Institutional Ownership Western Asset Diversified Income Fund (WDI)
This table provides information about the institutional ownership of Western Asset Diversified Income Fund (WDI). We have compiled data on the 75 institutions that hold shares in the stock, with a total of 12 Million shares, which have been reported (via 13F filing form) to have a value of $178 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
49,971
shares
|
$743,068
0.03% of portfolio
|
Q1 2025
Added 17.38%
|
|
|
Bramshill Investments, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
48,060
shares
|
$714,652
0.08% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
47,940
shares
|
$712,867
0.0% of portfolio
|
Q4 2024
Reduced 14.41%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
43,041
shares
|
$640,019
0.0% of portfolio
|
Q1 2025
Reduced 15.4%
|
|
|
Shaker Financial Services, LLC
|
May 09, 2025 Q1 2025 |
42,886
shares
|
$637,714
0.25% of portfolio
|
Q1 2025
Reduced 48.35%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
38,947
shares
|
$579,141
0.04% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
36,721
shares
|
$546,041
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
36,556
shares
|
$543,587
0.0% of portfolio
|
Q2 2024
Reduced 8.98%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
34,485
shares
|
$512,791
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Robinson Capital Management, LLC
|
May 13, 2025 Q1 2025 |
34,150
shares
|
$507,810
0.21% of portfolio
|
Q1 2025
Reduced 14.94%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
27,743
shares
|
$412,538
0.0% of portfolio
|
Q1 2025
Reduced 19.56%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
24,824
shares
|
$369,132
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
22,092
shares
|
$328,508
0.0% of portfolio
|
Q1 2025
Added 33.01%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
21,543
shares
|
$320,344
0.09% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
20,508
shares
|
$304,953
0.01% of portfolio
|
Q1 2025
Reduced 18.86%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
19,080
shares
|
$283,719
0.0% of portfolio
|
Q1 2025
Reduced 52.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
18,419
shares
|
$273,890
0.0% of portfolio
|
Q4 2024
Reduced 5.7%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
17,284
shares
|
$257,013
0.0% of portfolio
|
Q1 2025
Added 8.77%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
15,423
shares
|
$229,340
0.03% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
May 15, 2025 Q1 2025 |
15,153
shares
|
$225,325
0.01% of portfolio
|
Q1 2025
Reduced 77.58%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
15,040
shares
|
$223,644
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
14,060
shares
|
$209,072
0.0% of portfolio
|
Q1 2025
Added 40.6%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
13,533
shares
|
$201,235
0.0% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
13,000
shares
|
$193,310
0.01% of portfolio
|
Q2 2024
Reduced 72.92%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
12,350
shares
|
$183,644
0.0% of portfolio
|
Q1 2025
Reduced 9.24%
|