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 288 institutions that hold shares in the stock, with a total of 27 Million shares, which have been reported (via 13F filing form) to have a value of $2.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
40
shares
|
$3,487
0.0% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
39
shares
|
$3,400
0.0% of portfolio
|
Q4 2024
Added 18.18%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
37
shares
|
$3,226
0.0% of portfolio
|
Q4 2024
Added 105.56%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
35
shares
|
$3,051
0.0% of portfolio
|
Q3 2022
Added 250.0%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
33
shares
|
$2,877
0.0% of portfolio
|
Q4 2024
Added 135.71%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
26
shares
|
$2,266
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
23
shares
|
$2,005
0.0% of portfolio
|
Q4 2024
Added 21.05%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
23
shares
|
$2,005
0.0% of portfolio
|
Q4 2022
Added 9.52%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
20
shares
|
$1,743
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
18
shares
|
$1,569
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
17
shares
|
$1,482
0.0% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
16
shares
|
$1,395
0.0% of portfolio
|
Q4 2023
Reduced 5.88%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
15
shares
|
$1,307
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Feb 10, 2025 Q4 2024 |
15
shares
|
$1,307
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
12
shares
|
$1,046
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
11
shares
|
$959
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
9
shares
|
$784
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
8
shares
|
$697
0.0% of portfolio
|
Q2 2024
Reduced 63.64%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
7
shares
|
$610
0.0% of portfolio
|
Q4 2023
Reduced 46.15%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
7
shares
|
$610
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
7
shares
|
$610
0.0% of portfolio
|
Q4 2023
Reduced 58.82%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
6
shares
|
$523
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
6
shares
|
$523
0.0% of portfolio
|
Q1 2023
Reduced 79.31%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
6
shares
|
$523
0.0% of portfolio
|
Q4 2024
Reduced 80.0%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
5
shares
|
$435
0.0% of portfolio
|
Q2 2024
New holding
|