WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 216 filers reported holding WADDELL & REED FINL INC in Q3 2020. The put-call ratio across all filers is 0.44 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $34,000 | -2.9% | 1,356 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $35,000 | +75.0% | 1,356 | 0.0% | 0.00% | +100.0% |
| Q3 2020 | $20,000 | -4.8% | 1,356 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $21,000 | +40.0% | 1,356 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $15,000 | -34.8% | 1,356 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $23,000 | 0.0% | 1,356 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $23,000 | 0.0% | 1,356 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $23,000 | 0.0% | 1,356 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $23,000 | -8.0% | 1,356 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $25,000 | -13.8% | 1,356 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $29,000 | +20.8% | 1,356 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $24,000 | -11.1% | 1,356 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $27,000 | -10.0% | 1,356 | 0.0% | 0.00% | -33.3% |
| Q4 2017 | $30,000 | +11.1% | 1,356 | 0.0% | 0.00% | +50.0% |
| Q3 2017 | $27,000 | +3.8% | 1,356 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $26,000 | +13.0% | 1,356 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $23,000 | -11.5% | 1,356 | 0.0% | 0.00% | -33.3% |
| Q4 2016 | $26,000 | +4.0% | 1,356 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $25,000 | +8.7% | 1,356 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $23,000 | -28.1% | 1,356 | 0.0% | 0.00% | -25.0% |
| Q1 2016 | $32,000 | -17.9% | 1,356 | 0.0% | 0.00% | -20.0% |
| Q4 2015 | $39,000 | -17.0% | 1,356 | 0.0% | 0.01% | -16.7% |
| Q3 2015 | $47,000 | -26.6% | 1,356 | 0.0% | 0.01% | -25.0% |
| Q2 2015 | $64,000 | -4.5% | 1,356 | 0.0% | 0.01% | -11.1% |
| Q1 2015 | $67,000 | -1.5% | 1,356 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $68,000 | -2.9% | 1,356 | 0.0% | 0.01% | -10.0% |
| Q3 2014 | $70,000 | -17.6% | 1,356 | 0.0% | 0.01% | -23.1% |
| Q2 2014 | $85,000 | – | 1,356 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VALLEY NATIONAL ADVISERS INC | 64,630 | $4,209,000 | 3.17% |
| HAHN CAPITAL MANAGEMENT LLC | 435,125 | $21,677,921,000 | 2.47% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,184,704 | $158,662,000 | 2.16% |
| Monarch Partners Asset Management LLC | 164,172 | $8,179,000 | 1.78% |
| First Allied Asset Management, Inc. | 157,741 | $7,876,000 | 1.10% |
| Alpine Partners USVI, LLC | 6,108 | $304,000 | 1.01% |
| MIDAS MANAGEMENT CORP | 33,000 | $1,644,000 | 0.86% |
| Jupiter Investment Management Ltd | 475,996 | $23,714,000 | 0.84% |
| TIVERTON ASSET MANAGEMENT LLC | 800,000 | $39,858,000 | 0.83% |
| Lombard Odier Asset Management (Europe) Ltd | 71,288 | $3,569,000 | 0.78% |