Latest Institutional Transactions on Walker & Dunlop, Inc. (WD)
This table provides information on the latest institutional transactions involving Walker & Dunlop, Inc. (WD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-4.05K- 63.45% |
$259K - $458K
|
2.33K
$152K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
78New |
$5K - $8.83K
|
78
$5.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
13New |
$833 - $1.47K
|
13
$849
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
240New |
$15.4K - $27.2K
|
240
$15.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
2.28KNew |
$146K - $258K
|
2.28K
$149K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.06KNew |
$132K - $234K
|
2.06K
$135K
|
|
| Q3 2023 | |||||||
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-35Closed |
$2.6K - $3.28K
|
0
$0
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
20New |
$1.48K - $1.87K
|
20
$1.31K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
21New |
$1.56K - $1.97K
|
21
$1.37K
|
|
|
Nov 14, 2023
Q3 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
BUY
|
- |
6.73KNew |
$500K - $630K
|
6.73K
$440K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-5- 5.32% |
$371 - $468
|
89
$5.82K
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
50+ 0.55% |
$3.71K - $4.68K
|
9.09K
$594K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
32New |
$2.38K - $3K
|
32
$2.09K
|
|
|
Nov 06, 2023
Q3 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
182K+ 960.71% |
$13.5M - $17.1M
|
201K
$13.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
760New |
$56.4K - $71.2K
|
760
$49.7K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
26New |
$1.93K - $2.43K
|
26
$1.7K
|
|
| Q2 2023 | |||||||
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
52New |
$3.27K - $4.2K
|
52
$3.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-1.73K- 17.47% |
$109K - $139K
|
8.17K
$534K
|
|
|
Aug 14, 2023
Q2 2023
|
Endeavour Capital Advisors Inc
Greenwich, CT |
BUY
|
- |
7.11KNew |
$446K - $574K
|
7.11K
$464K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
28New |
$1.76K - $2.26K
|
28
$1.83K
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
4.34KNew |
$272K - $350K
|
4.34K
$283K
|
|
|
Aug 11, 2023
Q2 2023
|
Emg Holdings, L.P.
Old Greenwich, CT |
BUY
|
- |
16.3KNew |
$1.02M - $1.31M
|
16.3K
$1.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
130New |
$8.17K - $10.5K
|
130
$8.49K
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
BUY
|
- |
11.4KNew |
$717K - $921K
|
11.4K
$746K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
50New |
$3.14K - $4.04K
|
50
$3.27K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 20.0% |
$62.8 - $80.7
|
6
$392
|
|
| Q1 2023 | |||||||
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-573Closed |
$41.6K - $57.8K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
480+ 16.36% |
$34.8K - $48.4K
|
3.41K
$223K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-7.01K- 68.73% |
$508K - $707K
|
3.19K
$208K
|
|
|
May 15, 2023
Q1 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-22.8K- 49.03% |
$1.65M - $2.3M
|
23.7K
$1.55M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
270+ 360.0% |
$19.6K - $27.3K
|
345
$22.5K
|
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
600New |
$43.5K - $60.6K
|
600
$39.2K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
322+ 1.18% |
$23.4K - $32.5K
|
27.6K
$1.8M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-415- 93.26% |
$30.1K - $41.9K
|
30
$1.96K
|
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
25.9KNew |
$1.88M - $2.61M
|
25.9K
$1.69M
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
25.6KNew |
$1.86M - $2.59M
|
25.6K
$1.68M
|
|
|
May 09, 2023
Q1 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-500- 5.05% |
$36.3K - $50.5K
|
9.4K
$614K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
25New |
$1.81K - $2.52K
|
25
$1.63K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 1.89% |
$145 - $202
|
108
$7.06K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6New |
$435 - $606
|
6
$392
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 9.09% |
$72.5 - $101
|
12
$784
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 9.09% |
$72.5 - $101
|
10
$653
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
85New |
$6.17K - $8.58K
|
85
$5.55K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.68KNew |
$195K - $271K
|
2.68K
$175K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-541- 15.33% |
$39.2K - $54.6K
|
2.99K
$195K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
35New |
$2.54K - $3.53K
|
35
$2.29K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-880- 48.75% |
$66.4K - $80.6K
|
925
$60.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-1.31K- 6.61% |
$98.5K - $119K
|
18.5K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
378KNew |
$28.6M - $34.6M
|
378K
$24.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-53- 0.39% |
$4K - $4.85K
|
13.6K
$886K
|
|