Latest Institutional Transactions on Western Asset Diversified Income Fund (WDI)
This table provides information on the latest institutional transactions involving Western Asset Diversified Income Fund (WDI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.03KNew |
$14.8K - $15.7K
|
1.03K
$15.3K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
5KNew |
$72K - $76.3K
|
5K
$74.4K
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
52+ 0.11% |
$749 - $794
|
48.1K
$715K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
2.02K+ 123.1% |
$29.1K - $30.8K
|
3.66K
$54.5K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
36.7KNew |
$529K - $560K
|
36.7K
$546K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-189K- 30.68% |
$2.72M - $2.88M
|
426K
$6.34M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-41K- 0.78% |
$591K - $626K
|
5.22M
$77.7M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.06K+ 40.6% |
$58.5K - $62K
|
14.1K
$209K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.2K- 2.99% |
$17.3K - $18.3K
|
38.9K
$580K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27.8K+ 15.06% |
$400K - $424K
|
212K
$3.16M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.48K+ 33.01% |
$79K - $83.7K
|
22.1K
$329K
|
|
|
May 15, 2025
Q1 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-52.4K- 77.58% |
$755K - $800K
|
15.2K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-21.5K- 5.02% |
$310K - $328K
|
407K
$6.06M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.4KNew |
$164K - $173K
|
11.4K
$169K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1KNew |
$14.4K - $15.3K
|
1K
$14.9K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.9K+ 21.29% |
$157K - $166K
|
62.1K
$924K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.39K+ 8.77% |
$20.1K - $21.3K
|
17.3K
$257K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-60- 0.59% |
$864 - $916
|
10.1K
$151K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.74K+ 3.08% |
$53.8K - $57K
|
125K
$1.86M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.84KNew |
$26.5K - $28K
|
1.84K
$27.3K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
12.1K+ 8.01% |
$174K - $184K
|
163K
$2.42M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-28.7K- 35.59% |
$413K - $437K
|
51.9K
$772K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
64K+ 6.66% |
$921K - $976K
|
1.02M
$15.2M
|
|
|
May 13, 2025
Q1 2025
|
Robinson Capital Management, LLC
|
SELL
|
- |
-6K- 14.94% |
$86.4K - $91.6K
|
34.2K
$508K
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
34.5KNew |
$497K - $526K
|
34.5K
$513K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.78K+ 8.33% |
$97.7K - $104K
|
88.2K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
6.87K+ 384.33% |
$98.9K - $105K
|
8.66K
$129K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.12K+ 0.97% |
$30.5K - $32.3K
|
221K
$3.29M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
9.12K+ 4.33% |
$131K - $139K
|
220K
$3.27M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
33.7K+ 46.37% |
$486K - $515K
|
107K
$1.58M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
64.2K+ 37.33% |
$925K - $980K
|
236K
$3.52M
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-40.2K- 48.35% |
$578K - $613K
|
42.9K
$638K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.76KNew |
$39.8K - $42.2K
|
2.76K
$41.1K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.8K- 3.76% |
$83.5K - $88.5K
|
148K
$2.21M
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
25New |
$360 - $382
|
25
$372
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
7.4K+ 17.38% |
$107K - $113K
|
50K
$744K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.74K- 19.56% |
$97.1K - $103K
|
27.7K
$413K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-4.77K- 18.86% |
$68.7K - $72.8K
|
20.5K
$305K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
43.8K+ 127.98% |
$630K - $668K
|
77.9K
$1.16M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
264+ 1.99% |
$3.8K - $4.03K
|
13.5K
$201K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
11.8K+ 13.85% |
$170K - $180K
|
97.2K
$1.45M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
588+ 36.66% |
$8.47K - $8.97K
|
2.19K
$32.6K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
179+ 2.01% |
$2.58K - $2.73K
|
9.1K
$135K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.26K- 9.24% |
$18.1K - $19.2K
|
12.4K
$184K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-20.7K- 52.04% |
$298K - $316K
|
19.1K
$284K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
39K+ 3.31% |
$562K - $595K
|
1.22M
$18.1M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
11KNew |
$158K - $168K
|
11K
$164K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
132New |
$1.9K - $2.01K
|
132
$1.96K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-395- 0.27% |
$5.69K - $6.03K
|
144K
$2.15M
|