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Waddell & Reed Financial Inc (NYSE:WDR)

17.92
Delayed Data
As of Apr 25
 -0.14 / -0.78%
Today’s Change
15.02
Today|||52-Week Range
23.43
-8.15%
Year-to-Date
Institutional investors purchased a net $4.1 million shares of WDR during the quarter ended December 2016, and now own 89.37% of the total float, a percentage that is typical for companies in the Investment Managers industry.
Individual stakeholders7.96%
Mutual fund holders54.67%
Other institutional34.70%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2017CWM LLC  Bought 134.5 Thousand shares of Waddell & Reed Financial ...
3/31/2017JAMES INVESTMENT RESEARCH, INC.  Bought 104.9 Thousand shares of Waddell & Reed Financial ...
1/31/2017FIDELITY INVESTMENTS CANADA ULC  Bought 100.0 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 Advisors16.53%13,932,570236,853,690+178,113+1.29%
The Vanguard Group, Inc.7.64%6,439,946109,479,082+270,269+4.38%
Fuller & Thaler Asset Management,...3.74%3,148,92653,531,742+446,041+16.50%
SSgA Funds Management, Inc.3.46%2,915,65249,566,084-9,578-0.33%
Fidelity Management & Research Co...3.44%2,899,09449,284,598+1,714,078+144.65%
T. Rowe Price Associates, Inc.3.11%2,620,68044,551,560-2,290,966-46.64%
AQR Capital Management LLC2.26%1,903,79932,364,583-346,607-15.40%
Fisher Asset Management LLC2.23%1,877,51431,917,738-62,170-3.21%
Schroder Investment Management Lt...1.90%1,601,54827,226,316+136,124+9.29%
Van Berkom & Associates, Inc.1.89%1,594,96627,114,422+1,594,966--

Top 10 Mutual Funds Holding Waddell & Reed Financial Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
iShares Select Dividend ETF9.28%7,819,876132,937,89200.00%
Undiscovered Managers Behavioral ...3.31%2,790,37447,436,358+41,600+1.51%
iShares Core S&P Mid Cap ETF2.28%1,917,12232,591,07400.00%
Vanguard Total Stock Market Index...2.25%1,896,02232,232,374+186,936+10.94%
Vanguard Small Cap Index Fund2.19%1,847,92331,414,691+37,074+2.05%
iShares Russell 2000 ETF1.87%1,572,30626,729,20200.00%
Invesco Dividend Income Fund1.61%1,356,76723,065,039+280,567+26.07%
Vanguard Small Cap Value Index Fu...1.41%1,191,46420,254,888+21,964+1.88%
Trimark Global Endeavour Fund1.31%1,106,67118,813,407+77,000+7.48%
Fidelity Low Priced Stock Fund1.26%1,061,80018,050,600-2,500-0.23%