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Waddell & Reed Financial Inc (NYSE:WDR)

Delayed Data
As of Oct 21
 +0.13 / +0.75%
Today’s Change
Today|||52-Week Range
Institutional investors purchased a net $1.6 million shares of WDR during the quarter ended June 2016 and now own 85.71% 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 stakeholders7.17%
Mutual fund holders54.19%
Other institutional31.52%

Largest Quarterly Institutional

Latest Institutional Activity

9/30/2016NISA INVESTMENT ADVISORS LLC  Bought 40.0 Thousand shares of Waddell & Reed Financial ...
9/30/2016FISHER ASSET MANAGEMENT LLC  Bought 28.7 Thousand shares of Waddell & Reed Financial ...
9/30/2016ADAMS ASSET ADVISORS LLC  Bought 27.3 Thousand shares of Waddell & Reed Financial ...

Top 10 Owners of Waddell & Reed Financial Inc

Total value ($)Shares
bought / sold
BlackRock Fund Advisors13.46%11,149,613202,476,972-51,602-0.46%
T. Rowe Price Associates, Inc.9.00%7,457,389135,426,184-58,254-0.78%
The Vanguard Group, Inc.6.91%5,722,165103,914,516+113,873+2.03%
SSgA Funds Management, Inc.3.46%2,864,83452,025,385+459,301+19.09%
Fuller & Thaler Asset Management,...3.29%2,724,68549,480,280+1,656,992+155.19%
Fisher Asset Management LLC2.34%1,939,68435,224,661+28,730+1.50%
Fidelity Management & Research Co...2.28%1,885,01634,231,891-2,736,986-59.22%
AQR Capital Management LLC1.88%1,558,65428,305,157+1,232,190+377.44%
Northern Trust Investments, Inc.1.79%1,482,46126,921,492+418,937+39.39%
Invesco Canada Ltd.1.77%1,462,29426,555,259+424,000+40.84%

Top 10 Mutual Funds Holding Waddell & Reed Financial Inc

Mutual fundStakeShares
Total value ($)Shares
bought / sold
iShares Select Dividend ETF7.72%6,397,859116,185,119+12,912+0.20%
T Rowe Price Mid Cap Value Fund4.49%3,716,29067,487,826+157,600+4.43%
Fidelity Small Cap Discovery Fund2.82%2,336,98642,439,666-1,850,000-44.18%
Undiscovered Managers Behavioral ...2.71%2,243,54440,742,759-51,100-2.23%
iShares Core S&P Mid Cap ETF1.99%1,648,37929,934,563+10,176+0.62%
Vanguard Small Cap Index Fund1.99%1,647,72929,922,759+24,507+1.51%
Vanguard Total Stock Market Index...1.88%1,558,46628,301,743+3,960+0.25%
iShares Russell 2000 ETF1.55%1,279,67823,238,952-25,662-1.97%
T Rowe Price Small Cap Stock Fund1.35%1,114,80020,244,76800.00%
Fidelity Low Priced Stock Fund1.29%1,070,10019,433,016+595,100+125.28%