$5.51K - $9.73K
|
1.35K
$129K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-100- 1.01% |
$6.41K - $11.3K
|
9.78K
$934K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-103- 0.11% |
$6.6K - $11.7K
|
90.8K
$8.67M
|