Purchases and Sales Made in Q4 2024 in Western Asset Diversified Income Fund (WDI)
This table provides information about the institutional ownership of Western Asset Diversified Income Fund (WDI) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
96.5K+ 11.16% |
$1.37M - $1.52M
|
961K
$14.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
85.4KNew |
$1.21M - $1.34M
|
85.4K
$1.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
81.4KNew |
$1.16M - $1.28M
|
81.4K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
79.3K+ 7.22% |
$1.13M - $1.25M
|
1.18M
$17.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
67.6KNew |
$960K - $1.06M
|
67.6K
$990K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
58.1K+ 27.95% |
$825K - $912K
|
266K
$3.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
55.7K+ 203.74% |
$791K - $875K
|
83K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
34.2KNew |
$485K - $537K
|
34.2K
$501K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
27.4K+ 179.69% |
$388K - $430K
|
42.6K
$624K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25.1K+ 4.26% |
$357K - $395K
|
615K
$9.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
22.2KNew |
$315K - $349K
|
22.2K
$325K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.3K+ 38.7% |
$288K - $319K
|
72.8K
$1.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
17.9K+ 4.36% |
$254K - $282K
|
428K
$6.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.9KNew |
$226K - $250K
|
15.9K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
15.2K+ 23.19% |
$215K - $238K
|
80.6K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
15KNew |
$214K - $236K
|
15K
$220K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
14.2KNew |
$202K - $224K
|
14.2K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.8K+ 33.75% |
$182K - $202K
|
50.9K
$745K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
9.44K+ 6.68% |
$134K - $148K
|
151K
$2.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.55K+ 0.16% |
$121K - $134K
|
5.26M
$77.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
7.77K+ 3.83% |
$110K - $122K
|
211K
$3.09M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.6K+ 3.94% |
$65.3K - $72.2K
|
121K
$1.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.91KNew |
$55.5K - $61.4K
|
3.91K
$57.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.26K+ 8.92% |
$46.3K - $51.2K
|
39.8K
$583K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.26K+ 10.42% |
$46.2K - $51.1K
|
34.5K
$505K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.11K+ 10.61% |
$30K - $33.1K
|
22K
$322K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.79KNew |
$25.4K - $28.1K
|
1.79K
$26.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.64K+ 11.18% |
$23.2K - $25.7K
|
16.3K
$239K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.62K+ 40.45% |
$23K - $25.4K
|
5.62K
$82.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.55K+ 77.89% |
$22K - $24.4K
|
3.54K
$51.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.2KNew |
$17K - $18.9K
|
1.2K
$17.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
344+ 4.01% |
$4.88K - $5.4K
|
8.92K
$131K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
242+ 1.81% |
$3.44K - $3.8K
|
13.6K
$199K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
117+ 0.05% |
$1.66K - $1.84K
|
219K
$3.21M
|
|
|
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
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-56- 0.42% |
$795 - $880
|
13.3K
$194K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-244- 0.43% |
$3.46K - $3.83K
|
57K
$835K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-279- 1.65% |
$3.96K - $4.38K
|
16.6K
$243K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-493- 1.91% |
$7K - $7.75K
|
25.3K
$370K
|
|
|
Feb 14, 2025
Q4 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-537- 1.11% |
$7.63K - $8.44K
|
48K
$703K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1K- 67.16% |
$14.2K - $15.7K
|
489
$7.16K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-2.12K- 17.2% |
$30K - $33.2K
|
10.2K
$149K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.52K- 1.61% |
$35.8K - $39.6K
|
154K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.76K- 1.47% |
$39.2K - $43.3K
|
184K
$2.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-4.2K- 2.82% |
$59.6K - $65.9K
|
145K
$2.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.66K- 2.64% |
$66.2K - $73.2K
|
172K
$2.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-8.07K- 14.41% |
$115K - $127K
|
47.9K
$702K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-94.1K- 25.63% |
$1.34M - $1.48M
|
273K
$4M
|