Latest Institutional Transactions on Western Asset Diversified Income Fund (WDI)
This table provides information on the latest institutional transactions involving Western Asset Diversified Income Fund (WDI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
800+ 400.0% |
$11.8K - $12.2K
|
1K
$14.4K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.6KNew |
$97K - $101K
|
6.6K
$94.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
5.12K+ 1.99% |
$75.3K - $78.1K
|
262K
$3.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.1KNew |
$192K - $200K
|
13.1K
$188K
|
|
|
Nov 14, 2025
Q3 2025
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-1.11K- 2.32% |
$16.3K - $16.9K
|
46.9K
$673K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.76K+ 9.47% |
$55.2K - $57.3K
|
43.4K
$623K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20K+ 32.21% |
$294K - $305K
|
82.1K
$1.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.94K- 27.99% |
$57.8K - $60K
|
10.1K
$145K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.3KNew |
$151K - $157K
|
10.3K
$148K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
24.4KNew |
$358K - $371K
|
24.4K
$350K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.6K- 1.05% |
$67.6K - $70.2K
|
434K
$6.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-175K- 3.61% |
$2.58M - $2.68M
|
4.68M
$67.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13K+ 42.24% |
$191K - $198K
|
43.8K
$628K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.03K- 11.33% |
$29.9K - $31K
|
15.9K
$228K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
24.9K+ 35.21% |
$366K - $380K
|
95.6K
$1.37M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21.6K+ 2.06% |
$317K - $329K
|
1.07M
$15.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1K+ 3.15% |
$14.7K - $15.3K
|
32.9K
$472K
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
6.41K+ 3.78% |
$94.2K - $97.8K
|
176K
$2.53M
|
|
|
Nov 13, 2025
Q3 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
24K+ 21.86% |
$353K - $366K
|
134K
$1.92M
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.17K+ 7.59% |
$17.2K - $17.8K
|
16.6K
$238K
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.24K- 47.2% |
$32.9K - $34.1K
|
2.5K
$35.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-26.7K- 35.59% |
$392K - $406K
|
48.2K
$692K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-38.7K- 18.8% |
$569K - $590K
|
167K
$2.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-180- 1.74% |
$2.65K - $2.75K
|
10.2K
$146K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.12K+ 5.98% |
$31.2K - $32.4K
|
37.6K
$540K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.61K- 5.92% |
$38.3K - $39.7K
|
41.4K
$595K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
23.4K+ 18.25% |
$344K - $357K
|
152K
$2.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.98K+ 3.59% |
$73.2K - $75.9K
|
144K
$2.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
8K+ 36.36% |
$118K - $122K
|
30K
$431K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.3K+ 15.9% |
$358K - $371K
|
177K
$2.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13K+ 6.99% |
$191K - $198K
|
199K
$2.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
420+ 3.01% |
$6.17K - $6.41K
|
14.4K
$206K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
69.2K+ 64.98% |
$1.02M - $1.06M
|
176K
$2.52M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-6.88K- 1.7% |
$101K - $105K
|
398K
$5.71M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-500- 1.99% |
$7.35K - $7.63K
|
24.7K
$354K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1- -0.0% |
$14.7 - $15.3
|
56.7K
$813K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.56K+ 6.64% |
$22.9K - $23.8K
|
25K
$359K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
79.7K+ 6.36% |
$1.17M - $1.22M
|
1.33M
$19.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-281- 2.28% |
$4.13K - $4.29K
|
12.1K
$173K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-236- 8.25% |
$3.47K - $3.6K
|
2.62K
$37.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-28.8K- 9.59% |
$423K - $439K
|
271K
$3.89M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
22.6K+ 5.19% |
$333K - $345K
|
459K
$6.59M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
208+ 13.85% |
$3.06K - $3.17K
|
1.71K
$24.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4.72K- 50.3% |
$69.4K - $71.9K
|
4.66K
$66.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-542- 4.66% |
$7.97K - $8.27K
|
11.1K
$159K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
215+ 9.7% |
$3.16K - $3.28K
|
2.43K
$34.9K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
185New |
$2.72K - $2.82K
|
185
$2.65K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.74K+ 51.21% |
$25.5K - $26.5K
|
5.13K
$73.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2+ 0.01% |
$29.4 - $30.5
|
21.5K
$309K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.48K- 3.52% |
$96.1K - $112K
|
205K
$2.94M
|
|