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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Who bought or sold WESTERN ASSET DIVERSIFIED IN this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Morgan Stanley | 4.7M | $62M | -1% | Sep 2023 |
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1607 Capital Partners | 1.6M | $21M | 0% | Sep 2023 |
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Sit Investment Associates | 1.5M | $19M | -4% | Sep 2023 |
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Penserra Capital Management | 877k | $12M | 7% | Dec 2023 |
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Bank of America Corporation | 783k | $11M | 28% | Dec 2023 |
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Wells Fargo & Company | 662k | $9.3M | 20% | Dec 2023 |
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Pathstone Holdings | 639k | $9.0M | 100% | Dec 2023 |
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City of London Investment Management Company | 558k | $7.9M | 5% | Dec 2023 |
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Franklin Resources | 500k | $7.1M | 99% | Dec 2023 |
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Cohen & Steers Capital Management | 472k | $6.3M | 8% | Sep 2023 |
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Stifel Financial | 366k | $5.2M | 9% | Dec 2023 |
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Relative Value Partners | 209k | $3.0M | -6% | Dec 2023 |
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Advisor Partners Ii | 191k | $2.5M | 100% | Sep 2023 |
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Royal Bank of Canada | 158k | $2.2M | 3% | Dec 2023 |
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LPL Financial | 138k | $1.8M | -5% | Sep 2023 |
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Hennion & Walsh Asset Management | 120k | $1.7M | 73% | Dec 2023 |
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UBS Group | 113k | $1.6M | 332% | Dec 2023 |
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Consolidated Portfolio Review Corp | 95k | $1.3M | 118% | Dec 2023 |
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Jpmorgan Chase & Co | 93k | $1.3M | 61% | Dec 2023 |
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Advisors Asset Management | 89k | $1.3M | 100% | Dec 2023 |
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Guggenheim Capital, LLC Managers | 79k | $1.1M | 25% | Dec 2023 |
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Oppenheimer & Co | 78k | $1.0M | -9% | Sep 2023 |
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Rockefeller Capital Management | 65k | $911k | 5% | Dec 2023 |
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Moors & Cabot | 48k | $680k | 149% | Dec 2023 |
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Raymond James & Associates | 47k | $665k | 74% | Dec 2023 |
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Hilltop Holdings | 41k | $575k | 11% | Dec 2023 |
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Ameriprise Financial | 40k | $533k | 0% | Sep 2023 |
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Steward Partners Investment Advisory | 40k | $566k | -33% | Dec 2023 |
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Robinson Capital Management | 40k | $570k | 0% | Dec 2023 |
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Commonwealth Equity Services | 34k | $473k | -19% | Dec 2023 |
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Brian McDonald | 26k | $339k | 100% | Sep 2023 |
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Private Advisor | 23k | $326k | 4% | Dec 2023 |
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Wedbush Morgan Securities | 21k | $292k | -2% | Dec 2023 |
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Invesco | 21k | $271k | -50% | Sep 2023 |
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Advisor Group Holdings | 20k | $281k | -2% | Dec 2023 |
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Claro Advisors | 17k | $242k | 100% | Dec 2023 |
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D.A. Davidson & Co. | 16k | $222k | 3% | Dec 2023 |
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Nomura Holdings | 12k | $175k | 100% | Dec 2023 |
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Mariner Wealth Advisors | 12k | $174k | 14% | Dec 2023 |
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SeaCrest Wealth Management | 12k | $168k | 5% | Dec 2023 |
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CTC Alternative Strategies | 11k | $152k | 100% | Dec 2023 |
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Allie Family Office | 10k | $141k | 0% | Dec 2023 |
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Lido Advisors | 10k | $141k | 0% | Dec 2023 |
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Advisory Services Network | 9.1k | $128k | 100% | Dec 2023 |
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Signature | 7.8k | $111k | 3% | Dec 2023 |
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Rosenberg Matthew Hamilton | 4.0k | $56k | 0% | Dec 2023 |
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Carolinas Wealth Consulting | 2.1k | $27k | 0% | Sep 2023 |
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Coppell Advisory Solutions | 2.0k | $27k | 100% | Dec 2023 |
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IFP Advisors | 600.00 | $8.5k | 0% | Dec 2023 |
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CWM | 302.00 | $4.0k | 0% | Dec 2023 |
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Who sold out of Western Asset Diversified In?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Allspring Global Investments Holdings | Sep 2023 | 672k | $8.9M |
Rivernorth Capital Management | Sep 2023 | 240k | $3.2M |
Saba Capital Management | Sep 2023 | 111k | $1.5M |
Deschutes Portfolio Strategy | Sep 2023 | 104k | $1.4M |
Lazard Asset Management | Sep 2023 | 38k | $503k |
Family Management Corporation | Jun 2023 | 25k | $330k |
Shaker Financial Services | Sep 2023 | 17k | $230k |
SFI Advisors | Sep 2023 | 14k | $179k |
Azimuth Capital Investment Management | Jun 2023 | 11k | $152k |
Elequin Capital | Sep 2023 | 2.7k | $36k |
FNY Investment Advisers | Sep 2023 | 1.0k | $13k |