Waddell & Reed Financial Inc (NYSE:WDR)

During the Trading Day
43.35 -0.10 / -0.23%
As of 4:05pm ET
Day’s Change
During After-Hours   Switch to standard view »
43.35 0.00 / 0.00%
 
Volume: 3.1K
Institutional investors purchased a net $2.9 million shares of WDR during the quarter ended March 2015, and now own 88.43% of the total float, a percentage that is typical for companies in the Investment Managers industry.
Individual stakeholders6.84%
Mutual fund holders50.58%
Other institutional37.85%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2015LOMBARDIA CAPITAL PARTNERS LLC  Bought 313.6 Thousand shares of Waddell & Reed Financial ...
6/30/2015HAMLIN CAPITAL MANAGEMENT LLC  Bought 74.1 Thousand shares of Waddell & Reed Financial ...
6/30/2015EVLI FUND MANAGEMENT CO. LTD.  Bought 48.1 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...10.21%8,607,057407,199,867+728,500+9.25%
T. Rowe Price Associates, Inc.6.80%5,732,930271,224,918+3,420,772+147.95%
The Vanguard Group, Inc.6.18%5,203,817246,192,582+238,733+4.81%
BlackRock Fund Advisors6.12%5,153,881243,830,110-402,367-7.24%
The London Co. of Virginia LLC3.56%2,999,367141,900,053+2,999,367--
Herndon Capital Management LLC3.35%2,821,499133,485,118-363,205-11.40%
SSgA Funds Management, Inc.2.70%2,271,130107,447,160+67,787+3.08%
Fisher Asset Management LLC2.47%2,083,45698,568,303-14,735-0.70%
Wellington Management Co. LLP2.41%2,028,99995,991,943-1,413,452-41.06%
Royce & Associates LLC2.01%1,689,40079,925,514+955,609+130.23%

Top 10 Mutual Funds Holding Waddell & Reed Financial Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Fidelity Small Cap Discovery Fund3.80%3,200,000151,392,00000.00%
T Rowe Price Mid Cap Value Fund2.26%1,901,77189,972,786+1,901,771--
Vanguard Small Cap Index Fund1.80%1,516,64871,752,617+37,353+2.53%
iShares Core S&P Mid Cap ETF1.67%1,407,88766,607,134+83,281+6.29%
Vanguard Total Stock Market Index...1.65%1,386,62265,601,087-495-0.04%
Fidelity Series Small Cap Opportu...1.57%1,319,74162,436,947+18,800+1.45%
Royce Special Equity Fund1.56%1,315,20062,222,112+242,190+22.57%
Fidelity Small Cap Value Fund1.50%1,264,10059,804,57100.00%
Fidelity Capital Appreciation Fun...1.24%1,041,73849,284,625-146,600-12.34%
Vanguard Small Cap Growth Index F...1.17%988,13946,748,856+33,820+3.54%

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