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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $8,000 | +33.3% | 500 | 0.0% | 0.00% | +100.0% |
| Q1 2020 | $6,000 | -25.0% | 500 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $8,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $8,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $8,000 | -11.1% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $9,000 | 0.0% | 500 | 0.0% | 0.00% | -33.3% |
| Q4 2018 | $9,000 | -18.2% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $11,000 | +22.2% | 500 | 0.0% | 0.00% | +50.0% |
| Q2 2018 | $9,000 | -10.0% | 500 | 0.0% | 0.00% | -33.3% |
| Q1 2018 | $10,000 | -9.1% | 500 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $11,000 | +10.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $10,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $10,000 | +11.1% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $9,000 | -10.0% | 500 | 0.0% | 0.00% | -25.0% |
| Q4 2016 | $10,000 | +11.1% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $9,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $9,000 | -25.0% | 500 | 0.0% | 0.00% | -20.0% |
| Q1 2016 | $12,000 | – | 500 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HAHN CAPITAL MANAGEMENT LLC | 368,823 | $23,084,654,000 | 3.05% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,318,544 | $207,707,669,000 | 2.61% |
| NEW AMSTERDAM PARTNERS LLC/NY | 522,883 | $32,727,000 | 2.13% |
| Jupiter Investment Management Ltd | 404,786 | $25,335,000 | 1.42% |
| Monarch Partners Asset Management LLC | 76,399 | $4,782,000 | 1.25% |
| TIVERTON ASSET MANAGEMENT LLC | 800,000 | $50,075,000 | 1.12% |
| PINNACLE ASSOCIATES LTD | 730,376 | $45,714,000 | 0.89% |
| AJO, LP | 2,789,020 | $174,565,000 | 0.75% |
| HERMES INVESTMENT MANAGEMENT LTD | 430,204 | $26,926,000 | 0.74% |
| GRIMES & COMPANY, INC. | 43,624 | $2,730,000 | 0.72% |