WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 250 filers reported holding WADDELL & REED FINL INC in Q3 2018. The put-call ratio across all filers is 0.37 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $173,000 | +3.0% | 10,048 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $168,000 | -3.4% | 10,048 | 0.0% | 0.00% | -25.0% |
| Q1 2019 | $174,000 | -4.4% | 10,048 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $182,000 | -14.6% | 10,048 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $213,000 | +47.9% | 10,048 | +25.1% | 0.00% | +33.3% |
| Q2 2018 | $144,000 | -43.5% | 8,032 | -32.9% | 0.00% | 0.0% |
| Q1 2018 | $255,000 | +90.3% | 11,968 | +100.0% | 0.00% | 0.0% |
| Q4 2017 | $134,000 | +34.0% | 5,984 | +19.9% | 0.00% | +50.0% |
| Q3 2017 | $100,000 | +25.0% | 4,992 | +17.7% | 0.00% | 0.0% |
| Q2 2017 | $80,000 | +100.0% | 4,240 | +80.3% | 0.00% | +100.0% |
| Q1 2017 | $40,000 | -7.0% | 2,352 | +7.3% | 0.00% | 0.0% |
| Q4 2016 | $43,000 | – | 2,192 | – | 0.00% | – |
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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% |