CAPTRUST FINANCIAL ADVISORS - WADDELL & REED FINL INC ownership

WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 201 filers reported holding WADDELL & REED FINL INC in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of WADDELL & REED FINL INC
ValueSharesWeighting
Q1 2021$151,000
+906.7%
6,014
+945.9%
0.00%
Q4 2020$15,000
+87.5%
575
+8.5%
0.00%
Q3 2020$8,000
+14.3%
530
+17.8%
0.00%
Q2 2020$7,000
-72.0%
450
-69.0%
0.00%
-100.0%
Q1 2019$25,000
-3.8%
1,451
-0.1%
0.00%0.0%
Q4 2018$26,000
+136.4%
1,452
+181.9%
0.00%
Q3 2018$11,0005150.00%
Other shareholders
WADDELL & REED FINL INC shareholders Q1 2021
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