Plante Moran Financial Advisors, LLC - WADDELL & REED FINL INC ownership

WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 234 filers reported holding WADDELL & REED FINL INC in Q2 2019. The put-call ratio across all filers is 14.83 and the average weighting 0.1%.

Quarter-by-quarter ownership
Plante Moran Financial Advisors, LLC ownership history of WADDELL & REED FINL INC
ValueSharesWeighting
Q4 2020$253,000
+70.9%
9,9500.0%0.08%
+50.0%
Q3 2020$148,000
-3.9%
9,9500.0%0.05%
-14.8%
Q2 2020$154,000
+36.3%
9,9500.0%0.06%
+17.3%
Q1 2020$113,000
-31.9%
9,9500.0%0.05%
-10.3%
Q4 2019$166,000
-2.9%
9,9500.0%0.06%
+16.0%
Q3 2019$171,000
+3.0%
9,9500.0%0.05%
-2.0%
Q2 2019$166,000
-3.5%
9,9500.0%0.05%
-3.8%
Q1 2019$172,000
+4200.0%
9,950
+8705.3%
0.05%
+1666.7%
Q3 2015$4,000
-20.0%
1130.0%0.00%
-25.0%
Q2 2015$5,000
-16.7%
1130.0%0.00%0.0%
Q1 2015$6,0000.0%1130.0%0.00%0.0%
Q4 2014$6,0000.0%1130.0%0.00%
-20.0%
Q3 2014$6,000
-14.3%
1130.0%0.01%
-16.7%
Q2 2014$7,000
-12.5%
1130.0%0.01%
-33.3%
Q1 2014$8,000
+14.3%
1130.0%0.01%
+125.0%
Q4 2013$7,000
+16.7%
1130.0%0.00%0.0%
Q3 2013$6,000
+20.0%
1130.0%0.00%0.0%
Q2 2013$5,0001130.00%
Other shareholders
WADDELL & REED FINL INC shareholders Q2 2019
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