A U.S.-based asset manager and financial advisory firm that historically focused on mutual funds, institutional asset management, and retail brokerage services through its nationwide advisor network. The firm was known for managing the Ivy Funds family and other investment strategies for individual ...
4 members of Congress have disclosed 12 trades in Waddell & Reed Financial, Inc. (WDR), a Financial Services company. The buy/sell breakdown shows 7 purchases versus 5 sales, indicating net buying interest from lawmakers. All data is sourced from STOCK Act periodic transaction reports filed with Congress.
| Date | Politician | Type | Amount |
|---|---|---|---|
| 2020-02-25 | MICHAEL T. MCCAUL | buy | $1K – $15K |
| 2019-04-03 | Donna Shalala | sell | $1K – $15K |
| 2018-10-26 | MICHAEL T. MCCAUL | buy | $1K – $15K |
| 2018-10-17 | MICHAEL T. MCCAUL | buy | $1K – $15K |
| 2018-10-16 | MICHAEL T. MCCAUL | buy | $1K – $15K |
| 2018-10-04 | MICHAEL T. MCCAUL | buy | $1K – $15K |
| 2018-10-01 | MICHAEL T. MCCAUL | buy | $1K – $15K |
| 2018-09-07 | MICHAEL T. MCCAUL | buy | $1K – $15K |
| 2018-08-28 | Martha Roby | sell | $1K – $15K |
| 2016-05-25 | MICHAEL T. MCCAUL | sell | $1K – $15K |
| 2014-08-19 | Curtis J. Clawson | sell | $1K – $15K |
| 2013-01-04 | MICHAEL T. MCCAUL | sell | $15K – $50K |