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Waddell & Reed Financial Inc (NYSE:WDR)

During the Trading Day
37.40 -0.26 / -0.69%
As of 4:07pm ET
Day’s Change
During After-Hours   Switch to standard view »
37.40 0.00 / 0.00%
Volume: 221.7K
Institutional investors purchased a net $1.7 million shares of WDR during the quarter ended September 2015, and now own 87.86% of the total float, a percentage that is typical for companies in the Investment Managers industry.
Individual stakeholders6.92%
Mutual fund holders49.87%
Other institutional38.00%

Largest Quarterly Institutional

Latest Institutional Activity

9/30/2015T. ROWE PRICE ASSOCIATES, INC.  Bought 616.6 Thousand shares of Waddell & Reed Financial ...
9/30/2015HAMLIN CAPITAL MANAGEMENT LLC  Bought 457.1 Thousand shares of Waddell & Reed Financial ...
9/30/2015HODGES CAPITAL MANAGEMENT, INC.  Bought 451.0 Thousand shares of Waddell & Reed Financial ...

Top 10 Owners of Waddell & Reed Financial Inc

Total value ($)Shares
bought / sold
Fidelity Management & Research Co...9.98%8,293,928306,377,700+264,418+3.29%
T. Rowe Price Associates, Inc.8.13%6,753,088249,459,071+616,594+10.05%
The Vanguard Group, Inc.6.52%5,418,005200,141,105+34,427+0.64%
BlackRock Fund Advisors6.37%5,290,417195,428,004+41,758+0.80%
Herndon Capital Management LLC3.54%2,939,116108,570,945-243,636-7.65%
The London Co. of Virginia LLC3.51%2,913,522107,625,503-51,277-1.73%
SSgA Funds Management, Inc.2.69%2,233,08682,490,197+21,503+0.97%
Fisher Asset Management LLC2.32%1,928,07271,222,980-155,384-7.46%
Royce & Associates LLC1.89%1,566,04557,849,702-520,545-24.95%
Schroder Investment Management Lt...1.84%1,532,61856,614,909+11,800+0.78%

Top 10 Mutual Funds Holding Waddell & Reed Financial Inc

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Fidelity Small Cap Discovery Fund4.09%3,400,000125,596,000+200,000+6.25%
T Rowe Price Mid Cap Value Fund2.84%2,356,89087,063,517+367,400+18.47%
Vanguard Small Cap Index Fund1.88%1,561,56157,684,063+20,814+1.35%
iShares Core S&P Mid Cap ETF1.75%1,450,71453,589,375+788+0.05%
Vanguard Total Stock Market Index...1.69%1,404,38251,877,871+23,209+1.68%
Fidelity Series Small Cap Opportu...1.53%1,273,44147,040,911-46,300-3.51%
Fidelity Small Cap Value Fund1.52%1,264,10046,695,85400.00%
Royce Special Equity Fund1.27%1,055,00038,971,700-260,200-19.78%
Fidelity Series Small Cap Discove...1.20%1,000,00036,940,000+50,000+5.26%
Vanguard Small Cap Growth Index F...1.18%982,73436,302,194-20,304-2.02%