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Waddell & Reed Financial Inc (NYSE:WDR)

21.25
Delayed Data
As of 4:02pm ET
 +1.19 / +5.93%
Today’s Change
15.02
Today|||52-Week Range
35.63
-25.85%
Year-to-Date
Institutional investors purchased a net $391.4 thousand shares of WDR during the quarter ended September 2016 and now own 85.11% 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 stakeholders7.18%
Mutual fund holders52.49%
Other institutional32.61%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

9/30/2016BLACKROCK FUND ADVISORS  Bought 2.6 Million shares of Waddell & Reed Financial ...
9/30/2016AQR CAPITAL MANAGEMENT LLC  Bought 691.8 Thousand shares of Waddell & Reed Financial ...
9/30/2016THE VANGUARD GROUP, INC.  Bought 447.5 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%13,754,457216,220,064+2,604,844+23.36%
The Vanguard Group, Inc.7.45%6,169,67796,987,322+447,512+7.82%
T. Rowe Price Associates, Inc.5.93%4,911,64677,211,075-2,545,743-34.14%
SSgA Funds Management, Inc.3.53%2,925,23045,984,616+60,396+2.11%
Fuller & Thaler Asset Management,...3.26%2,702,88542,489,352-21,800-0.80%
AQR Capital Management LLC2.72%2,250,40635,376,382+691,752+44.38%
Fisher Asset Management LLC2.34%1,939,68430,491,832+28,730+1.50%
Invesco Canada Ltd.1.82%1,510,29423,741,822+48,000+3.28%
Schroder Investment Management Lt...1.77%1,465,42423,036,465+283,639+24.00%
GAMCO Asset Management, Inc.1.66%1,372,65021,578,058+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 ETF7.82%6,472,263101,743,97400.00%
T Rowe Price Mid Cap Value Fund4.49%3,716,29058,420,079+157,600+4.43%
Undiscovered Managers Behavioral ...2.74%2,268,44435,659,940+24,900+1.11%
Vanguard Small Cap Index Fund2.07%1,711,82126,909,826+21,289+1.26%
iShares Core S&P Mid Cap ETF1.99%1,648,98425,922,028+2,105+0.13%
Vanguard Total Stock Market Index...1.98%1,640,88825,794,759+33,222+2.07%
iShares Russell 2000 ETF1.56%1,290,00420,278,863-24,621-1.87%
T Rowe Price Small Cap Stock Fund1.35%1,114,80017,524,65600.00%
Fidelity Low Priced Stock Fund1.29%1,064,30016,730,796-5,800-0.54%
Government Pension Fund - Global ...1.26%1,043,86816,409,605+229,879+28.24%