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
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.48K- 3.52% |
$96.1K - $112K
|
205K
$3.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-14K- 6.38% |
$180K - $209K
|
206K
$3.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-17.5K- 19.81% |
$224K - $261K
|
70.7K
$1.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-28K- 55.97% |
$359K - $417K
|
22K
$331K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-35.1K- 15.86% |
$451K - $523K
|
186K
$2.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-363K- 6.95% |
$4.66M - $5.41M
|
4.86M
$73.1M
|