Purchases and Sales Made in Q2 2025 in Western Asset Diversified Income Fund (WDI)
This table provides information about the institutional ownership of Western Asset Diversified Income Fund (WDI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
242K+ 1596.07% |
$3.11M - $3.61M
|
257K
$3.87M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
105K+ 31.78% |
$1.35M - $1.57M
|
436K
$6.57M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
63.9K+ 27.02% |
$821K - $953K
|
300K
$4.52M
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
37K+ 3.05% |
$476K - $553K
|
1.25M
$18.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
31.9KNew |
$410K - $476K
|
31.9K
$480K
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
28KNew |
$360K - $418K
|
28K
$421K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
23K+ 44.32% |
$295K - $343K
|
74.9K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22.5K+ 2.19% |
$289K - $335K
|
1.05M
$15.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.2K+ 105.34% |
$234K - $272K
|
35.5K
$534K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
13.7K+ 158.54% |
$176K - $205K
|
22.4K
$337K
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
12.5K+ 12.84% |
$160K - $186K
|
110K
$1.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.2K+ 2.87% |
$157K - $183K
|
438K
$6.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
11.6KNew |
$149K - $173K
|
11.6K
$175K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
10.3KNew |
$132K - $154K
|
10.3K
$155K
|
|
|
Aug 14, 2025
Q2 2025
|
Robinson Capital Management, LLC
|
BUY
|
- |
8.59K+ 25.15% |
$110K - $128K
|
42.7K
$643K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
6.9K+ 4.24% |
$88.7K - $103K
|
170K
$2.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.85K+ 3.27% |
$62.3K - $72.3K
|
153K
$2.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.65K+ 22.68% |
$59.8K - $69.4K
|
25.2K
$379K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.39K+ 22.99% |
$56.4K - $65.4K
|
23.5K
$353K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.2K+ 2.55% |
$41.1K - $47.7K
|
128K
$1.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.03K+ 10.9% |
$38.9K - $45.1K
|
30.8K
$463K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.94K+ 8.02% |
$37.8K - $43.9K
|
39.7K
$597K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.54K+ 83.25% |
$19.8K - $23K
|
3.39K
$51K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.5KNew |
$19.3K - $22.4K
|
1.5K
$22.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.2K+ 3.08% |
$15.4K - $17.9K
|
40.1K
$604K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.01K+ 2.36% |
$13K - $15.1K
|
44.1K
$663K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
421+ 3.11% |
$5.41K - $6.28K
|
14K
$210K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
400New |
$5.14K - $5.97K
|
400
$6.02K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
284+ 3.12% |
$3.65K - $4.24K
|
9.38K
$141K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
248+ 2.45% |
$3.19K - $3.7K
|
10.4K
$156K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
200New |
$2.57K - $2.98K
|
200
$3.01K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
100New |
$1.29K - $1.49K
|
100
$1.51K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
100+ 400.0% |
$1.29K - $1.49K
|
125
$1.88K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
24+ 1.09% |
$308 - $358
|
2.22K
$33.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-10- 0.08% |
$129 - $149
|
12.3K
$186K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-65- 26.0% |
$835 - $970
|
185
$2.78K
|
|
|
Aug 14, 2025
Q2 2025
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-84- 0.17% |
$1.08K - $1.25K
|
48K
$722K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-200- 1.28% |
$2.57K - $2.98K
|
15.4K
$232K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-459- 2.09% |
$5.9K - $6.85K
|
21.5K
$324K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-500- 2.71% |
$6.43K - $7.46K
|
17.9K
$270K
|
|
|
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
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-890- 89.0% |
$11.4K - $13.3K
|
110
$1.66K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.97K- 0.48% |
$25.3K - $29.4K
|
405K
$6.09M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.07K- 75.03% |
$26.6K - $30.9K
|
690
$10.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.37K- 4.01% |
$30.4K - $35.3K
|
56.7K
$853K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.89K- 10.63% |
$49.9K - $58K
|
32.7K
$492K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.16K- 18.85% |
$53.5K - $62.1K
|
17.9K
$270K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.2K- 73.69% |
$54K - $62.7K
|
1.5K
$22.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-5.57K- 3.86% |
$71.6K - $83.1K
|
139K
$2.09M
|