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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-537- 1.11% |
$7.63K - $8.44K
|
48K
$697K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.8K+ 33.75% |
$182K - $202K
|
50.9K
$738K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.55K+ 77.89% |
$22K - $24.4K
|
3.54K
$51.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25.1K+ 4.26% |
$357K - $395K
|
615K
$8.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
15.2K+ 23.19% |
$215K - $238K
|
80.6K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.76K- 1.47% |
$39.2K - $43.3K
|
184K
$2.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.79KNew |
$25.4K - $28.1K
|
1.79K
$25.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
67.6KNew |
$960K - $1.06M
|
67.6K
$981K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
15KNew |
$214K - $236K
|
15K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
34.2KNew |
$485K - $537K
|
34.2K
$496K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.9KNew |
$226K - $250K
|
15.9K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-2.12K- 17.2% |
$30K - $33.2K
|
10.2K
$148K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.55K+ 0.16% |
$121K - $134K
|
5.26M
$76.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
7.77K+ 3.83% |
$110K - $122K
|
211K
$3.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
55.7K+ 203.74% |
$791K - $875K
|
83K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
79.3K+ 7.22% |
$1.13M - $1.25M
|
1.18M
$17.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
14.2KNew |
$202K - $224K
|
14.2K
$207K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.6K+ 3.94% |
$65.3K - $72.2K
|
121K
$1.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-279- 1.65% |
$3.96K - $4.38K
|
16.6K
$241K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
117+ 0.05% |
$1.66K - $1.84K
|
219K
$3.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-94.1K- 25.63% |
$1.34M - $1.48M
|
273K
$3.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
9.44K+ 6.68% |
$134K - $148K
|
151K
$2.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.26K+ 10.42% |
$46.2K - $51.1K
|
34.5K
$500K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.3K+ 38.7% |
$288K - $319K
|
72.8K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
85.4KNew |
$1.21M - $1.34M
|
85.4K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
22.2KNew |
$315K - $349K
|
22.2K
$322K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
96.5K+ 11.16% |
$1.37M - $1.52M
|
961K
$13.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-493- 1.91% |
$7K - $7.75K
|
25.3K
$367K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.26K+ 8.92% |
$46.3K - $51.2K
|
39.8K
$577K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.52K- 1.61% |
$35.8K - $39.6K
|
154K
$2.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.66K- 2.64% |
$66.2K - $73.2K
|
172K
$2.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.11K+ 10.61% |
$30K - $33.1K
|
22K
$319K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
17.9K+ 4.36% |
$254K - $282K
|
428K
$6.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
344+ 4.01% |
$4.88K - $5.4K
|
8.92K
$129K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.62K+ 40.45% |
$23K - $25.4K
|
5.62K
$81.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1K- 67.16% |
$14.2K - $15.7K
|
489
$7.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
81.4KNew |
$1.16M - $1.28M
|
81.4K
$1.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.91KNew |
$55.5K - $61.4K
|
3.91K
$56.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-244- 0.43% |
$3.46K - $3.83K
|
57K
$827K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-8.07K- 14.41% |
$115K - $127K
|
47.9K
$696K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
242+ 1.81% |
$3.44K - $3.8K
|
13.6K
$197K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-56- 0.42% |
$795 - $880
|
13.3K
$193K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-4.2K- 2.82% |
$59.6K - $65.9K
|
145K
$2.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
27.4K+ 179.69% |
$388K - $430K
|
42.6K
$618K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.2KNew |
$17K - $18.9K
|
1.2K
$17.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.64K+ 11.18% |
$23.2K - $25.7K
|
16.3K
$236K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
58.1K+ 27.95% |
$825K - $912K
|
266K
$3.86M
|
|
| Q3 2024 | |||||||
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
18.4KNew |
$267K - $290K
|
18.4K
$267K
|
|