Peloton Wealth Strategists - WADDELL & REED FINL INC ownership

WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 218 filers reported holding WADDELL & REED FINL INC in Q3 2017. The put-call ratio across all filers is 0.62 and the average weighting 0.1%.

Quarter-by-quarter ownership
Peloton Wealth Strategists ownership history of WADDELL & REED FINL INC
ValueSharesWeighting
Q2 2017$279,000
-99.4%
14,800
-67.3%
0.22%
-91.0%
Q1 2017$45,257,000
+4973.7%
45,257
-1.0%
2.40%
+230.1%
Q4 2016$892,000
-14.3%
45,700
-20.2%
0.73%
-15.8%
Q3 2016$1,041,000
-29.5%
57,300
-8.6%
0.86%
-30.8%
Q1 2016$1,476,000
+23.5%
62,700
+50.4%
1.25%
+21.2%
Q4 2015$1,195,000
+7.8%
41,700
-35.2%
1.03%
+126.1%
Q2 2014$1,109,00064,4000.46%
Other shareholders
WADDELL & REED FINL INC shareholders Q3 2017
NameSharesValueWeighting ↓
HAHN CAPITAL MANAGEMENT LLC 368,823$23,084,654,0003.05%
HERNDON CAPITAL MANAGEMENT LLC 3,318,544$207,707,669,0002.61%
NEW AMSTERDAM PARTNERS LLC/NY 522,883$32,727,0002.13%
Jupiter Investment Management Ltd 404,786$25,335,0001.42%
Monarch Partners Asset Management LLC 76,399$4,782,0001.25%
TIVERTON ASSET MANAGEMENT LLC 800,000$50,075,0001.12%
PINNACLE ASSOCIATES LTD 730,376$45,714,0000.89%
AJO, LP 2,789,020$174,565,0000.75%
HERMES INVESTMENT MANAGEMENT LTD 430,204$26,926,0000.74%
GRIMES & COMPANY, INC. 43,624$2,730,0000.72%
View complete list of WADDELL & REED FINL INC shareholders