Institutional Ownership Western Asset Diversified Income Fund (WDI)
This table provides information about the institutional ownership of Western Asset Diversified Income Fund (WDI). We have compiled data on the 70 institutions that hold shares in the stock, with a total of 12 Million shares, which have been reported (via 13F filing form) to have a value of $172 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
47,940
shares
|
$687,939
0.0% of portfolio
|
Q4 2024
Reduced 14.41%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
46,865
shares
|
$672,512
0.05% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
43,765
shares
|
$628,027
0.0% of portfolio
|
Q3 2025
Added 42.24%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
43,422
shares
|
$623,105
0.01% of portfolio
|
Q3 2025
Added 9.47%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
41,449
shares
|
$594,793
0.0% of portfolio
|
Q3 2025
Reduced 5.92%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
37,614
shares
|
$539,760
0.0% of portfolio
|
Q3 2025
Added 5.98%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
32,875
shares
|
$471,756
0.0% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
32,670
shares
|
$468,814
0.0% of portfolio
|
Q2 2025
Reduced 10.63%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
32,000
shares
|
$459,200
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
30,000
shares
|
$430,500
0.01% of portfolio
|
Q3 2025
Added 36.36%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
25,024
shares
|
$359,094
0.0% of portfolio
|
Q3 2025
Added 6.64%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
24,659
shares
|
$353,856
0.01% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
24,358
shares
|
$349,537
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
21,545
shares
|
$309,170
0.07% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
16,593
shares
|
$238,109
0.03% of portfolio
|
Q3 2025
Added 7.59%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
16,016
shares
|
$229,829
0.0% of portfolio
|
Q2 2025
Reduced 10.62%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
15,897
shares
|
$228,121
0.0% of portfolio
|
Q3 2025
Reduced 11.33%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
14,374
shares
|
$206,266
0.0% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
13,084
shares
|
$187,755
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
12,059
shares
|
$173,046
0.0% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
11,400
shares
|
$163,590
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
11,078
shares
|
$158,969
0.0% of portfolio
|
Q3 2025
Reduced 4.66%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
10,295
shares
|
$147,733
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
10,193
shares
|
$146,269
0.0% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
10,125
shares
|
$145,293
0.0% of portfolio
|
Q3 2025
Reduced 27.99%
|
|