We are live on ! Find out more
WDI

Western Asset Diversified Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$293K +$327K +23,320 New
Osaic Holdings
27
Osaic Holdings
Arizona
$252K -$19.8K -1,412 -7%
WS
28
Wedbush Securities
California
$247K +$275K +19,617 New
AC
29
Almitas Capital
California
$239K +$160K +11,429 +151%
JP Morgan Chase
30
JP Morgan Chase
New York
$211K +$70.1K +5,000 +43%
AIP
31
Ahrens Investment Partners
Louisiana
$204K +$228K +16,225 New
Truist Financial
32
Truist Financial
North Carolina
$175K +$3.93K +280 +2%
RJA
33
Raymond James & Associates
Florida
$161K -$453K -32,294 -72%
UBS Group
34
UBS Group
Switzerland
$159K +$78.8K +5,620 +80%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$143K +$4.13K +294 +3%
FFA
36
First Foundation Advisors
California
$129K +$144K +10,267 New
AFO
37
Allie Family Office
Florida
$126K
MAC
38
Mason & Associates (California)
California
$126K +$140K +10,000 New
S
39
SignatureFD
Georgia
$63K
AW
40
Avion Wealth
Texas
$16K
Bessemer Group
41
Bessemer Group
New Jersey
$12K -$3.45K -246 -20%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$12K -$1.73K -123 -11%
FIA
43
FNY Investment Advisers
New York
$10K
GI
44
Gradient Investments
Minnesota
$10K +$11.5K +823 New
IA
45
IFP Advisors
Florida
$4K +$1.01K +72 +60%
EWA
46
EverSource Wealth Advisors
Alabama
$1K +$1.66K +118 New
TJHA
47
Thomas J. Herzfeld Advisors
Florida
-$2.33M -168,494 Closed
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
-$598K -43,118 Closed
ICM
49
Ionic Capital Management
New York
-$169K -12,186 Closed