Purchases and Sales Made in Q1 2025 in Western Asset Diversified Income Fund (WDI)
This table provides information about the institutional ownership of Western Asset Diversified Income Fund (WDI) during Q1 2025. The information is specifically focused on institutions that hold shares of Western Asset Diversified Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
65.2K+ 24.53% |
$939K - $995K
|
331K
$4.92M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
64.2K+ 37.33% |
$925K - $980K
|
236K
$3.51M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
64K+ 6.66% |
$921K - $976K
|
1.02M
$15.2M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
43.8K+ 127.98% |
$630K - $668K
|
77.9K
$1.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
39K+ 3.31% |
$562K - $595K
|
1.22M
$18.1M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
36.7KNew |
$529K - $560K
|
36.7K
$546K
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
34.5KNew |
$497K - $526K
|
34.5K
$513K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
33.7K+ 46.37% |
$486K - $515K
|
107K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27.8K+ 15.06% |
$400K - $424K
|
212K
$3.16M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.9K+ 3666.67% |
$258K - $274K
|
18.4K
$274K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
12.1K+ 8.01% |
$174K - $184K
|
163K
$2.42M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
11.8K+ 13.85% |
$170K - $180K
|
97.2K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.4KNew |
$164K - $173K
|
11.4K
$169K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
11KNew |
$158K - $168K
|
11K
$164K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.9K+ 21.29% |
$157K - $166K
|
62.1K
$923K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
9.12K+ 4.33% |
$131K - $139K
|
220K
$3.27M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
7.4K+ 17.38% |
$107K - $113K
|
50K
$743K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
6.87K+ 384.33% |
$98.9K - $105K
|
8.66K
$129K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.78K+ 8.33% |
$97.7K - $104K
|
88.2K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.48K+ 33.01% |
$79K - $83.7K
|
22.1K
$329K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
5KNew |
$72K - $76.3K
|
5K
$74.4K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.06K+ 40.6% |
$58.5K - $62K
|
14.1K
$209K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.74K+ 3.08% |
$53.8K - $57K
|
125K
$1.86M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.76KNew |
$39.8K - $42.2K
|
2.76K
$41.1K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.12K+ 0.97% |
$30.5K - $32.3K
|
221K
$3.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.06K+ 3.61% |
$29.6K - $31.4K
|
59K
$878K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
2.02K+ 123.1% |
$29.1K - $30.8K
|
3.66K
$54.4K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.85KNew |
$26.7K - $28.2K
|
1.85K
$27.5K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.84KNew |
$26.5K - $28K
|
1.84K
$27.3K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.39K+ 8.77% |
$20.1K - $21.3K
|
17.3K
$257K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.03KNew |
$14.8K - $15.7K
|
1.03K
$15.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1KNew |
$14.4K - $15.3K
|
1K
$14.9K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1KNew |
$14.4K - $15.3K
|
1K
$14.9K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
588+ 36.66% |
$8.47K - $8.97K
|
2.19K
$32.6K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
264+ 1.99% |
$3.8K - $4.03K
|
13.5K
$201K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
179+ 2.01% |
$2.58K - $2.73K
|
9.1K
$135K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
132New |
$1.9K - $2.01K
|
132
$1.96K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
84+ 1.5% |
$1.21K - $1.28K
|
5.7K
$84.8K
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
52+ 0.11% |
$749 - $794
|
48.1K
$715K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
25New |
$360 - $382
|
25
$372
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-60- 0.59% |
$864 - $916
|
10.1K
$151K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-395- 0.27% |
$5.69K - $6.03K
|
144K
$2.14M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-660- 4.05% |
$9.5K - $10.1K
|
15.6K
$232K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.2K- 2.99% |
$17.3K - $18.3K
|
38.9K
$579K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.26K- 9.24% |
$18.1K - $19.2K
|
12.4K
$184K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-4.77K- 18.86% |
$68.7K - $72.8K
|
20.5K
$305K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.8K- 3.76% |
$83.5K - $88.5K
|
148K
$2.2M
|
|
|
May 13, 2025
Q1 2025
|
Robinson Capital Management, LLC
|
SELL
|
- |
-6K- 14.94% |
$86.4K - $91.6K
|
34.2K
$508K
|