Nelson, Van Denburg & Campbell Wealth Management Group, LLC Western Asset Diversified Income Fund Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.63 Billion
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	SELL	$13.82 - $14.82 $118,617 - $127,200	-8,583 Reduced 78.45%	2,358 $33,000
Q1 2024 Apr 30, 2024	BUY	$14.01 - $14.69 $153,283 - $160,723	10,941 New	10,941 $158,000

Others Institutions Holding WDI

# of Institutions

Shares Held

11.9M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

5.26M
Shares

$80.3 Million
0.01% of portfolio
Penserra Capital Management LLC Orinda, CA

1.18M
Shares

$18 Million
0.31% of portfolio
Wells Fargo & Company San Francisco, CA

961K
Shares

$14.7 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

615K
Shares

$9.38 Million
0.0% of portfolio
Advisors Asset Management, Inc. Monument, CO

428K
Shares

$6.54 Million
0.12% of portfolio

View Full List

About Western Asset Diversified Income Fund

Ticker WDI
Exchange NYSE
Sector ETFs
Industry ETFs

More about WDI

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