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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.8KNew |
$25.2K - $26.4K
|
1.8K
$26.3K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
925New |
$13K - $13.6K
|
925
$13.5K
|
|
|
May 13, 2024
Q1 2024
|
Clear Street LLC
|
BUY
|
- |
32New |
$448 - $470
|
32
$468
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
249K+ 99.28% |
$3.05M - $3.53M
|
500K
$7.31M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
17.1KNew |
$210K - $243K
|
17.1K
$251K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
12.4KNew |
$151K - $175K
|
12.4K
$181K
|
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
10.7KNew |
$132K - $152K
|
10.7K
$157K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
9.1KNew |
$111K - $129K
|
9.1K
$133K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
236+ 11.06% |
$2.89K - $3.34K
|
2.37K
$34.6K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
167New |
$2.04K - $2.37K
|
167
$2.44K
|
|
| Q3 2023 | |||||||
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
672KNew |
$8.81M - $9.39M
|
672K
$9.83M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
191KNew |
$2.5M - $2.67M
|
191K
$2.79M
|
|
|
Oct 30, 2023
Q3 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
13.6KNew |
$178K - $189K
|
13.6K
$198K
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
8K+ 26.67% |
$105K - $112K
|
38K
$556K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
11.3KNew |
$145K - $154K
|
11.3K
$164K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10KNew |
$129K - $137K
|
10K
$146K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
2.5KNew |
$32.1K - $34.2K
|
2.5K
$36.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
600New |
$7.71K - $8.2K
|
600
$8.77K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
267New |
$3.43K - $3.65K
|
267
$3.9K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.65KNew |
$47K - $52.6K
|
3.65K
$53.4K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.07KNew |
$39.5K - $44.2K
|
3.07K
$44.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.93KNew |
$37.7K - $42.2K
|
2.93K
$42.9K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.27KNew |
$16.3K - $18.2K
|
1.27K
$18.5K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
13.5KNew |
$166K - $186K
|
13.5K
$197K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
4KNew |
$49.3K - $55.2K
|
4K
$58.5K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
11.4K+ 151.16% |
$144K - $171K
|
19K
$278K
|
|
|
Oct 20, 2022
Q3 2022
|
Mason & Associates Inc
|
BUY
|
- |
10KNew |
$126K - $150K
|
10K
$146K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
823New |
$10.4K - $12.3K
|
823
$12K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
118New |
$1.48K - $1.77K
|
118
$1.73K
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Allie Family Office LLC
|
BUY
|
- |
10KNew |
$136K - $166K
|
10K
$146K
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.25KNew |
$17K - $20.8K
|
1.25K
$18.3K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
12.2KNew |
$190K - $231K
|
12.2K
$178K
|
|
| Q4 2021 | |||||||
|
Feb 08, 2022
Q4 2021
|
Robinson Capital Management, LLC
|
BUY
|
- |
40.2KNew |
$728K - $799K
|
40.2K
$587K
|
|
| Q2 2021 | |||||||
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
650New |
$13K - $13.1K
|
650
$9.5K
|
|