Walker & Dunlop Ownership 2024 | Who Owns Walker & Dunlop Now?
Institutional Ownership
74.96%
Insider Ownership
5.30%
Retail Ownership
19.74%
Institutional Holders
223.00
Walker & Dunlop Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
BLACKROCK INC. | 15.67% | 0.01% | 5,166,356 | -82,461 | -1.57% | 507,336,173 | Jun 30, 2024 |
VANGUARD GROUP INC | 11.47% | 0.01% | 3,781,031 | 33,974 | 0.91% | 371,297,244 | Jun 30, 2024 |
JANUS HENDERSON GROUP PLC | 5.57% | 0.10% | 1,836,027 | -162,118 | -8.11% | 180,301,548 | Jun 30, 2024 |
IMPACTIVE CAPITAL LP | 4.40% | 5.53% | 1,450,348 | 416,255 | 40.25% | 142,424,174 | Jun 30, 2024 |
STATE STREET CORP | 4.29% | 0.01% | 1,415,909 | 1,747 | 0.12% | 139,042,264,000 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 4.00% | 0.03% | 1,319,434 | 20,739 | 1.60% | 129,565,747 | Jun 30, 2024 |
ALLIANCEBERNSTEIN L.P. | 3.88% | 0.04% | 1,280,100 | 743,497 | 138.56% | 125,705,820 | Jun 30, 2024 |
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 3.61% | 0.07% | 1,191,255 | 8,369 | 0.71% | 116,982,000 | Jun 30, 2024 |
VICTORY CAPITAL MANAGEMENT INC | 3.22% | 0.10% | 1,063,522 | 129,289 | 13.84% | 104,437,861 | Jun 30, 2024 |
FMR LLC | 2.50% | 0.01% | 825,561 | -427,728 | -34.13% | 81,070,048 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.25% | 0.01% | 741,296 | 23,992 | 3.34% | 72,810,121 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 1.67% | 0.00% | 550,428 | 45,398 | 8.99% | 54,052,030 | Jun 30, 2024 |
MORGAN STANLEY | 1.37% | 0.00% | 451,975 | 31,953 | 7.61% | 44,384,066 | Jun 30, 2024 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.36% | 0.01% | 448,108 | 19,498 | 4.55% | 44,004,206 | Jun 30, 2024 |
NORTHERN TRUST CORP | 1.25% | 0.01% | 412,726 | -13,718 | -3.22% | 40,529,694,000 | Jun 30, 2024 |
NORGES BANK | 1.24% | 0.01% | 409,516 | 409,516 | 100.00% | 40,214,471 | Jun 30, 2024 |
BANK OF NEW YORK MELLON CORP | 1.14% | 0.01% | 377,417 | 2,815 | 0.75% | 37,062,337 | Jun 30, 2024 |
AMERICAN CENTURY COMPANIES INC | 1.06% | 0.02% | 351,022 | 32,192 | 10.10% | 34,470,360 | Jun 30, 2024 |
BROWN ADVISORY INC | 0.71% | 0.03% | 235,488 | -1,115 | -0.47% | 23,124,922 | Jun 30, 2024 |
BOSTON PARTNERS | 0.71% | 0.03% | 235,034 | -2,800 | -1.18% | 21,312,710 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
IMPACTIVE CAPITAL LP | 4.40% | 5.53% | 1,450,348 | 416,255 | 40.25% | 142,424,174 | Jun 30, 2024 |
NIXON CAPITAL, LLC | 0.27% | 3.95% | 88,152 | 2,395 | 2.79% | 8,656,526 | Jun 30, 2024 |
FIRST SABREPOINT CAPITAL MANAGEMENT LP | 0.23% | 2.22% | 75,000 | -19,000 | -20.21% | 7,365,000 | Jun 30, 2024 |
QSV EQUITY INVESTORS LLC | 0.06% | 2.07% | 20,182 | -469 | -2.27% | 1,981,872 | Jun 30, 2024 |
GPM GROWTH INVESTORS, INC. | 0.14% | 1.95% | 46,795 | 46,795 | 100.00% | 4,595,269 | Jun 30, 2024 |
HARSPRING CAPITAL MANAGEMENT, LLC | 0.20% | 1.62% | 65,000 | - | - | 6,383,000 | Jun 30, 2024 |
KATHMERE CAPITAL MANAGEMENT, LLC | 0.44% | 1.50% | 145,651 | - | - | 14,302,928 | Jun 30, 2024 |
M.D. SASS, INC. | 0.58% | 1.35% | 190,880 | 47,345 | 32.98% | 18,744,416 | Jun 30, 2024 |
ARBITER PARTNERS CAPITAL MANAGEMENT LLC | 0.03% | 0.94% | 9,600 | -7,500 | -43.86% | 942,720 | Jun 30, 2024 |
CARSON ADVISORY INC. | 0.04% | 0.88% | 12,750 | -350 | -2.67% | 1,252,050 | Jun 30, 2024 |
SYNERGY FINANCIAL GROUP, LTD | 0.03% | 0.87% | 8,460 | -213 | -2.46% | 830,750 | Jun 30, 2024 |
VOSS CAPITAL, LLC | 0.23% | 0.73% | 74,330 | -55,387 | -42.70% | 7,299,206 | Jun 30, 2024 |
MOODY ALDRICH PARTNERS LLC | 0.11% | 0.67% | 34,915 | -14,478 | -29.31% | 3,428,653 | Jun 30, 2024 |
SHUFRO ROSE & CO LLC | 0.25% | 0.65% | 81,579 | -2,225 | -2.65% | 8,011,019 | Jun 30, 2024 |
SPINNAKER INVESTMENT GROUP, LLC | 0.05% | 0.41% | 15,021 | 1,180 | 8.53% | 1,475,062 | Jun 30, 2024 |
GUERRA PAN ADVISORS, LLC | 0.01% | 0.31% | 3,805 | 1 | 0.03% | 373,610 | Jun 30, 2024 |
VERDENCE CAPITAL ADVISORS LLC | 0.10% | 0.29% | 33,721 | 1,303 | 4.02% | 3,311,373 | Jun 30, 2024 |
BSW WEALTH PARTNERS | 0.06% | 0.29% | 18,122 | - | - | 1,779,580 | Jun 30, 2024 |
INSIGHT FOLIOS INC | 0.02% | 0.28% | 6,908 | -135 | -1.92% | 678,408 | Jun 30, 2024 |
SEQUOIA FINANCIAL ADVISORS, LLC | 0.52% | 0.20% | 171,767 | -90,085 | -34.40% | 16,867,520 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
ALLIANCEBERNSTEIN L.P. | 3.88% | 0.04% | 1,280,100 | 743,497 | 138.56% | 125,705,820 | Jun 30, 2024 |
IMPACTIVE CAPITAL LP | 4.40% | 5.53% | 1,450,348 | 416,255 | 40.25% | 142,424,174 | Jun 30, 2024 |
NORGES BANK | 1.24% | 0.01% | 409,516 | 409,516 | 100.00% | 40,214,471 | Jun 30, 2024 |
VICTORY CAPITAL MANAGEMENT INC | 3.22% | 0.10% | 1,063,522 | 129,289 | 13.84% | 104,437,861 | Jun 30, 2024 |
UBS ASSET MANAGEMENT AMERICAS INC | 0.26% | 0.00% | 85,285 | 52,540 | 160.45% | 8,374,988 | Jun 30, 2024 |
M.D. SASS, INC. | 0.58% | 1.35% | 190,880 | 47,345 | 32.98% | 18,744,416 | Jun 30, 2024 |
GPM GROWTH INVESTORS, INC. | 0.14% | 1.95% | 46,795 | 46,795 | 100.00% | 4,595,269 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 1.67% | 0.00% | 550,428 | 45,398 | 8.99% | 54,052,030 | Jun 30, 2024 |
ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.33% | 0.03% | 107,764 | 43,654 | 68.09% | 10,582,536 | Jun 30, 2024 |
ROYCE & ASSOCIATES LP | 0.24% | 0.07% | 77,976 | 37,976 | 94.94% | 7,657,243 | Jun 30, 2024 |
MAN GROUP PLC | 0.28% | 0.02% | 93,655 | 35,514 | 61.08% | 9,196,921 | Jun 30, 2024 |
VANGUARD GROUP INC | 11.47% | 0.01% | 3,781,031 | 33,974 | 0.91% | 371,297,244 | Jun 30, 2024 |
AMERICAN CENTURY COMPANIES INC | 1.06% | 0.02% | 351,022 | 32,192 | 10.10% | 34,470,360 | Jun 30, 2024 |
MORGAN STANLEY | 1.37% | 0.00% | 451,975 | 31,953 | 7.61% | 44,384,066 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.25% | 0.01% | 741,296 | 23,992 | 3.34% | 72,810,121 | Jun 30, 2024 |
ALLIANZ ASSET MANAGEMENT GMBH | 0.07% | 0.00% | 22,783 | 22,783 | 100.00% | 2,237,291 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 4.00% | 0.03% | 1,319,434 | 20,739 | 1.60% | 129,565,747 | Jun 30, 2024 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.36% | 0.01% | 448,108 | 19,498 | 4.55% | 44,004,206 | Jun 30, 2024 |
TUDOR INVESTMENT CORP ET AL | 0.06% | 0.01% | 18,921 | 18,921 | 100.00% | 1,858,042 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.06% | 0.01% | 18,708 | 18,708 | 100.00% | 1,837,126 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
FMR LLC | 2.50% | 0.01% | 825,561 | -427,728 | -34.13% | 81,070,048 | Jun 30, 2024 |
AMUNDI | 0.02% | 0.00% | 5,409 | -163,460 | -96.80% | 515,630 | Jun 30, 2024 |
JANUS HENDERSON GROUP PLC | 5.57% | 0.10% | 1,836,027 | -162,118 | -8.11% | 180,301,548 | Jun 30, 2024 |
2XIDEAS AG | - | - | - | -95,924 | -100.00% | - | Jun 30, 2024 |
SEQUOIA FINANCIAL ADVISORS, LLC | 0.52% | 0.20% | 171,767 | -90,085 | -34.40% | 16,867,520 | Jun 30, 2024 |
BLACKROCK INC. | 15.67% | 0.01% | 5,166,356 | -82,461 | -1.57% | 507,336,173 | Jun 30, 2024 |
VOSS CAPITAL, LLC | 0.23% | 0.73% | 74,330 | -55,387 | -42.70% | 7,299,206 | Jun 30, 2024 |
GREAT LAKES ADVISORS, LLC | - | - | - | -45,083 | -100.00% | - | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 0.66% | 0.00% | 218,171 | -44,067 | -16.80% | 21,424,415 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 0.17% | 0.00% | 56,168 | -32,557 | -36.69% | 5,515,698 | Jun 30, 2024 |
SQUAREPOINT OPS LLC | 0.04% | 0.00% | 11,890 | -32,036 | -72.93% | 1,167,598 | Jun 30, 2024 |
FJ CAPITAL MANAGEMENT LLC | - | - | - | -27,515 | -100.00% | - | Jun 30, 2024 |
HRT FINANCIAL LP | - | - | - | -26,803 | -100.00% | - | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 0.03% | 0.00% | 9,017 | -25,394 | -73.80% | 885,469 | Jun 30, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -19,489 | -100.00% | - | Jun 30, 2024 |
FIRST SABREPOINT CAPITAL MANAGEMENT LP | 0.23% | 2.22% | 75,000 | -19,000 | -20.21% | 7,365,000 | Jun 30, 2024 |
BARCLAYS PLC | 0.04% | 0.00% | 11,772 | -17,258 | -59.45% | 1,155,000 | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -17,240 | -100.00% | - | Jun 30, 2024 |
QUEST PARTNERS LLC | - | - | 1 | -15,006 | -99.99% | 98 | Jun 30, 2024 |
MOODY ALDRICH PARTNERS LLC | 0.11% | 0.67% | 34,915 | -14,478 | -29.31% | 3,428,653 | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 1.24% | 0.01% | 409,516 | 409,516 | 100.00% | 40,214,471 | Jun 30, 2024 |
GPM GROWTH INVESTORS, INC. | 0.14% | 1.95% | 46,795 | 46,795 | 100.00% | 4,595,269 | Jun 30, 2024 |
ALLIANZ ASSET MANAGEMENT GMBH | 0.07% | 0.00% | 22,783 | 22,783 | 100.00% | 2,237,291 | Jun 30, 2024 |
TUDOR INVESTMENT CORP ET AL | 0.06% | 0.01% | 18,921 | 18,921 | 100.00% | 1,858,042 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.06% | 0.01% | 18,708 | 18,708 | 100.00% | 1,837,126 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 0.05% | 0.00% | 18,000 | 18,000 | 100.00% | 1,767,600 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 16,270 | 16,270 | 100.00% | 1,597,714 | Jun 30, 2024 |
FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 0.04% | 0.01% | 14,388 | 14,388 | 100.00% | 1,412,902 | Jun 30, 2024 |
INTECH INVESTMENT MANAGEMENT LLC | 0.04% | 0.02% | 13,984 | 13,984 | 100.00% | 1,373,229 | Jun 30, 2024 |
SHERBROOKE PARK ADVISERS LLC | 0.02% | 0.09% | 4,984 | 4,984 | 100.00% | 489,429 | Jun 30, 2024 |
PENSIONMARK FINANCIAL GROUP, LLC | 0.01% | 0.02% | 3,686 | 3,686 | 100.00% | 361,965 | Jun 30, 2024 |
ALGERT GLOBAL LLC | 0.01% | 0.01% | 3,384 | 3,384 | 100.00% | 332,000 | Jun 30, 2024 |
ATRIA INVESTMENTS, INC | 0.01% | 0.00% | 2,951 | 2,951 | 100.00% | 289,827 | Jun 30, 2024 |
VESTMARK ADVISORY SOLUTIONS, INC. | 0.01% | 0.01% | 2,808 | 2,808 | 100.00% | 275,746 | Jun 30, 2024 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0.01% | 0.00% | 2,778 | 2,778 | 100.00% | 272,800 | Jun 30, 2024 |
GALLAGHER FIDUCIARY ADVISORS, LLC | 0.01% | 0.06% | 2,591 | 2,591 | 100.00% | 254,388 | Jun 30, 2024 |
VERITION FUND MANAGEMENT LLC | 0.01% | 0.00% | 2,175 | 2,175 | 100.00% | 213,585 | Jun 30, 2024 |
ASSET DEDICATION, LLC | 0.00% | 0.01% | 961 | 961 | 100.00% | 94,371 | Jun 30, 2024 |
WALLEYE TRADING LLC | 0.00% | 0.00% | 600 | 600 | 100.00% | 58,920 | Jun 30, 2024 |
MATHER GROUP, LLC. | 0.00% | 0.00% | 96 | 96 | 100.00% | 9,668 | Jun 30, 2024 |
SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 57 | 57 | 100.00% | 5,598 | Jun 30, 2024 |
JONES FINANCIAL COMPANIES LLLP | 0.00% | - | 32 | 32 | 100.00% | 3,159 | Jun 30, 2024 |
- | 0.00% | 15 | 15 | 100.00% | 1,473 | Jun 30, 2024 | |
HEXAGON CAPITAL PARTNERS LLC | - | 0.00% | 15 | 15 | 100.00% | 1,473 | Jun 30, 2024 |
LARSON FINANCIAL GROUP LLC | - | - | 5 | 5 | 100.00% | 491 | Jun 30, 2024 |
INNEALTA CAPITAL, LLC | - | 0.00% | 3 | 3 | 100.00% | 295 | Jun 30, 2024 |
TFC FINANCIAL MANAGEMENT, INC. | - | - | 1 | 1 | 100.00% | 99 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
2XIDEAS AG | - | - | - | -95,924 | -100.00% | - | Jun 30, 2024 |
GREAT LAKES ADVISORS, LLC | - | - | - | -45,083 | -100.00% | - | Jun 30, 2024 |
FJ CAPITAL MANAGEMENT LLC | - | - | - | -27,515 | -100.00% | - | Jun 30, 2024 |
HRT FINANCIAL LP | - | - | - | -26,803 | -100.00% | - | Jun 30, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -19,489 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -17,240 | -100.00% | - | Jun 30, 2024 |
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -13,362 | -100.00% | - | Jun 30, 2024 |
WOLVERINE TRADING, LLC | - | - | - | -11,700 | -100.00% | - | Jun 30, 2024 |
GUGGENHEIM CAPITAL LLC | - | - | - | -11,648 | -100.00% | - | Jun 30, 2024 |
BAYVIEW ASSET MANAGEMENT, LLC | - | - | - | -10,000 | -100.00% | - | Jun 30, 2024 |
MIRABELLA FINANCIAL SERVICES LLP | - | - | - | -5,580 | -100.00% | - | Jun 30, 2024 |
JUMP FINANCIAL, LLC | - | - | - | -5,160 | -100.00% | - | Jun 30, 2024 |
POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -4,300 | -100.00% | - | Jun 30, 2024 |
PEAK6 INVESTMENTS LLC | - | - | - | -4,200 | -100.00% | - | Jun 30, 2024 |
D.A. DAVIDSON & CO. | - | - | - | -4,150 | -100.00% | - | Jun 30, 2024 |
QUADRATURE CAPITAL LTD | - | - | - | -2,947 | -100.00% | - | Jun 30, 2024 |
INCEPTIONR LLC | - | - | - | -2,525 | -100.00% | - | Jun 30, 2024 |
ASHTON THOMAS PRIVATE WEALTH, LLC | - | - | - | -2,353 | -100.00% | - | Jun 30, 2024 |
ORION PORTFOLIO SOLUTIONS, LLC | - | - | - | -2,341 | -100.00% | - | Jun 30, 2024 |
XTX TOPCO LTD | - | - | - | -2,133 | -100.00% | - | Jun 30, 2024 |
JEFFERIES FINANCIAL GROUP INC. | - | - | - | -2,111 | -100.00% | - | Jun 30, 2024 |
VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | - | - | - | -2,062 | -100.00% | - | Jun 30, 2024 |
BAIRD FINANCIAL GROUP, INC. | - | - | - | -2,019 | -100.00% | - | Jun 30, 2024 |
HERITAGE INVESTORS MANAGEMENT CORP | - | - | - | -2,000 | -100.00% | - | Jun 30, 2024 |
WEDBUSH SECURITIES INC | - | - | - | -1,996 | -100.00% | - | Jun 30, 2024 |
METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -1,662 | -100.00% | - | Jun 30, 2024 |
ENTRYPOINT CAPITAL, LLC | - | - | - | -565 | -100.00% | - | Jun 30, 2024 |
FIRST MANHATTAN CO. LLC. | - | - | - | -504 | -100.00% | - | Jun 30, 2024 |
STATE OF WYOMING | - | - | - | -411 | -100.00% | - | Jun 30, 2024 |
FIDELIS CAPITAL PARTNERS, LLC | - | - | - | -332 | -100.00% | - | Jun 30, 2024 |
FERNWOOD INVESTMENT MANAGEMENT, LLC | - | - | - | -149 | -100.00% | - | Jun 30, 2024 |
BOGART WEALTH, LLC | - | - | - | -148 | -100.00% | - | Jun 30, 2024 |
MACROVIEW INVESTMENT MANAGEMENT LLC | - | - | - | -23 | -100.00% | - | Jun 30, 2024 |
VIMA LLC | - | - | - | -20 | -100.00% | - | Jun 30, 2024 |
IFP ADVISORS, INC | - | - | - | -6 | -100.00% | - | Jun 30, 2024 |
Walker & Dunlop Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
WANGER ADVISORS TRUST | 0.41% | 223,377 | - | - | Mar 31, 2024 |
PIONEER REAL ESTATE SHARES | 0.28% | 10,644 | - | - | Mar 31, 2023 |
COLUMBIA ACORN TRUST | 0.27% | 872,588 | - | - | Mar 31, 2024 |
HSBC FUNDS | 0.15% | 4,880 | - | - | Jan 31, 2024 |
CORNERCAP GROUP OF FUNDS /VA/ | 0.15% | 10,485 | - | - | Sep 30, 2022 |
Clough Global Dividend & Income Fund | 0.14% | 14,870 | - | - | Jan 31, 2024 |
Value Line Small Cap Opportunities Fund, Inc. | 0.13% | 38,900 | - | - | Mar 31, 2024 |
SARATOGA ADVANTAGE TRUST | 0.13% | 7,749 | -3,644 | -31.98% | Feb 29, 2024 |
Clough Funds Trust | 0.11% | 4,460 | - | - | Jan 31, 2023 |
T. Rowe Price Small-Cap Value Fund, Inc. | 0.09% | 707,504 | 20,800 | 3.03% | Mar 31, 2024 |
FIDELITY CAPITAL TRUST | 0.05% | 538,600 | -82,400 | -13.27% | Jan 31, 2024 |
VANGUARD ADMIRAL FUNDS | 0.05% | 203,422 | -12,780 | -5.91% | Feb 29, 2024 |
Manager Directed Portfolios | 0.04% | 7,000 | - | - | Jan 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.04% | 22,070 | - | - | Mar 31, 2024 |
AMERICAN CENTURY GROWTH FUNDS, INC. | 0.04% | 5,991 | - | - | Jan 31, 2024 |
BNY MELLON INDEX FUNDS, INC. | 0.03% | 34,065 | -4,616 | -11.93% | Jan 31, 2024 |
BNY MELLON INVESTMENT PORTFOLIOS | 0.03% | 16,701 | 49 | 0.29% | Mar 31, 2024 |
BlackRock Advantage SMID Cap Fund, Inc. | 0.03% | 5,217 | - | - | Mar 28, 2024 |
DEUTSCHE DWS INVESTMENT TRUST | 0.02% | 75,000 | - | - | Mar 31, 2024 |
VICTORY PORTFOLIOS | 0.02% | 589,480 | 153,390 | 35.17% | Mar 31, 2024 |
Vericimetry Funds | 0.02% | 1,664 | -390 | -18.99% | Mar 31, 2024 |
OSI ETF Trust | 0.02% | 3,003 | - | - | Mar 31, 2022 |
VICTORY VARIABLE INSURANCE FUNDS | 0.02% | 7,930 | 3,080 | 63.51% | Mar 31, 2024 |
VANGUARD HORIZON FUNDS | 0.01% | 321,534 | - | - | Mar 31, 2024 |
SYNTAX ETF TRUST | 0.01% | 378 | 25 | 7.08% | Mar 31, 2024 |
FIDELITY DEVONSHIRE TRUST | 0.01% | 115,763 | -14,338 | -11.02% | Jan 31, 2024 |
BRIDGEWAY FUNDS INC | 0.01% | 23,675 | - | - | Mar 28, 2024 |
QUANTITATIVE MASTER SERIES LLC | 0.01% | 56,203 | -1,762 | -3.04% | Mar 31, 2024 |
VARIABLE INSURANCE PRODUCTS FUND III | 0.01% | 73,100 | -13,800 | -15.88% | Mar 31, 2024 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 4,728 | -145 | -2.98% | Mar 31, 2024 |
VANGUARD INDEX FUNDS | 0.01% | 2,847,376 | -490,830 | -14.70% | Mar 31, 2024 |
Humankind Benefit Corp | 0.01% | 149 | 1 | 0.68% | Dec 31, 2023 |
PUTNAM INVESTMENT FUNDS | 0.01% | 30,561 | 1,300 | 4.44% | Feb 29, 2024 |
VARIABLE INSURANCE PRODUCTS FUND IV | 0.01% | 15,600 | - | - | Mar 31, 2024 |
AMG Funds IV | 0.01% | 16,553 | - | - | Jan 31, 2024 |
Nushares ETF Trust | 0.01% | 39,553 | 29,359 | 288.00% | Jan 31, 2024 |
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.01% | 20,547 | -15,515 | -43.02% | Jan 31, 2024 |
Federated Hermes MDT Series | 0.01% | 12,699 | - | - | Jan 31, 2024 |
FIDELITY SECURITIES FUND | 0.00% | 445,604 | -113,960 | -20.37% | Jan 31, 2024 |
ROYCE VALUE TRUST, INC. | 0.00% | 3,578 | - | - | Mar 31, 2024 |
Fidelity Commonwealth Trust II | 0.00% | 28,498 | - | - | Aug 31, 2023 |
OBERWEIS FUNDS | 0.00% | 4,166 | - | - | Mar 31, 2024 |
ROYCE FUND | 0.00% | 24,848 | -12,640 | -33.72% | Mar 31, 2024 |
Bernstein Fund Inc | 0.00% | 31,678 | - | - | Mar 31, 2024 |
Harbor ETF Trust | 0.00% | 16,557 | -1,527 | -8.44% | Jan 31, 2024 |
TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 771 | - | - | Mar 31, 2024 |
JANUS INVESTMENT FUND | 0.00% | 1,064,617 | -73 | -0.01% | Dec 31, 2023 |
SSGA FUNDS | 0.00% | 1,428 | - | - | Feb 29, 2024 |
AMERICAN CENTURY ETF TRUST | 0.00% | 326,234 | 147,269 | 82.29% | Feb 29, 2024 |
SCHWAB CAPITAL TRUST | 0.00% | 117,024 | 1,507 | 1.30% | Jan 31, 2024 |
UNIFIED SERIES TRUST | 0.00% | 44,162 | 3,000 | 7.29% | Mar 31, 2024 |
FIDELITY ADVISOR SERIES VII | 0.00% | 23,500 | -15,400 | -39.59% | Jan 31, 2024 |
VARIABLE INSURANCE PRODUCTS FUND | 0.00% | 51,152 | -926 | -1.78% | Mar 31, 2024 |
AB CAP FUND, INC. | 0.00% | 75,906 | 75,906 | - | Feb 29, 2024 |
JAMES ADVANTAGE FUNDS | 0.00% | 4,115 | - | - | Dec 31, 2023 |
IndexIQ ETF Trust | 0.00% | 4,120 | - | - | Jan 31, 2024 |
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.00% | 3,892 | - | - | Mar 31, 2024 |
AMG FUNDS | 0.00% | 47,107 | -1,611 | -3.31% | Mar 28, 2024 |
VANGUARD WHITEHALL FUNDS | 0.00% | 140,443 | -2,306 | -1.62% | Jan 31, 2024 |
JNL VARIABLE FUND LLC | 0.00% | 8,514 | -779 | -8.38% | Mar 31, 2020 |
VANGUARD EXPLORER FUND | 0.00% | 17,704 | - | - | Jan 31, 2024 |
FIDELITY CONCORD STREET TRUST | 0.00% | 297,571 | 11,573 | 4.05% | Feb 29, 2024 |
Virtus Investment Trust | 0.00% | 47,524 | -3,002 | -5.94% | Mar 28, 2024 |
ARCHER INVESTMENT SERIES TRUST | 0.00% | 400 | - | - | Feb 29, 2024 |
VANGUARD TAX-MANAGED FUNDS | 0.00% | 256,656 | -4,671 | -1.79% | Mar 31, 2024 |
FIDELITY ADVISOR SERIES I | 0.00% | 231,400 | -28,800 | -11.07% | Feb 29, 2024 |
Calvert Variable Products, Inc. | 0.00% | 3,295 | - | - | Mar 31, 2024 |
BNY Mellon Strategic Funds, Inc. | 0.00% | 2,450 | -1,125 | -31.47% | Feb 29, 2024 |
John Hancock Exchange-Traded Fund Trust | 0.00% | 6,595 | - | - | Jan 31, 2024 |
EXCHANGE TRADED CONCEPTS TRUST | 0.00% | 6,031 | - | - | Feb 29, 2024 |
DEUTSCHE DWS VARIABLE SERIES II | 0.00% | 2,522 | - | - | Mar 31, 2024 |
DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 1,017,400 | 209,457 | 25.92% | Jan 31, 2024 |
SHELTON FUNDS | 0.00% | 1,557 | -115 | -6.88% | Feb 29, 2024 |
AMG FUNDS III | 0.00% | 4,400 | - | - | Mar 28, 2024 |
ALLSPRING MASTER TRUST | 0.00% | 52,676 | 21,989 | 71.66% | Feb 29, 2024 |
PENN SERIES FUNDS INC | 0.00% | 21,649 | -309 | -1.41% | Mar 28, 2024 |
Dimensional ETF Trust | 0.00% | 324,465 | 43,499 | 15.48% | Jan 31, 2024 |
PFM Multi-Manager Series Trust | 0.00% | 600 | - | - | Dec 31, 2023 |
STEWARD FUNDS, INC. | 0.00% | 1,653 | - | - | Jan 31, 2024 |
VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 20,237 | -1,538 | -7.06% | Mar 31, 2024 |
Meeder Funds | 0.00% | 3,189 | - | - | Mar 31, 2024 |
TIMOTHY PLAN | 0.00% | 3,021 | 405 | 15.48% | Mar 31, 2024 |
RYDEX VARIABLE TRUST | 0.00% | 750 | 731 | 3847.37% | Dec 31, 2023 |
AB VARIABLE PRODUCTS SERIES FUND, INC. | 0.00% | 2,801 | 2,801 | - | Mar 31, 2024 |
FIDELITY COVINGTON TRUST | 0.00% | 10,024 | 654 | 6.98% | Jan 31, 2024 |
NORTHWESTERN MUTUAL SERIES FUND INC | 0.00% | 57,028 | -74 | -0.13% | Mar 31, 2024 |
SCHWAB STRATEGIC TRUST | 0.00% | 293,638 | 12,655 | 4.50% | Feb 29, 2024 |
ADVISORS' INNER CIRCLE FUND | 0.00% | 12,000 | - | - | Jan 31, 2024 |
INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 39,925 | 1,234 | 3.19% | Jan 31, 2024 |
MML SERIES INVESTMENT FUND | 0.00% | 4,406 | - | - | Dec 31, 2023 |
SunAmerica Specialty Series | 0.00% | 233 | - | - | Apr 30, 2021 |
PRUDENTIAL SERIES FUND | 0.00% | 34,455 | -900 | -2.55% | Mar 28, 2024 |
NORTHERN FUNDS | 0.00% | 61,779 | -13,925 | -18.39% | Mar 28, 2024 |
Lattice Strategies Trust | 0.00% | 652 | - | - | Mar 31, 2024 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 22,400 | -1,751 | -7.25% | Dec 31, 2023 |
Catholic Responsible Investments Funds | 0.00% | 15,321 | 95 | 0.62% | Jan 31, 2024 |
PRAXIS MUTUAL FUNDS | 0.00% | 4,340 | - | - | Dec 31, 2023 |
PUTNAM VARIABLE TRUST | 0.00% | 12,180 | -700 | -5.43% | Mar 31, 2024 |
STERLING CAPITAL FUNDS | 0.00% | 7,100 | - | - | Mar 28, 2024 |
Global X Funds | 0.00% | 14,579 | 539 | 3.84% | Jan 31, 2024 |
Walker & Dunlop Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 223 | -16.79% |
31 Mar, 24 | 268 | 4.28% |
31 Dec, 23 | 257 | 17.35% |
30 Sep, 23 | 219 | -0.45% |
30 Jun, 23 | 220 | -10.93% |
31 Mar, 23 | 247 | 6.47% |
31 Dec, 22 | 232 | -6.07% |
30 Sep, 22 | 247 | 3.35% |
30 Jun, 22 | 239 | -14.64% |
31 Mar, 22 | 280 | -0.36% |
31 Dec, 21 | 281 | 21.65% |
30 Sep, 21 | 231 | -0.86% |
30 Jun, 21 | 233 | -0.85% |
31 Mar, 21 | 235 | 7.80% |
31 Dec, 20 | 218 | 12.37% |
30 Sep, 20 | 194 | -3.96% |
30 Jun, 20 | 202 | 2.54% |
31 Mar, 20 | 197 | -13.22% |
31 Dec, 19 | 227 | 8.61% |
30 Sep, 19 | 209 | 5.56% |
30 Jun, 19 | 198 | -5.71% |
31 Mar, 19 | 210 | 9.38% |
31 Dec, 18 | 192 | -9.00% |
30 Sep, 18 | 211 | -3.21% |
30 Jun, 18 | 218 | 0.93% |
31 Mar, 18 | 216 | 11.92% |
31 Dec, 17 | 193 | -3.50% |
30 Sep, 17 | 200 | 1.01% |
30 Jun, 17 | 198 | 13.14% |
31 Mar, 17 | 175 | 18.24% |
31 Dec, 16 | 148 | 3.50% |
30 Sep, 16 | 143 | -12.80% |
30 Jun, 16 | 164 | 3.14% |
31 Mar, 16 | 159 | -7.02% |
31 Dec, 15 | 171 | 13.25% |
30 Sep, 15 | 151 | -3.82% |
30 Jun, 15 | 157 | 40.18% |
31 Mar, 15 | 112 | 10.89% |
31 Dec, 14 | 101 | 23.17% |
30 Sep, 14 | 82 | -7.87% |
30 Jun, 14 | 89 | -3.26% |
31 Mar, 14 | 92 | 22.67% |
31 Dec, 13 | 75 | -10.71% |
30 Sep, 13 | 84 | -1.18% |
30 Jun, 13 | 85 | 165.63% |
31 Mar, 13 | 32 | 10.34% |
31 Dec, 12 | 29 | 20.83% |
30 Sep, 12 | 24 | -11.11% |
30 Jun, 12 | 27 | - |
31 Mar, 12 | 27 | 12.50% |
31 Dec, 11 | 24 | 9.09% |
30 Sep, 11 | 22 | -12.00% |
30 Jun, 11 | 25 | 13.64% |
31 Mar, 11 | 22 | 120.00% |
31 Dec, 10 | 10 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 24,719,655 | -10.12% |
31 Mar, 24 | 27,503,993 | 0.58% |
31 Dec, 23 | 27,346,170 | 2.30% |
30 Sep, 23 | 26,730,316 | 1.72% |
30 Jun, 23 | 26,277,618 | 2.74% |
31 Mar, 23 | 25,575,710 | 2.80% |
31 Dec, 22 | 24,880,122 | 1.89% |
30 Sep, 22 | 24,418,261 | -1.05% |
30 Jun, 22 | 24,677,173 | 2.46% |
31 Mar, 22 | 24,083,990 | 1.74% |
31 Dec, 21 | 23,671,444 | 1.23% |
30 Sep, 21 | 23,382,760 | 0.52% |
30 Jun, 21 | 23,261,440 | -0.75% |
31 Mar, 21 | 23,436,347 | -0.34% |
31 Dec, 20 | 23,516,228 | -1.58% |
30 Sep, 20 | 23,894,549 | -2.22% |
30 Jun, 20 | 24,436,670 | -1.55% |
31 Mar, 20 | 24,821,875 | 1.68% |
31 Dec, 19 | 24,411,536 | -0.79% |
30 Sep, 19 | 24,606,688 | 0.11% |
30 Jun, 19 | 24,578,441 | 0.83% |
31 Mar, 19 | 24,375,806 | -0.04% |
31 Dec, 18 | 24,384,398 | -3.06% |
30 Sep, 18 | 25,152,972 | -3.03% |
30 Jun, 18 | 25,939,110 | 1.61% |
31 Mar, 18 | 25,528,199 | 1.72% |
31 Dec, 17 | 25,097,288 | 3.76% |
30 Sep, 17 | 24,187,503 | 0.35% |
30 Jun, 17 | 24,103,026 | -4.51% |
31 Mar, 17 | 25,242,679 | 3.19% |
31 Dec, 16 | 24,462,362 | 4.45% |
30 Sep, 16 | 23,419,985 | -2.60% |
30 Jun, 16 | 24,045,450 | 0.26% |
31 Mar, 16 | 23,983,683 | 1.26% |
31 Dec, 15 | 23,684,291 | -3.15% |
30 Sep, 15 | 24,453,556 | 5.93% |
30 Jun, 15 | 23,083,977 | 8.90% |
31 Mar, 15 | 21,197,120 | -13.08% |
31 Dec, 14 | 24,386,425 | -1.30% |
30 Sep, 14 | 24,708,294 | 0.66% |
30 Jun, 14 | 24,546,852 | -0.17% |
31 Mar, 14 | 24,589,126 | -8.88% |
31 Dec, 13 | 26,985,463 | -4.83% |
30 Sep, 13 | 28,355,994 | 5.41% |
30 Jun, 13 | 26,900,294 | 24.46% |
31 Mar, 13 | 21,614,447 | 23.29% |
31 Dec, 12 | 17,531,976 | 50.50% |
30 Sep, 12 | 11,648,995 | 158.73% |
30 Jun, 12 | 4,502,438 | -51.65% |
31 Mar, 12 | 9,312,240 | 6.75% |
31 Dec, 11 | 8,723,327 | 0.40% |
30 Sep, 11 | 8,688,683 | -10.48% |
30 Jun, 11 | 9,706,101 | -23.67% |
31 Mar, 11 | 12,716,444 | 624.38% |
31 Dec, 10 | 1,755,496 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 74.96% | 1.07% |
31 Mar, 24 | 83.79% | 1.20% |
31 Dec, 23 | 83.64% | 1.25% |
30 Sep, 23 | 81.76% | 1.25% |
30 Jun, 23 | 80.78% | 1.31% |
31 Mar, 23 | 78.62% | 1.33% |
31 Dec, 22 | 76.97% | 1.35% |
30 Sep, 22 | 75.62% | 1.30% |
30 Jun, 22 | 76.19% | 1.36% |
31 Mar, 22 | 74.75% | 1.29% |
31 Dec, 21 | 76.16% | 1.34% |
30 Sep, 21 | 75.27% | 1.34% |
30 Jun, 21 | 74.99% | 1.30% |
31 Mar, 21 | 76.04% | 1.29% |
31 Dec, 20 | 76.76% | 1.26% |
30 Sep, 20 | 78.19% | 1.21% |
30 Jun, 20 | 80.51% | 1.19% |
31 Mar, 20 | 82.12% | 1.24% |
31 Dec, 19 | 81.38% | 1.21% |
30 Sep, 19 | 82.06% | 1.22% |
30 Jun, 19 | 81.97% | 1.22% |
31 Mar, 19 | 82.13% | 1.25% |
31 Dec, 18 | 80.99% | 1.18% |
30 Sep, 18 | 82.68% | 1.12% |
30 Jun, 18 | 85.75% | 1.18% |
31 Mar, 18 | 85.15% | 1.22% |
31 Dec, 17 | 83.62% | 1.29% |
30 Sep, 17 | 80.40% | 1.26% |
30 Jun, 17 | 79.99% | 1.12% |
31 Mar, 17 | 84.68% | 1.23% |
31 Dec, 16 | 83.11% | 1.31% |
30 Sep, 16 | 79.73% | 1.19% |
30 Jun, 16 | 81.82% | 1.24% |
31 Mar, 16 | 81.33% | 1.28% |
31 Dec, 15 | 79.60% | 1.13% |
30 Sep, 15 | 83.85% | 1.33% |
30 Jun, 15 | 79.44% | 1.76% |
31 Mar, 15 | 67.26% | 1.17% |
31 Dec, 14 | 75.71% | 1.25% |
30 Sep, 14 | 77.73% | 1.30% |
30 Jun, 14 | 77.41% | 1.44% |
31 Mar, 14 | 73.30% | 1.15% |
31 Dec, 13 | 79.92% | 1.14% |
30 Sep, 13 | 83.75% | 1.31% |
30 Jun, 13 | 79.82% | 1.93% |
31 Mar, 13 | 64.39% | 2.35% |
31 Dec, 12 | 52.37% | 2.43% |
30 Sep, 12 | 46.43% | 10.86% |
30 Jun, 12 | 20.67% | 1.13% |
31 Mar, 12 | 42.81% | 2.63% |
31 Dec, 11 | 40.35% | 2.50% |
30 Sep, 11 | 40.17% | 1.99% |
30 Jun, 11 | 44.87% | 1.29% |
31 Mar, 11 | 58.92% | 89.06% |
31 Dec, 10 | 8.13% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 104 | -16.80% |
31 Mar, 24 | 125 | -6.72% |
31 Dec, 23 | 134 | 32.67% |
30 Sep, 23 | 101 | -5.61% |
30 Jun, 23 | 107 | -11.57% |
31 Mar, 23 | 121 | 11.01% |
31 Dec, 22 | 109 | -1.80% |
30 Sep, 22 | 111 | -1.77% |
30 Jun, 22 | 113 | -16.30% |
31 Mar, 22 | 135 | -4.93% |
31 Dec, 21 | 142 | 51.06% |
30 Sep, 21 | 94 | -2.08% |
30 Jun, 21 | 96 | -17.95% |
31 Mar, 21 | 117 | 24.47% |
31 Dec, 20 | 94 | 22.08% |
30 Sep, 20 | 77 | -25.96% |
30 Jun, 20 | 104 | 14.29% |
31 Mar, 20 | 91 | -24.17% |
31 Dec, 19 | 120 | 26.32% |
30 Sep, 19 | 95 | 3.26% |
30 Jun, 19 | 92 | -17.86% |
31 Mar, 19 | 112 | 25.84% |
31 Dec, 18 | 89 | -17.59% |
30 Sep, 18 | 108 | -3.57% |
30 Jun, 18 | 112 | -5.08% |
31 Mar, 18 | 118 | 15.69% |
31 Dec, 17 | 102 | -0.97% |
30 Sep, 17 | 103 | 0.98% |
30 Jun, 17 | 102 | -8.93% |
31 Mar, 17 | 112 | 28.74% |
31 Dec, 16 | 87 | 24.29% |
30 Sep, 16 | 70 | -26.32% |
30 Jun, 16 | 95 | 17.28% |
31 Mar, 16 | 81 | -22.86% |
31 Dec, 15 | 105 | 19.32% |
30 Sep, 15 | 88 | -20.72% |
30 Jun, 15 | 111 | 52.05% |
31 Mar, 15 | 73 | 8.96% |
31 Dec, 14 | 67 | 71.79% |
30 Sep, 14 | 39 | 5.41% |
30 Jun, 14 | 37 | -11.90% |
31 Mar, 14 | 42 | 20.00% |
31 Dec, 13 | 35 | -18.60% |
30 Sep, 13 | 43 | -40.28% |
30 Jun, 13 | 72 | 323.53% |
31 Mar, 13 | 17 | -5.56% |
31 Dec, 12 | 18 | 20.00% |
30 Sep, 12 | 15 | -11.76% |
30 Jun, 12 | 17 | 30.77% |
31 Mar, 12 | 13 | -23.53% |
31 Dec, 11 | 17 | 112.50% |
30 Sep, 11 | 8 | -50.00% |
30 Jun, 11 | 16 | - |
31 Mar, 11 | 16 | 60.00% |
31 Dec, 10 | 10 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 76 | -14.61% |
31 Mar, 24 | 89 | 17.11% |
31 Dec, 23 | 76 | 13.43% |
30 Sep, 23 | 67 | 3.08% |
30 Jun, 23 | 65 | -17.72% |
31 Mar, 23 | 79 | -3.66% |
31 Dec, 22 | 82 | 1.23% |
30 Sep, 22 | 81 | 5.19% |
30 Jun, 22 | 77 | -10.47% |
31 Mar, 22 | 86 | -2.27% |
31 Dec, 21 | 88 | - |
30 Sep, 21 | 88 | 8.64% |
30 Jun, 21 | 81 | 6.58% |
31 Mar, 21 | 76 | -13.64% |
31 Dec, 20 | 88 | 12.82% |
30 Sep, 20 | 78 | 34.48% |
30 Jun, 20 | 58 | -21.62% |
31 Mar, 20 | 74 | 12.12% |
31 Dec, 19 | 66 | -2.94% |
30 Sep, 19 | 68 | - |
30 Jun, 19 | 68 | 4.62% |
31 Mar, 19 | 65 | -8.45% |
31 Dec, 18 | 71 | 1.43% |
30 Sep, 18 | 70 | -1.41% |
30 Jun, 18 | 71 | 4.41% |
31 Mar, 18 | 68 | 6.25% |
31 Dec, 17 | 64 | -3.03% |
30 Sep, 17 | 66 | -5.71% |
30 Jun, 17 | 70 | 70.73% |
31 Mar, 17 | 41 | 13.89% |
31 Dec, 16 | 36 | -30.77% |
30 Sep, 16 | 52 | 18.18% |
30 Jun, 16 | 44 | -12.00% |
31 Mar, 16 | 50 | 4.17% |
31 Dec, 15 | 48 | 9.09% |
30 Sep, 15 | 44 | 22.22% |
30 Jun, 15 | 36 | 38.46% |
31 Mar, 15 | 26 | 8.33% |
31 Dec, 14 | 24 | -7.69% |
30 Sep, 14 | 26 | -25.71% |
30 Jun, 14 | 35 | 12.90% |
31 Mar, 14 | 31 | 14.81% |
31 Dec, 13 | 27 | -3.57% |
30 Sep, 13 | 28 | 154.55% |
30 Jun, 13 | 11 | 37.50% |
31 Mar, 13 | 8 | -11.11% |
31 Dec, 12 | 9 | 200.00% |
30 Sep, 12 | 3 | -40.00% |
30 Jun, 12 | 5 | -54.55% |
31 Mar, 12 | 11 | 175.00% |
31 Dec, 11 | 4 | -55.56% |
30 Sep, 11 | 9 | 28.57% |
30 Jun, 11 | 7 | 75.00% |
31 Mar, 11 | 4 | - |
31 Dec, 10 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 223 | -16.79% | 24,719,655 | -10.12% | 74.96% | 1.07% | 104 | -16.80% | 76 | -14.61% |
31 Mar, 24 | 268 | 4.28% | 27,503,993 | 0.58% | 83.79% | 1.20% | 125 | -6.72% | 89 | 17.11% |
31 Dec, 23 | 257 | 17.35% | 27,346,170 | 2.30% | 83.64% | 1.25% | 134 | 32.67% | 76 | 13.43% |
30 Sep, 23 | 219 | -0.45% | 26,730,316 | 1.72% | 81.76% | 1.25% | 101 | -5.61% | 67 | 3.08% |
30 Jun, 23 | 220 | -10.93% | 26,277,618 | 2.74% | 80.78% | 1.31% | 107 | -11.57% | 65 | -17.72% |
31 Mar, 23 | 247 | 6.47% | 25,575,710 | 2.80% | 78.62% | 1.33% | 121 | 11.01% | 79 | -3.66% |
31 Dec, 22 | 232 | -6.07% | 24,880,122 | 1.89% | 76.97% | 1.35% | 109 | -1.80% | 82 | 1.23% |
30 Sep, 22 | 247 | 3.35% | 24,418,261 | -1.05% | 75.62% | 1.30% | 111 | -1.77% | 81 | 5.19% |
30 Jun, 22 | 239 | -14.64% | 24,677,173 | 2.46% | 76.19% | 1.36% | 113 | -16.30% | 77 | -10.47% |
31 Mar, 22 | 280 | -0.36% | 24,083,990 | 1.74% | 74.75% | 1.29% | 135 | -4.93% | 86 | -2.27% |
31 Dec, 21 | 281 | 21.65% | 23,671,444 | 1.23% | 76.16% | 1.34% | 142 | 51.06% | 88 | - |
30 Sep, 21 | 231 | -0.86% | 23,382,760 | 0.52% | 75.27% | 1.34% | 94 | -2.08% | 88 | 8.64% |
30 Jun, 21 | 233 | -0.85% | 23,261,440 | -0.75% | 74.99% | 1.30% | 96 | -17.95% | 81 | 6.58% |
31 Mar, 21 | 235 | 7.80% | 23,436,347 | -0.34% | 76.04% | 1.29% | 117 | 24.47% | 76 | -13.64% |
31 Dec, 20 | 218 | 12.37% | 23,516,228 | -1.58% | 76.76% | 1.26% | 94 | 22.08% | 88 | 12.82% |
30 Sep, 20 | 194 | -3.96% | 23,894,549 | -2.22% | 78.19% | 1.21% | 77 | -25.96% | 78 | 34.48% |
30 Jun, 20 | 202 | 2.54% | 24,436,670 | -1.55% | 80.51% | 1.19% | 104 | 14.29% | 58 | -21.62% |
31 Mar, 20 | 197 | -13.22% | 24,821,875 | 1.68% | 82.12% | 1.24% | 91 | -24.17% | 74 | 12.12% |
31 Dec, 19 | 227 | 8.61% | 24,411,536 | -0.79% | 81.38% | 1.21% | 120 | 26.32% | 66 | -2.94% |
30 Sep, 19 | 209 | 5.56% | 24,606,688 | 0.11% | 82.06% | 1.22% | 95 | 3.26% | 68 | - |
30 Jun, 19 | 198 | -5.71% | 24,578,441 | 0.83% | 81.97% | 1.22% | 92 | -17.86% | 68 | 4.62% |
31 Mar, 19 | 210 | 9.38% | 24,375,806 | -0.04% | 82.13% | 1.25% | 112 | 25.84% | 65 | -8.45% |
31 Dec, 18 | 192 | -9.00% | 24,384,398 | -3.06% | 80.99% | 1.18% | 89 | -17.59% | 71 | 1.43% |
30 Sep, 18 | 211 | -3.21% | 25,152,972 | -3.03% | 82.68% | 1.12% | 108 | -3.57% | 70 | -1.41% |
30 Jun, 18 | 218 | 0.93% | 25,939,110 | 1.61% | 85.75% | 1.18% | 112 | -5.08% | 71 | 4.41% |
31 Mar, 18 | 216 | 11.92% | 25,528,199 | 1.72% | 85.15% | 1.22% | 118 | 15.69% | 68 | 6.25% |
31 Dec, 17 | 193 | -3.50% | 25,097,288 | 3.76% | 83.62% | 1.29% | 102 | -0.97% | 64 | -3.03% |
30 Sep, 17 | 200 | 1.01% | 24,187,503 | 0.35% | 80.40% | 1.26% | 103 | 0.98% | 66 | -5.71% |
30 Jun, 17 | 198 | 13.14% | 24,103,026 | -4.51% | 79.99% | 1.12% | 102 | -8.93% | 70 | 70.73% |
31 Mar, 17 | 175 | 18.24% | 25,242,679 | 3.19% | 84.68% | 1.23% | 112 | 28.74% | 41 | 13.89% |
31 Dec, 16 | 148 | 3.50% | 24,462,362 | 4.45% | 83.11% | 1.31% | 87 | 24.29% | 36 | -30.77% |
30 Sep, 16 | 143 | -12.80% | 23,419,985 | -2.60% | 79.73% | 1.19% | 70 | -26.32% | 52 | 18.18% |
30 Jun, 16 | 164 | 3.14% | 24,045,450 | 0.26% | 81.82% | 1.24% | 95 | 17.28% | 44 | -12.00% |
31 Mar, 16 | 159 | -7.02% | 23,983,683 | 1.26% | 81.33% | 1.28% | 81 | -22.86% | 50 | 4.17% |
31 Dec, 15 | 171 | 13.25% | 23,684,291 | -3.15% | 79.60% | 1.13% | 105 | 19.32% | 48 | 9.09% |
30 Sep, 15 | 151 | -3.82% | 24,453,556 | 5.93% | 83.85% | 1.33% | 88 | -20.72% | 44 | 22.22% |
30 Jun, 15 | 157 | 40.18% | 23,083,977 | 8.90% | 79.44% | 1.76% | 111 | 52.05% | 36 | 38.46% |
31 Mar, 15 | 112 | 10.89% | 21,197,120 | -13.08% | 67.26% | 1.17% | 73 | 8.96% | 26 | 8.33% |
31 Dec, 14 | 101 | 23.17% | 24,386,425 | -1.30% | 75.71% | 1.25% | 67 | 71.79% | 24 | -7.69% |
30 Sep, 14 | 82 | -7.87% | 24,708,294 | 0.66% | 77.73% | 1.30% | 39 | 5.41% | 26 | -25.71% |
30 Jun, 14 | 89 | -3.26% | 24,546,852 | -0.17% | 77.41% | 1.44% | 37 | -11.90% | 35 | 12.90% |
31 Mar, 14 | 92 | 22.67% | 24,589,126 | -8.88% | 73.30% | 1.15% | 42 | 20.00% | 31 | 14.81% |
31 Dec, 13 | 75 | -10.71% | 26,985,463 | -4.83% | 79.92% | 1.14% | 35 | -18.60% | 27 | -3.57% |
30 Sep, 13 | 84 | -1.18% | 28,355,994 | 5.41% | 83.75% | 1.31% | 43 | -40.28% | 28 | 154.55% |
30 Jun, 13 | 85 | 165.63% | 26,900,294 | 24.46% | 79.82% | 1.93% | 72 | 323.53% | 11 | 37.50% |
31 Mar, 13 | 32 | 10.34% | 21,614,447 | 23.29% | 64.39% | 2.35% | 17 | -5.56% | 8 | -11.11% |
31 Dec, 12 | 29 | 20.83% | 17,531,976 | 50.50% | 52.37% | 2.43% | 18 | 20.00% | 9 | 200.00% |
30 Sep, 12 | 24 | -11.11% | 11,648,995 | 158.73% | 46.43% | 10.86% | 15 | -11.76% | 3 | -40.00% |
30 Jun, 12 | 27 | - | 4,502,438 | -51.65% | 20.67% | 1.13% | 17 | 30.77% | 5 | -54.55% |
31 Mar, 12 | 27 | 12.50% | 9,312,240 | 6.75% | 42.81% | 2.63% | 13 | -23.53% | 11 | 175.00% |
31 Dec, 11 | 24 | 9.09% | 8,723,327 | 0.40% | 40.35% | 2.50% | 17 | 112.50% | 4 | -55.56% |
30 Sep, 11 | 22 | -12.00% | 8,688,683 | -10.48% | 40.17% | 1.99% | 8 | -50.00% | 9 | 28.57% |
30 Jun, 11 | 25 | 13.64% | 9,706,101 | -23.67% | 44.87% | 1.29% | 16 | - | 7 | 75.00% |
31 Mar, 11 | 22 | 120.00% | 12,716,444 | 624.38% | 58.92% | 89.06% | 16 | 60.00% | 4 | - |
31 Dec, 10 | 10 | - | 1,755,496 | - | 8.13% | - | 10 | - | - | - |
Walker & Dunlop Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
Walker & Dunlop Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q2 2024 | 13 | 1 | 1300.00% |
Q1 2024 | 24 | 37 | 64.86% |
Q4 2023 | 10 | 16 | 62.50% |
Q3 2023 | 11 | 16 | 68.75% |
Q2 2023 | 14 | 1 | 1400.00% |
Q1 2023 | 29 | 39 | 74.36% |
Q4 2022 | 8 | 5 | 160.00% |
Q3 2022 | 6 | - | - |
Q2 2022 | 16 | 7 | 228.57% |
Q1 2022 | 30 | 22 | 136.36% |
Q4 2021 | 9 | 4 | 225.00% |
Q3 2021 | 11 | 4 | 275.00% |
Q2 2021 | 20 | 4 | 500.00% |
Q1 2021 | 36 | 50 | 72.00% |
Q4 2020 | 12 | 25 | 48.00% |
Q3 2020 | 15 | 10 | 150.00% |
Q2 2020 | 19 | 6 | 316.67% |
Q1 2020 | 37 | 40 | 92.50% |
Q4 2019 | 12 | 14 | 85.71% |
Q3 2019 | 6 | 5 | 120.00% |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q2 2024 | - | 1 | - |
Q1 2024 | - | 10 | - |
Q4 2023 | - | 12 | - |
Q3 2023 | - | 9 | - |
Q2 2023 | - | - | - |
Q1 2023 | - | 5 | - |
Q4 2022 | - | 3 | - |
Q3 2022 | - | - | - |
Q2 2022 | 1 | - | - |
Q1 2022 | - | 2 | - |
Q4 2021 | - | - | - |
Q3 2021 | - | - | - |
Q2 2021 | - | 2 | - |
Q1 2021 | - | 22 | - |
Q4 2020 | - | 17 | - |
Q3 2020 | 1 | 3 | 33.33% |
Q2 2020 | 3 | 1 | 300.00% |
Q1 2020 | 7 | 14 | 50.00% |
Q4 2019 | 2 | 8 | 25.00% |
Q3 2019 | 2 | 4 | 50.00% |
WD Ownership FAQ
Who Owns Walker & Dunlop?
Walker & Dunlop is owned by institutional shareholders (74.96%), insiders (5.30%), and public (19.74%). The largest institutional shareholder of Walker & Dunlop is BLACKROCK INC. (15.67% of total shares) and the top mutual fund owner is WANGER ADVISORS TRUST (0.41% of total shares).
Who are the major institutional shareholders of Walker & Dunlop?
Walker & Dunlop's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, JANUS HENDERSON GROUP PLC, IMPACTIVE CAPITAL LP, and STATE STREET CORP. The top five shareholders own together 41.39% of the company's share outstanding.
How many Walker & Dunlop shareholders are there?
As of Jun 2024, there are 223 institutional shareholders of Walker & Dunlop.
What percentage of Walker & Dunlop is owned by BLACKROCK INC?
BLACKROCK INC owns 5.17M shares of Walker & Dunlop, representing 15.67% of the company's total shares outstanding, valued at $507.34M (as of Jun 2024).
What percentage of Walker & Dunlop is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 3.78M shares of Walker & Dunlop (WD), compromising 11.47% of the company, valued at $371.3M.
What percentage of Walker & Dunlop is owned by JANUS HENDERSON GROUP PLC?
JANUS HENDERSON GROUP PLC is the third largest holder of Walker & Dunlop. The company owns 1.84M of the company's shares outstanding (worth $180.3M).