WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 306 filers reported holding WADDELL & REED FINL INC in Q3 2014. The put-call ratio across all filers is 0.28 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $122,000 | -78.0% | 10,757 | -67.6% | 0.00% | -75.0% |
| Q4 2019 | $554,000 | -87.7% | 33,156 | -87.4% | 0.01% | -86.2% |
| Q3 2019 | $4,517,000 | +225.9% | 262,974 | +216.2% | 0.06% | +314.3% |
| Q2 2019 | $1,386,000 | -58.7% | 83,160 | -57.1% | 0.01% | -54.8% |
| Q1 2019 | $3,354,000 | -66.0% | 194,034 | -64.4% | 0.03% | -64.4% |
| Q4 2018 | $9,862,000 | +25.5% | 545,485 | +47.0% | 0.09% | +61.1% |
| Q3 2018 | $7,858,000 | -44.7% | 371,052 | -53.1% | 0.05% | -46.5% |
| Q2 2018 | $14,212,000 | +38.9% | 790,908 | +56.2% | 0.10% | +23.2% |
| Q1 2018 | $10,234,000 | +813.8% | 506,386 | +909.6% | 0.08% | +720.0% |
| Q4 2017 | $1,120,000 | +1766.7% | 50,156 | +1838.8% | 0.01% | +900.0% |
| Q1 2016 | $60,000 | -18.9% | 2,587 | 0.0% | 0.00% | -50.0% |
| Q4 2015 | $74,000 | -5.1% | 2,587 | +14.1% | 0.00% | 0.0% |
| Q3 2015 | $78,000 | -99.7% | 2,267 | -99.5% | 0.00% | -99.8% |
| Q4 2014 | $23,714,000 | -17.9% | 475,996 | -14.8% | 0.84% | -40.9% |
| Q3 2014 | $28,876,000 | +14.0% | 558,597 | +38.0% | 1.42% | +0.2% |
| Q2 2014 | $25,335,000 | +15.3% | 404,786 | +35.6% | 1.42% | -4.4% |
| Q1 2014 | $21,976,000 | +53.3% | 298,512 | +35.6% | 1.49% | +22.9% |
| Q4 2013 | $14,338,000 | +360.3% | 220,179 | +263.9% | 1.21% | +308.4% |
| Q3 2013 | $3,115,000 | +21.7% | 60,510 | +2.8% | 0.30% | -3.9% |
| Q2 2013 | $2,560,000 | – | 58,850 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HAHN CAPITAL MANAGEMENT LLC | 368,823 | $23,084,654,000 | 3.05% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,318,544 | $207,707,669,000 | 2.61% |
| NEW AMSTERDAM PARTNERS LLC/NY | 522,883 | $32,727,000 | 2.13% |
| Jupiter Investment Management Ltd | 404,786 | $25,335,000 | 1.42% |
| Monarch Partners Asset Management LLC | 76,399 | $4,782,000 | 1.25% |
| TIVERTON ASSET MANAGEMENT LLC | 800,000 | $50,075,000 | 1.12% |
| PINNACLE ASSOCIATES LTD | 730,376 | $45,714,000 | 0.89% |
| AJO, LP | 2,789,020 | $174,565,000 | 0.75% |
| HERMES INVESTMENT MANAGEMENT LTD | 430,204 | $26,926,000 | 0.74% |
| GRIMES & COMPANY, INC. | 43,624 | $2,730,000 | 0.72% |