Purchases and Sales Made in Q4 2024 in Walker & Dunlop, Inc. (WD)
This table provides information about the institutional ownership of Walker & Dunlop, Inc. (WD) during Q4 2024. 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 |
---|---|---|---|---|---|---|---|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
88+ 26.27% |
$8.42K - $10.2K
|
423
$35.5K
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
86+ 0.89% |
$8.23K - $10K
|
9.8K
$823K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
70New |
$6.7K - $8.14K
|
70
$5.88K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
66+ 3.26% |
$6.32K - $7.67K
|
2.09K
$176K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
55+ 37.41% |
$5.26K - $6.39K
|
202
$17K
|
|
Feb 12, 2025
Q4 2024
|
Qsv Equity Investors LLC
Naperville, IL |
BUY
|
- |
52+ 0.26% |
$4.98K - $6.05K
|
20.2K
$1.7M
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
42+ 48.28% |
$4.02K - $4.88K
|
129
$10.8K
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
37New |
$3.54K - $4.3K
|
37
$3.11K
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
37+ 0.77% |
$3.54K - $4.3K
|
4.86K
$408K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
25+ 30.12% |
$2.39K - $2.91K
|
108
$9.07K
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
23+ 0.95% |
$2.2K - $2.67K
|
2.44K
$205K
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
20New |
$1.91K - $2.33K
|
20
$1.68K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
19+ 105.56% |
$1.82K - $2.21K
|
37
$3.11K
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
19+ 135.71% |
$1.82K - $2.21K
|
33
$2.77K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
16+ 1.67% |
$1.53K - $1.86K
|
973
$81.8K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15New |
$1.44K - $1.74K
|
15
$1.26K
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
12New |
$1.15K - $1.4K
|
12
$1.01K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
12+ 0.41% |
$1.15K - $1.4K
|
2.93K
$246K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
12+ 21.05% |
$1.15K - $1.4K
|
69
$5.8K
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11New |
$1.05K - $1.28K
|
11
$924
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
10+ 9.8% |
$957 - $1.16K
|
112
$9.41K
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 33.33% |
$957 - $1.16K
|
40
$3.36K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
9New |
$861 - $1.05K
|
9
$756
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
7New |
$670 - $814
|
7
$588
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
7+ 1.79% |
$670 - $814
|
398
$33.4K
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 18.18% |
$574 - $698
|
39
$3.28K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6+ 2.18% |
$574 - $698
|
281
$23.6K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5New |
$478 - $581
|
5
$420
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 21.05% |
$383 - $465
|
23
$1.93K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2New |
$191 - $233
|
2
$168
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.03% |
$95.7 - $116
|
3.66K
$308K
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.55% |
$95.7 - $116
|
184
$15.5K
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$95.7 - $116
|
1
$84
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 28.57% |
$191 - $233
|
5
$420
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-5- 0.07% |
$478 - $581
|
6.85K
$575K
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-5- 0.55% |
$478 - $581
|
912
$76.6K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7- 1.24% |
$670 - $814
|
556
$46.7K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-10- 18.18% |
$957 - $1.16K
|
45
$3.78K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-13- 7.1% |
$1.24K - $1.51K
|
170
$14.3K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-13- 4.05% |
$1.24K - $1.51K
|
308
$25.9K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-24- 80.0% |
$2.3K - $2.79K
|
6
$504
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-29- 0.31% |
$2.78K - $3.37K
|
9.41K
$790K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-46- 38.02% |
$4.4K - $5.35K
|
75
$6.3K
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-48- 7.34% |
$4.59K - $5.58K
|
606
$50.9K
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-57- 2.67% |
$5.45K - $6.63K
|
2.07K
$174K
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-60- 6.7% |
$5.74K - $6.98K
|
835
$70.2K
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-82- 0.76% |
$7.85K - $9.53K
|
10.7K
$903K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-89- 8.77% |
$8.52K - $10.3K
|
926
$77.8K
|