Waddell & Reed Financial Inc (NYSE:WDR)

47.48
Real-Time Quote
 +1.01 / +2.17%
Today’s Change
42.39
Today|||52-Week Range
76.46
-27.09%
Year-to-Date
Institutional investors purchased a net $1.3 million shares of WDR during the quarter ended June 2014, and now own 87.26% of the total float, a percentage that is typical for companies in the Investment Managers industry.
Individual stakeholders6.63%
Other institutional47.05%
Mutual fund holders40.22%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

9/30/2014DAVENPORT & CO. LLC  Bought 425.7 Thousand shares of Waddell & Reed Financial ...
8/31/2014COMMERCE INVESTMENT ADVISORS, IN...  Bought 82.5 Thousand shares of Waddell & Reed Financial ...
9/30/2014KBC FUND MANAGEMENT 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
The Vanguard Group, Inc.6.21%5,243,255271,023,851-251,456-4.58%
BlackRock Fund Advisors5.58%4,712,785243,603,857-256,706-5.17%
Jennison Associates LLC4.08%3,447,667178,209,907+379,309+12.36%
Herndon Capital Management LLC3.93%3,318,544171,535,539-135,098-3.91%
Wellington Management Co. LLP3.81%3,218,729166,376,102+731,069+29.39%
AJO LP3.30%2,789,020144,164,444-357,770-11.37%
Fidelity Management & Research Co...3.18%2,682,156138,640,644-919,690-25.53%
SSgA Funds Management, Inc.2.67%2,256,611116,644,223-48,300-2.10%
Fisher Asset Management LLC2.54%2,142,223110,731,507-39,311-1.80%
T. Rowe Price Associates, Inc.2.21%1,868,03996,558,936-208,948-10.06%

Top 10 Mutual Funds Holding Waddell & Reed Financial Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Vanguard Small Cap Index Fund1.66%1,403,44472,544,020+4,633+0.33%
iShares Core S&P Mid Cap ETF1.53%1,288,48266,601,635+131,283+11.34%
Vanguard Total Stock Market Index...1.52%1,283,89166,364,326+26,318+2.09%
Fidelity Small Cap Discovery Fund1.49%1,255,50064,896,795-200,000-13.74%
Prudential Jennison Mid Cap Growt...1.45%1,227,42263,445,44300.00%
Vanguard Small Cap Growth Index F...1.12%942,04548,694,306-31,037-3.19%
Vanguard Extended Market Index Fu...0.91%769,14239,756,950-25,030-3.15%
SPDR S&P Mid Cap 400 ETF Trust0.91%768,71639,734,930-60,930-7.34%
Government Pension Fund - Global ...0.87%738,41938,168,878-16,242-2.15%
Invesco Small Cap Value Fund0.85%717,10037,066,899+717,100--

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