Who owns WESTERN ASSET DIVERSIFIED IN?
- Ticker: WDI
- CUSIP Number: 95790k109
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Analyze quarterly positions in Western Asset Diversified In with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Western Asset Diversified In stock
Who bought or sold WESTERN ASSET DIVERSIFIED IN this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 5.4M | $79M | 4% | Jun 2024 |
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| Penserra Capital Management | 1.1M | $17M | 16% | Sep 2024 |
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| Wells Fargo & Company | 864k | $14M | 6% | Sep 2024 |
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| Bank of America Corporation | 590k | $9.2M | 2% | Sep 2024 |
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| Cohen & Steers Capital Management | 427k | $6.2M | 0% | Jun 2024 |
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| Advisors Asset Management | 411k | $6.4M | 27% | Sep 2024 |
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| Stifel Financial | 260k | $3.7M | -21% | Jun 2024 |
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| Hennion & Walsh Asset Management | 208k | $3.3M | 8% | Sep 2024 |
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| Invesco | 203k | $3.2M | 16% | Sep 2024 |
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| Royal Bank of Canada | 187k | $3.0M | 0% | Sep 2024 |
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| Commonwealth Equity Services | 177k | $2.8M | 59% | Sep 2024 |
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| LPL Financial | 157k | $2.5M | 2% | Sep 2024 |
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| Consolidated Portfolio Review Corp | 149k | $2.1M | 58% | Jun 2024 |
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| Guggenheim Capital, LLC Managers | 141k | $2.2M | 11% | Sep 2024 |
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| First Trust Advisors | 117k | $1.8M | 58% | Sep 2024 |
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| Oppenheimer & Co | 57k | $898k | -9% | Sep 2024 |
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| Sanctuary Advisors | 56k | $828k | 4% | Sep 2024 |
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| Raymond James & Associates | 55k | $861k | -1% | Sep 2024 |
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| Jpmorgan Chase & Co | 53k | $823k | 30% | Sep 2024 |
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| Rockefeller Capital Management | 52k | $752k | -19% | Jun 2024 |
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| Robinson Capital Management | 40k | $628k | 0% | Sep 2024 |
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| Hilltop Holdings | 40k | $630k | -2% | Sep 2024 |
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| Cambridge Investment Research Advisors | 38k | $596k | 100% | Sep 2024 |
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| Steward Partners Investment Advisory | 37k | $527k | -9% | Jun 2024 |
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| Envestnet Asset Management | 37k | $573k | 12% | Sep 2024 |
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| Shaker Financial Services | 27k | $433k | -31% | Sep 2024 |
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| Wedbush Morgan Securities | 26k | $404k | 0% | Sep 2024 |
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| Thrivent Financial for Lutherans | 25k | $389k | 100% | Sep 2024 |
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| Cetera Investment Advisers | 22k | $323k | -3% | Jun 2024 |
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| Centurion Wealth Management | 20k | $312k | 100% | Sep 2024 |
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| Virtu Financial | 18k | $289k | 100% | Sep 2024 |
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| Mariner Wealth Advisors | 17k | $265k | -1% | Sep 2024 |
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| PFG Investments | 16k | $231k | -86% | Jun 2024 |
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| Keel Point | 15k | $231k | 100% | Jun 2024 |
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| Journey Strategic Wealth | 15k | $239k | -16% | Sep 2024 |
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| SeaCrest Wealth Management | 15k | $230k | 10% | Sep 2024 |
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| Branch Banking & Trust Company | 15k | $208k | 100% | Jun 2024 |
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| Private Advisor | 13k | $209k | -45% | Sep 2024 |
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| Moors & Cabot | 13k | $204k | 0% | Sep 2024 |
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| Brian McDonald | 12k | $193k | -40% | Sep 2024 |
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| D.A. Davidson & Co. | 12k | $176k | -29% | Jun 2024 |
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| Allie Family Office | 10k | $157k | 0% | Sep 2024 |
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| Lido Advisors | 10k | $146k | 0% | Jun 2024 |
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| Signature | 8.6k | $134k | 3% | Sep 2024 |
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| Farther Finance Advisors | 4.0k | $63k | 100% | Sep 2024 |
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| Carolinas Wealth Consulting | 2.4k | $37k | 0% | Sep 2024 |
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| Coppell Advisory Solutions | 2.0k | $30k | 0% | Sep 2024 |
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| Atlantic Trust | 1.8k | $28k | 0% | Sep 2024 |
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| CWM | 1.6k | $25k | 431% | Sep 2024 |
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| Advisor Group Holdings | 1.5k | $23k | -92% | Sep 2024 |
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| FNY Investment Advisers | 1.0k | $15k | 100% | Sep 2024 |
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| Tucker Asset Management | 925.00 | $13k | 0% | Jun 2024 |
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| Assetmark | 250.00 | $3.9k | 0% | Sep 2024 |
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Who sold out of Western Asset Diversified In?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Relative Value Partners | Mar 2024 | 187k | $2.7M |
| Pathstone Holdings | Jun 2024 | 116k | $1.7M |
| Simplicity Wealth | Jun 2024 | 47k | $677k |
| 1607 Capital Partners | Jun 2024 | 31k | $451k |
| Catalina Capital Group | Jun 2024 | 14k | $207k |
| City of London Investment Management Company | Jun 2024 | 14k | $206k |
| Naviter Wealth | Jun 2024 | 11k | $161k |
| Nelson, Van Denburg & Campbell Wealth Management | Jun 2024 | 2.4k | $34k |
| IFP Advisors | Mar 2024 | 600.00 | $8.7k |
| Castleview Partners | Jun 2024 | 401.00 | $5.8k |