Latest Institutional Purchases of Walker & Dunlop, Inc. (WD)
This list provides information on the latest institutional transactions involving Walker & Dunlop, Inc. (WD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2New |
$128 - $226
|
2
$131
|
|
| Q3 2023 | |||||||
|
Nov 06, 2023
Q3 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
182K+ 960.71% |
$13.5M - $17.1M
|
201K
$13.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
BUY
|
- |
6.73KNew |
$500K - $630K
|
6.73K
$440K
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
760New |
$56.4K - $71.2K
|
760
$49.7K
|
|
|
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
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
26New |
$1.93K - $2.43K
|
26
$1.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
21New |
$1.56K - $1.97K
|
21
$1.37K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
20New |
$1.48K - $1.87K
|
20
$1.31K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Emg Holdings, L.P.
Old Greenwich, CT |
BUY
|
- |
16.3KNew |
$1.02M - $1.31M
|
16.3K
$1.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
BUY
|
- |
11.4KNew |
$717K - $921K
|
11.4K
$746K
|
|
|
Aug 14, 2023
Q2 2023
|
Endeavour Capital Advisors Inc
Greenwich, CT |
BUY
|
- |
7.11KNew |
$446K - $574K
|
7.11K
$464K
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
4.34KNew |
$272K - $350K
|
4.34K
$283K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
130New |
$8.17K - $10.5K
|
130
$8.49K
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
52New |
$3.27K - $4.2K
|
52
$3.4K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
50New |
$3.14K - $4.04K
|
50
$3.27K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
28New |
$1.76K - $2.26K
|
28
$1.83K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 20.0% |
$62.8 - $80.7
|
6
$392
|
|
| Q1 2023 | |||||||
|
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
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.68KNew |
$195K - $271K
|
2.68K
$175K
|
|
|
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
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
480+ 16.36% |
$34.8K - $48.4K
|
3.41K
$223K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
322+ 1.18% |
$23.4K - $32.5K
|
27.6K
$1.8M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
270+ 360.0% |
$19.6K - $27.3K
|
345
$22.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
85New |
$6.17K - $8.58K
|
85
$5.55K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
35New |
$2.54K - $3.53K
|
35
$2.29K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
25New |
$1.81K - $2.52K
|
25
$1.63K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6New |
$435 - $606
|
6
$392
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 1.89% |
$145 - $202
|
108
$7.06K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 9.09% |
$72.5 - $101
|
12
$784
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
378KNew |
$28.6M - $34.6M
|
378K
$24.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
11.4KNew |
$857K - $1.04M
|
11.4K
$742K
|
|
|
Feb 07, 2023
Q4 2022
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
2.79KNew |
$211K - $256K
|
2.79K
$182K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
350New |
$26.4K - $32K
|
350
$22.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
199New |
$15K - $18.2K
|
199
$13K
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
143New |
$10.8K - $13.1K
|
143
$9.34K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
12New |
$906 - $1.1K
|
12
$784
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
9New |
$679 - $824
|
9
$588
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2+ 9.52% |
$151 - $183
|
23
$1.5K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
6.83K+ 129.0% |
$571K - $781K
|
12.1K
$792K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
283+ 3.91% |
$23.7K - $32.4K
|
7.53K
$492K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
140New |
$11.7K - $16K
|
140
$9.15K
|
|
|
Nov 07, 2022
Q3 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
38+ 0.59% |
$3.18K - $4.35K
|
6.45K
$421K
|
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
25+ 250.0% |
$2.09K - $2.86K
|
35
$2.29K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
10New |
$836 - $1.14K
|
10
$653
|
|
|
Nov 10, 2022
Q3 2022
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
4New |
$334 - $458
|
4
$261
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Phase 2 Partners, LLC
San Francisco, CA |
BUY
|
- |
66.4KNew |
$5.92M - $8.8M
|
66.4K
$4.34M
|
|
|
Aug 15, 2022
Q2 2022
|
Atom Investors LP
Austin, TX |
BUY
|
- |
8.98KNew |
$800K - $1.19M
|
8.98K
$586K
|
|
|
Aug 15, 2022
Q2 2022
|
Precept Management LLC
Dallas, TX |
BUY
|
PUT |
5K+ 50.0% |
$445K - $662K
|
15K
$980K
|
|