WADDELL & REED FINL INC - CL A (WDR) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q3 2021

Type / Class: Equity / CL A
Symbol: WDR

Reported Shares, Excluding Options vs Price

Reported Value, Excluding Options

Total Investors

Institutional Holders of WADDELL & REED FINL INC - CL A (WDR) across Reporting Periods

Period	Reported Shares, Excl. Options	Value, Excl. Options	Value Change	Puts Notional Value	Calls Notional Value	Price (Median)	Investors
2021 Q3	0	$0	-$216,000				0
2021 Q2	8,639	$216,000	-$1,343,528,136			$25.00	1
2021 Q1	53,912,510	$1,350,546,142	-$103,140,022	$0	$0	$25.05	197
2020 Q4	58,130,420	$1,480,543,003	-$289,600,411	$703,000	$2,255,000	$25.47	219
2020 Q3	71,746,764	$1,065,987,947	-$42,569,912	$1,034,000	$2,354,000	$14.85	209
2020 Q2	74,393,178	$1,153,020,793	+$22,061,447	$771,000	$1,328,000	$15.51	218
2020 Q1	73,225,766	$833,388,339	-$49,464,582	$1,935,000	$1,228,000	$11.38	206
2019 Q4	77,107,612	$1,284,546,399	-$27,467,705	$1,087,000	$4,210,000	$16.72	219
2019 Q3	79,187,135	$1,356,662,458	+$24,264,217	$22,040,000	$4,740,000	$17.18	232
2019 Q2	77,942,082	$1,294,253,779	-$7,241,310	$15,907,000	$1,328,000	$16.67	231
2019 Q1	78,617,450	$1,355,529,033	-$21,151,753	$11,405,000	$656,000	$17.29	241
2018 Q4	79,695,551	$1,438,394,261	-$35,339,678	$949,000	$2,037,000	$18.08	238
2018 Q3	81,217,220	$1,719,404,206	+$31,960,728	$1,160,000	$3,129,000	$21.18	242
2018 Q2	79,787,112	$1,433,803,630	-$49,784,107	$2,111,000	$3,126,000	$17.97	232
2018 Q1	82,267,094	$1,662,550,747	-$36,497,458	$6,838,000	$2,493,000	$20.21	248
2017 Q4	83,956,394	$1,875,696,002	+$25,963,650	$1,821,000	$7,202,000	$22.34	231
2017 Q3	82,504,276	$1,655,124,739	+$16,531,823	$2,986,000	$4,737,000	$20.07	212
2017 Q2	81,795,866	$1,545,353,818	+$97,035,929	$3,064,000	$12,432,000	$18.88	212
2017 Q1	76,883,380	$1,307,143,578	+$302,273,845	$4,496,000	$10,137,000	$17.00	223
2016 Q4	73,709,365	$1,438,067,098	+$87,475,032	$4,837,000	$8,507,000	$19.51	246
2016 Q3	69,309,115	$1,257,936,586	-$6,025,930	$2,715,000	$3,701,000	$18.16	232
2016 Q2	69,683,573	$1,199,658,327	-$4,642,281	$3,141,000	$1,281,000	$17.22	237
2016 Q1	71,392,312	$1,678,446,673	-$22,558,520	$1,827,000	$1,248,000	$23.54	246
2015 Q4	71,348,186	$2,044,597,546	-$45,772,101	$6,996,000	$4,433,000	$28.66	278
2015 Q3	72,144,471	$2,508,583,928	-$59,384,005	$2,646,000	$2,392,000	$34.77	278
2015 Q2	73,442,011	$3,474,344,047	+$10,434,425	$1,462,000	$3,265,000	$47.31	284
2015 Q1	73,234,647	$3,626,998,732	+$192,107,528	$391,000	$1,001,000	$49.54	292
2014 Q4	69,795,526	$3,476,010,756	-$55,782,216	$717,000	$942,000	$49.82	308
2014 Q3	70,897,630	$3,662,457,958	-$94,212,529	$3,117,000	$11,026,000	$51.69	301
2014 Q2	72,166,224	$4,513,722,001	+$29,633,915	$4,644,000	$2,780,000	$62.59	329
2014 Q1	71,204,667	$5,237,693,230	+$80,685,601	$12,920,000	$3,166,000	$73.62	323