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 59 institutions that hold shares in the stock, with a total of 11.4 Million shares, which have been reported (via 13F filing form) to have a value of $169 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Robinson Capital Management, LLC
|
Jan 31, 2025 Q4 2024 |
40,150
shares
|
$603,053
0.24% of portfolio
|
Q4 2021
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
40,147
shares
|
$603,007
0.04% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
38,037
shares
|
$571,315
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
36,556
shares
|
$549,071
0.01% of portfolio
|
Q2 2024
Reduced 8.98%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
36,522
shares
|
$548,560
0.0% of portfolio
|
Q3 2024
Added 12.19%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
31,232
shares
|
$469,104
0.0% of portfolio
|
Q3 2024
Added 39.55%
|
|
|
Shaker Financial Services, LLC
|
Oct 31, 2024 Q3 2024 |
27,338
shares
|
$410,616
0.16% of portfolio
|
Q3 2024
Reduced 30.51%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
25,769
shares
|
$387,050
0.01% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
24,824
shares
|
$372,856
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
23,329
shares
|
$350,401
0.01% of portfolio
|
Q3 2024
Reduced 89.89%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
19,892
shares
|
$298,777
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
18,411
shares
|
$276,533
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
16,888
shares
|
$253,657
0.0% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
16,283
shares
|
$244,570
0.03% of portfolio
|
Q4 2024
Added 11.18%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
13,607
shares
|
$204,377
0.0% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
13,325
shares
|
$200,141
0.0% of portfolio
|
Q3 2024
Reduced 44.56%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
13,000
shares
|
$195,260
0.01% of portfolio
|
Q2 2024
Reduced 72.92%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
12,300
shares
|
$184,746
0.0% of portfolio
|
Q3 2024
Reduced 39.69%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
11,400
shares
|
$171,228
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$150,200
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Allie Family Office LLC
|
Jan 03, 2025 Q3 2024 |
10,000
shares
|
$150,200
0.08% of portfolio
|
Q2 2022
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
8,572
shares
|
$128,751
0.0% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
4,000
shares
|
$60,080
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,931
shares
|
$44,023
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
2,369
shares
|
$35,582
0.01% of portfolio
|
Q4 2023
Added 11.06%
|