Institutional Ownership Walker & Dunlop, Inc. (WD)
This table provides information about the institutional ownership of Walker & Dunlop, Inc. (WD). We have compiled data on the 284 institutions that hold shares in the stock, with a total of 26.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
200
shares
|
$19,098
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
200
shares
|
$19,098
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
200
shares
|
$19,098
0.0% of portfolio
|
Q2 2024
Reduced 1.96%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
200
shares
|
$19,098
0.0% of portfolio
|
Q3 2024
Reduced 33.77%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
199
shares
|
$19,002
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
184
shares
|
$17,570
0.01% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
170
shares
|
$16,233
0.0% of portfolio
|
Q4 2024
Reduced 7.1%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
150
shares
|
$14,323
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
147
shares
|
$14,037
0.0% of portfolio
|
Q3 2024
Added 38.68%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
142
shares
|
$13,559
0.01% of portfolio
|
Q1 2024
Added 0.71%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
140
shares
|
$13,368
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
121
shares
|
$11,554
0.0% of portfolio
|
Q3 2024
Added 61.33%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
111
shares
|
$10,599
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
102
shares
|
$9,739
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
100
shares
|
$9,549
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
92
shares
|
$8,785
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
87
shares
|
$8,307
0.0% of portfolio
|
Q3 2024
Added 190.0%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
86
shares
|
$8,212
0.0% of portfolio
|
Q3 2024
Added 104.76%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
83
shares
|
$7,925
0.0% of portfolio
|
Q3 2024
Added 159.38%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
76
shares
|
$7,257
0.01% of portfolio
|
Q2 2024
Reduced 55.29%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
75
shares
|
$7,161
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
59
shares
|
$5,633
0.0% of portfolio
|
Q3 2024
Reduced 22.37%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
57
shares
|
$5,442
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
55
shares
|
$5,251
0.0% of portfolio
|
Q3 2024
Reduced 99.7%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
45
shares
|
$4,297
0.0% of portfolio
|
Q4 2024
Reduced 18.18%
|