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Waddell & Reed Financial Inc (NYSE:WDR)

20.48
Delayed Data
As of Jul 21
 -0.35 / -1.68%
Today’s Change
15.02
Today|||52-Week Range
22.45
+4.97%
Year-to-Date
Institutional investors purchased a net $3.3 million shares of WDR during the quarter ended March 2017 and now own 94.33% 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 stakeholders8.03%
Mutual fund holders60.07%
Other institutional34.27%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2017VAN BERKOM & ASSOCIATES, INC.  Bought 339.2 Thousand shares of Waddell & Reed Financial ...
6/30/2017CWM LLC  Bought 293.3 Thousand shares of Waddell & Reed Financial ...
5/31/2017FIDELITY INVESTMENTS CANADA ULC  Bought 280.0 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 Advisors18.69%15,628,419295,064,551+1,695,849+12.17%
The Vanguard Group, Inc.8.15%6,814,895128,665,218+374,949+5.82%
SSgA Funds Management, Inc.4.16%3,481,23665,725,736+565,584+19.40%
Fuller & Thaler Asset Management,...4.06%3,392,93664,058,632+244,010+7.75%
Fidelity Management & Research Co...3.35%2,804,51652,949,262-94,578-3.26%
Van Berkom & Associates, Inc.2.84%2,373,90044,819,232+339,158+16.67%
Dimensional Fund Advisors LP2.40%2,003,50137,826,099+1,091,695+119.73%
Schroder Investment Management Lt...2.31%1,932,23336,480,559+330,685+20.65%
Fisher Asset Management LLC2.14%1,792,40733,840,644-61,561-3.32%
Invesco Advisers, Inc.1.97%1,647,28431,100,722+259,717+18.72%

Top 10 Mutual Funds Holding Waddell & Reed Financial Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
iShares Select Dividend ETF9.35%7,819,876147,639,25900.00%
Fidelity Low Priced Stock Fund3.51%2,936,40055,439,232+586,400+24.95%
Undiscovered Managers Behavioral ...3.43%2,867,87454,145,46100.00%
iShares Core S&P Small Cap ETF2.88%2,406,42345,433,26600.00%
Vanguard Small Cap Index Fund2.26%1,891,16535,705,195+34,278+1.85%
Vanguard Total Stock Market Index...2.24%1,875,54935,410,365+5,310+0.28%
Invesco Dividend Income Fund1.92%1,602,38430,253,010+1,602,384--
iShares Russell 2000 ETF1.84%1,538,34629,043,97200.00%
Vanguard Small Cap Value Index Fu...1.43%1,194,38122,549,913-5,807-0.48%
T Rowe Price Mid Cap Value Fund1.34%1,121,39021,171,843+227,300+25.42%