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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
11KNew |
$158K - $168K
|
11K
$164K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.83K- 15.4% |
$113K - $120K
|
43K
$640K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.06K+ 3.61% |
$29.6K - $31.4K
|
59K
$878K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-395- 0.27% |
$5.69K - $6.03K
|
144K
$2.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
132New |
$1.9K - $2.01K
|
132
$1.96K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1KNew |
$14.4K - $15.3K
|
1K
$14.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
65.2K+ 24.53% |
$939K - $995K
|
331K
$4.92M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.85KNew |
$26.7K - $28.2K
|
1.85K
$27.5K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.05K- 5.7% |
$14.9K - $16.5K
|
17.4K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
15KNew |
$214K - $236K
|
15K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.55K+ 77.89% |
$22K - $24.4K
|
3.54K
$52.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-94.1K- 25.63% |
$1.34M - $1.48M
|
273K
$4.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
14.2KNew |
$202K - $224K
|
14.2K
$212K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
22.2KNew |
$315K - $349K
|
22.2K
$330K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.91KNew |
$55.5K - $61.4K
|
3.91K
$58.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-8.07K- 14.41% |
$115K - $127K
|
47.9K
$713K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.2KNew |
$17K - $18.9K
|
1.2K
$17.8K
|
|
| Q3 2024 | |||||||
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
18.4KNew |
$267K - $290K
|
18.4K
$274K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
24.8KNew |
$359K - $391K
|
24.8K
$369K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.65K+ 22.81% |
$52.9K - $57.5K
|
19.7K
$292K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-593- 1.07% |
$8.59K - $9.35K
|
54.9K
$817K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
15.3KNew |
$211K - $226K
|
15.3K
$227K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8.58K- 78.45% |
$119K - $127K
|
2.36K
$35.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-127- 33.69% |
$1.76K - $1.88K
|
250
$3.72K
|
|
|
Aug 09, 2024
Q2 2024
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-462K- 97.01% |
$6.38M - $6.85M
|
14.3K
$212K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-35K- 72.92% |
$484K - $519K
|
13K
$193K
|
|
|
Aug 08, 2024
Q2 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-400K- 92.75% |
$5.53M - $5.93M
|
31.3K
$465K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.61K- 8.98% |
$49.9K - $53.5K
|
36.6K
$544K
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
11.1KNew |
$153K - $165K
|
11.1K
$165K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
401New |
$5.54K - $5.94K
|
401
$5.96K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
128+ 0.9% |
$1.77K - $1.9K
|
14.4K
$214K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
46.9KNew |
$649K - $696K
|
46.9K
$698K
|
|
| Q1 2024 | |||||||
|
May 15, 2025
Q1 2024
|
Clear Street LLC
|
SELL
|
- |
-54- 62.79% |
$757 - $793
|
32
$476
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
925New |
$13K - $13.6K
|
925
$13.8K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
11.4KNew |
$160K - $167K
|
11.4K
$170K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.9KNew |
$195K - $204K
|
13.9K
$207K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-22.7K- 10.85% |
$318K - $334K
|
187K
$2.78M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.8KNew |
$25.2K - $26.4K
|
1.8K
$26.8K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
14.6KNew |
$205K - $214K
|
14.6K
$217K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.2KNew |
$143K - $150K
|
10.2K
$152K
|
|
| Q4 2023 | |||||||
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
167New |
$2.04K - $2.37K
|
167
$2.48K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
12.4KNew |
$151K - $175K
|
12.4K
$184K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
236+ 11.06% |
$2.89K - $3.34K
|
2.37K
$35.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
249K+ 99.28% |
$3.05M - $3.53M
|
500K
$7.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
9.1KNew |
$111K - $129K
|
9.1K
$135K
|
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
10.7KNew |
$132K - $152K
|
10.7K
$160K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
17.1KNew |
$210K - $243K
|
17.1K
$255K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
8K+ 26.67% |
$105K - $112K
|
38K
$565K
|
|
|
Nov 14, 2023
Q3 2023
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-385K- 77.61% |
$5.04M - $5.37M
|
111K
$1.65M
|
|