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Waddell & Reed Financial Inc (NYSE:WDR)

22.97
Delayed Data
As of Jan 19
 +0.24 / +1.06%
Today’s Change
16.11
Today|||52-Week Range
23.48
+2.82%
Year-to-Date
Institutional investors purchased a net $648.2 thousand shares of WDR during the quarter ended September 2017 and now own 101.04% of the total shares outstanding. This majority interest is a greater percentage than is typical for companies in the Investment Managers industry and highlights that the smart money sees this stock as an important holding.
Individual stakeholders7.64%
Mutual fund holders62.76%
Other institutional38.28%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

12/31/2017ROCKLAND TRUST CO.  Bought 58.7 Thousand shares of Waddell & Reed Financial ...
12/31/2017SIMPLEX TRADING LLC  Bought 24.8 Thousand shares of Waddell & Reed Financial ...
11/30/2017STATE STREET GLOBAL ADVISORS, AU...  Bought 1.9 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 Advisors18.62%15,520,019346,717,224-178,328-1.14%
The Vanguard Group, Inc.9.12%7,603,544169,863,173+103,014+1.37%
Fidelity Management & Research Co...5.16%4,301,28996,090,796-555,605-11.44%
SSgA Funds Management, Inc.3.59%2,990,76866,813,757+38,526+1.30%
Dimensional Fund Advisors LP3.53%2,945,38565,799,901+249,118+9.24%
Schroder Investment Management Lt...3.03%2,524,83356,404,769-212,400-7.76%
Van Berkom & Associates, Inc.2.84%2,366,91052,876,769-6,990-0.29%
Fuller & Thaler Asset Management,...2.75%2,291,52051,192,557-1,117,357-32.78%
Invesco Advisers, Inc.2.34%1,951,52043,596,957+127,028+6.96%
Fisher Asset Management LLC2.31%1,924,08342,984,014+131,676+7.35%

Top 10 Mutual Funds Holding Waddell & Reed Financial Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
iShares Select Dividend ETF9.41%7,841,538175,179,95900.00%
Fidelity Low Priced Stock Fund3.64%3,036,40067,833,176+100,000+3.41%
iShares Core S&P Small Cap ETF2.93%2,440,39754,518,46900.00%
Vanguard Total Stock Market Index...2.33%1,943,54343,418,751+2,718+0.14%
Vanguard Small Cap Index Fund2.23%1,855,66541,455,556+1,577+0.09%
American Funds Small Cap World Fu...2.22%1,850,00041,329,000+1,850,000--
Invesco Dividend Income Fund2.11%1,757,98239,273,31800.00%
Undiscovered Managers Behavioral ...2.10%1,750,26039,100,80800.00%
iShares Russell 2000 ETF1.73%1,439,25932,153,04600.00%
Vanguard Small Cap Value Index Fu...1.45%1,205,97426,941,459+13,085+1.10%