Western Asset Diversified Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 4.41 M | $59.29 M | 1.40% | 8.52% |
| PENSERRA CAPITAL MANAGEMENT LLC | 05/11/2026 | 1.41 M | $18.99 M | -3.78% | 2.73% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 964.08 K | $12.96 M | 5.42% | 1.86% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 686.93 K | $9.23 M | 29.30% | 1.33% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 473.96 K | $6.37 M | 5.83% | 0.92% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 427.37 K | $5.74 M | -0.67% | 0.83% |
| COHEN & STEERS, INC. | 05/15/2026 | 272.99 K | $3.67 M | 0.00% | 0.53% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 249.56 K | $3.35 M | 15.76% | 0.48% |
| LPL FINANCIAL LLC | 05/06/2026 | 245.74 K | $3.30 M | 41.56% | 0.47% |
| ROYAL BANK OF CANADA | 05/15/2026 | 243.13 K | $3.27 M | 9.03% | 0.47% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 239.90 K | $3.22 M | 6.71% | 0.46% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 219.46 K | $2.95 M | 12.66% | 0.42% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 214.48 K | $2.88 M | 11.92% | 0.41% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 181.77 K | $2.44 M | 11.00% | 0.35% |
| JPMORGAN CHASE & CO | 05/13/2026 | 181.22 K | $2.37 M | 2.76% | 0.35% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 180.09 K | $2.42 M | -37.70% | 0.35% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 151.47 K | $2.04 M | 13.70% | 0.29% |
| INVESCO LTD. | 05/12/2026 | 107.82 K | $1.45 M | -12.28% | 0.21% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 82.10 K | $1.10 M | 0.00% | 0.16% |
| THRIVENT FINANCIAL FOR LUTHERANS | 05/01/2026 | 73.22 K | $984.00 K | 45.80% | 0.14% |
| OPPENHEIMER & CO INC | 04/24/2026 | 59.62 K | $801.32 K | 0.38% | 0.12% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 52.38 K | $703.98 K | 20.76% | 0.10% |
| BRAMSHILL INVESTMENTS, LLC | 05/15/2026 | 46.89 K | $630.18 K | -0.63% | 0.09% |
| READYSTATE ASSET MANAGEMENT LP | 05/15/2026 | 45.82 K | $615.82 K | -78.23% | 0.09% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 45.79 K | $615.35 K | 4.69% | 0.09% |
| 04/16/2026 | 37.77 K | $507.62 K | -0.96% | 0.07% | |
| UBS GROUP AG | 05/05/2026 | 37.68 K | $506.39 K | -11.17% | 0.07% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 37.16 K | $499.44 K | 4.66% | 0.07% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 32.67 K | $439.09 K | 0.00% | 0.06% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 29.20 K | $392.39 K | 17.79% | 0.06% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 27.00 K | $362.88 K | 42.11% | 0.05% |
| 05/11/2026 | 24.47 K | $328.81 K | -10.54% | 0.05% | |
| JOURNEY STRATEGIC WEALTH LLC | 04/15/2026 | 24.00 K | $322.56 K | -14.29% | 0.05% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 04/21/2026 | 22.78 K | $306.12 K | 3.98% | 0.04% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 22.61 K | $304.00 K | -2.16% | 0.04% |
| 05/11/2026 | 21.75 K | $292.30 K | -30.44% | 0.04% | |
| CENTURION WEALTH MANAGEMENT LLC | 04/13/2026 | 21.55 K | $289.65 K | 0.01% | 0.04% |
| CITADEL ADVISORS LLC | 05/15/2026 | 19.73 K | $265.16 K | 100.00% | 0.04% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 17.52 K | $235.41 K | -2.78% | 0.03% |
| SEACREST WEALTH MANAGEMENT, LLC | 04/15/2026 | 15.59 K | $209.49 K | -4.27% | 0.03% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 15.47 K | $207.93 K | 3.29% | 0.03% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 14.55 K | $195.52 K | -1.56% | 0.03% |
| BLACKROCK, INC. | 05/13/2026 | 14.54 K | $195.45 K | 0.88% | 0.03% |
| MARINER, LLC | 05/13/2026 | 14.34 K | $188.94 K | 6.48% | 0.03% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 13.32 K | $179.00 K | 5.13% | 0.03% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 05/15/2026 | 11.86 K | $159.33 K | 100.00% | 0.02% |
| MERIT FINANCIAL GROUP, LLC | 04/15/2026 | 10.75 K | $144.45 K | 2.29% | 0.02% |
| SOVRAN ADVISORS, LLC | 05/01/2026 | 10.72 K | $149.90 K | 100.00% | 0.02% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 10.29 K | $138.30 K | 0.22% | 0.02% |
| LIDO ADVISORS, LLC | 05/13/2026 | 10.00 K | $134.40 K | -1.23% | 0.02% |
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Western Asset Diversified Income Fund institutional Ownership - FAQ's
During the previous two years, 86 institutional investors and hedge funds held shares of Western Asset Diversified Income Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 4.41 M
Penserra Capital Management LLC: 1.41 M
WELLS FARGO & COMPANY/MN: 964,082
RAYMOND JAMES FINANCIAL INC: 686,930
Hennion & Walsh Asset Management, Inc.: 473,962
BANK OF AMERICA CORP /DE/: 427,372
22.86% of Western Asset Diversified Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 12.61 M shares in the last 24 months. This purchase volume represents approximately $169.98 M in transactions.