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Saturday, November 28, 2009, 7:48PM ET - U.S. Markets Closed. Dow  1.48% Nasdaq  1.73%

Waddell & Reed Financial Inc. (WDR)

On Nov 27: 28.43   0.98 (3.33%)

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Major Holders Get Major Holders for:
BREAKDOWN % of Shares Held by All Insider and 5% Owners: 2% % of Shares Held by Institutional & Mutual Fund Owners: 79% % of Float Held by Institutional & Mutual Fund Owners: 81% Number of Institutions Holding Shares: 239 MAJOR DIRECT HOLDERS (FORMS 3 & 4) Holder Shares Reported HERRMANN HENRY J 0 3-Nov-09 SUNDEEN JOHN E JR 249,968 31-Jul-09 AVERY MICHAEL L 191,062 16-Nov-09 STROHM MICHAEL D 183,761 2-Apr-09 CONNEALY DANIEL P 171,740 29-May-09
TOP INSTITUTIONAL HOLDERS Holder Shares % Out Value* Reported Barclays Global Investors UK Holdings Ltd 3,654,625 4.28 $103,974,081 30-Sep-09 VANGUARD GROUP, INC. (THE) 3,613,438 4.23 $102,802,311 30-Sep-09 WELLINGTON MANAGEMENT COMPANY, LLP 3,375,932 3.96 $96,045,265 30-Sep-09 KORNITZER CAPITAL MANAGEMENT, INC. 2,717,100 3.18 $77,301,495 30-Sep-09 PRICE (T.ROWE) ASSOCIATES INC 2,276,891 2.67 $64,777,548 30-Sep-09 MERRILL LYNCH & CO., INC. 2,252,057 2.64 $64,071,021 30-Sep-09 KEELEY ASSET MANAGEMENT CORP. 2,106,290 2.47 $59,923,950 30-Sep-09 FMR LLC 2,096,700 2.46 $59,651,115 30-Sep-09 FRONTIER CAPITAL MANAGEMENT COMPANY INC 1,913,286 2.24 $54,432,986 30-Sep-09 STATE STREET CORPORATION 1,722,193 2.02 $48,996,390 30-Sep-09 TOP MUTUAL FUND HOLDERS Holder Shares % Out Value* Reported BUFFALO SMALL CAP FUND 2,307,850 2.70 $60,858,004 30-Jun-09 KEELEY SMALL CAP VALUE FUND, INC. 2,090,000 2.45 $59,460,500 30-Sep-09 Fidelity Small Cap Value Fund 1,040,000 1.22 $29,504,800 31-Jul-09 VANGUARD SMALL-CAP INDEX FUND 1,035,776 1.21 $27,313,413 30-Jun-09 PENNSYLVANIA MUTUAL FUND INC 993,500 1.16 $26,198,595 30-Jun-09 PRICE (T.ROWE) NEW HORIZONS FUND 971,900 1.14 $27,650,555 30-Sep-09 VANGUARD TOTAL STOCK MARKET INDEX FUND 788,654 .92 $20,796,805 30-Jun-09 MIDCAP SPDR TRUST SERIES I 769,642 .90 $19,048,639 30-Sep-08 EQ Advisors Trust-EQ/GAMCO Small Company Value Portfolio 740,000 .87 $19,513,800 30-Jun-09 DWS Dreman Small Cap Value Fd 736,518 .86 $19,539,822 31-Aug-09 View Transactions for Insiders & Institutional Holders * Value shown is computed using the security's price on the report date given.
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