Latest Institutional Purchases of Western Asset Diversified Income Fund (WDI)
This list provides information on the latest institutional transactions involving Western Asset Diversified Income Fund (WDI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
151K+ 15.95% |
$2.19M - $2.38M
|
1.1M
$16.1M
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
86.6K+ 26.73% |
$1.25M - $1.36M
|
411K
$6.03M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
65.5K+ 58.86% |
$948K - $1.03M
|
177K
$2.59M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
48.6K+ 5.96% |
$703K - $766K
|
864K
$12.7M
|
|
Nov 13, 2024
Q3 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
48.5KNew |
$703K - $765K
|
48.5K
$713K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
38KNew |
$551K - $599K
|
38K
$558K
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
27.3K+ 15.54% |
$395K - $430K
|
203K
$2.98M
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
24.8KNew |
$359K - $391K
|
24.8K
$364K
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
19.9KNew |
$288K - $313K
|
19.9K
$292K
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
18.4KNew |
$267K - $290K
|
18.4K
$270K
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
14.9K+ 7.72% |
$216K - $235K
|
208K
$3.05M
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
13.7K+ 10.74% |
$198K - $216K
|
141K
$2.07M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.5K+ 2.34% |
$195K - $212K
|
590K
$8.66M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.2K+ 30.34% |
$177K - $192K
|
52.5K
$770K
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
12.2K+ 11.65% |
$176K - $192K
|
117K
$1.71M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.85K+ 39.55% |
$128K - $139K
|
31.2K
$458K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4KNew |
$57.9K - $63K
|
4K
$58.7K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.97K+ 12.19% |
$57.5K - $62.5K
|
36.5K
$536K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.82K+ 6.2% |
$55.3K - $60.2K
|
65.4K
$960K
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.65K+ 22.81% |
$52.9K - $57.5K
|
19.7K
$288K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.7K+ 1.75% |
$39.1K - $42.5K
|
157K
$2.3M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.3K+ 431.13% |
$18.9K - $20.5K
|
1.6K
$23.5K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.28K+ 9.6% |
$18.6K - $20.2K
|
14.6K
$215K
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1KNew |
$14.5K - $15.8K
|
1K
$14.7K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
250+ 3.0% |
$3.62K - $3.94K
|
8.57K
$126K
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
41+ 0.16% |
$594 - $646
|
25.8K
$378K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
46.9KNew |
$649K - $696K
|
46.9K
$689K
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
15.3KNew |
$211K - $226K
|
15.3K
$224K
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
11.1KNew |
$153K - $165K
|
11.1K
$163K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
401New |
$5.54K - $5.94K
|
401
$5.89K
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
128+ 0.9% |
$1.77K - $1.9K
|
14.4K
$211K
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
14.6KNew |
$205K - $214K
|
14.6K
$214K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.9KNew |
$195K - $204K
|
13.9K
$204K
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
12.8KNew |
$179K - $188K
|
12.8K
$188K
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
11.4KNew |
$160K - $167K
|
11.4K
$167K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.2KNew |
$143K - $150K
|
10.2K
$150K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.8KNew |
$25.2K - $26.4K
|
1.8K
$26.4K
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
925New |
$13K - $13.6K
|
925
$13.6K
|
|
May 13, 2024
Q1 2024
|
Clear Street LLC
|
BUY
|
- |
32New |
$448 - $470
|
32
$470
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
249K+ 99.28% |
$3.05M - $3.53M
|
500K
$7.34M
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
17.1KNew |
$210K - $243K
|
17.1K
$252K
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
12.4KNew |
$151K - $175K
|
12.4K
$182K
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
10.7KNew |
$132K - $152K
|
10.7K
$158K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
9.1KNew |
$111K - $129K
|
9.1K
$134K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.99KNew |
$24.4K - $28.2K
|
1.99K
$29.2K
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
236+ 11.06% |
$2.89K - $3.34K
|
2.37K
$34.8K
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
167New |
$2.04K - $2.37K
|
167
$2.45K
|
|
Q3 2023 | |||||||
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
672KNew |
$8.81M - $9.39M
|
672K
$9.87M
|