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NYSE:WDR

Waddell & Reed Financial Institutional Ownership

$15.50
-0.82 (-5.02 %)
(As of 10/28/2020 12:00 AM ET)
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Today's Range
$15.26
Now: $15.50
$16.10
50-Day Range
$14.00
MA: $15.86
$17.89
52-Week Range
$9.87
Now: $15.50
$18.02
Volume1.43 million shs
Average Volume1.13 million shs
Market Capitalization$1.01 billion
P/E Ratio11.15
Dividend Yield6.13%
Beta1.44

Institutional Ownership

Institutional Ownership Changes (13F Filings) for Waddell & Reed Financial (NYSE:WDR)

 

Institutional Buying and Selling by Quarter


Waddell & Reed Financial (NYSE WDR) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
10/28/2020KBC Group NV8,454$0.13M0.0%-67.0%0.013%
10/27/2020State of New Jersey Common Pension Fund D143,721$2.13M0.0%-0.5%0.221%
10/27/2020Leavell Investment Management Inc.45,626$0.68M0.1%+33.7%0.070%
10/26/2020Alberta Investment Management Corp55,200$0.82M0.0%-14.8%0.085%
10/21/2020Ziegler Capital Management LLC76,610$1.14M0.0%-2.7%0.118%
10/21/2020Alpha Windward LLC27,000$0.40M0.3%N/A0.041%
10/20/2020Nisa Investment Advisors LLC41,030$0.61M0.0%+10.8%0.063%
10/19/2020Louisiana State Employees Retirement System30,200$0.45M0.0%+69.8%0.046%
10/9/2020Envestnet Asset Management Inc.10,453$0.16M0.0%N/A0.016%
10/5/2020State of Alaska Department of Revenue60,972$0.91M0.0%-1.5%0.094%
9/11/2020Mitsubishi UFJ Trust & Banking Corp61,100$0.95M0.0%+4.4%0.094%
9/4/2020Principal Financial Group Inc.646,648$10.03M0.0%+4.8%0.992%
8/31/2020Bridgeway Capital Management Inc.362,200$5.62M0.1%+0.7%0.556%
8/28/2020PNC Financial Services Group Inc.11,380$0.18M0.0%+44.7%0.017%
8/26/2020Handelsbanken Fonder AB15,032$0.23M0.0%N/A0.023%
8/25/2020Nuveen Asset Management LLC237,332$3.68M0.0%-5.1%0.364%
8/20/2020Charles Schwab Investment Management Inc.1,678,425$26.03M0.0%+1.2%2.576%
8/17/2020AQR Capital Management LLC114,135$1.77M0.0%-33.9%0.175%
8/17/2020California State Teachers Retirement System97,154$1.51M0.0%-6.0%0.149%
8/17/2020Great West Life Assurance Co. Can84,725$1.31M0.0%-9.6%0.130%
8/17/2020Jacobs Levy Equity Management Inc.1,122,448$17.41M0.2%-2.6%1.722%
8/17/2020Jane Street Group LLC60,562$0.94M0.0%N/A0.093%
8/17/2020Public Employees Retirement System of Ohio104,191$1.62M0.0%-6.1%0.160%
8/17/2020Private Advisor Group LLC4,602$71K0.0%N/A0.007%
8/14/2020Man Group plc296,565$4.60M0.0%-11.7%0.455%
8/14/2020Cubist Systematic Strategies LLC63,322$0.98M0.0%-50.8%0.097%
8/14/2020Bank of America Corp DE197,920$3.07M0.0%-33.6%0.304%
8/14/2020Stifel Financial Corp17,744$0.28M0.0%-19.1%0.027%
8/14/2020Vanguard Group Inc.7,108,049$110.25M0.0%-6.3%10.908%
8/14/2020APG Asset Management N.V.385,714$5.33M0.0%-58.1%0.592%
8/14/2020Advisor Group Holdings Inc.9,192$0.14M0.0%-7.0%0.014%
8/14/2020Gyon Technologies Capital Management LP12,950$0.20M0.5%-82.6%0.020%
8/13/2020Gabelli Funds LLC1,308,500$20.30M0.2%-0.6%2.008%
8/13/2020Gamco Investors INC. ET AL1,340,167$20.79M0.2%-3.0%2.057%
8/13/2020TD Asset Management Inc.30,000$0.47M0.0%N/A0.046%
8/13/2020Federated Hermes Inc.25,792$0.40M0.0%-84.9%0.040%
8/13/2020Marshall Wace North America L.P.226,121$3.51M0.0%N/A0.347%
8/13/2020Marshall Wace LLP282,487$4.38M0.0%N/A0.434%
8/13/2020Skandinaviska Enskilda Banken AB publ465,652$7.22M0.1%-38.0%0.715%
8/13/2020Grantham Mayo Van Otterloo & Co. LLC578,000$8.97M0.1%+293.7%0.887%
8/13/2020Athanor Capital LP46,853$0.73M0.0%N/A0.072%
8/12/2020Bank of Montreal Can135,360$2.04M0.0%-23.5%0.208%
8/12/2020CWM Advisors LLC16,244$0.25M0.1%-21.1%0.025%
8/12/2020AJO LP353,764$5.49M0.1%-21.7%0.543%
8/12/2020American International Group Inc.45,688$0.71M0.0%-2.8%0.070%
8/12/2020Heartland Advisors Inc.512,050$7.94M0.7%-0.4%0.786%
8/12/2020AlphaCrest Capital Management LLC25,321$0.39M0.1%+108.4%0.039%
8/12/2020Goldman Sachs Group Inc.479,240$7.43M0.0%+1.2%0.735%
8/12/2020Barclays PLC97,842$1.52M0.0%+12.8%0.150%
8/12/2020Bank of New York Mellon Corp1,290,228$20.01M0.0%-4.3%1.980%
8/12/2020Advisors Asset Management Inc.7,022$0.11M0.0%+31.3%0.011%
8/12/2020Prudential Financial Inc.106,279$1.65M0.0%-23.8%0.163%
8/12/2020California Public Employees Retirement System148,341$2.30M0.0%-5.8%0.228%
8/11/2020Macquarie Group Ltd.5,026$78K0.0%-36.4%0.008%
8/10/2020Cambria Investment Management L.P.39,030$0.61M0.2%-17.4%0.060%
8/10/2020Teza Capital Management LLC28,884$0.45M0.1%N/A0.044%
8/10/2020HighTower Advisors LLC11,695$0.18M0.0%N/A0.018%
8/7/2020State Board of Administration of Florida Retirement System126,240$1.96M0.0%-0.7%0.194%
8/7/2020Fisher Asset Management LLC1,339,302$20.77M0.0%+9.9%2.055%
8/7/2020Trexquant Investment LP19,792$0.31M0.0%N/A0.030%
8/7/2020PNC Financial Services Group Inc.11,380$0.18M0.0%+44.7%0.017%
8/7/2020New York State Common Retirement Fund83,100$1.29M0.0%-15.5%0.128%
8/6/2020Yacktman Asset Management LP445,000$6.90M0.1%-1.1%0.683%
8/5/2020Principal Financial Group Inc.646,648$10.03M0.0%+4.8%0.992%
8/5/2020Public Employees Retirement Association of Colorado15,091$0.23M0.0%-8.0%0.023%
8/5/2020Russell Investments Group Ltd.463,107$7.18M0.0%+8.4%0.711%
8/5/2020Swiss National Bank143,900$2.23M0.0%+5.5%0.221%
8/5/2020WINTON GROUP Ltd237,853$3.69M0.1%-35.1%0.365%
8/4/2020Arizona State Retirement System14,546$0.23M0.0%-11.9%0.022%
8/4/2020Texas Permanent School Fund51,848$0.80M0.0%-13.4%0.079%
8/4/2020Quantitative Systematic Strategies LLC45,941$0.71M0.1%N/A0.070%
7/31/2020Comerica Bank76,045$1.14M0.0%-1.2%0.116%
7/31/2020UBS Group AG119,743$1.86M0.0%+155.2%0.182%
7/31/2020Mackay Shields LLC131,900$2.05M0.0%+336.8%0.201%
7/29/2020Duality Advisers LP93,319$1.45M0.1%N/A0.142%
7/28/2020Vident Investment Advisory LLC121,481$1.88M0.1%-13.9%0.185%
7/27/2020Nisa Investment Advisors LLC37,030$0.57M0.0%-5.1%0.056%
7/24/2020Ziegler Capital Management LLC78,730$1.22M0.0%N/A0.120%
7/23/2020Leavell Investment Management Inc.34,126$0.53M0.1%-4.9%0.052%
7/23/2020Denali Advisors LLC59,600$0.92M0.2%+1.5%0.091%
7/22/2020First Trust Advisors LP414,800$6.43M0.0%-34.2%0.632%
7/21/2020New York State Teachers Retirement System164,859$2.56M0.0%-9.5%0.251%
7/20/2020Robeco Institutional Asset Management B.V.476,649$7.39M0.0%-17.9%0.726%
7/20/2020SG Americas Securities LLC83,318$1.29M0.0%+180.9%0.127%
7/17/2020Vident Investment Advisory LLC121,481$1.88M0.1%-25.2%0.185%
7/14/2020Weather Gauge Advisory LLC48,360$0.75M0.9%-9.0%0.074%
7/13/2020Louisiana State Employees Retirement System17,790$0.28M0.0%-8.3%0.027%
6/19/2020State Street Corp2,485,911$28.29M0.0%+6.0%3.788%
6/16/2020Royal Bank of Canada187,946$2.14M0.0%+160.6%0.286%
6/15/2020AXA227,600$2.59M0.0%-12.9%0.347%
6/5/2020Skandinaviska Enskilda Banken AB publ750,452$8.54M0.1%+17.1%1.144%
5/28/2020State of Tennessee Treasury Department23,661$0.27M0.0%-10.2%0.036%
5/26/2020Morgan Stanley208,921$2.38M0.0%-43.1%0.318%
5/26/2020Van Berkom & Associates Inc.1,699,174$19.34M0.7%-25.1%2.589%
5/19/2020APG Asset Management N.V.921,542$10.49M0.0%-63.8%1.404%
5/18/2020Advisor Group Holdings Inc.9,883$0.11M0.0%N/A0.015%
5/15/2020AQR Capital Management LLC172,564$1.96M0.0%-44.0%0.263%
5/15/2020Engineers Gate Manager LP57,213$0.65M0.0%+143.0%0.087%
5/15/2020Tower Research Capital LLC TRC2,842$32K0.0%N/A0.004%
5/15/2020AXA227,600$2.59M0.0%-12.9%0.347%
(Data available from 1/1/2016 forward)
This page was last updated on 10/29/2020 by MarketBeat.com Staff

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