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Waddell & Reed Financial Inc (NYSE:WDR)

18.69
Delayed Data
As of Jan 20
 +0.32 / +1.74%
Today’s Change
15.02
Today|||52-Week Range
27.44
-4.20%
Year-to-Date
Institutional investors purchased a net $301.7 thousand shares of WDR during the quarter ended September 2016 and now own 85.40% of the total shares outstanding. This majority interest is a greater percentage than is typical for companies in the Investment Managers industry and highlights that the smart money sees this stock as an important holding.
Individual stakeholders8.11%
Mutual fund holders52.18%
Other institutional33.22%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

12/31/2016CWM LLC  Bought 114.0 Thousand shares of Waddell & Reed Financial ...
11/25/2016PRINCIPAL MANAGEMENT CORP.  Bought 67.9 Thousand shares of Waddell & Reed Financial ...
11/30/2016FIRST ASSET INVESTMENT MANAGEMEN...  Bought 25.0 Thousand shares of Waddell & Reed Financial ...

Top 10 Owners of Waddell & Reed Financial Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
BlackRock Fund Advisors16.61%13,754,457268,349,456+2,604,844+23.36%
The Vanguard Group, Inc.7.45%6,169,677120,370,398+447,512+7.82%
T. Rowe Price Associates, Inc.5.93%4,911,64695,826,213-2,545,743-34.14%
SSgA Funds Management, Inc.3.53%2,925,23057,071,237+60,396+2.11%
Fuller & Thaler Asset Management,...3.26%2,702,88552,733,286-21,800-0.80%
AQR Capital Management LLC2.72%2,250,40643,905,421+691,752+44.38%
Fisher Asset Management LLC2.27%1,877,51436,630,298-62,170-3.21%
Invesco Canada Ltd.1.82%1,510,29429,465,836+48,000+3.28%
Schroder Investment Management Lt...1.77%1,465,42428,590,422+283,639+24.00%
GAMCO Asset Management, Inc.1.66%1,372,65026,780,402+335,050+32.29%

Top 10 Mutual Funds Holding Waddell & Reed Financial Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
iShares Select Dividend ETF7.78%6,440,481125,653,78400.00%
T Rowe Price Mid Cap Value Fund4.01%3,324,89064,868,604-391,400-10.53%
Undiscovered Managers Behavioral ...3.22%2,666,47452,022,908+62,800+2.41%
Vanguard Small Cap Index Fund2.13%1,761,06534,358,378+13,518+0.77%
iShares Core S&P Mid Cap ETF2.11%1,744,87034,042,41400.00%
Vanguard Total Stock Market Index...2.02%1,669,50132,571,965+2,745+0.16%
iShares Russell 2000 ETF1.95%1,614,76931,504,14300.00%
Vanguard Small Cap Value Index Fu...1.34%1,111,25321,680,546+38,975+3.63%
Invesco Dividend Income Fund1.30%1,076,20020,996,662+734,696+215.14%
Fidelity Low Priced Stock Fund1.28%1,061,80020,715,718-2,500-0.23%