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WDR
Waddell & Reed Financial, Inc.
WDR
WDR
Delisted
WDR was delisted on the 30th of April, 2021.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 351 |
IRS
351
Invictus RG (Singapore)
Singapore
| – | -$170K | -2,710 | Closed |
|
| 352 |
AIM
352
Acuity Investment Management
Toronto,
Ontario, Canada
| – | -$77K | -1,226 | Closed |
|
| 353 |
VAM
353
Visionary Asset Management
Houston,
Texas
| – | -$61K | -974 | Closed |
|
| 354 |
BRWA
354
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$40.2K | -642 | Closed |
|
| 355 |
CCMH
355
Cornerstone Capital Management Holdings
New York
| – | -$31K | -521 | Closed |
|
| 356 |
WTB
356
Washington Trust Bank
Spokane,
Washington
| – | -$15K | -240 | Closed |
|
| 357 |
LNB
357
Ledyard National Bank
| – | -$4K | -66 | Closed |
|
| 358 |
PTC
358
Private Trust Company
Cleveland,
Ohio
| – | -$1K | -15 | Closed |
|
| 359 |
EMA
359
Efficient Market Advisors
San Diego,
California
| – | +$390 | +7 | New |
|
| 360 |
360
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | +$18.3K | +329 | +120% |
|