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 221 filers reported holding WADDELL & REED FINL INC in Q2 2020. The put-call ratio across all filers is 0.59 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 2020
NameSharesValueWeighting ↓
HAHN CAPITAL MANAGEMENT LLC 441,364$22,721,419,0003.06%
HERNDON CAPITAL MANAGEMENT LLC 3,814,134$196,351,618,0002.58%
NEW AMSTERDAM PARTNERS LLC/NY 1,065,942$54,874,0001.83%
Channing Capital Management, LLC 425,495$21,904,0001.61%
HERMES INVESTMENT MANAGEMENT LTD 853,827$43,955,0001.48%
TIVERTON ASSET MANAGEMENT LLC 950,000$48,906,0001.18%
STERNE AGEE GROUP, INC. 55,339$2,849,0001.10%
LOMBARDIA CAPITAL PARTNERS LLC 563,530$29,011,0000.94%
PINNACLE ASSOCIATES LTD 832,595$42,862,0000.89%
KORNITZER CAPITAL MANAGEMENT INC /KS 1,449,350$74,613,0000.87%
View complete list of WADDELL & REED FINL INC shareholders