Western Asset Diversified Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 4.35 M | $58.97 M | -1.42% | 8.40% |
| PENSERRA CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.47 M | $19.92 M | 3.97% | 2.84% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 945.39 K | $12.82 M | -1.94% | 1.83% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 742.92 K | $10.07 M | 8.15% | 1.43% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 475.97 K | $6.45 M | 0.42% | 0.92% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 440.53 K | $5.97 M | 3.08% | 0.85% |
| COHEN & STEERS, INC. | 08/14/2026 | 272.99 K | $3.70 M | 0.00% | 0.53% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 261.63 K | $3.55 M | 4.83% | 0.51% |
| ROYAL BANK OF CANADA | 08/14/2026 | 244.68 K | $3.32 M | 0.64% | 0.47% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 237.03 K | $3.21 M | 8.01% | 0.46% |
| LPL FINANCIAL LLC | 08/07/2026 | 231.83 K | $3.14 M | -5.66% | 0.45% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 193.46 K | $2.62 M | 6.43% | 0.37% |
| JPMORGAN CHASE & CO | 08/12/2026 | 188.34 K | $2.55 M | 3.93% | 0.36% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 184.97 K | $2.51 M | -22.90% | 0.36% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 82.10 K | $1.11 M | 0.00% | 0.16% |
| THRIVENT FINANCIAL FOR LUTHERANS | 08/14/2026 | 81.22 K | $1.10 M | 10.93% | 0.16% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 75.27 K | $1.02 M | -58.21% | 0.15% |
| INVESCO LTD. | 08/14/2026 | 70.96 K | $962.18 K | -34.19% | 0.14% |
| OPPENHEIMER & CO INC | 08/03/2026 | 65.59 K | $889.33 K | 10.00% | 0.13% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 64.40 K | $873.30 K | 73.31% | 0.12% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 60.76 K | $823.85 K | 15.99% | 0.12% |
| BRAMSHILL INVESTMENTS, LLC | 08/14/2026 | 47.41 K | $642.85 K | 1.11% | 0.09% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 47.32 K | $641.62 K | 3.35% | 0.09% |
| UBS GROUP AG | 08/13/2026 | 37.65 K | $510.55 K | -0.07% | 0.07% |
| EVOLVE PRIVATE WEALTH, LLC | 08/12/2026 | 34.08 K | $462.16 K | -9.76% | 0.07% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 33.30 K | $451.59 K | 1.94% | 0.06% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 30.53 K | $414.03 K | 4.58% | 0.06% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 29.00 K | $393.24 K | 100.00% | 0.06% |
| JANE STREET GROUP, LLC | 08/14/2026 | 28.39 K | $384.94 K | 100.00% | 0.05% |
| CLOSED-END FUND ADVISORS, INC. | 07/27/2026 | 25.29 K | $342.89 K | 3.36% | 0.05% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 07/27/2026 | 24.40 K | $330.91 K | 7.14% | 0.05% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 24.00 K | $325.44 K | -11.11% | 0.05% |
| COFG ADVISORS, LLC | 08/14/2026 | 22.47 K | $304.63 K | 3.30% | 0.04% |
| XTX TOPCO LTD | 08/14/2026 | 22.36 K | $303.19 K | 100.00% | 0.04% |
| CENTURION WEALTH MANAGEMENT LLC | 07/09/2026 | 21.63 K | $293.32 K | 0.37% | 0.04% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 20.05 K | $271.82 K | 14.44% | 0.04% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 19.58 K | $265.56 K | -87.07% | 0.04% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 19.23 K | $260.78 K | 32.20% | 0.04% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 15.98 K | $216.65 K | 3.27% | 0.03% |
| GLOBAL RETIREMENT PARTNERS, LLC | 08/06/2026 | 15.01 K | $203.52 K | 100.00% | 0.03% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 14.61 K | $198.00 K | -35.38% | 0.03% |
| SEACREST WEALTH MANAGEMENT, LLC | 07/09/2026 | 14.53 K | $197.07 K | -6.76% | 0.03% |
| BLACKROCK, INC. | 08/07/2026 | 14.42 K | $195.47 K | -0.87% | 0.03% |
| MARINER, LLC | 08/13/2026 | 13.40 K | $181.65 K | -6.55% | 0.03% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 12.54 K | $170.00 K | -5.87% | 0.02% |
| SOVRAN ADVISORS, LLC | 07/30/2026 | 11.87 K | $154.84 K | 10.73% | 0.02% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 08/14/2026 | 11.86 K | $160.75 K | 0.00% | 0.02% |
| MERIT FINANCIAL GROUP, LLC | 07/20/2026 | 11.26 K | $152.71 K | 4.78% | 0.02% |
| FOCUS FINANCIAL NETWORK, INC. | 07/09/2026 | 10.63 K | $144.16 K | 100.00% | 0.02% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 10.31 K | $139.85 K | 0.22% | 0.02% |
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Western Asset Diversified Income Fund institutional Ownership - FAQ's
During the previous two years, 88 institutional investors and hedge funds held shares of Western Asset Diversified Income Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 4.35 M
Penserra Capital Management LLC: 1.47 M
WELLS FARGO & COMPANY/MN: 945,389
RAYMOND JAMES FINANCIAL INC: 742,919
Hennion & Walsh Asset Management, Inc.: 475,973
BANK OF AMERICA CORP /DE/: 440,533
22.07% of Western Asset Diversified Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 12.30 M shares in the last 24 months. This purchase volume represents approximately $165.83 M in transactions.