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 |
---|---|---|---|---|---|---|---|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.74K- 19.56% |
$97.1K - $103K
|
27.7K
$413K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.83K- 15.4% |
$113K - $120K
|
43K
$640K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-20.7K- 52.04% |
$298K - $316K
|
19.1K
$284K
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-21.5K- 5.02% |
$310K - $328K
|
407K
$6.05M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-28.7K- 35.59% |
$413K - $437K
|
51.9K
$772K
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-40.2K- 48.35% |
$578K - $613K
|
42.9K
$638K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-41K- 0.78% |
$591K - $626K
|
5.22M
$77.6M
|
|
May 15, 2025
Q1 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-52.4K- 77.58% |
$755K - $800K
|
15.2K
$225K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-189K- 30.68% |
$2.72M - $2.88M
|
426K
$6.34M
|