WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 216 filers reported holding WADDELL & REED FINL INC in Q3 2020. The put-call ratio across all filers is 0.44 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $4,000 | 0.0% | 174 | 0.0% | 0.00% | – |
| Q4 2020 | $4,000 | +33.3% | 174 | 0.0% | 0.00% | – |
| Q3 2020 | $3,000 | 0.0% | 174 | 0.0% | 0.00% | – |
| Q2 2020 | $3,000 | +50.0% | 174 | 0.0% | 0.00% | – |
| Q1 2020 | $2,000 | -33.3% | 174 | 0.0% | 0.00% | – |
| Q4 2019 | $3,000 | 0.0% | 174 | 0.0% | 0.00% | – |
| Q3 2019 | $3,000 | 0.0% | 174 | 0.0% | 0.00% | – |
| Q2 2019 | $3,000 | 0.0% | 174 | 0.0% | 0.00% | – |
| Q2 2018 | $3,000 | 0.0% | 174 | 0.0% | 0.00% | – |
| Q1 2018 | $3,000 | -25.0% | 174 | 0.0% | 0.00% | – |
| Q4 2017 | $4,000 | +33.3% | 174 | 0.0% | 0.00% | – |
| Q3 2017 | $3,000 | 0.0% | 174 | 0.0% | 0.00% | – |
| Q2 2017 | $3,000 | 0.0% | 174 | 0.0% | 0.00% | – |
| Q4 2016 | $3,000 | -90.6% | 174 | 0.0% | 0.00% | – |
| Q3 2016 | $32,000 | – | 174 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VALLEY NATIONAL ADVISERS INC | 64,630 | $4,209,000 | 3.17% |
| HAHN CAPITAL MANAGEMENT LLC | 435,125 | $21,677,921,000 | 2.47% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,184,704 | $158,662,000 | 2.16% |
| Monarch Partners Asset Management LLC | 164,172 | $8,179,000 | 1.78% |
| First Allied Asset Management, Inc. | 157,741 | $7,876,000 | 1.10% |
| Alpine Partners USVI, LLC | 6,108 | $304,000 | 1.01% |
| MIDAS MANAGEMENT CORP | 33,000 | $1,644,000 | 0.86% |
| Jupiter Investment Management Ltd | 475,996 | $23,714,000 | 0.84% |
| TIVERTON ASSET MANAGEMENT LLC | 800,000 | $39,858,000 | 0.83% |
| Lombard Odier Asset Management (Europe) Ltd | 71,288 | $3,569,000 | 0.78% |