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Waddell & Reed Financial Inc (NYSE:WDR)

22.16
Delayed Data
As of Feb 05
 -0.66 / -2.89%
Today’s Change
21.32
Today|||52-Week Range
51.80
-22.68%
Year-to-Date
Institutional investors purchased a net $2.2 million shares of WDR during the quarter ended September 2015, and now own 85.43% of the total float, a percentage that is typical for companies in the Investment Managers industry.
Individual stakeholders7.20%
Mutual fund holders49.03%
Other institutional36.40%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

12/31/2015LOMBARDIA CAPITAL PARTNERS LLC  Bought 224.2 Thousand shares of Waddell & Reed Financial ...
12/31/2015FIRST TRUST ADVISORS LP  Bought 182.1 Thousand shares of Waddell & Reed Financial ...
12/31/2015TEWKSBURY CAPITAL MANAGEMENT LTD...  Bought 67.4 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...9.99%8,293,928237,703,976+264,418+3.29%
T. Rowe Price Associates, Inc.8.14%6,753,088193,543,502+616,594+10.05%
The Vanguard Group, Inc.6.53%5,418,005155,280,023+34,427+0.64%
BlackRock Fund Advisors6.38%5,290,417151,623,351+41,758+0.80%
Herndon Capital Management LLC3.54%2,939,11684,235,065-243,636-7.65%
The London Co. of Virginia LLC3.51%2,913,52283,501,541-51,277-1.73%
SSgA Funds Management, Inc.2.69%2,233,08664,000,245+21,503+0.97%
Fisher Asset Management LLC2.33%1,930,71255,334,206+2,640+0.14%
Royce & Associates LLC1.89%1,566,04544,882,850-520,545-24.95%
Schroder Investment Management Lt...1.85%1,532,61843,924,832+11,800+0.78%

Top 10 Mutual Funds Holding Waddell & Reed Financial Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Fidelity Small Cap Discovery Fund5.05%4,186,986119,999,019+786,986+23.15%
T Rowe Price Mid Cap Value Fund2.84%2,356,89067,548,467+367,400+18.47%
Vanguard Small Cap Index Fund1.89%1,569,31244,976,482-1,385-0.09%
iShares Core S&P Mid Cap ETF1.81%1,502,98643,075,579+788+0.05%
Vanguard Total Stock Market Index...1.74%1,443,71741,376,929+30,450+2.15%
Fidelity Series Small Cap Discove...1.57%1,300,00037,258,000+300,000+30.00%
Fidelity Small Cap Value Fund1.52%1,264,10036,229,10600.00%
T Rowe Price Small Cap Stock Fund1.18%978,20028,035,212-1,300-0.13%
Vanguard Extended Market Index Fu...1.04%864,69224,782,073+7,275+0.85%
SPDR S&P Mid Cap 400 ETF Trust1.03%851,94224,416,658+359+0.04%