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Waddell & Reed Financial Inc (NYSE:WDR)

20.34
Delayed Data
As of Apr 29
 -0.38 / -1.83%
Today’s Change
19.67
Today|||52-Week Range
50.59
-29.03%
Year-to-Date
Institutional investors purchased a net $865.6 thousand shares of WDR during the quarter ended December 2015, and now own 87.96% of the total float, a percentage that is typical for companies in the Investment Managers industry.
Individual stakeholders7.32%
Mutual fund holders57.42%
Other institutional30.53%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

1/31/2016ARDEN ASSET MANAGEMENT LLC  Bought 32.7 Thousand shares of Waddell & Reed Financial ...
2/29/2016AMUNDI SMITH BREEDEN LLC  Bought 30.6 Thousand shares of Waddell & Reed Financial ...
3/31/2016BNP PARIBAS ARBITRAGE SNC  Bought 22.7 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...9.18%7,502,002176,597,127-791,926-9.55%
T. Rowe Price Associates, Inc.8.59%7,022,583165,311,604+269,495+3.99%
BlackRock Fund Advisors6.82%5,576,532131,271,563+286,115+5.41%
The Vanguard Group, Inc.6.68%5,459,675128,520,750+41,670+0.77%
Herndon Capital Management LLC4.91%4,015,54794,525,976+1,076,431+36.62%
The London Co. of Virginia LLC3.11%2,544,94859,908,076-368,574-12.65%
SSgA Funds Management, Inc.2.82%2,306,07754,285,053+72,991+3.27%
Fisher Asset Management LLC2.33%1,905,36644,852,316-25,346-1.31%
AJO LP1.69%1,384,23832,584,963+1,384,238--
Victory Capital Management, Inc.1.48%1,208,59028,450,209+93,609+8.40%

Top 10 Mutual Funds Holding Waddell & Reed Financial Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
iShares Select Dividend ETF6.97%5,701,300134,208,60200.00%
Fidelity Small Cap Discovery Fund5.12%4,186,98698,561,650+786,986+23.15%
T Rowe Price Mid Cap Value Fund4.35%3,558,69083,771,563+787,400+28.41%
Vanguard Small Cap Index Fund1.96%1,601,64237,702,653-841-0.05%
Vanguard Total Stock Market Index...1.83%1,497,32235,246,960+4,092+0.27%
iShares Core S&P Mid Cap ETF1.80%1,472,05134,652,081+1,604+0.11%
Fidelity Series Small Cap Discove...1.59%1,300,00030,602,000+300,000+30.00%
Fidelity Small Cap Value Fund1.55%1,264,10029,756,91400.00%
T Rowe Price Small Cap Stock Fund1.36%1,114,80026,242,392+136,600+13.96%
Government Pension Fund - Global ...1.28%1,043,86824,572,653+229,879+28.24%