Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-207K- 89.89% |
$3M - $3.27M
|
23.3K
$342K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-196K- 3.6% |
$2.84M - $3.1M
|
5.25M
$77.1M
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-60K- 14.05% |
$869K - $946K
|
367K
$5.39M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-40.8K- 15.71% |
$590K - $643K
|
219K
$3.21M
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-12K- 30.51% |
$174K - $189K
|
27.3K
$401K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.7K- 44.56% |
$155K - $169K
|
13.3K
$196K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.17K- 86.03% |
$133K - $144K
|
1.49K
$21.9K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-8.09K- 39.69% |
$117K - $128K
|
12.3K
$181K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.25K- 8.4% |
$76K - $82.7K
|
57.2K
$840K
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-3K- 16.46% |
$43.4K - $47.3K
|
15.2K
$223K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.09K- 7.52% |
$15.7K - $17.1K
|
13.4K
$196K
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1K- 2.43% |
$14.5K - $15.8K
|
40.1K
$589K
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1K- 1.92% |
$14.5K - $15.8K
|
51.2K
$752K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-595- 0.32% |
$8.62K - $9.38K
|
187K
$2.75M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-593- 1.07% |
$8.59K - $9.35K
|
54.9K
$806K
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-256- 0.17% |
$3.71K - $4.03K
|
149K
$2.18M
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-200- 1.64% |
$2.9K - $3.15K
|
12K
$176K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-108- 0.64% |
$1.56K - $1.7K
|
16.9K
$248K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-507K- 81.37% |
$7.01M - $7.52M
|
116K
$1.71M
|
|
Aug 09, 2024
Q2 2024
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-462K- 97.01% |
$6.38M - $6.85M
|
14.3K
$209K
|
|
Aug 08, 2024
Q2 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-400K- 92.75% |
$5.53M - $5.93M
|
31.3K
$459K
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-35K- 72.92% |
$484K - $519K
|
13K
$191K
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-12.2K- 40.28% |
$169K - $181K
|
18.1K
$266K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8.58K- 78.45% |
$119K - $127K
|
2.36K
$34.6K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.61K- 8.98% |
$49.9K - $53.5K
|
36.6K
$537K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-127- 33.69% |
$1.76K - $1.88K
|
250
$3.67K
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-22.7K- 10.85% |
$318K - $334K
|
187K
$2.74M
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-474K- 66.34% |
$6.21M - $6.62M
|
240K
$3.53M
|
|
Nov 14, 2023
Q3 2023
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-385K- 77.61% |
$5.04M - $5.37M
|
111K
$1.63M
|
|
Oct 13, 2023
Q3 2023
|
Matisse Capital
|
SELL
|
- |
-6.48K- 5.89% |
$85K - $90.6K
|
104K
$1.52M
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-750- 1.83% |
$9.64K - $10.2K
|
40.3K
$591K
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-57- 0.23% |
$732 - $779
|
24.5K
$360K
|
|
Q1 2023 | |||||||
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.02K- 8.8% |
$13.1K - $14.7K
|
10.6K
$155K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-48.4K- 65.32% |
$597K - $669K
|
25.7K
$377K
|
|
Q3 2022 | |||||||
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-15.7K- 22.67% |
$198K - $236K
|
53.6K
$787K
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-246- 20.11% |
$3.09K - $3.69K
|
977
$14.3K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-40.5KClosed |
$550K - $673K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-417- 0.25% |
$5.66K - $6.92K
|
168K
$2.47M
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-47.8KClosed |
$745K - $905K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-27.4KClosed |
$427K - $519K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-15KClosed |
$234K - $284K
|
0
$0
|
|
Q4 2021 | |||||||
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-22.9KClosed |
$414K - $455K
|
0
$0
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-21.2KClosed |
$384K - $422K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6Closed |
$109 - $119
|
0
$0
|
|
Q3 2021 | |||||||
Oct 13, 2021
Q3 2021
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-10KClosed |
$192K - $203K
|
0
$0
|