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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
96.5K+ 11.16% |
$1.37M - $1.52M
|
961K
$13.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
85.4KNew |
$1.21M - $1.34M
|
85.4K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
81.4KNew |
$1.16M - $1.28M
|
81.4K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
79.3K+ 7.22% |
$1.13M - $1.25M
|
1.18M
$17M
|
|
|
Feb 14, 2025
Q4 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
67.6KNew |
$960K - $1.06M
|
67.6K
$974K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
58.1K+ 27.95% |
$825K - $912K
|
266K
$3.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
55.7K+ 203.74% |
$791K - $875K
|
83K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
34.2KNew |
$485K - $537K
|
34.2K
$493K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
27.4K+ 179.69% |
$388K - $430K
|
42.6K
$613K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25.1K+ 4.26% |
$357K - $395K
|
615K
$8.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
22.2KNew |
$315K - $349K
|
22.2K
$320K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.3K+ 38.7% |
$288K - $319K
|
72.8K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
17.9K+ 4.36% |
$254K - $282K
|
428K
$6.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.9KNew |
$226K - $250K
|
15.9K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
15.2K+ 23.19% |
$215K - $238K
|
80.6K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
15KNew |
$214K - $236K
|
15K
$217K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
14.2KNew |
$202K - $224K
|
14.2K
$205K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.8K+ 33.75% |
$182K - $202K
|
50.9K
$733K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
9.44K+ 6.68% |
$134K - $148K
|
151K
$2.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.55K+ 0.16% |
$121K - $134K
|
5.26M
$75.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
7.77K+ 3.83% |
$110K - $122K
|
211K
$3.04M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.6K+ 3.94% |
$65.3K - $72.2K
|
121K
$1.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.91KNew |
$55.5K - $61.4K
|
3.91K
$56.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.26K+ 8.92% |
$46.3K - $51.2K
|
39.8K
$573K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.26K+ 10.42% |
$46.2K - $51.1K
|
34.5K
$497K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.11K+ 10.61% |
$30K - $33.1K
|
22K
$317K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.79KNew |
$25.4K - $28.1K
|
1.79K
$25.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.64K+ 11.18% |
$23.2K - $25.7K
|
16.3K
$235K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.62K+ 40.45% |
$23K - $25.4K
|
5.62K
$81K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.55K+ 77.89% |
$22K - $24.4K
|
3.54K
$51K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.2KNew |
$17K - $18.9K
|
1.2K
$17.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
344+ 4.01% |
$4.88K - $5.4K
|
8.92K
$128K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
242+ 1.81% |
$3.44K - $3.8K
|
13.6K
$196K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
117+ 0.05% |
$1.66K - $1.84K
|
219K
$3.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
24.8KNew |
$359K - $391K
|
24.8K
$358K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
18.4KNew |
$267K - $290K
|
18.4K
$265K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.65K+ 22.81% |
$52.9K - $57.5K
|
19.7K
$283K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.3K+ 431.13% |
$18.9K - $20.5K
|
1.6K
$23.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1KNew |
$14.5K - $15.8K
|
1K
$14.4K
|
|
| Q2 2024 | |||||||
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
46.9KNew |
$649K - $696K
|
46.9K
$676K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
15.3KNew |
$211K - $226K
|
15.3K
$220K
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
11.1KNew |
$153K - $165K
|
11.1K
$160K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
401New |
$5.54K - $5.94K
|
401
$5.78K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
128+ 0.9% |
$1.77K - $1.9K
|
14.4K
$207K
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
14.6KNew |
$205K - $214K
|
14.6K
$210K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.9KNew |
$195K - $204K
|
13.9K
$200K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
11.4KNew |
$160K - $167K
|
11.4K
$164K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.2KNew |
$143K - $150K
|
10.2K
$147K
|
|