| Filed | As-Of/On | Form | Fullname | Fund Class | Shares | Activity | Shares Change | Shares Pct. Change | Hypothetical Old Value | Hypothetical New Value | Hypothetical Value Chg. | Hypotheticals Return |
Hypotheticals Results |
Director |
Other |
Ten Pct |
Officer |
Officer Title |
News Article |
History |
|---|
| 2009-11-06 | 2009-09-30 | 13F-HR/A | Baird Robert W And Co Inc | Institution | 7,729 | New Holding | 7,729 | 100 % | $230,401 | $230,401 | $0 | 0.00 % | $0 | | | | | | News Article | History of Baird Robert W And Co Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Chwab Charles Investment Management Inc | Institution | 51,070 | No Change | 0 | 0 % | $1,522,397 | $1,522,397 | $0 | 0.00 % | $0 | | | | | | News Article | History of Chwab Charles Investment Management Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Credit Suisse First Boston | Institution | 85,701 | Added More | 13,869 | 19.30 % | $2,554,747 | $2,554,747 | $0 | 0.00 % | $0 | | | | | | News Article | History of Credit Suisse First Boston Ownership Of Waddell And Reed Financial Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Hartford Investment Management Co | Institution | 71,925 | Added More | 11,490 | 19.01 % | $2,144,084 | $2,144,084 | $0 | 0.00 % | $0 | | | | | | News Article | History of Hartford Investment Management Co Ownership Of Waddell And Reed Financial Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Metropolitan Life Insurance Co | Institution | 41,985 | Added More | 463 | 1.11 % | $1,251,573 | $1,251,573 | $0 | 0.00 % | $0 | | | | | | News Article | History of Metropolitan Life Insurance Co Ownership Of Waddell And Reed Financial Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Pnc Financial Services Group Inc | Institution | 4,712 | Sold Some | -1,430 | -23.28 % | $140,465 | $140,465 | $0 | 0.00 % | $0 | | | | | | News Article | History of Pnc Financial Services Group Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Teachers Advisors Inc | Institution | 24,613 | Added More | 661 | 2.75 % | $733,714 | $733,714 | $0 | 0.00 % | $0 | | | | | | News Article | History of Teachers Advisors Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Tiaa Cref Investment Management Llc | Institution | 417,409 | Sold Some | -8,600 | -2.01 % | $12,442,962 | $12,442,962 | $0 | 0.00 % | $0 | | | | | | News Article | History of Tiaa Cref Investment Management Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Tygh Capital Management Inc | Institution | 342,554 | New Holding | 342,554 | 100 % | $10,211,535 | $10,211,535 | $0 | 0.00 % | $0 | | | | | | News Article | History of Tygh Capital Management Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Unionbancal Corp | Institution | 2,541 | No Change | 0 | 0 % | $75,747 | $75,747 | $0 | 0.00 % | $0 | | | | | | News Article | History of Unionbancal Corp Ownership Of Waddell And Reed Financial Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Bank Of Hawaii | Institution | 2,300 | New Holding | 2,300 | 100 % | $68,287 | $68,563 | $276 | 0.40 % | $276 | | | | | | News Article | History of Bank Of Hawaii Ownership Of Waddell And Reed Financial Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Fixed Income Securities Lp | Institution | 3,300 | Sold Some | -400 | -10.81 % | $97,977 | $98,373 | $396 | 0.40 % | $-48 | | | | | | News Article | History of Fixed Income Securities Lp Ownership Of Waddell And Reed Financial Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Kornitzer Capital Management Inc | Institution | 2,717,100 | Sold Some | -29,475 | -1.07 % | $80,670,699 | $80,996,751 | $326,052 | 0.40 % | $-3,537 | | | | | | News Article | History of Kornitzer Capital Management Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Nisa Investment Advisors L L C | Institution | 38,730 | No Change | 0 | 0 % | $1,149,894 | $1,154,541 | $4,648 | 0.40 % | $0 | | | | | | News Article | History of Nisa Investment Advisors L L C Ownership Of Waddell And Reed Financial Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Parametric Portfolio Associate | Institution | 85,866 | Added More | 4,185 | 5.12 % | $2,549,362 | $2,559,665 | $10,304 | 0.40 % | $502 | | | | | | News Article | History of Parametric Portfolio Associate Ownership Of Waddell And Reed Financial Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Profund Advisors Llc | Institution | 19,842 | Added More | 3,721 | 23.08 % | $589,109 | $591,490 | $2,381 | 0.40 % | $447 | | | | | | News Article | History of Profund Advisors Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Proshare Advisors Llc | Institution | 92,474 | Sold Some | -54,514 | -37.08 % | $2,745,553 | $2,756,650 | $11,097 | 0.40 % | $-6,542 | | | | | | News Article | History of Proshare Advisors Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Punch And Associates Investment Management Inc | Institution | 99,108 | Added More | 7,599 | 8.30 % | $2,942,517 | $2,954,409 | $11,893 | 0.40 % | $912 | | | | | | News Article | History of Punch And Associates Investment Management Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Rafferty Asset Management Llc | Institution | 108,597 | No Change | 0 | 0 % | $3,224,245 | $3,237,277 | $13,032 | 0.40 % | $0 | | | | | | News Article | History of Rafferty Asset Management Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Teacher Retirement System Of Texa | Institution | 128,486 | Added More | 1,886 | 1.48 % | $3,814,749 | $3,830,168 | $15,418 | 0.40 % | $226 | | | | | | News Article | History of Teacher Retirement System Of Texa Ownership Of Waddell And Reed Financial Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | 1st Source Bank | Institution | 104,072 | Added More | 6,090 | 6.21 % | $2,987,907 | $3,102,386 | $114,479 | 3.83 % | $6,699 | | | | | | News Article | History of 1st Source Bank Ownership Of Waddell And Reed Financial Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | Frontier Capital Management Co Inc | Institution | 1,913,286 | Added More | 129,167 | 7.23 % | $54,930,441 | $57,035,056 | $2,104,615 | 3.83 % | $142,084 | | | | | | News Article | History of Frontier Capital Management Co Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | Gw Capital Management Incco | Institution | 2,414 | No Change | 0 | 0 % | $69,306 | $71,961 | $2,655 | 3.83 % | $0 | | | | | | News Article | History of Gw Capital Management Incco Ownership Of Waddell And Reed Financial Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | Investment Counselors Of Maryland Llc | Institution | 607,550 | No Change | 0 | 0 % | $17,442,761 | $18,111,066 | $668,305 | 3.83 % | $0 | | | | | | News Article | History of Investment Counselors Of Maryland Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | Washington Capital Management Inc | Institution | 204,100 | Sold Some | -38,161 | -15.75 % | $5,859,711 | $6,084,221 | $224,510 | 3.83 % | $-41,977 | | | | | | News Article | History of Washington Capital Management Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Ixis Asset Management Advisors L P | Institution | 278,686 | Sold Some | -188,835 | -40.39 % | $8,028,944 | $8,307,630 | $278,686 | 3.47 % | $-188,835 | | | | | | News Article | History of Ixis Asset Management Advisors L P Ownership Of Waddell And Reed Financial Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR/A | Leavell T And Associates Inc | Institution | 31,826 | Sold Some | -313 | -0.97 % | $916,907 | $948,733 | $31,826 | 3.47 % | $-313 | | | | | | News Article | History of Leavell T And Associates Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Private Trust Co Na | Institution | | Sold All | -55 | -100 % | | | | 3.47 % | $-55 | | | | | | News Article | History of Private Trust Co Na Ownership Of Waddell And Reed Financial Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Prudential Financial Inc | Institution | 173,936 | Added More | 81,425 | 88.01 % | $5,011,096 | $5,185,032 | $173,936 | 3.47 % | $81,425 | | | | | | News Article | History of Prudential Financial Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Turner Investment Partners Inc | Institution | 189,890 | Sold Some | -711,459 | -78.93 % | $5,470,731 | $5,660,621 | $189,890 | 3.47 % | $-711,459 | | | | | | News Article | History of Turner Investment Partners Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-11-02 | 2009-09-30 | 13F-HR | Emerald Advisers Inc | Institution | | Sold All | -12,300 | -100 % | | | | 4.59 % | $-16,113 | | | | | | News Article | History of Emerald Advisers Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-11-02 | 2009-09-30 | 13F-HR | Emerald Mutual Fund Advisers Trust | Institution | | Sold All | -8,300 | -100 % | | | | 4.59 % | $-10,873 | | | | | | News Article | History of Emerald Mutual Fund Advisers Trust Ownership Of Waddell And Reed Financial Inc |
| 2009-11-02 | 2009-09-30 | 13F-HR | Thrivent Financial For Lutheran | Institution | 123,340 | Sold Some | -146,140 | -54.23 % | $3,515,190 | $3,676,765 | $161,575 | 4.59 % | $-191,443 | | | | | | News Article | History of Thrivent Financial For Lutheran Ownership Of Waddell And Reed Financial Inc |
| 2009-10-30 | 2009-09-30 | 13F-HR | Oxford Asset Management | Institution | 42,873 | New Holding | 42,873 | 100 % | $1,203,016 | $1,278,044 | $75,028 | 6.23 % | $75,028 | | | | | | News Article | History of Oxford Asset Management Ownership Of Waddell And Reed Financial Inc |
| 2009-10-30 | 2009-09-30 | 13F-HR | Robeco Investment Management Inc | Institution | 10,376 | New Holding | 10,376 | 100 % | $291,151 | $309,309 | $18,158 | 6.23 % | $18,158 | | | | | | News Article | History of Robeco Investment Management Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-10-30 | 2009-09-30 | 13F-HR | Texas Permanent School Fund | Institution | 137,940 | Sold Some | -1,716 | -1.22 % | $3,870,596 | $4,111,991 | $241,395 | 6.23 % | $-3,003 | | | | | | News Article | History of Texas Permanent School Fund Ownership Of Waddell And Reed Financial Inc |
| 2009-10-29 | 2009-09-30 | 13F-HR | Auxier Asset Management | Institution | 13,908 | No Compare | | | $411,399 | $414,597 | $3,199 | 0.77 % | | | | | | | News Article | History of Auxier Asset Management Ownership Of Waddell And Reed Financial Inc |
| 2009-10-29 | 2009-09-30 | 13F-HR | Dimensional Fund Advisors Inc | Institution | 83,843 | Added More | 4,273 | 5.37 % | $2,480,076 | $2,499,360 | $19,284 | 0.77 % | $983 | | | | | | News Article | History of Dimensional Fund Advisors Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-10-28 | 2009-09-30 | 13F-HR | Hoover Investment Management Co Llc | Institution | 342,100 | Sold Some | -37,300 | -9.83 % | $9,838,796 | $10,198,001 | $359,205 | 3.65 % | $-39,165 | | | | | | News Article | History of Hoover Investment Management Co Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-10-28 | 2009-09-30 | 13F-HR | Olaris Asset Management Llc | Institution | 10,150 | Sold Some | -1,050 | -9.37 % | $291,914 | $302,572 | $10,658 | 3.65 % | $-1,103 | | | | | | News Article | History of Olaris Asset Management Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-10-27 | 2009-09-30 | 13F-HR | Deroy And Devereaux Private Investment Counsel Inc | Institution | 200,675 | Sold Some | -7,500 | -3.60 % | $5,976,102 | $5,982,122 | $6,020 | 0.10 % | $-225 | | | | | | News Article | History of Deroy And Devereaux Private Investment Counsel Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-10-27 | 2009-09-30 | 13F-HR | First Manhattan Co | Institution | 35,539 | No Change | 0 | 0 % | $1,058,351 | $1,059,418 | $1,066 | 0.10 % | $0 | | | | | | News Article | History of First Manhattan Co Ownership Of Waddell And Reed Financial Inc |
| 2009-10-27 | 2009-09-30 | 13F-HR | Nicholas Co Inc | Institution | 85,350 | Sold Some | -7,800 | -8.37 % | $2,541,723 | $2,544,284 | $2,561 | 0.10 % | $-234 | | | | | | News Article | History of Nicholas Co Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-10-27 | 2009-09-30 | 13F-HR | Wagner Investment Management Inc | Institution | | Sold All | -543 | -100 % | | | | 0.10 % | $-16 | | | | | | News Article | History of Wagner Investment Management Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-10-22 | 2009-09-30 | 13F-HR | Blackrock Inc | No Data | 4,052 | Sold Some | -28,194 | -87.43 % | $117,954 | $120,790 | $2,836 | 2.40 % | $-19,736 | | | | | | News Article | History of Blackrock Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Century Capital Managment Trust-Century Small Cap Select Fund | Small-Cap Core | | Sold All | -451,950 | -100 % | | | | 4.12 % | $-533,301 | | | | | | News Article | History of Century Capital Managment Trust-Century Small Cap Select Fund Ownership Of Waddell And Reed Financial Inc |
| 2009-08-27 | 2008-06-30 | N-CSRS | Vanguard Balanced Index Funds-Vanguard Balanced Index Fund | Mixed-Asset Target Allocation Growth | 29,987 | Sold Some | -2,300 | -7.12 % | $796,455 | $893,912 | $97,458 | 12.23 % | $-7,475 | | | | | | News Article | History of Vanguard Balanced Index Funds-Vanguard Balanced Index Fund Ownership Of Waddell And Reed Financial Inc |
| 2009-08-18 | 2009-06-30 | 13F-HR/A | Barclays Global Investors Uk Holdings Ltd | Institution | 3,567,821 | Added More | 128,343 | 3.73 % | $95,367,855 | $106,356,744 | $10,988,889 | 11.52 % | $395,296 | | | | | | News Article | History of Barclays Global Investors Uk Holdings Ltd Ownership Of Waddell And Reed Financial Inc |
| 2009-08-18 | 2009-06-30 | 13F-HR | Us Bancorp De | Institution | 3,340 | Sold Some | -473 | -12.40 % | $89,278 | $99,565 | $10,287 | 11.52 % | $-1,457 | | | | | | News Article | History of Us Bancorp De Ownership Of Waddell And Reed Financial Inc |
| 2009-08-17 | 2009-06-30 | 13F-HR/A | Gamco Investors Inc Et Al | Institution | 2,571,200 | Sold Some | -73,700 | -2.78 % | $66,465,520 | $76,647,472 | $10,181,952 | 15.31 % | $-291,852 | | | | | | News Article | History of Gamco Investors Inc Et Al Ownership Of Waddell And Reed Financial Inc |
| 2009-08-17 | 2009-06-30 | 13F-HR | Madison Square Investors Llc | No Data | 25,051 | Added More | 8,102 | 47.80 % | $647,568 | $746,770 | $99,202 | 15.31 % | $32,084 | | | | | | News Article | History of Madison Square Investors Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-17 | 2009-06-30 | 13F-HR | Morgan Stanley | Institution | 387,784 | Sold Some | -252,180 | -39.40 % | $10,024,216 | $11,559,841 | $1,535,625 | 15.31 % | $-998,633 | | | | | | News Article | History of Morgan Stanley Ownership Of Waddell And Reed Financial Inc |
| 2009-08-17 | 2009-06-30 | 13F-HR/A | Perkins Investment Management Llc | No Data | | Sold All | -272,313 | -100 % | | | | 15.31 % | $-1,078,359 | | | | | | News Article | History of Perkins Investment Management Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-17 | 2009-06-30 | 13F-HR | Sterling Capital Management Llc | No Data | 435,600 | Sold Some | -1,163,208 | -72.75 % | $11,260,260 | $12,985,236 | $1,724,976 | 15.31 % | $-4,606,304 | | | | | | News Article | History of Sterling Capital Management Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-17 | 2009-06-30 | 13F-HR/A | Transamerica Investment Management Llc | Institution | 28,200 | New Holding | 28,200 | 100 % | $728,970 | $840,642 | $111,672 | 15.31 % | $111,672 | | | | | | News Article | History of Transamerica Investment Management Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-17 | 2009-06-30 | 13F-HR | Tudor Investment Corp Et Al | Institution | | Sold All | -14,800 | -100 % | | | | 15.31 % | $-58,608 | | | | | | News Article | History of Tudor Investment Corp Et Al Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | American International Group Inc | Institution | 196,652 | Added More | 2,381 | 1.22 % | $5,307,637 | $5,862,196 | $554,559 | 10.44 % | $6,714 | | | | | | News Article | History of American International Group Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Aqr Capital Management Llc | Institution | | Sold All | -16,500 | -100 % | | | | 10.44 % | $-46,530 | | | | | | News Article | History of Aqr Capital Management Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Axa | Institution | 73,208 | Added More | 129 | 0.17 % | $1,975,884 | $2,182,330 | $206,447 | 10.44 % | $364 | | | | | | News Article | History of Axa Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Bancorpsouth Inc | Institution | | Sold All | -1,577 | -100 % | | | | 10.44 % | $-4,447 | | | | | | News Article | History of Bancorpsouth Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Batterymarch Financial Management Inc | Institution | 39,420 | New Holding | 39,420 | 100 % | $1,063,946 | $1,175,110 | $111,164 | 10.44 % | $111,164 | | | | | | News Article | History of Batterymarch Financial Management Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Black River Asset Management Llc | Institution | 1,900 | New Holding | 1,900 | 100 % | $51,281 | $56,639 | $5,358 | 10.44 % | $5,358 | | | | | | News Article | History of Black River Asset Management Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Blackthorn Investment Group Llc | Institution | 10,000 | Sold Some | -15,000 | -60.00 % | $269,900 | $298,100 | $28,200 | 10.44 % | $-42,300 | | | | | | News Article | History of Blackthorn Investment Group Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Bnp Paribas Arbitrage Sa | Institution | 19,890 | New Holding | 19,890 | 100 % | $536,831 | $592,921 | $56,090 | 10.44 % | $56,090 | | | | | | News Article | History of Bnp Paribas Arbitrage Sa Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Bogle Investment Management L P | Institution | 9,200 | Sold Some | -86,800 | -90.41 % | $248,308 | $274,252 | $25,944 | 10.44 % | $-244,776 | | | | | | News Article | History of Bogle Investment Management L P Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Bridgewater Associates Inc | Institution | | Sold All | -162,900 | -100 % | | | | 10.44 % | $-459,378 | | | | | | News Article | History of Bridgewater Associates Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Canada Pension Plan Investment Board | Institution | 46,100 | No Change | 0 | 0 % | $1,244,239 | $1,374,241 | $130,002 | 10.44 % | $0 | | | | | | News Article | History of Canada Pension Plan Investment Board Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Capstone Investment Advisors Llc | Institution | | Sold All | -13,899 | -100 % | | | | 10.44 % | $-39,195 | | | | | | News Article | History of Capstone Investment Advisors Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Caxton Associates Llc | Institution | | Sold All | -42,070 | -100 % | | | | 10.44 % | $-118,637 | | | | | | News Article | History of Caxton Associates Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Citadel L P | Institution | 102,689 | Sold Some | -944,185 | -90.19 % | $2,771,576 | $3,061,159 | $289,583 | 10.44 % | $-2,662,602 | | | | | | News Article | History of Citadel L P Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Citigroup Inc | Institution | 51,809 | Added More | 20,335 | 64.60 % | $1,398,325 | $1,544,426 | $146,101 | 10.44 % | $57,345 | | | | | | News Article | History of Citigroup Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Croft Leominster Inc | Institution | 61,511 | Sold Some | -3,066 | -4.74 % | $1,660,182 | $1,833,643 | $173,461 | 10.44 % | $-8,646 | | | | | | News Article | History of Croft Leominster Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Delaware Management Business Trust | Institution | | Sold All | -152,975 | -100 % | | | | 10.44 % | $-431,390 | | | | | | News Article | History of Delaware Management Business Trust Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Diamondback Capital Management Llc | Institution | | Sold All | -25,476 | -100 % | | | | 10.44 % | $-71,842 | | | | | | News Article | History of Diamondback Capital Management Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Ei Trust Co | Institution | 74,356 | No Change | 0 | 0 % | $2,006,868 | $2,216,552 | $209,684 | 10.44 % | $0 | | | | | | News Article | History of Ei Trust Co Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Employees Retirement System Of Texa | Institution | 38,000 | No Change | 0 | 0 % | $1,025,620 | $1,132,780 | $107,160 | 10.44 % | $0 | | | | | | News Article | History of Employees Retirement System Of Texa Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Epoch Investment Partners Inc | Institution | 546,080 | Sold Some | -5,435 | -0.98 % | $14,738,699 | $16,278,645 | $1,539,946 | 10.44 % | $-15,327 | | | | | | News Article | History of Epoch Investment Partners Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Fifth Third Asset Management Inc | Institution | 68,750 | Sold Some | -54,894 | -44.39 % | $1,855,563 | $2,049,438 | $193,875 | 10.44 % | $-154,801 | | | | | | News Article | History of Fifth Third Asset Management Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Fifth Third Bancorp | Institution | 41,175 | Sold Some | -6,996 | -14.52 % | $1,111,313 | $1,227,427 | $116,114 | 10.44 % | $-19,729 | | | | | | News Article | History of Fifth Third Bancorp Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Fifth Third Securitie | Institution | | Sold All | -395 | -100 % | | | | 10.44 % | $-1,114 | | | | | | News Article | History of Fifth Third Securitie Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | First Investors Management Co Inc | Institution | 229,600 | No Change | 0 | 0 % | $6,196,904 | $6,844,376 | $647,472 | 10.44 % | $0 | | | | | | News Article | History of First Investors Management Co Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | First National Bank Of Omaha | Institution | 541 | No Change | 0 | 0 % | $14,602 | $16,127 | $1,526 | 10.44 % | $0 | | | | | | News Article | History of First National Bank Of Omaha Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Fmr Corp | Institution | 2,174,920 | Sold Some | -436,480 | -16.71 % | $58,701,091 | $64,834,365 | $6,133,274 | 10.44 % | $-1,230,874 | | | | | | News Article | History of Fmr Corp Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Frontier Capital Management Co Inc | Institution | 1,784,119 | Sold Some | -68,835 | -3.71 % | $48,153,372 | $53,184,587 | $5,031,216 | 10.44 % | $-194,115 | | | | | | News Article | History of Frontier Capital Management Co Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Geneva Investment Management Of Chicago Llc | Institution | 14,855 | Added More | 3,525 | 31.11 % | $400,936 | $442,828 | $41,891 | 10.44 % | $9,941 | | | | | | News Article | History of Geneva Investment Management Of Chicago Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Geode Capital Management Llc | Institution | 169,867 | Added More | 12,187 | 7.72 % | $4,584,710 | $5,063,735 | $479,025 | 10.44 % | $34,367 | | | | | | News Article | History of Geode Capital Management Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Global Currents Investment Management Llc | Institution | 18,800 | No Change | 0 | 0 % | $507,412 | $560,428 | $53,016 | 10.44 % | $0 | | | | | | News Article | History of Global Currents Investment Management Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Goldman Sachs Group Inc | Institution | 1,073,031 | Added More | 802,445 | 296.55 % | $28,961,107 | $31,987,054 | $3,025,947 | 10.44 % | $2,262,895 | | | | | | News Article | History of Goldman Sachs Group Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Hbk Investments L P | Institution | 11,400 | Sold Some | -4,700 | -29.19 % | $307,686 | $339,834 | $32,148 | 10.44 % | $-13,254 | | | | | | News Article | History of Hbk Investments L P Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Ing Groep Nv | Institution | 39,450 | Sold Some | -29,200 | -42.53 % | $1,064,756 | $1,176,005 | $111,249 | 10.44 % | $-82,344 | | | | | | News Article | History of Ing Groep Nv Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Janus Capital Management Llc | Institution | 437,300 | New Holding | 437,300 | 100 % | $11,802,727 | $13,035,913 | $1,233,186 | 10.44 % | $1,233,186 | | | | | | News Article | History of Janus Capital Management Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Jefferies Group Inc | Institution | | Sold All | -41,700 | -100 % | | | | 10.44 % | $-117,594 | | | | | | News Article | History of Jefferies Group Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Jennison Associates Llc | Institution | 241,700 | New Holding | 241,700 | 100 % | $6,523,483 | $7,205,077 | $681,594 | 10.44 % | $681,594 | | | | | | News Article | History of Jennison Associates Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Kbc Group Nv | Institution | 116,312 | Added More | 49,056 | 72.93 % | $3,139,261 | $3,467,261 | $328,000 | 10.44 % | $138,338 | | | | | | News Article | History of Kbc Group Nv Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Managed Account Advisors Llc | Institution | 95 | New Holding | 95 | 100 % | $2,564 | $2,832 | $268 | 10.44 % | $268 | | | | | | News Article | History of Managed Account Advisors Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Mason Street Advisors Llc | Institution | 36,700 | Added More | 200 | 0.54 % | $990,533 | $1,094,027 | $103,494 | 10.44 % | $564 | | | | | | News Article | History of Mason Street Advisors Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Merrill Lynch And Co Inc | Institution | 2,325,223 | New Holding | 2,325,223 | 100 % | $62,757,769 | $69,314,898 | $6,557,129 | 10.44 % | $6,557,129 | | | | | | News Article | History of Merrill Lynch And Co Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Millennium Management Llc | Institution | 35,000 | New Holding | 35,000 | 100 % | $944,650 | $1,043,350 | $98,700 | 10.44 % | $98,700 | | | | | | News Article | History of Millennium Management Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | New York State Common Retirement Fund | Institution | 404,802 | Added More | 59,964 | 17.38 % | $10,925,606 | $12,067,148 | $1,141,542 | 10.44 % | $169,098 | | | | | | News Article | History of New York State Common Retirement Fund Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Northern Trust Co Of Connecticut | Institution | 8,111 | Sold Some | -5,460 | -40.23 % | $218,916 | $241,789 | $22,873 | 10.44 % | $-15,397 | | | | | | News Article | History of Northern Trust Co Of Connecticut Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Northern Trust Corp | Institution | 579,883 | Sold Some | -8,842 | -1.50 % | $15,651,042 | $17,286,312 | $1,635,270 | 10.44 % | $-24,934 | | | | | | News Article | History of Northern Trust Corp Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Oppenheimer Funds Inc | Institution | 1,169,067 | Added More | 459,899 | 64.85 % | $31,553,118 | $34,849,887 | $3,296,769 | 10.44 % | $1,296,915 | | | | | | News Article | History of Oppenheimer Funds Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Perimeter Capital Partners Llc | Institution | 140,985 | New Holding | 140,985 | 100 % | $3,805,185 | $4,202,763 | $397,578 | 10.44 % | $397,578 | | | | | | News Article | History of Perimeter Capital Partners Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Price T Rowe Associates Inc | Institution | 2,280,591 | Sold Some | -33,600 | -1.45 % | $61,553,151 | $67,984,418 | $6,431,267 | 10.44 % | $-94,752 | | | | | | News Article | History of Price T Rowe Associates Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Principal Financial Group Inc | Institution | 95,937 | Added More | 8,538 | 9.76 % | $2,589,340 | $2,859,882 | $270,542 | 10.44 % | $24,077 | | | | | | News Article | History of Principal Financial Group Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Rbc Capital Markets Arbitrage S A | Institution | 13,586 | Added More | 3,318 | 32.31 % | $366,686 | $404,999 | $38,313 | 10.44 % | $9,357 | | | | | | News Article | History of Rbc Capital Markets Arbitrage S A Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Rbc Dain Rauscher Inc | Institution | 8,260 | Sold Some | -1,872 | -18.47 % | $222,937 | $246,231 | $23,293 | 10.44 % | $-5,279 | | | | | | News Article | History of Rbc Dain Rauscher Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Rothschild Asset Management Inc | Institution | 117,620 | New Holding | 117,620 | 100 % | $3,174,564 | $3,506,252 | $331,688 | 10.44 % | $331,688 | | | | | | News Article | History of Rothschild Asset Management Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Russell Frank Co | Institution | 277,559 | Sold Some | -110,430 | -28.46 % | $7,491,317 | $8,274,034 | $782,716 | 10.44 % | $-311,413 | | | | | | News Article | History of Russell Frank Co Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Td Asset Management Inc | Institution | 11,100 | Sold Some | -3,400 | -23.44 % | $299,589 | $330,891 | $31,302 | 10.44 % | $-9,588 | | | | | | News Article | History of Td Asset Management Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Timon Philip C | Institution | | Sold All | -69,000 | -100 % | | | | 10.44 % | $-194,580 | | | | | | News Article | History of Timon Philip C Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Trendstar Advisors Llc | Institution | 50,400 | Sold Some | -9,100 | -15.29 % | $1,360,296 | $1,502,424 | $142,128 | 10.44 % | $-25,662 | | | | | | News Article | History of Trendstar Advisors Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Two Sigma Investments Llc | Institution | 69,823 | Added More | 51,293 | 276.81 % | $1,884,523 | $2,081,424 | $196,901 | 10.44 % | $144,646 | | | | | | News Article | History of Two Sigma Investments Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Vanguard Group Inc | Institution | 3,274,147 | Added More | 326,728 | 11.08 % | $88,369,228 | $97,602,322 | $9,233,095 | 10.44 % | $921,373 | | | | | | News Article | History of Vanguard Group Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Vinik Asset Management L P | Institution | 1,725,000 | New Holding | 1,725,000 | 100 % | $46,557,750 | $51,422,250 | $4,864,500 | 10.44 % | $4,864,500 | | | | | | News Article | History of Vinik Asset Management L P Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Washington Capital Management Inc | Institution | 242,261 | Added More | 75,836 | 45.56 % | $6,538,624 | $7,221,800 | $683,176 | 10.44 % | $213,858 | | | | | | News Article | History of Washington Capital Management Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Wellington Management Co Llp | Institution | 1,760,800 | Added More | 596,500 | 51.23 % | $47,523,992 | $52,489,448 | $4,965,456 | 10.44 % | $1,682,130 | | | | | | News Article | History of Wellington Management Co Llp Ownership Of Waddell And Reed Financial Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Zebra Capital Management Llc | Institution | 20,057 | New Holding | 20,057 | 100 % | $541,338 | $597,899 | $56,561 | 10.44 % | $56,561 | | | | | | News Article | History of Zebra Capital Management Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-13 | 2009-06-30 | 13F-HR | Ameriprise Financial Inc | Institution | 137,342 | Added More | 70,903 | 106.71 % | $3,809,867 | $4,094,165 | $284,298 | 7.46 % | $146,769 | | | | | | News Article | History of Ameriprise Financial Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-13 | 2009-06-30 | 13F-HR | Aperio Group Llc | Institution | 10,451 | Added More | 46 | 0.44 % | $289,911 | $311,544 | $21,634 | 7.46 % | $95 | | | | | | News Article | History of Aperio Group Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-13 | 2009-06-30 | 13F-HR | Avesta Capital Advisors Llc | Institution | 255,700 | Added More | 55,700 | 27.85 % | $7,093,118 | $7,622,417 | $529,299 | 7.46 % | $115,299 | | | | | | News Article | History of Avesta Capital Advisors Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-13 | 2009-06-30 | 13F-HR | Bank Of New York Mellon Corp | Institution | 1,434,971 | Sold Some | -81,815 | -5.39 % | $39,806,096 | $42,776,486 | $2,970,390 | 7.46 % | $-169,357 | | | | | | News Article | History of Bank Of New York Mellon Corp Ownership Of Waddell And Reed Financial Inc |
| 2009-08-13 | 2009-06-30 | 13F-HR | Barclays Plc | Institution | 7,048 | Sold Some | -19,719 | -73.66 % | $195,512 | $210,101 | $14,589 | 7.46 % | $-40,818 | | | | | | News Article | History of Barclays Plc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-13 | 2009-06-30 | 13F-HR | Calamos Advisors Llc | Institution | | Sold All | -1,809,317 | -100 % | | | | 7.46 % | $-3,745,286 | | | | | | News Article | History of Calamos Advisors Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-13 | 2009-06-30 | 13F-HR | Calamos Wealth Management Llc | No Data | | Sold All | -17,070 | -100 % | | | | 7.46 % | $-35,335 | | | | | | News Article | History of Calamos Wealth Management Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-13 | 2009-06-30 | 13F-HR | Corestates Capital Advisors Llc | No Data | 40 | No Compare | | | $1,110 | $1,192 | $83 | 7.46 % | | | | | | | News Article | History of Corestates Capital Advisors Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-13 | 2009-06-30 | 13F-HR/A | Eaton Vance Management | Institution | 274,025 | New Holding | 274,025 | 100 % | $7,601,454 | $8,168,685 | $567,232 | 7.46 % | $567,232 | | | | | | News Article | History of Eaton Vance Management Ownership Of Waddell And Reed Financial Inc |
| 2009-08-13 | 2009-06-30 | 13F-HR | Fbr Capital Markets Corp | Insider | 9,485 | No Compare | | | $263,114 | $282,748 | $19,634 | 7.46 % | | | | | | | News Article | History of Fbr Capital Markets Corp Ownership Of Waddell And Reed Financial Inc |
| 2009-08-13 | 2009-06-30 | 13F-HR | Federated Investors Inc | Institution | 11,800 | New Holding | 11,800 | 100 % | $327,332 | $351,758 | $24,426 | 7.46 % | $24,426 | | | | | | News Article | History of Federated Investors Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-13 | 2009-06-30 | 13F-HR | First Trust Advisors Lp | Institution | 8,478 | New Holding | 8,478 | 100 % | $235,180 | $252,729 | $17,549 | 7.46 % | $17,549 | | | | | | News Article | History of First Trust Advisors Lp Ownership Of Waddell And Reed Financial Inc |
| 2009-08-13 | 2009-06-30 | 13F-HR | Geduld E E | Institution | 10,000 | New Holding | 10,000 | 100 % | $277,400 | $298,100 | $20,700 | 7.46 % | $20,700 | | | | | | News Article | History of Geduld E E Ownership Of Waddell And Reed Financial Inc |
| 2009-08-13 | 2009-06-30 | 13F-HR | Highbridge Capital Management Llc | Institution | 288,005 | Added More | 30,790 | 11.97 % | $7,989,259 | $8,585,429 | $596,170 | 7.46 % | $63,735 | | | | | | News Article | History of Highbridge Capital Management Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-13 | 2009-06-30 | 13F-HR | Ing Investment Management Co | Institution | 68,958 | Added More | 62,408 | 952.79 % | $1,912,895 | $2,055,638 | $142,743 | 7.46 % | $129,185 | | | | | | News Article | History of Ing Investment Management Co Ownership Of Waddell And Reed Financial Inc |
| 2009-08-13 | 2009-06-30 | 13F-HR/A | Ironbridge Capital Management Llc | Institution | 717,474 | Sold Some | -13,079 | -1.79 % | $19,902,729 | $21,387,900 | $1,485,171 | 7.46 % | $-27,074 | | | | | | News Article | History of Ironbridge Capital Management Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-13 | 2009-06-30 | 13F-HR | J P Morgan Chase And Co | Institution | 117,452 | Added More | 101,020 | 614.77 % | $3,258,118 | $3,501,244 | $243,126 | 7.46 % | $209,111 | | | | | | News Article | History of J P Morgan Chase And Co Ownership Of Waddell And Reed Financial Inc |
| 2009-08-13 | 2009-06-30 | 13F-HR | Jensen Investment Management Inc | Institution | 4,170 | Sold Some | -1,770 | -29.79 % | $115,676 | $124,308 | $8,632 | 7.46 % | $-3,664 | | | | | | News Article | History of Jensen Investment Management Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-13 | 2009-06-30 | 13F-HR | Keeley Asset Management Corp | Institution | 2,349,860 | Sold Some | -4,140 | -0.17 % | $65,185,116 | $70,049,327 | $4,864,210 | 7.46 % | $-8,570 | | | | | | News Article | History of Keeley Asset Management Corp Ownership Of Waddell And Reed Financial Inc |
| 2009-08-13 | 2009-06-30 | 13F-HR | Oppenheimer And Co Inc | Institution | | Sold All | -44,390 | -100 % | | | | 7.46 % | $-91,887 | | | | | | News Article | History of Oppenheimer And Co Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-13 | 2009-06-30 | 13F-HR | Punch And Associates Investment Management Inc | Institution | 91,509 | Sold Some | -3,807 | -3.99 % | $2,538,460 | $2,727,883 | $189,424 | 7.46 % | $-7,880 | | | | | | News Article | History of Punch And Associates Investment Management Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-13 | 2009-06-30 | 13F-HR | Raiff Partners Inc | Institution | 110,000 | New Holding | 110,000 | 100 % | $3,051,400 | $3,279,100 | $227,700 | 7.46 % | $227,700 | | | | | | News Article | History of Raiff Partners Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-13 | 2009-06-30 | 13F-HR | Renaissance Technologies Corp | Institution | | Sold All | -10,300 | -100 % | | | | 7.46 % | $-21,321 | | | | | | News Article | History of Renaissance Technologies Corp Ownership Of Waddell And Reed Financial Inc |
| 2009-08-13 | 2009-06-30 | 13F-HR | Tate Treasurer State Of Michigan | Institution | 55,400 | Added More | 600 | 1.09 % | $1,536,796 | $1,651,474 | $114,678 | 7.46 % | $1,242 | | | | | | News Article | History of Tate Treasurer State Of Michigan Ownership Of Waddell And Reed Financial Inc |
| 2009-08-13 | 2009-06-30 | 13F-HR | Terne Agee And Leach Group Inc | Institution | 15,159 | New Holding | 15,159 | 100 % | $420,511 | $451,890 | $31,379 | 7.46 % | $31,379 | | | | | | News Article | History of Terne Agee And Leach Group Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-13 | 2009-06-30 | 13F-HR | Ubs Ag | Institution | 136,392 | Sold Some | -46,708 | -25.50 % | $3,783,514 | $4,065,846 | $282,331 | 7.46 % | $-96,686 | | | | | | News Article | History of Ubs Ag Ownership Of Waddell And Reed Financial Inc |
| 2009-08-13 | 2009-06-30 | 13F-HR | Untrust Banks Inc | Institution | 24,722 | Added More | 7,125 | 40.48 % | $685,788 | $736,963 | $51,175 | 7.46 % | $14,749 | | | | | | News Article | History of Untrust Banks Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-13 | 2009-06-30 | 13F-HR | Vtl Associates Llc | Institution | 93 | Added More | 30 | 47.61 % | $2,580 | $2,772 | $193 | 7.46 % | $62 | | | | | | News Article | History of Vtl Associates Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-13 | 2009-06-30 | 13F-HR | Wells Fargo And Co | Institution | 397,994 | Sold Some | -135,354 | -25.37 % | $11,040,354 | $11,864,201 | $823,848 | 7.46 % | $-280,183 | | | | | | News Article | History of Wells Fargo And Co Ownership Of Waddell And Reed Financial Inc |
| 2009-08-13 | 2009-06-30 | 13F-HR | Westfield Capital Management Co Llc | Institution | 1,545,675 | New Holding | 1,545,675 | 100 % | $42,877,025 | $46,076,572 | $3,199,547 | 7.46 % | $3,199,547 | | | | | | News Article | History of Westfield Capital Management Co Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-12 | 2009-06-30 | 13F-HR | Bennett Lawrence Management L L C | Institution | 393,450 | New Holding | 393,450 | 100 % | $10,859,220 | $11,728,745 | $869,525 | 8.00 % | $869,525 | | | | | | News Article | History of Bennett Lawrence Management L L C Ownership Of Waddell And Reed Financial Inc |
| 2009-08-12 | 2009-06-30 | 13F-HR | Champlain Investment Partners Llc | Institution | 546,045 | Sold Some | -805,080 | -59.58 % | $15,070,842 | $16,277,601 | $1,206,759 | 8.00 % | $-1,779,227 | | | | | | News Article | History of Champlain Investment Partners Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-12 | 2009-06-30 | 13F-HR | Claymore Advisors Llc | Institution | 9,439 | Sold Some | -10,300 | -52.18 % | $260,516 | $281,377 | $20,860 | 8.00 % | $-22,763 | | | | | | News Article | History of Claymore Advisors Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-12 | 2009-06-30 | 13F-HR | Credit Suisse First Boston | Institution | 71,832 | Sold Some | -92,186 | -56.20 % | $1,982,563 | $2,141,312 | $158,749 | 8.00 % | $-203,731 | | | | | | News Article | History of Credit Suisse First Boston Ownership Of Waddell And Reed Financial Inc |
| 2009-08-12 | 2009-06-30 | 13F-HR | First Mercantile Trust Co | Institution | 51,283 | Sold Some | -822,258 | -94.12 % | $1,415,411 | $1,528,746 | $113,335 | 8.00 % | $-1,817,190 | | | | | | News Article | History of First Mercantile Trust Co Ownership Of Waddell And Reed Financial Inc |
| 2009-08-12 | 2009-06-30 | 13F-HR | Franklin Resources Inc | Institution | 106,893 | Sold Some | -131,807 | -55.21 % | $2,950,247 | $3,186,480 | $236,234 | 8.00 % | $-291,293 | | | | | | News Article | History of Franklin Resources Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-12 | 2009-06-30 | 13F-HR | Ig Investment Management Ltd | Institution | 2,190 | New Holding | 2,190 | 100 % | $60,444 | $65,284 | $4,840 | 8.00 % | $4,840 | | | | | | News Article | History of Ig Investment Management Ltd Ownership Of Waddell And Reed Financial Inc |
| 2009-08-12 | 2009-06-30 | 13F-HR | Keybank National Association | Institution | | Sold All | -245,100 | -100 % | | | | 8.00 % | $-541,671 | | | | | | News Article | History of Keybank National Association Ownership Of Waddell And Reed Financial Inc |
| 2009-08-12 | 2009-06-30 | 13F-HR | Klingenstein Fields And Co Llc | Institution | 14,486 | No Change | 0 | 0 % | $399,814 | $431,828 | $32,014 | 8.00 % | $0 | | | | | | News Article | History of Klingenstein Fields And Co Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-12 | 2009-06-30 | 13F-HR | Lee Munder Investments Ltd | Institution | 44,030 | No Change | 0 | 0 % | $1,215,228 | $1,312,534 | $97,306 | 8.00 % | $0 | | | | | | News Article | History of Lee Munder Investments Ltd Ownership Of Waddell And Reed Financial Inc |
| 2009-08-12 | 2009-06-30 | 13F-HR | Liberty Mutual Insurance Co | Institution | 15,150 | New Holding | 15,150 | 100 % | $418,140 | $451,622 | $33,482 | 8.00 % | $33,482 | | | | | | News Article | History of Liberty Mutual Insurance Co Ownership Of Waddell And Reed Financial Inc |
| 2009-08-12 | 2009-06-30 | 13F-HR | Portolan Capital Management Llc | Institution | 2,290 | New Holding | 2,290 | 100 % | $63,204 | $68,265 | $5,061 | 8.00 % | $5,061 | | | | | | News Article | History of Portolan Capital Management Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-12 | 2009-06-30 | 13F-HR | Research Affiliates Llc | Institution | 57,492 | Added More | 32,247 | 127.73 % | $1,586,779 | $1,713,837 | $127,057 | 8.00 % | $71,266 | | | | | | News Article | History of Research Affiliates Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-12 | 2009-06-30 | 13F-HR | Usquehanna International Group Llp | Institution | 21,388 | Sold Some | -3,356 | -13.56 % | $590,309 | $637,576 | $47,267 | 8.00 % | $-7,417 | | | | | | News Article | History of Usquehanna International Group Llp Ownership Of Waddell And Reed Financial Inc |
| 2009-08-12 | 2009-06-30 | 13F-HR | Vaughan Nelson Scarborough And Mccullough Lp | Institution | 1,527,143 | Sold Some | -922,700 | -37.66 % | $42,149,147 | $45,524,133 | $3,374,986 | 8.00 % | $-2,039,167 | | | | | | News Article | History of Vaughan Nelson Scarborough And Mccullough Lp Ownership Of Waddell And Reed Financial Inc |
| 2009-08-12 | 2009-06-30 | 13F-HR | Verizon Communications Inc | Institution | 56,182 | Added More | 43,479 | 342.27 % | $1,550,623 | $1,674,785 | $124,162 | 8.00 % | $96,089 | | | | | | News Article | History of Verizon Communications Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-12 | 2009-06-30 | 13F-HR | Virginia Retirement Systems Et Al | Institution | | Sold All | -37,000 | -100 % | | | | 8.00 % | $-81,770 | | | | | | News Article | History of Virginia Retirement Systems Et Al Ownership Of Waddell And Reed Financial Inc |
| 2009-08-12 | 2009-06-30 | 13F-HR | White Pine Capital Llc | Institution | 36,975 | Sold Some | -375 | -1.00 % | $1,020,510 | $1,102,225 | $81,715 | 8.00 % | $-829 | | | | | | News Article | History of White Pine Capital Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-12 | 2009-06-30 | 13F-HR | World Asset Management Inc | Institution | 11,282 | Added More | 455 | 4.20 % | $311,383 | $336,316 | $24,933 | 8.00 % | $1,006 | | | | | | News Article | History of World Asset Management Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-12 | 2009-06-30 | 13F-HR | Ystematic Financial Management Lp | Institution | 137,614 | Sold Some | -6,798 | -4.70 % | $3,798,146 | $4,102,273 | $304,127 | 8.00 % | $-15,024 | | | | | | News Article | History of Ystematic Financial Management Lp Ownership Of Waddell And Reed Financial Inc |
| 2009-08-11 | 2009-06-30 | 13F-HR | American Century Companies Inc | Institution | 1,548,536 | Added More | 1,094,536 | 241.08 % | $41,794,987 | $46,161,858 | $4,366,872 | 10.44 % | $3,086,592 | | | | | | News Article | History of American Century Companies Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-11 | 2009-06-30 | 13F-HR | Amvescap Plc | Institution | 24,880 | Sold Some | -24,490 | -49.60 % | $671,511 | $741,673 | $70,162 | 10.44 % | $-69,062 | | | | | | News Article | History of Amvescap Plc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-11 | 2009-06-30 | 13F-HR | Blackrock Inc | No Data | 32,246 | Added More | 23,946 | 288.50 % | $870,320 | $961,253 | $90,934 | 10.44 % | $67,528 | | | | | | News Article | History of Blackrock Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-11 | 2009-06-30 | 13F-HR | Cout Investment Advisors Inc | Institution | 225,000 | New Holding | 225,000 | 100 % | $6,072,750 | $6,707,250 | $634,500 | 10.44 % | $634,500 | | | | | | News Article | History of Cout Investment Advisors Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-11 | 2009-06-30 | 13F-HR | Findlay Park Partners Llp | Institution | 214,000 | No Change | 0 | 0 % | $5,775,860 | $6,379,340 | $603,480 | 10.44 % | $0 | | | | | | News Article | History of Findlay Park Partners Llp Ownership Of Waddell And Reed Financial Inc |
| 2009-08-11 | 2009-06-30 | 13F-HR | First National Trust Co | Institution | 3,533 | New Holding | 3,533 | 100 % | $95,356 | $105,319 | $9,963 | 10.44 % | $9,963 | | | | | | News Article | History of First National Trust Co Ownership Of Waddell And Reed Financial Inc |
| 2009-08-11 | 2009-06-30 | 13F-HR | Gateway Investment Advisers Lp | Institution | 629,291 | Sold Some | -4,538 | -0.71 % | $16,984,564 | $18,759,165 | $1,774,601 | 10.44 % | $-12,797 | | | | | | News Article | History of Gateway Investment Advisers Lp Ownership Of Waddell And Reed Financial Inc |
| 2009-08-11 | 2009-06-30 | 13F-HR | Glenmede Trust Co Na | Institution | 2,350 | New Holding | 2,350 | 100 % | $63,427 | $70,054 | $6,627 | 10.44 % | $6,627 | | | | | | News Article | History of Glenmede Trust Co Na Ownership Of Waddell And Reed Financial Inc |
| 2009-08-11 | 2009-06-30 | 13F-HR | Moneta Group Investment Advisors Inc | Institution | 8,550 | New Holding | 8,550 | 100 % | $230,765 | $254,876 | $24,111 | 10.44 % | $24,111 | | | | | | News Article | History of Moneta Group Investment Advisors Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-11 | 2009-06-30 | 13F-HR | Nbt Bank N A | Institution | | Sold All | -272 | -100 % | | | | 10.44 % | $-767 | | | | | | News Article | History of Nbt Bank N A Ownership Of Waddell And Reed Financial Inc |
| 2009-08-11 | 2009-06-30 | 13F-HR | Neuberger Berman Group Llc | No Data | 296,589 | No Compare | | | $8,004,937 | $8,841,318 | $836,381 | 10.44 % | | | | | | | News Article | History of Neuberger Berman Group Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-11 | 2009-06-30 | 13F-HR | Padco Advisors Ii Inc | Institution | 4,260 | Added More | 2,620 | 159.75 % | $114,977 | $126,991 | $12,013 | 10.44 % | $7,388 | | | | | | News Article | History of Padco Advisors Ii Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-11 | 2009-06-30 | 13F-HR | Padco Advisors Inc | Institution | 5,120 | Added More | 4,190 | 450.53 % | $138,189 | $152,627 | $14,438 | 10.44 % | $11,816 | | | | | | News Article | History of Padco Advisors Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-10 | 2009-06-30 | 13F-HR | Aberdeen Asset Management Plc | Institution | 1,512 | New Holding | 1,512 | 100 % | $41,504 | $45,073 | $3,568 | 8.59 % | $3,568 | | | | | | News Article | History of Aberdeen Asset Management Plc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-10 | 2009-06-30 | 13F-HR | Analytic Investors Inc | Institution | 15,537 | New Holding | 15,537 | 100 % | $426,491 | $463,158 | $36,667 | 8.59 % | $36,667 | | | | | | News Article | History of Analytic Investors Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-10 | 2009-06-30 | 13F-HR | Bank Of Hawaii | Institution | | Sold All | -9,052 | -100 % | | | | 8.59 % | $-21,363 | | | | | | News Article | History of Bank Of Hawaii Ownership Of Waddell And Reed Financial Inc |
| 2009-08-10 | 2009-06-30 | 13F-HR | California State Teachers Retirement System | Institution | 149,210 | Added More | 3,145 | 2.15 % | $4,095,815 | $4,447,950 | $352,136 | 8.59 % | $7,422 | | | | | | News Article | History of California State Teachers Retirement System Ownership Of Waddell And Reed Financial Inc |
| 2009-08-10 | 2009-06-30 | 13F-HR | Campbell And Co Investment Adviser Llc | Institution | | Sold All | -13,200 | -100 % | | | | 8.59 % | $-31,152 | | | | | | News Article | History of Campbell And Co Investment Adviser Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-10 | 2009-06-30 | 13F-HR | Chicago Equity Partners Llc | Institution | 39,525 | New Holding | 39,525 | 100 % | $1,084,961 | $1,178,240 | $93,279 | 8.59 % | $93,279 | | | | | | News Article | History of Chicago Equity Partners Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-10 | 2009-06-30 | 13F-HR | Comerica Bank | Institution | 141,160 | Added More | 23,777 | 20.25 % | $3,874,842 | $4,207,980 | $333,138 | 8.59 % | $56,114 | | | | | | News Article | History of Comerica Bank Ownership Of Waddell And Reed Financial Inc |
| 2009-08-10 | 2009-06-30 | 13F-HR | Dimensional Fund Advisors Inc | Institution | 79,570 | Sold Some | -87,500 | -52.37 % | $2,184,197 | $2,371,982 | $187,785 | 8.59 % | $-206,500 | | | | | | News Article | History of Dimensional Fund Advisors Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-10 | 2009-06-30 | 13F-HR | Fan Asset Management Llc | Institution | 9,800 | New Holding | 9,800 | 100 % | $269,010 | $292,138 | $23,128 | 8.59 % | $23,128 | | | | | | News Article | History of Fan Asset Management Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-10 | 2009-06-30 | 13F-HR | Fixed Income Securities Lp | Institution | 3,700 | No Change | 0 | 0 % | $101,565 | $110,297 | $8,732 | 8.59 % | $0 | | | | | | News Article | History of Fixed Income Securities Lp Ownership Of Waddell And Reed Financial Inc |
| 2009-08-10 | 2009-06-30 | 13F-HR | G Americas Securities Llc | Institution | 24,006 | Sold Some | -4,360 | -15.37 % | $658,965 | $715,619 | $56,654 | 8.59 % | $-10,290 | | | | | | News Article | History of G Americas Securities Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-10 | 2009-06-30 | 13F-HR | Hartford Investment Management Co | Institution | 60,435 | Sold Some | -1,500 | -2.42 % | $1,658,941 | $1,801,567 | $142,627 | 8.59 % | $-3,540 | | | | | | News Article | History of Hartford Investment Management Co Ownership Of Waddell And Reed Financial Inc |
| 2009-08-10 | 2009-06-30 | 13F-HR | Kornitzer Capital Management Inc | Institution | 2,746,575 | Sold Some | -87,950 | -3.10 % | $75,393,484 | $81,875,401 | $6,481,917 | 8.59 % | $-207,562 | | | | | | News Article | History of Kornitzer Capital Management Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-10 | 2009-06-30 | 13F-HR | Lazard Asset Management Llc | Institution | 1,273,324 | Sold Some | -2,026,271 | -61.40 % | $34,952,744 | $37,957,788 | $3,005,045 | 8.59 % | $-4,782,000 | | | | | | News Article | History of Lazard Asset Management Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-10 | 2009-06-30 | 13F-HR/A | Markston International Llc | Institution | | Sold All | -49,540 | -100 % | | | | 8.59 % | $-116,914 | | | | | | News Article | History of Markston International Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-10 | 2009-06-30 | 13F-HR | Mfc Global Investment Management Usa Ltd | Institution | 151,905 | Added More | 12,383 | 8.87 % | $4,169,792 | $4,528,288 | $358,496 | 8.59 % | $29,224 | | | | | | News Article | History of Mfc Global Investment Management Usa Ltd Ownership Of Waddell And Reed Financial Inc |
| 2009-08-10 | 2009-06-30 | 13F-HR | Nicholas Co Inc | Institution | 93,150 | Sold Some | -37,285 | -28.58 % | $2,556,968 | $2,776,802 | $219,834 | 8.59 % | $-87,993 | | | | | | News Article | History of Nicholas Co Inc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-10 | 2009-06-30 | 13F-HR | Oshaughnessy Asset Management Llc | Institution | 85 | Sold Some | -7,016 | -98.80 % | $2,333 | $2,534 | $201 | 8.59 % | $-16,558 | | | | | | News Article | History of Oshaughnessy Asset Management Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-10 | 2009-06-30 | 13F-HR | Overeign Asset Management Corp | Institution | 99,190 | Added More | 3,831 | 4.01 % | $2,722,766 | $2,956,854 | $234,088 | 8.59 % | $9,041 | | | | | | News Article | History of Overeign Asset Management Corp Ownership Of Waddell And Reed Financial Inc |
| 2009-08-10 | 2009-06-30 | 13F-HR | Teacher Retirement System Of Texa | Institution | 126,600 | Added More | 24,000 | 23.39 % | $3,475,170 | $3,773,946 | $298,776 | 8.59 % | $56,640 | | | | | | News Article | History of Teacher Retirement System Of Texa Ownership Of Waddell And Reed Financial Inc |
| 2009-08-10 | 2009-06-30 | 13F-HR | Technical Financial Services Llc | Institution | 43,569 | No Change | 0 | 0 % | $1,195,969 | $1,298,792 | $102,823 | 8.59 % | $0 | | | | | | News Article | History of Technical Financial Services Llc Ownership Of Waddell And Reed Financial Inc |
| 2009-08-10 | 2009-06-30 | 13F-HR | Windcrest Discovery Investments Llc | Institution | 15,800 | New Holding | 15,800 | 100 % | $433,710 | $470,998 | $37,288 | 8.59 % | $37,288 | | | | | | News Article | History of Windcrest Discovery Investments Llc Ownership Of Waddell And Reed Financial Inc |