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Waddell & Reed Financial Inc (NYSE:WDR)

During the Trading Day
39.48 +0.97 / +2.52%
As of 4:08pm ET
Day’s Change
During After-Hours   Switch to standard view »
39.36 -0.12 / -0.30%
 
Volume: 4.6K
Institutional investors purchased a net $602.7 thousand shares of WDR during the quarter ended June 2015, and now own 89.28% of the total float, a percentage that is typical for companies in the Investment Managers industry.
Individual stakeholders6.87%
Mutual fund holders50.80%
Other institutional38.48%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2015T. ROWE PRICE ASSOCIATES, INC.  Bought 403.6 Thousand shares of Waddell & Reed Financial ...
6/30/2015ROYCE & ASSOCIATES LLC  Bought 397.2 Thousand shares of Waddell & Reed Financial ...
6/30/2015SCHRODER INVESTMENT MANAGEMENT L...  Bought 394.1 Thousand shares of Waddell & Reed Financial ...

Top 10 Owners of Waddell & Reed Financial Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Fidelity Management & Research Co...9.59%8,029,510360,605,294-577,547-6.71%
T. Rowe Price Associates, Inc.7.33%6,136,494275,589,946+403,564+7.04%
The Vanguard Group, Inc.6.43%5,383,578241,776,488+179,761+3.45%
BlackRock Fund Advisors6.27%5,248,659235,717,276+94,778+1.84%
Herndon Capital Management LLC3.80%3,182,752142,937,392+361,253+12.80%
The London Co. of Virginia LLC3.54%2,964,799133,149,123-34,568-1.15%
SSgA Funds Management, Inc.2.64%2,211,58399,322,193-59,547-2.62%
Royce & Associates LLC2.49%2,086,59093,708,757+397,190+23.51%
Fisher Asset Management LLC2.49%2,083,45693,568,009-14,735-0.70%
Wellington Management Co. LLP2.08%1,742,00678,233,489-286,993-14.14%

Top 10 Mutual Funds Holding Waddell & Reed Financial Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Fidelity Small Cap Discovery Fund3.82%3,200,000143,712,00000.00%
T Rowe Price Mid Cap Value Fund2.27%1,901,77185,408,536+1,901,771--
Vanguard Small Cap Index Fund1.82%1,526,97268,576,313+10,324+0.68%
iShares Core S&P Mid Cap ETF1.68%1,408,29063,246,30400.00%
Vanguard Total Stock Market Index...1.65%1,381,69262,051,788-4,930-0.36%
Fidelity Series Small Cap Opportu...1.58%1,319,74159,269,568+18,800+1.45%
Royce Special Equity Fund1.57%1,315,20059,065,632+242,190+22.57%
Fidelity Small Cap Value Fund1.51%1,264,10056,770,73100.00%
Vanguard Small Cap Growth Index F...1.19%992,54844,575,331+4,409+0.45%
T Rowe Price Small Cap Stock Fund1.17%983,50044,168,985+271,600+38.15%