Waddell & Reed Financial Inc (NYSE:WDR)

54.23
Real-Time Quote
 +0.16 / +0.30%
Today’s Change
50.76
Today|||52-Week Range
76.46
-16.72%
Year-to-Date
Institutional investors purchased a net $689.3 thousand shares of WDR during the quarter ended June 2014, and now own 86.78% of the total float, a percentage that is typical for companies in the Investment Managers industry.
Individual stakeholders6.63%
Other institutional46.43%
Mutual fund holders40.35%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2014CITADEL ADVISORS LLC  Bought 1.2 Million shares of Waddell & Reed Financial ...
6/30/2014WELLINGTON MANAGEMENT CO. LLP  Bought 731.1 Thousand shares of Waddell & Reed Financial ...
6/30/2014MELLON CAPITAL MANAGEMENT CORP.  Bought 557.0 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%5,243,255285,757,398-251,456-4.58%
BlackRock Fund Advisors5.58%4,712,785256,846,783-256,706-5.17%
Jennison Associates LLC4.08%3,447,667187,897,852+379,309+12.36%
Herndon Capital Management LLC3.93%3,318,544180,860,648-135,098-3.91%
Wellington Management Co. LLP3.81%3,218,729175,420,731+731,069+29.39%
AJO LP3.30%2,789,020152,001,590-357,770-11.37%
Fidelity Management & Research Co...3.18%2,682,156146,177,502-919,690-25.53%
SSgA Funds Management, Inc.2.67%2,256,611122,985,300-48,300-2.10%
Fisher Asset Management LLC2.54%2,142,223116,751,154-39,311-1.80%
T. Rowe Price Associates, Inc.2.21%1,868,039101,808,126-208,948-10.06%

Top 10 Mutual Funds Holding Waddell & Reed Financial Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Fidelity Small Cap Discovery Fund1.72%1,455,50079,324,750-544,500-27.22%
Vanguard Small Cap Index Fund1.66%1,403,44476,487,698+4,633+0.33%
Vanguard Total Stock Market Index...1.52%1,283,89169,972,060+26,318+2.09%
Prudential Jennison Mid Cap Growt...1.45%1,227,42266,894,499-221,523-15.29%
iShares Core S&P Mid Cap ETF1.37%1,157,19963,067,346-70,692-5.76%
Vanguard Small Cap Growth Index F...1.15%973,49853,055,641-6,503-0.66%
SPDR S&P Mid Cap 400 ETF Trust1.00%841,85345,880,989+19,487+2.37%
Vanguard Extended Market Index Fu...0.93%785,33242,800,594+4,881+0.63%
Government Pension Fund - Global ...0.87%738,41940,243,836-16,242-2.15%
Prudential Jennison Small Company...0.85%714,78338,955,674-84,863-10.61%

To view my watchlist

Not a member yet?

Sign up now for a free account
Market indexes are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer Morningstar: © 2014 Morningstar, Inc. All Rights Reserved. Disclaimer The Dow Jones IndexesSM are proprietary to and distributed by Dow Jones & Company, Inc. and have been licensed for use. All content of the Dow Jones IndexesSM © 2014 is proprietary to Dow Jones & Company, Inc. Chicago Mercantile Association. The market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. FactSet Research Systems Inc. 2014. All rights reserved. Most stock quote data provided by BATS.