J.P. Morgan Private Wealth Advisors LLC - WADDELL & REED FINL INC ownership

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of WADDELL & REED FINL INC
ValueSharesWeighting
Q1 2021$1,038,000
-19.7%
41,454
-18.3%
0.00%
-25.0%
Q4 2020$1,292,000
+21.5%
50,739
-29.1%
0.00%0.0%
Q3 2020$1,063,00071,5570.00%
Other shareholders
WADDELL & REED FINL INC shareholders Q3 2023
NameSharesValueWeighting ↓
Kellner Capital, LLC 364,958$9,142,0003.32%
ALPINE ASSOCIATES MANAGEMENT INC. 1,970,010$49,348,0001.34%
Chicago Capital Management, LLC 101,877$2,552,0001.19%
TOKIO MARINE ASSET MANAGEMENT CO LTD 427,580$10,711,0001.10%
Weather Gauge Advisory, LLC 35,549$890,0001.05%
Burgundy Asset Management Ltd. 3,353,441$84,004,0000.86%
SPRING CREEK CAPITAL LLC 562,291$14,085,0000.61%
AQR Arbitrage LLC 630,797$15,801,0000.57%
NEXPOINT ASSET MANAGEMENT, L.P. 81,954$2,053,0000.54%
Factorial Partners, LLC 755,450$755,450,0000.52%
View complete list of WADDELL & REED FINL INC shareholders