We are live on ! Find out more
WDI

Western Asset Diversified Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$72.1M -$5.18M -362,556 -7%
PCM
2
Penserra Capital Management
California
$18.6M +$529K +37,033 +3%
Wells Fargo
3
Wells Fargo
California
$15.5M +$321K +22,485 +2%
Bank of America
4
Bank of America
North Carolina
$6.51M +$175K +12,246 +3%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$6.47M +$1.5M +105,215 +32%
AAM
6
Advisors Asset Management
Colorado
$6.01M -$28.1K -1,970 -0.5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.46M +$912K +63,855 +27%
Cohen & Steers
8
Cohen & Steers
New York
$4.05M
PAMP
9
Polar Asset Management Partners
Ontario, Canada
$3.81M +$3.45M +241,853 +1,596%
Invesco
10
Invesco
Georgia
$3.05M -$200K -14,025 -6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.04M -$107K -7,479 -4%
Stifel Financial
12
Stifel Financial
Missouri
$2.76M -$501K -35,065 -16%
GC
13
Guggenheim Capital
Illinois
$2.52M +$98.5K +6,899 +4%
LPL Financial
14
LPL Financial
California
$2.27M +$69.2K +4,847 +3%
JP Morgan Chase
15
JP Morgan Chase
New York
$2.13M +$532K +37,259 +35%
CPRC
16
Consolidated Portfolio Review Corp
New York
$2.06M -$79.6K -5,571 -4%
First Trust Advisors
17
First Trust Advisors
Illinois
$1.9M +$45.7K +3,197 +3%
PIWA
18
Prevail Innovative Wealth Advisors
Kansas
$1.63M +$178K +12,478 +13%
UBS Group
19
UBS Group
Switzerland
$1.11M +$328K +22,995 +44%
Raymond James Financial
20
Raymond James Financial
Florida
$1.05M -$249K -17,468 -20%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$922K
OC
22
Oppenheimer & Co
New York
$841K -$33.8K -2,369 -4%
BI
23
Bramshill Investments
Florida
$712K -$1.2K -84 -0.2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$654K +$14.5K +1,014 +2%
RCM
25
Robinson Capital Management
Michigan
$634K +$123K +8,590 +25%