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Waddell & Reed Financial Inc (NYSE:WDR)

18.72
Delayed Data
As of Sep 22
 +0.50 / +2.74%
Today’s Change
15.02
Today|||52-Week Range
22.45
-4.05%
Year-to-Date
Institutional investors purchased a net $4.8 million shares of WDR during the quarter ended June 2017, and now own 99.77% of the total float, a percentage that is typical for companies in the Investment Managers industry.
Individual stakeholders7.99%
Mutual fund holders60.52%
Other institutional39.25%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2017FIDELITY MANAGEMENT & RESEARCH C...  Bought 2.1 Million shares of Waddell & Reed Financial ...
6/30/2017SEB INVESTMENT MANAGEMENT AB  Bought 860.7 Thousand shares of Waddell & Reed Financial ...
6/30/2017SCHRODER INVESTMENT MANAGEMENT L...  Bought 805.0 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 Advisors18.78%15,698,347292,146,238+69,928+0.45%
The Vanguard Group, Inc.9.09%7,596,348141,368,036+781,453+11.47%
Fidelity Management & Research Co...5.81%4,856,89490,386,797+2,052,378+73.18%
Fuller & Thaler Asset Management,...4.08%3,408,87763,439,201+15,941+0.47%
SSgA Funds Management, Inc.3.53%2,952,24254,941,224-528,994-15.20%
Schroder Investment Management Lt...3.28%2,737,23350,939,906+805,000+41.66%
Dimensional Fund Advisors LP3.23%2,696,26750,177,529+692,766+34.58%
Van Berkom & Associates, Inc.2.84%2,373,90044,178,279+339,158+16.67%
Capital Research & Management Co....2.21%1,850,00034,428,500+725,000+64.44%
Invesco Advisers, Inc.2.18%1,824,49233,953,796+177,208+10.76%

Top 10 Mutual Funds Holding Waddell & Reed Financial Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
iShares Select Dividend ETF9.36%7,819,876145,527,89200.00%
Fidelity Low Priced Stock Fund3.51%2,936,40054,646,404+586,400+24.95%
iShares Core S&P Small Cap ETF2.88%2,406,42344,783,53200.00%
Vanguard Total Stock Market Index...2.30%1,919,71935,725,971+765+0.04%
Undiscovered Managers Behavioral ...2.29%1,914,17435,622,778-953,700-33.25%
Vanguard Small Cap Index Fund2.23%1,860,73434,628,260-28,717-1.52%
Invesco Dividend Income Fund2.10%1,757,98232,716,045+155,598+9.71%
iShares Russell 2000 ETF1.72%1,434,37526,693,71900.00%
Vanguard Small Cap Value Index Fu...1.44%1,203,37922,394,88300.00%
Trimark Global Endeavour Fund1.41%1,176,67121,897,847+70,000+6.33%