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 | 5.2M | $76M | 11% | Mar 2024 |
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| Penserra Capital Management | 926k | $13M | 6% | Mar 2024 |
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| Bank of America Corporation | 820k | $12M | 5% | Mar 2024 |
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| Wells Fargo & Company | 737k | $11M | 11% | Mar 2024 |
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| Pathstone Holdings | 624k | $9.0M | -2% | Mar 2024 |
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| Franklin Resources | 500k | $7.2M | 0% | Mar 2024 |
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| City of London Investment Management Company | 476k | $6.9M | -15% | Mar 2024 |
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| 1607 Capital Partners | 432k | $6.2M | -72% | Mar 2024 |
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| Cohen & Steers Capital Management | 427k | $6.2M | -10% | Mar 2024 |
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| Sit Investment Associates | 353k | $5.1M | -76% | Mar 2024 |
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| Stifel Financial | 329k | $4.7M | -10% | Mar 2024 |
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| Relative Value Partners | 187k | $2.7M | -11% | Mar 2024 |
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| Royal Bank of Canada | 166k | $2.4M | 5% | Mar 2024 |
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| LPL Financial | 161k | $2.3M | 16% | Mar 2024 |
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| Hennion & Walsh Asset Management | 156k | $2.3M | 30% | Mar 2024 |
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| PFG Investments | 117k | $1.7M | 100% | Mar 2024 |
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| Consolidated Portfolio Review Corp | 94k | $1.4M | -1% | Mar 2024 |
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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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| UBS Group | 79k | $1.1M | -31% | Mar 2024 |
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| First Trust Advisors | 74k | $1.1M | 100% | Mar 2024 |
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| Rockefeller Capital Management | 65k | $911k | 5% | Dec 2023 |
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| Oppenheimer & Co | 63k | $909k | -20% | Mar 2024 |
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| Moors & Cabot | 48k | $694k | -1% | Mar 2024 |
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| Raymond James & Associates | 47k | $678k | -1% | Mar 2024 |
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| Jpmorgan Chase & Co | 45k | $647k | -52% | Mar 2024 |
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| Hilltop Holdings | 41k | $595k | 1% | Mar 2024 |
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| Steward Partners Investment Advisory | 40k | $580k | 0% | Mar 2024 |
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| Robinson Capital Management | 40k | $570k | 0% | Dec 2023 |
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| Envestnet Asset Management | 36k | $518k | 100% | Mar 2024 |
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| Commonwealth Equity Services | 34k | $485k | 0% | Mar 2024 |
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| Walleye Trading Advisors | 30k | $438k | 100% | Mar 2024 |
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| Brian McDonald | 23k | $338k | -9% | Mar 2024 |
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| Private Advisor | 23k | $337k | 1% | Mar 2024 |
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| Wedbush Morgan Securities | 21k | $292k | -2% | Dec 2023 |
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| Advisor Group Holdings | 18k | $258k | -10% | Mar 2024 |
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| D.A. Davidson & Co. | 17k | $249k | 9% | Mar 2024 |
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| Us Bancorp | 15k | $211k | 100% | Mar 2024 |
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| Catalina Capital Group | 14k | $206k | 0% | Mar 2024 |
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| SeaCrest Wealth Management | 13k | $191k | 12% | Mar 2024 |
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| Mariner Wealth Advisors | 13k | $189k | 6% | Mar 2024 |
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| Landscape Capital Management | 13k | $185k | 100% | Mar 2024 |
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| Wetherby Asset Management | 11k | $165k | 100% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 11k | $158k | 100% | Mar 2024 |
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| Janney Montgomery Scott | 10k | $148k | 100% | Mar 2024 |
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| Allie Family Office | 10k | $145k | 0% | Mar 2024 |
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| Lido Advisors | 10k | $146k | 0% | Mar 2024 |
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| Signature | 8.1k | $117k | 3% | Mar 2024 |
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| Coppell Advisory Solutions | 2.0k | $27k | 100% | Dec 2023 |
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| Atlantic Trust | 1.8k | $26k | 100% | Mar 2024 |
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| FNY Investment Advisers | 1.0k | $14k | 100% | Mar 2024 |
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| IFP Advisors | 600.00 | $8.5k | 0% | Dec 2023 |
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| Assetmark | 377.00 | $5.4k | 100% | Mar 2024 |
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| CWM | 302.00 | $4.0k | 0% | Mar 2024 |
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| Clear Street | 32.00 | $0 | 100% | Mar 2024 |
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Who sold out of Western Asset Diversified In?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Ameriprise Financial | Sep 2023 | 40k | $533k |
| Lazard Asset Management | Sep 2023 | 38k | $503k |
| Claro Advisors | Dec 2023 | 17k | $242k |
| Nomura Holdings | Dec 2023 | 12k | $175k |
| CTC Alternative Strategies | Dec 2023 | 11k | $152k |
| Advisory Services Network | Dec 2023 | 9.1k | $128k |
| Rosenberg Matthew Hamilton | Dec 2023 | 4.0k | $56k |
| Elequin Capital | Sep 2023 | 2.7k | $36k |
| WealthCollab | Dec 2023 | 167.00 | $2.4k |