Q1 2025 13F Holders as of 31 Mar 2025
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Type / Class
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Equity / COM SHS BEN INT
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Number of holders
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67
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Total 13F shares, excl. options
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11.7M
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Shares change
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+95.5K
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Total reported value, excl. options
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$169M
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Value change
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+$1.38M
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Number of buys
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40
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Number of sells
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-21
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Price
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$14.45
Significant Holders of Western Asset Diversified Income Fund (WDI) - COM SHS BEN INT (WDI) as of Q1 2025
71 filings reported holding WDI - Western Asset Diversified Income Fund (WDI) - COM SHS BEN INT as of Q1 2025.
Western Asset Diversified Income Fund (WDI) - COM SHS BEN INT (WDI) has 67 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 11.7M shares
.
Largest 10 shareholders include MORGAN STANLEY (5.22M shares), Penserra Capital Management LLC (1.22M shares), WELLS FARGO & COMPANY/MN (1.02M shares), BANK OF AMERICA CORP /DE/ (426K shares), Advisors Asset Management, Inc. (407K shares), Hennion & Walsh Asset Management, Inc. (331K shares), COHEN & STEERS, INC. (273K shares), COMMONWEALTH EQUITY SERVICES, LLC (236K shares), STIFEL FINANCIAL CORP (221K shares), and Invesco Ltd. (220K shares).
This table shows the top 67 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.