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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-363K- 6.95% |
$4.66M - $5.41M
|
4.86M
$73.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-35.1K- 15.86% |
$451K - $523K
|
186K
$2.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-28K- 55.97% |
$359K - $417K
|
22K
$331K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-17.5K- 19.81% |
$224K - $261K
|
70.7K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-14K- 6.38% |
$180K - $209K
|
206K
$3.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.48K- 3.52% |
$96.1K - $112K
|
205K
$3.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-5.57K- 3.86% |
$71.6K - $83.1K
|
139K
$2.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.2K- 73.69% |
$54K - $62.7K
|
1.5K
$22.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.16K- 18.85% |
$53.5K - $62.1K
|
17.9K
$270K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.89K- 10.63% |
$49.9K - $58K
|
32.7K
$492K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.37K- 4.01% |
$30.4K - $35.3K
|
56.7K
$853K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.07K- 75.03% |
$26.6K - $30.9K
|
690
$10.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.97K- 0.48% |
$25.3K - $29.4K
|
405K
$6.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-890- 89.0% |
$11.4K - $13.3K
|
110
$1.66K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-801- 21.88% |
$10.3K - $12K
|
2.86K
$43K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-500- 2.71% |
$6.43K - $7.46K
|
17.9K
$270K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-459- 2.09% |
$5.9K - $6.85K
|
21.5K
$324K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-200- 1.28% |
$2.57K - $2.98K
|
15.4K
$232K
|
|
|
Aug 14, 2025
Q2 2025
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-84- 0.17% |
$1.08K - $1.25K
|
48K
$722K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-65- 26.0% |
$835 - $970
|
185
$2.78K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-10- 0.08% |
$129 - $149
|
12.3K
$186K
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-40.2K- 48.35% |
$578K - $613K
|
42.9K
$645K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-94.1K- 25.63% |
$1.34M - $1.48M
|
273K
$4.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-8.07K- 14.41% |
$115K - $127K
|
47.9K
$721K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-593- 1.07% |
$8.59K - $9.35K
|
54.9K
$826K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-462K- 97.01% |
$6.38M - $6.85M
|
14.3K
$215K
|
|
|
Aug 08, 2024
Q2 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-400K- 92.75% |
$5.53M - $5.93M
|
31.3K
$471K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-35K- 72.92% |
$484K - $519K
|
13K
$196K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8.58K- 78.45% |
$119K - $127K
|
2.36K
$35.5K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-22.7K- 10.85% |
$318K - $334K
|
187K
$2.81M
|
|
|
May 15, 2025
Q1 2024
|
Clear Street LLC
|
SELL
|
- |
-54- 62.79% |
$757 - $793
|
32
$482
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-474K- 66.34% |
$6.21M - $6.62M
|
240K
$3.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-385K- 77.61% |
$5.04M - $5.37M
|
111K
$1.67M
|
|
|
Oct 13, 2023
Q3 2023
|
Matisse Capital
|
SELL
|
- |
-6.48K- 5.89% |
$85K - $90.6K
|
104K
$1.56M
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-750- 1.83% |
$9.64K - $10.2K
|
40.3K
$606K
|
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-57- 0.23% |
$732 - $779
|
24.5K
$369K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-48.4K- 65.32% |
$597K - $669K
|
25.7K
$387K
|
|
| Q3 2022 | |||||||
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-15.7K- 22.67% |
$198K - $236K
|
53.6K
$807K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-246- 20.11% |
$3.09K - $3.69K
|
977
$14.7K
|
|
| 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
$2.54M
|
|
| 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
|
|