Purchases and Sales Made in Q3 2025 in Western Asset Diversified Income Fund (WDI)
This table provides information about the institutional ownership of Western Asset Diversified Income Fund (WDI) during Q3 2025. The information is specifically focused on institutions that hold shares of Western Asset Diversified Income Fund.
| 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
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.1K+ 6.39% |
$192K - $200K
|
218K
$3.13M
|
|
|
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
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1- -0.0% |
$14.7 - $15.3
|
56.7K
$813K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-180- 1.74% |
$2.65K - $2.75K
|
10.2K
$146K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-236- 8.25% |
$3.47K - $3.6K
|
2.62K
$37.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-281- 2.28% |
$4.13K - $4.29K
|
12.1K
$173K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-500- 1.99% |
$7.35K - $7.63K
|
24.7K
$354K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-542- 4.66% |
$7.97K - $8.27K
|
11.1K
$159K
|
|
|
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
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.03K- 11.33% |
$29.9K - $31K
|
15.9K
$228K
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.24K- 47.2% |
$32.9K - $34.1K
|
2.5K
$35.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.61K- 5.92% |
$38.3K - $39.7K
|
41.4K
$595K
|
|
|
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
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.6K- 1.05% |
$67.6K - $70.2K
|
434K
$6.23M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4.72K- 50.3% |
$69.4K - $71.9K
|
4.66K
$66.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-6.88K- 1.7% |
$101K - $105K
|
398K
$5.71M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-26.7K- 35.59% |
$392K - $406K
|
48.2K
$692K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-28.8K- 9.59% |
$423K - $439K
|
271K
$3.89M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-38.7K- 18.8% |
$569K - $590K
|
167K
$2.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-175K- 3.61% |
$2.58M - $2.68M
|
4.68M
$67.2M
|
|