Edge Wealth Management LLC - WADDELL & REED FINL INC ownership

WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 239 filers reported holding WADDELL & REED FINL INC in Q3 2019. The put-call ratio across all filers is 4.64 and the average weighting 0.1%.

Quarter-by-quarter ownership
Edge Wealth Management LLC ownership history of WADDELL & REED FINL INC
ValueSharesWeighting
Q2 2020$8,000
+33.3%
5000.0%0.00%
+100.0%
Q1 2020$6,000
-25.0%
5000.0%0.00%
-50.0%
Q4 2019$8,0000.0%5000.0%0.00%0.0%
Q3 2019$8,0000.0%5000.0%0.00%0.0%
Q2 2019$8,000
-11.1%
5000.0%0.00%0.0%
Q1 2019$9,0000.0%5000.0%0.00%
-33.3%
Q4 2018$9,000
-18.2%
5000.0%0.00%0.0%
Q3 2018$11,000
+22.2%
5000.0%0.00%
+50.0%
Q2 2018$9,000
-10.0%
5000.0%0.00%
-33.3%
Q1 2018$10,000
-9.1%
5000.0%0.00%0.0%
Q4 2017$11,000
+10.0%
5000.0%0.00%0.0%
Q3 2017$10,0000.0%5000.0%0.00%0.0%
Q2 2017$10,000
+11.1%
5000.0%0.00%0.0%
Q1 2017$9,000
-10.0%
5000.0%0.00%
-25.0%
Q4 2016$10,000
+11.1%
5000.0%0.00%0.0%
Q3 2016$9,0000.0%5000.0%0.00%0.0%
Q2 2016$9,000
-25.0%
5000.0%0.00%
-20.0%
Q1 2016$12,0005000.01%
Other shareholders
WADDELL & REED FINL INC shareholders Q3 2019
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