Western Asset Diversified Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 4.35 M | $60.09 M | -7.08% | 8.40% |
| PENSERRA CAPITAL MANAGEMENT LLC | 02/12/2026 | 1.47 M | $20.28 M | 10.20% | 2.84% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 914.48 K | $12.63 M | -14.43% | 1.77% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 531.29 K | $7.34 M | 455.72% | 1.03% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 447.85 K | $6.18 M | -2.41% | 0.86% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 430.24 K | $5.94 M | -0.84% | 0.83% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 289.05 K | $3.99 M | -27.39% | 0.56% |
| COHEN & STEERS, INC. | 02/13/2026 | 272.99 K | $3.77 M | 0.00% | 0.53% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 224.82 K | $3.10 M | 100.00% | 0.43% |
| ROYAL BANK OF CANADA | 02/17/2026 | 222.98 K | $3.08 M | 2.36% | 0.43% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 215.58 K | $2.98 M | 8.34% | 0.42% |
| READYSTATE ASSET MANAGEMENT LP | 02/17/2026 | 210.48 K | $2.91 M | 100.00% | 0.41% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 194.80 K | $2.69 M | 10.60% | 0.38% |
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 191.64 K | $2.65 M | 100.00% | 0.37% |
| JPMORGAN CHASE & CO | 02/11/2026 | 176.36 K | $2.44 M | 0.37% | 0.34% |
| LPL FINANCIAL LLC | 02/11/2026 | 173.59 K | $2.40 M | -2.14% | 0.34% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 163.76 K | $2.26 M | 7.91% | 0.32% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 02/06/2026 | 135.93 K | $1.88 M | 1.69% | 0.26% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 133.21 K | $1.86 M | 100.00% | 0.26% |
| INVESCO LTD. | 02/19/2026 | 122.92 K | $1.70 M | -26.41% | 0.24% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/17/2026 | 88.81 K | $1.23 M | 100.00% | 0.17% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 82.10 K | $1.13 M | 0.00% | 0.16% |
| OPPENHEIMER & CO INC | 02/02/2026 | 59.40 K | $820.25 K | 4.79% | 0.11% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 53.84 K | $743.57 K | 100.00% | 0.10% |
| INTEGRATED WEALTH CONCEPTS LLC | 02/13/2026 | 50.60 K | $698.73 K | 16.52% | 0.10% |
| THRIVENT FINANCIAL FOR LUTHERANS | 02/05/2026 | 50.22 K | $694.00 K | 56.94% | 0.10% |
| JANE STREET GROUP, LLC | 02/12/2026 | 50.17 K | $692.88 K | 33.39% | 0.10% |
| BRAMSHILL INVESTMENTS, LLC | 02/17/2026 | 47.19 K | $651.63 K | 0.68% | 0.09% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 43.73 K | $603.97 K | 33.03% | 0.08% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 43.37 K | $598.99 K | -0.89% | 0.08% |
| UBS GROUP AG | 01/29/2026 | 42.42 K | $585.77 K | -12.05% | 0.08% |
| 02/17/2026 | 38.14 K | $532.34 K | 100.00% | 0.07% | |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 35.51 K | $490.32 K | 45.76% | 0.07% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 32.67 K | $451.17 K | 0.00% | 0.06% |
| 02/10/2026 | 31.26 K | $431.75 K | 100.00% | 0.06% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 29.71 K | $410.24 K | 188.55% | 0.06% |
| JOURNEY STRATEGIC WEALTH LLC | 02/13/2026 | 28.00 K | $386.68 K | -6.67% | 0.05% |
| 02/11/2026 | 27.35 K | $377.68 K | 100.00% | 0.05% | |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 24.79 K | $342.30 K | -0.95% | 0.05% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 23.11 K | $319.00 K | -6.29% | 0.04% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 01/29/2026 | 21.91 K | $302.51 K | 100.00% | 0.04% |
| CENTURION WEALTH MANAGEMENT LLC | 01/14/2026 | 21.55 K | $297.59 K | 0.02% | 0.04% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 19.00 K | $262.39 K | 100.00% | 0.04% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 18.02 K | $248.80 K | 12.49% | 0.03% |
| SEACREST WEALTH MANAGEMENT, LLC | 01/12/2026 | 16.28 K | $223.57 K | -1.87% | 0.03% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 14.98 K | $206.84 K | 4.20% | 0.03% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 14.78 K | $204.09 K | -94.55% | 0.03% |
| BLACKROCK, INC. | 02/12/2026 | 14.42 K | $199.08 K | 106.53% | 0.03% |
| XTX TOPCO LTD | 02/17/2026 | 14.05 K | $194.06 K | 100.00% | 0.03% |
| GLOBAL RETIREMENT PARTNERS, LLC | 02/06/2026 | 13.86 K | $191.41 K | 710.53% | 0.03% |
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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:
THRIVENT FINANCIAL FOR LUTHERANS: 73,220
OPPENHEIMER & CO INC: 59,622
UBS Group AG: 37,678
ENVESTNET ASSET MANAGEMENT INC: 29,195
Sanctuary Advisors, LLC: 27,000
JOURNEY STRATEGIC WEALTH LLC: 24,000
23.23% of Western Asset Diversified Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 12.70 M shares in the last 24 months. This purchase volume represents approximately $171.13 M in transactions.