LUCUS ADVISORS LLC - WADDELL & REED FINL INC ownership

Quarter-by-quarter ownership
LUCUS ADVISORS LLC ownership history of WADDELL & REED FINL INC
ValueSharesWeighting
Q4 2015$380,000
-10.2%
13,266
+9.1%
0.23%
-2.1%
Q3 2015$423,000
-16.6%
12,154
+13.4%
0.24%
-2.9%
Q2 2015$507,000
+6.5%
10,716
+11.5%
0.24%0.0%
Q1 2015$476,000
-1.7%
9,610
-1.0%
0.24%
+12.5%
Q4 2014$484,0009,7050.22%
Other shareholders
WADDELL & REED FINL INC shareholders Q3 2023
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