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 | 4.9M | $72M | 100% | Jun 2025 |
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| Penserra Capital Management | 1.3M | $20M | 6% | Sep 2025 |
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| Wells Fargo & Company | 1.1M | $16M | 2% | Sep 2025 |
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| Hennion & Walsh Asset Management | 459k | $6.8M | 5% | Sep 2025 |
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| Advisors Asset Management | 398k | $5.9M | -2% | Sep 2025 |
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| Cohen & Steers Capital Management | 273k | $4.0M | 0% | Sep 2025 |
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| Commonwealth Equity Services | 271k | $4.0M | -10% | Sep 2025 |
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| Polar Securities | 262k | $3.9M | 2% | Sep 2025 |
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| Royal Bank of Canada | 218k | $3.2M | 6% | Sep 2025 |
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| Stifel Financial | 199k | $2.9M | 7% | Sep 2025 |
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| LPL Financial | 177k | $2.6M | 16% | Sep 2025 |
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| Guggenheim Capital, LLC Managers | 176k | $2.6M | 4% | Sep 2025 |
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| Jpmorgan Chase & Co | 176k | $2.6M | 65% | Sep 2025 |
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| Invesco | 167k | $2.5M | -19% | Sep 2025 |
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| First Trust Advisors | 152k | $2.2M | 18% | Sep 2025 |
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| Consolidated Portfolio Review Corp | 144k | $2.1M | 4% | Sep 2025 |
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| Prevail Innovative Wealth Advisors | 134k | $2.0M | 22% | Sep 2025 |
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| Raymond James Financial | 96k | $1.4M | 35% | Sep 2025 |
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| Rockefeller Capital Management | 82k | $1.2M | 32% | Sep 2025 |
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| Oppenheimer & Co | 57k | $834k | 0% | Sep 2025 |
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| UBS Group | 48k | $709k | -36% | Sep 2025 |
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| Bramshill Investments | 47k | $689k | -2% | Sep 2025 |
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| Cetera Investment Advisers | 44k | $644k | 42% | Sep 2025 |
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| Integrated Wealth Concepts | 43k | $639k | 9% | Sep 2025 |
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| Cambridge Investment Research Advisors | 41k | $610k | -6% | Sep 2025 |
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| Jane Street | 38k | $553k | 6% | Sep 2025 |
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| Baird Financial | 33k | $484k | 3% | Sep 2025 |
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| Steward Partners Investment Advisory | 33k | $481k | 0% | Sep 2025 |
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| Thrivent Financial for Lutherans | 32k | $471k | 0% | Sep 2025 |
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| Journey Strategic Wealth | 30k | $441k | 36% | Sep 2025 |
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| Envestnet Asset Management | 25k | $368k | 7% | Sep 2025 |
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| Wedbush Morgan Securities | 25k | $363k | -2% | Sep 2025 |
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| Goss Wealth Management | 24k | $358k | 100% | Sep 2025 |
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| Centurion Wealth Management | 22k | $317k | 0% | Sep 2025 |
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| SeaCrest Wealth Management | 17k | $248k | 8% | Sep 2025 |
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| Advisor Group Holdings | 16k | $236k | 0% | Sep 2025 |
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| Mariner Wealth Advisors | 16k | $234k | -11% | Sep 2025 |
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| Private Advisor | 14k | $211k | 3% | Sep 2025 |
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| Hrt Financial | 13k | $192k | 100% | Sep 2025 |
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| Branch Banking & Trust Company | 12k | $177k | -2% | Sep 2025 |
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| Wetherby Asset Management | 11k | $168k | 0% | Sep 2025 |
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| Merit Financial Group | 11k | $163k | -5% | Sep 2025 |
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| Susquehanna International | 10k | $151k | 100% | Sep 2025 |
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| Brian McDonald | 10k | $150k | -2% | Sep 2025 |
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| Lido Advisors | 10k | $150k | -28% | Sep 2025 |
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| Allie Family Office | 10k | $147k | 0% | Sep 2025 |
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| BlackRock | 7.0k | $103k | -74% | Sep 2025 |
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| Advisory Services Network | 6.6k | $97k | 100% | Sep 2025 |
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| AdvisorNet Financial | 5.1k | $75k | 51% | Sep 2025 |
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| Signature | 4.7k | $69k | -50% | Sep 2025 |
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| Anfield Capital Management | 3.9k | $58k | 0% | Sep 2025 |
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| WPG Advisers | 2.6k | $39k | 100% | Sep 2025 |
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| Newbridge Financial Services Group | 2.5k | $37k | -47% | Sep 2025 |
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| CWM | 2.4k | $36k | 10% | Sep 2025 |
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| Atlantic Trust | 1.8k | $27k | 0% | Sep 2025 |
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| Global Retirement Partners | 1.7k | $25k | 14% | Sep 2025 |
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| Farther Finance Advisors | 1.5k | $22k | 0% | Sep 2025 |
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| Hanson McClain Advisors | 1.0k | $15k | 400% | Sep 2025 |
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| FNY Investment Advisers | 1.0k | $14k | 0% | Jun 2025 |
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| Harbour Investments | 690.00 | $10k | 0% | Sep 2025 |
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| Highline Wealth Partners | 185.00 | $2.7k | 100% | Sep 2025 |
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| Assetmark | 185.00 | $2.7k | 0% | Sep 2025 |
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| Garde Capital | 132.00 | $2.0k | 0% | Jun 2025 |
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| Pin Oak Investment Advisors | 125.00 | $1.9k | 0% | Sep 2025 |
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| Decker Retirement Planning | 100.00 | $1.5k | 0% | Sep 2025 |
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Who sold out of Western Asset Diversified In?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Robinson Capital Management | Jun 2025 | 43k | $634k |
| Hilltop Holdings | Jun 2025 | 40k | $596k |
| Virtu Financial | Jun 2025 | 28k | $415k |
| Elequin Capital | Jun 2025 | 22k | $332k |
| Naviter Wealth | Jun 2025 | 10k | $154k |
| Geneos Wealth Management | Jun 2025 | 6.7k | $100k |
| Principal Securities | Jun 2025 | 400.00 | $5.9k |
| Northwestern Mutual Wealth Management Company | Jun 2025 | 110.00 | $1.6k |