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Waddell & Reed Financial Institutional Ownership (NYSE:WDR)

$15.61
-0.01 (-0.06 %)
(As of 10/22/2019 10:09 AM ET)
Today's Range
$15.57
Now: $15.61
$15.61
50-Day Range
$15.06
MA: $16.57
$18.18
52-Week Range
$14.91
Now: $15.61
$21.43
Volume974 shs
Average Volume863,274 shs
Market Capitalization$1.14 billion
P/E Ratio6.85
Dividend Yield6.48%
Beta1.45

Institutional Ownership

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

 

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

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
10/18/2019Zeke Capital Advisors LLC19,299$0.33M0.0%+23.0%0.026%
10/17/2019Robeco Institutional Asset Management B.V.842,465$14.47M0.1%-2.8%1.153%
10/17/2019Nisa Investment Advisors LLC63,400$1.09M0.0%-39.0%0.087%
10/15/2019Gateway Investment Advisers LLC144,805$2.49M0.0%-0.8%0.198%
10/10/2019Hexavest Inc.14,696$0.25M0.0%N/A0.020%
10/2/2019State of Alaska Department of Revenue56,136$0.96M0.0%+55.2%0.077%
9/24/2019Macquarie Group Ltd.16,400$0.27M0.0%N/A0.022%
9/3/2019Van Berkom & Associates Inc.2,594,388$43.25M1.3%-0.5%3.551%
8/19/2019Barrow Hanley Mewhinney & Strauss LLC266,812$4.45M0.0%-3.7%0.365%
8/17/2019Royal Bank of Canada41,151$0.69M0.0%+15.5%0.056%
8/17/2019Verition Fund Management LLC10,191$0.17M0.0%N/A0.014%
8/17/2019Ladenburg Thalmann Financial Services Inc.6,206$0.10M0.0%-20.7%0.008%
8/15/2019Factorial Partners LLC51,000$0.85M0.8%+2.0%0.070%
8/15/2019Schroder Investment Management Group45,988$0.77M0.0%+189.2%0.063%
8/15/2019Nuveen Asset Management LLC304,295$5.07M0.0%N/A0.416%
8/15/2019Victory Capital Management Inc.63,384$1.06M0.0%-7.3%0.087%
8/15/2019UBS Asset Management Americas Inc.103,790$1.73M0.0%-7.0%0.142%
8/14/2019D. E. Shaw & Co. Inc.163,148$2.72M0.0%+315.5%0.223%
8/14/2019Cubist Systematic Strategies LLC90,156$1.50M0.0%-37.1%0.123%
8/14/2019Point72 Asset Management L.P.54,638$0.91M0.0%-6.9%0.075%
8/14/2019Morgan Stanley352,892$5.88M0.0%+787.0%0.483%
8/14/2019Alberta Investment Management Corp193,700$3.23M0.0%N/A0.265%
8/14/2019AQR Capital Management LLC408,232$6.81M0.0%-12.9%0.559%
8/14/2019Paloma Partners Management Co48,190$0.80M0.0%+104.6%0.066%
8/14/2019Man Group plc215,050$3.59M0.0%+1.3%0.294%
8/14/2019Bank of America Corp DE346,676$5.78M0.0%-6.3%0.474%
8/14/2019Invesco Ltd.3,727,860$62.14M0.0%+1.6%5.101%
8/14/2019Vanguard Group Inc.6,996,958$116.64M0.0%-14.1%9.575%
8/14/2019AMP Capital Investors Ltd25,997$0.43M0.0%+138.6%0.036%
8/14/2019Asset Management One Co. Ltd.32,742$0.55M0.0%N/A0.045%
8/13/2019Jacobs Levy Equity Management Inc.221,308$3.69M0.1%+30.5%0.303%
8/13/2019Laurion Capital Management LP11,102$0.19M0.0%N/A0.015%
8/13/2019BlackRock Inc.11,721,219$195.39M0.0%+0.6%16.041%
8/13/2019AXA264,500$4.41M0.0%+19.3%0.362%
8/13/2019Pinebridge Investments L.P.72,982$1.22M0.0%+10.7%0.100%
8/13/2019APG Asset Management N.V.2,497,900$36.57M0.1%+21.3%3.419%
8/13/2019Barrow Hanley Mewhinney & Strauss LLC266,812$4.45M0.0%-3.7%0.365%
8/13/2019Parametric Portfolio Associates LLC479,882$8M0.0%-15.4%0.657%
8/13/2019Commonwealth Bank of Australia35,800$0.60M0.0%+85.5%0.049%
8/13/2019Northern Trust Corp1,073,455$17.90M0.0%+0.5%1.469%
8/12/2019Public Employees Retirement System of Ohio101,516$1.69M0.0%+3.5%0.139%
8/12/2019GAM Holding AG89,743$1.50M0.1%+230.8%0.123%
8/12/2019Brown Advisory Inc.875,787$14.60M0.0%-0.5%1.198%
8/12/2019Renaissance Technologies LLC497,700$8.30M0.0%+103.0%0.681%
8/12/2019Foresters Investment Management Company Inc.570,200$9.51M0.2%-4.9%0.780%
8/12/2019Bank of New York Mellon Corp1,381,305$23.03M0.0%+7.7%1.890%
8/10/2019Charles Schwab Investment Management Inc.813,037$13.55M0.0%+2.3%1.113%
8/9/2019Bank of Montreal Can174,406$2.91M0.0%-8.5%0.239%
8/9/2019Panagora Asset Management Inc.162,165$2.70M0.0%-12.3%0.222%
8/9/2019Russell Investments Group Ltd.176,889$2.95M0.0%+45.0%0.242%
8/9/2019Skandinaviska Enskilda Banken AB publ844,300$14.07M0.1%-45.6%1.155%
8/9/2019Sun Life Financial INC1,635$27K0.0%N/A0.002%
8/9/2019Schroder Investment Management Group45,988$0.77M0.0%+189.2%0.063%
8/8/2019Heartland Advisors Inc.575,550$9.59M0.7%-14.9%0.788%
8/8/2019Allianz Asset Management GmbH33,078$0.55M0.0%N/A0.045%
8/7/2019Menta Capital LLC40,671$0.68M0.3%+75.8%0.056%
8/7/2019JPMorgan Chase & Co.278,059$4.62M0.0%+79.5%0.370%
8/6/2019Wells Fargo & Company MN934,715$15.58M0.0%-8.3%1.245%
8/6/2019GSA Capital Partners LLP31,700$0.53M0.1%N/A0.042%
8/6/2019Stone Ridge Asset Management LLC49,157$0.82M0.0%-2.2%0.065%
8/5/2019Parallel Advisors LLC2,371$40K0.0%+2,319.4%0.003%
8/5/2019State Board of Administration of Florida Retirement System61,799$1.03M0.0%+10.5%0.082%
8/2/2019Gabelli Funds LLC1,288,000$21.47M0.1%-5.4%1.715%
8/2/2019Gamco Investors INC. ET AL1,513,557$25.23M0.2%-3.7%2.015%
8/2/2019Chicago Equity Partners LLC24,765$0.41M0.0%-4.0%0.033%
8/2/2019Comerica Bank81,115$1.37M0.0%-6.3%0.108%
8/1/2019Wedge Capital Management L L P NC14,050$0.23M0.0%-4.4%0.019%
7/31/2019Stevens Capital Management LP36,403$0.61M0.0%N/A0.048%
7/31/2019Balter Liquid Alternatives LLC98,283$1.64M0.8%+23.9%0.131%
7/30/2019Aperio Group LLC64,864$1.08M0.0%-8.4%0.086%
7/30/2019KBC Group NV82,812$1.38M0.0%-11.7%0.113%
7/30/2019First Trust Advisors LP598,697$9.98M0.0%+12.6%0.797%
7/30/2019Fisher Asset Management LLC1,747,294$29.13M0.0%+1.3%2.327%
7/29/2019Los Angeles Capital Management & Equity Research Inc.25,135$0.42M0.0%N/A0.033%
7/29/2019ARP Americas LP68,492$1.14M0.1%+34.8%0.091%
6/30/2019Systematic Financial Management LP105,697$1.76M0.1%-29.9%0.141%
6/30/2019Arizona State Retirement System116,502$1.94M0.0%-1.1%0.155%
6/30/2019James Investment Research Inc.13,445$0.22M0.0%-72.1%0.018%
6/30/2019WBI Investments Inc.50,620$0.84M0.1%-19.2%0.067%
6/30/2019Robeco Institutional Asset Management B.V.866,664$14.45M0.1%+30.2%1.154%
6/30/2019Foundry Partners LLC641,333$10.69M0.4%+7.5%0.854%
6/30/2019Leavell Investment Management Inc.34,348$0.57M0.1%-6.0%0.046%
6/30/2019New York State Teachers Retirement System201,382$3.36M0.0%+3.3%0.268%
6/30/2019Gateway Investment Advisers LLC146,038$2.43M0.0%-1.9%0.194%
6/30/2019Nisa Investment Advisors LLC104,000$1.73M0.0%+52.9%0.138%
6/30/2019Valeo Financial Advisors LLC3,002$50K0.0%N/A0.004%
6/30/2019WINTON GROUP Ltd17,545$0.29M0.0%N/A0.023%
6/16/2019FMR LLC3,909,522$67.60M0.0%-2.3%5.206%
6/16/2019Marshall Wace North America L.P.1,500$26K0.0%N/A0.002%
5/13/2019O Shares Investment Advisers LLC29,724$0.51M0.1%-10.3%0.040%
5/13/2019Burney Co.105,579$1.83M0.1%+193.3%0.141%
5/13/2019Citigroup Inc.166,711$2.88M0.0%-3.5%0.222%
5/13/2019Dynamic Technology Lab Private Ltd29,838$0.52M0.1%N/A0.040%
5/10/2019AlphaCrest Capital Management LLC16,100$0.28M0.0%N/A0.021%
5/10/2019GAM Holding AG27,127$0.47M0.0%-42.6%0.036%
5/10/2019NumerixS Investment Technologies Inc9,200$0.16M0.0%+433.6%0.012%
5/10/2019O Shaughnessy Asset Management LLC192,912$3.34M0.1%+34.6%0.257%
5/10/2019DekaBank Deutsche Girozentrale15,400$0.31M0.0%N/A0.021%
5/10/2019PNC Financial Services Group Inc.244,026$4.22M0.0%+2,763.1%0.325%
5/9/2019CIBC World Markets Inc.11,910$0.21M0.0%-29.1%0.016%
(Data available from 1/1/2016 forward)
This page was last updated on 10/22/2019 by MarketBeat.com Staff

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