Latest Institutional Purchases of Western Asset Diversified Income Fund (WDI)
This list provides information on the latest institutional transactions involving Western Asset Diversified Income Fund (WDI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
69.2K+ 64.98% |
$1.02M - $1.06M
|
176K
$2.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
24.9K+ 35.21% |
$366K - $380K
|
95.6K
$1.37M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
24.4KNew |
$358K - $371K
|
24.4K
$350K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.3K+ 15.9% |
$358K - $371K
|
177K
$2.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
24K+ 21.86% |
$353K - $366K
|
134K
$1.92M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
23.4K+ 18.25% |
$344K - $357K
|
152K
$2.18M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
22.6K+ 5.19% |
$333K - $345K
|
459K
$6.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21.6K+ 2.06% |
$317K - $329K
|
1.07M
$15.3M
|
|
|
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
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.1KNew |
$192K - $200K
|
13.1K
$188K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13K+ 42.24% |
$191K - $198K
|
43.8K
$628K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13K+ 6.99% |
$191K - $198K
|
199K
$2.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.3KNew |
$151K - $157K
|
10.3K
$148K
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
8K+ 36.36% |
$118K - $122K
|
30K
$431K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.6KNew |
$97K - $101K
|
6.6K
$94.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
6.41K+ 3.78% |
$94.2K - $97.8K
|
176K
$2.53M
|
|
|
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 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.98K+ 3.59% |
$73.2K - $75.9K
|
144K
$2.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.76K+ 9.47% |
$55.2K - $57.3K
|
43.4K
$623K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.12K+ 5.98% |
$31.2K - $32.4K
|
37.6K
$540K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.74K+ 51.21% |
$25.5K - $26.5K
|
5.13K
$73.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.56K+ 6.64% |
$22.9K - $23.8K
|
25K
$359K
|
|
|
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
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1K+ 3.15% |
$14.7K - $15.3K
|
32.9K
$472K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
800+ 400.0% |
$11.8K - $12.2K
|
1K
$14.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
420+ 3.01% |
$6.17K - $6.41K
|
14.4K
$206K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
215+ 9.7% |
$3.16K - $3.28K
|
2.43K
$34.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
208+ 13.85% |
$3.06K - $3.17K
|
1.71K
$24.5K
|
|
|
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
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2+ 0.01% |
$29.4 - $30.5
|
21.5K
$309K
|
|
| Q2 2025 | |||||||
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
28KNew |
$360K - $418K
|
28K
$402K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
13.7K+ 158.54% |
$176K - $205K
|
22.4K
$321K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
10.3KNew |
$132K - $154K
|
10.3K
$148K
|
|
|
Aug 14, 2025
Q2 2025
|
Robinson Capital Management, LLC
|
BUY
|
- |
8.59K+ 25.15% |
$110K - $128K
|
42.7K
$613K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.71K+ 555.54% |
$73.4K - $85.2K
|
6.74K
$96.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.2K+ 3.08% |
$15.4K - $17.9K
|
40.1K
$576K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
400New |
$5.14K - $5.97K
|
400
$5.74K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
100+ 400.0% |
$1.29K - $1.49K
|
125
$1.79K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
100New |
$1.29K - $1.49K
|
100
$1.44K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
43.8K+ 127.98% |
$630K - $668K
|
77.9K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
34.5KNew |
$497K - $526K
|
34.5K
$495K
|
|
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
32KNew |
$461K - $488K
|
32K
$459K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
11KNew |
$158K - $168K
|
11K
$158K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
5KNew |
$72K - $76.3K
|
5K
$71.8K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.37KNew |
$34.1K - $36.2K
|
2.37K
$34K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.84KNew |
$26.5K - $28K
|
1.84K
$26.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1KNew |
$14.4K - $15.3K
|
1K
$14.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
132New |
$1.9K - $2.01K
|
132
$1.89K
|
|