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Waddell & Reed Financial Inc (NYSE:WDR)

18.80
Delayed Data
As of Nov 17
 0.00 / 0.00%
Today’s Change
16.11
Today|||52-Week Range
22.45
-3.64%
Year-to-Date
Institutional investors purchased a net $684.7 thousand shares of WDR during the quarter ended September 2017, and now own 101.23% of the total float, a percentage that is typical for companies in the Investment Managers industry.
Individual stakeholders7.51%
Mutual fund holders63.88%
Other institutional37.35%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

9/30/2017PRINCIPAL GLOBAL INVESTORS LLC  Bought 544.8 Thousand shares of Waddell & Reed Financial ...
9/30/2017CITADEL ADVISORS LLC  Bought 459.4 Thousand shares of Waddell & Reed Financial ...
9/30/2017DIMENSIONAL FUND ADVISORS LP  Bought 249.1 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 Advisors18.62%15,520,019290,069,155-178,328-1.14%
The Vanguard Group, Inc.9.12%7,603,544142,110,237+103,014+1.37%
Fidelity Management & Research Co...5.16%4,301,28980,391,091-555,605-11.44%
SSgA Funds Management, Inc.3.59%2,990,76855,897,454+38,526+1.30%
Dimensional Fund Advisors LP3.53%2,945,38555,049,246+249,118+9.24%
Schroder Investment Management Lt...3.03%2,524,83347,189,129-212,400-7.76%
Van Berkom & Associates, Inc.2.84%2,366,91044,237,548-6,990-0.29%
Fuller & Thaler Asset Management,...2.75%2,291,52042,828,509-1,117,357-32.78%
Invesco Advisers, Inc.2.34%1,951,52036,473,909+127,028+6.96%
Fisher Asset Management LLC2.31%1,924,08335,961,111+131,676+7.35%

Top 10 Mutual Funds Holding Waddell & Reed Financial Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
iShares Select Dividend ETF9.41%7,841,538146,558,34500.00%
Fidelity Low Priced Stock Fund3.64%3,036,40056,750,316+100,000+3.41%
iShares Core S&P Small Cap ETF2.93%2,440,39745,611,02000.00%
Vanguard Total Stock Market Index...2.31%1,921,69935,916,554+1,980+0.10%
Undiscovered Managers Behavioral ...2.30%1,914,17435,775,91200.00%
American Funds Small Cap World Fu...2.22%1,850,00034,576,500+1,850,000--
Vanguard Small Cap Index Fund2.21%1,838,62534,363,901-22,109-1.19%
Invesco Dividend Income Fund2.11%1,757,98232,856,68400.00%
iShares Russell 2000 ETF1.73%1,439,25926,899,75100.00%
Vanguard Small Cap Value Index Fu...1.42%1,183,64622,122,344-19,733-1.64%