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 |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.74KNew |
$60.9K - $70.8K
|
4.74K
$71.4K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.71K+ 555.54% |
$73.4K - $85.2K
|
6.74K
$101K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-363K- 6.95% |
$4.66M - $5.41M
|
4.86M
$73.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-35.1K- 15.86% |
$451K - $523K
|
186K
$2.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.94K+ 8.02% |
$37.8K - $43.9K
|
39.7K
$597K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22.5K+ 2.19% |
$289K - $335K
|
1.05M
$15.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Robinson Capital Management, LLC
|
BUY
|
- |
8.59K+ 25.15% |
$110K - $128K
|
42.7K
$643K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
23K+ 44.32% |
$295K - $343K
|
74.9K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-84- 0.17% |
$1.08K - $1.25K
|
48K
$722K
|
|
|
Aug 14, 2025
Q2 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
242K+ 1596.07% |
$3.11M - $3.61M
|
257K
$3.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.2K+ 2.87% |
$157K - $183K
|
438K
$6.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.48K- 3.52% |
$96.1K - $112K
|
205K
$3.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
12.5K+ 12.84% |
$160K - $186K
|
110K
$1.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-17.5K- 19.81% |
$224K - $261K
|
70.7K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.2K+ 105.34% |
$234K - $272K
|
35.5K
$534K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.2K+ 3.08% |
$15.4K - $17.9K
|
40.1K
$604K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.16K- 18.85% |
$53.5K - $62.1K
|
17.9K
$270K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-890- 89.0% |
$11.4K - $13.3K
|
110
$1.66K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-500- 2.71% |
$6.43K - $7.46K
|
17.9K
$270K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.2K+ 2.55% |
$41.1K - $47.7K
|
128K
$1.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-14K- 6.38% |
$180K - $209K
|
206K
$3.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
6.9K+ 4.24% |
$88.7K - $103K
|
170K
$2.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
31.9KNew |
$410K - $476K
|
31.9K
$480K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
248+ 2.45% |
$3.19K - $3.7K
|
10.4K
$156K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.5KNew |
$19.3K - $22.4K
|
1.5K
$22.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.89K- 10.63% |
$49.9K - $58K
|
32.7K
$492K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
28KNew |
$360K - $418K
|
28K
$421K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.97K- 0.48% |
$25.3K - $29.4K
|
405K
$6.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.85K+ 3.27% |
$62.3K - $72.3K
|
153K
$2.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-28K- 55.97% |
$359K - $417K
|
22K
$331K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
421+ 3.11% |
$5.41K - $6.28K
|
14K
$210K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
13.7K+ 158.54% |
$176K - $205K
|
22.4K
$337K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-801- 21.88% |
$10.3K - $12K
|
2.86K
$43K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
100+ 400.0% |
$1.29K - $1.49K
|
125
$1.88K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
400New |
$5.14K - $5.97K
|
400
$6.02K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.03K+ 10.9% |
$38.9K - $45.1K
|
30.8K
$463K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
200New |
$2.57K - $2.98K
|
200
$3.01K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
105K+ 31.78% |
$1.35M - $1.57M
|
436K
$6.57M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
63.9K+ 27.02% |
$821K - $953K
|
300K
$4.52M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
100New |
$1.29K - $1.49K
|
100
$1.51K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.65K+ 22.68% |
$59.8K - $69.4K
|
25.2K
$379K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
37K+ 3.05% |
$476K - $553K
|
1.25M
$18.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-65- 26.0% |
$835 - $970
|
185
$2.78K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.01K+ 2.36% |
$13K - $15.1K
|
44.1K
$663K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.37K- 4.01% |
$30.4K - $35.3K
|
56.7K
$853K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.39K+ 22.99% |
$56.4K - $65.4K
|
23.5K
$353K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.07K- 75.03% |
$26.6K - $30.9K
|
690
$10.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
10.3KNew |
$132K - $154K
|
10.3K
$155K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
24+ 1.09% |
$308 - $358
|
2.22K
$33.4K
|