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Western Asset Diversified Income Fund (WDI) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Western Asset Diversified Income Fund (NYSE:WDI)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$9.73M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$1.74M
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WDI Institutional Buying and Selling by Quarter

Western Asset Diversified Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/22/2024 PFG Investments LLC116,663$1.69M0.1%N/A0.000%
4/18/2024 SeaCrest Wealth Management LLC13,247$191K0.0%+12.1%0.000%
4/17/2024 Hennion & Walsh Asset Management Inc.155,808$2.25M0.1%+30.0%0.000%
3/27/2024Nomura Holdings Inc.12,375$174K0.0%N/A0.000%
2/15/2024Cohen & Steers Inc.417,083$5.88M0.0%-11.7%0.000%
2/13/20241607 Capital Partners LLC1,522,145$21.46M1.5%-2.3%0.000%
2/12/2024Relative Value Partners Group LLC209,347$2.95M0.2%-6.0%0.000%
2/12/2024Stifel Financial Corp366,411$5.17M0.0%+9.1%0.000%
2/12/2024Steward Partners Investment Advisory LLC40,164$566K0.0%-32.7%0.000%
2/12/2024Hilltop Holdings Inc.40,747$575K0.1%+11.2%0.000%
2/9/2024City of London Investment Management Co. Ltd.557,800$7.87M0.6%+4.7%0.000%
2/9/2024Franklin Resources Inc.500,000$7.05M0.0%+99.3%0.000%
2/9/2024Wells Fargo & Company MN662,004$9.33M0.0%+20.1%0.000%
2/6/2024Private Advisor Group LLC23,122$326K0.0%+4.3%0.000%
1/30/2024CTC Alternative Strategies Ltd.10,748$152K0.3%N/A0.000%
1/29/2024Consolidated Portfolio Review Corp95,352$1.34M0.3%+117.9%0.000%
1/22/2024 Claro Advisors LLC17,140$242K0.1%N/A0.000%
1/16/2024 Raymond James & Associates47,186$665K0.0%+74.1%0.000%
11/16/2023Penserra Capital Management LLC816,346$10.81M0.2%+2.3%0.000%
11/14/2023Lazard Asset Management LLC38,000$503K0.0%+26.7%0.000%
11/14/2023Saba Capital Management L.P.110,978$1.47M0.0%-77.6%0.000%
11/13/2023Consolidated Portfolio Review Corp43,759$579K0.1%+321.7%0.000%
11/13/2023Stifel Financial Corp335,906$4.45M0.0%+5.7%0.000%
11/9/2023City of London Investment Management Co. Ltd.532,800$7.05M0.6%-8.5%0.000%
11/8/2023Oppenheimer & Co. Inc.78,362$1.04M0.0%-8.6%0.000%
11/3/2023Private Advisor Group LLC22,162$293K0.0%+4.1%0.000%
11/2/2023Shaker Financial Services LLC17,190$230K0.1%-69.6%0.000%
10/30/2023SFI Advisors LLC13,552$179K0.2%N/A0.000%
10/27/2023 Hennion & Walsh Asset Management Inc.69,130$915K0.1%+42.1%0.000%
10/26/2023Advisor Partners II LLC190,943$2.53M0.1%N/A0.000%
(Data available from 1/1/2016 forward)

WDI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WDI shares?

During the previous two years, 25 institutional investors and hedge funds held shares of Western Asset Diversified Income Fund. The most heavily invested institutionals were 1607 Capital Partners LLC ($21.46M), Penserra Capital Management LLC ($10.81M), Wells Fargo & Company MN ($9.33M), City of London Investment Management Co. Ltd. ($7.87M), Franklin Resources Inc. ($7.05M), Cohen & Steers Inc. ($5.88M), and Stifel Financial Corp ($5.17M).Learn more on WDI's institutional investors.

Which institutional investors have been buying Western Asset Diversified Income Fund stock?

Of the 18 institutional investors that purchased Western Asset Diversified Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Franklin Resources Inc. ($249.10K), Advisor Partners II LLC ($190.94K), PFG Investments LLC ($116.66K), Wells Fargo & Company MN ($110.82K), Consolidated Portfolio Review Corp ($84.98K), Hennion & Walsh Asset Management Inc. ($56.44K), and Stifel Financial Corp ($48.73K).

How much institutional buying is happening at Western Asset Diversified Income Fund?

Institutional investors have bought a total of 990,043 shares in the last 24 months. This purchase volume represents approximately $9.73M in transactions.

Which Western Asset Diversified Income Fund major shareholders have been selling company stock?

The following institutional investors have sold Western Asset Diversified Income Fund stock in the last 24 months: Saba Capital Management L.P. ($384.66K), Cohen & Steers Inc. ($55K), City of London Investment Management Co. Ltd. ($49.78K), Shaker Financial Services LLC ($39.37K), 1607 Capital Partners LLC ($35.70K), Steward Partners Investment Advisory LLC ($19.56K), and Relative Value Partners Group LLC ($13.44K).

How much institutional selling is happening at Western Asset Diversified Income Fund?

Institutional investors have sold a total of 604,874 shares in the last 24 months. This volume of shares sold represents approximately $1.74M in transactions.


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This page (NYSE:WDI) was last updated on 4/28/2024 by MarketBeat.com Staff

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