BrandywineGLOBAL-Global Income Opportunities Fund Inc
BWG- Exchange
- NYSE
- SEC CIK
- 0001504545
No open-market purchases or sales by BrandywineGLOBAL-Global Income Opportunities Fund Inc insiders were filed in the last 90 days; 48 institutions reported holding it in 13F filings for Q2 2026, worth $60.2M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in BrandywineGLOBAL-Global Income Opportunities Fund Inc as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 48
- −4 vs. Q1 2026
- Shares held
- 7.58M
- +133.4K (+1.8%) vs. Q1 2026
- Total value
- $60.2M
- +$3.06M (+5.4%) vs. Q1 2026
- New holders
- 5
- 20 more added
- Sold out
- 9
- 10 more reduced
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BWG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 48 | $60.2M |
| Q1 2026 | 52 | $57.2M |
| Q4 2025 | 46 | $63.1M |
| Q3 2025 | 44 | $63.5M |
| Q2 2025 | 45 | $59.8M |
| Q1 2025 | 40 | $58.3M |
| Q4 2024 | 41 | $56.5M |
| Q3 2024 | 42 | $63.2M |
| Q2 2024 | 39 | $60.9M |
| Q1 2024 | 40 | $62.5M |
| Q4 2023 | 39 | $59.1M |
| Q3 2023 | 39 | $52.7M |
| Q2 2023 | 35 | $57.3M |
| Q1 2023 | 39 | $56.7M |
| Q4 2022 | 39 | $62.0M |
| Q3 2022 | 40 | $58.1M |
| Q2 2022 | 38 | $65.9M |
| Q1 2022 | 39 | $81.6M |
| Q4 2021 | 41 | $95.7M |
| Q3 2021 | 39 | $104.3M |
| Q2 2021 | 48 | $105.0M |
| Q1 2021 | 48 | $105.1M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding BrandywineGLOBAL-Global Income Opportunities Fund Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,771,328 | $14.1M | 0.00% | +10,587+0.6% | Added |
| Pathstone Holdings, LLC | 1,591,786 | $12.6M | 0.04% | −80,231−4.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 740,410 | $5.88M | 0.01% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 473,763 | $3.76M | 1.18% | +77,768+19.6% | Added |
| Wells Fargo & Company | 368,056 | $2.92M | 0.00% | −100,519−21.5% | Reduced |
| Advisors Asset Management, Inc. | 333,628 | $2.65M | 0.04% | −2,247−0.7% | Reduced |
| Bank of America Corp | 307,360 | $2.44M | 0.00% | +20,544+7.2% | Added |
| Guggenheim Capital LLC | 298,799 | $2.37M | 0.02% | +264,733+777.1% | Added |
| Rareview Capital LLC | 179,226 | $1.49M | 0.83% | +64,914+56.8% | Added |
| LPL Financial LLC | 164,229 | $1.30M | 0.00% | +18,669+12.8% | Added |
| Invesco Ltd. | 161,123 | $1.28M | 0.00% | −28,073−14.8% | Reduced |
| Stephens Inc | 158,573 | $1.26M | 0.01% | +450.0% | Added |
| Matisse Capital | 145,866 | $1.16M | 0.46% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 126,799 | $1.01M | 0.01% | +8,769+7.4% | Added |
| Royal Bank of Canada | 99,956 | $794.0K | 0.00% | +18,875+23.3% | Added |
| Raymond James Financial Inc | 91,056 | $723.0K | 0.00% | +2,857+3.2% | Added |
| Envestnet Asset Management Inc | 88,569 | $703.2K | 0.00% | +27,391+44.8% | Added |
| Eclectic Associates Inc | 44,441 | $352.9K | 0.04% | +3,511+8.6% | Added |
| GWM Advisors LLC | 40,300 | $320.0K | 0.00% | −3,800−8.6% | Reduced |
| Advisor Group Holdings, Inc. | 39,415 | $312.9K | 0.00% | +20,534+108.8% | Added |
| Apollon Wealth Management, LLC | 31,483 | $250.0K | 0.00% | 00.0% | Unchanged |
| Closed-End Fund Advisors, Inc. | 30,008 | $238.3K | 0.23% | +7,607+34.0% | Added |
| Ameriprise Financial Inc | 29,390 | $233.4K | 0.00% | +5,149+21.2% | Added |
| AlphaCore Capital LLC | 29,000 | $230.3K | 0.00% | −2,000−6.5% | Reduced |
| Logan Stone Capital, LLC | 22,825 | $181.2K | 0.04% | −20,172−46.9% | Reduced |
| Commonwealth Equity Services, LLC | 20,207 | $160.4K | 0.00% | +459+2.3% | Added |
| UBS Group AG | 19,366 | $153.8K | 0.00% | +6,375+49.1% | Added |
| Van Diest Capital, LLC | 19,187 | $152.3K | 0.14% | +2,363+14.0% | Added |
| Cerity Partners LLC | 19,133 | $151.9K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 18,373 | $145.9K | 0.00% | +50.0% | Added |
| Virtu Financial LLC | 16,180 | $128.0K | 0.00% | +16,180 | New |
| Evolve Private Wealth, LLC | 15,885 | $126.1K | 0.01% | −977−5.8% | Reduced |
| Flax Pond Capital, LLC | 15,000 | $119.1K | 0.08% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 14,266 | $113.3K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 12,479 | $99.1K | 0.00% | +12,479 | New |
| PFG Investments, LLC | 12,364 | $98.2K | 0.00% | +96+0.8% | Added |
| Jane Street Group, LLC | 12,269 | $97.4K | 0.00% | +12,269 | New |
| Global Retirement Partners, LLC | 8,272 | $65.7K | 0.00% | +8,272 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,404 | $19.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,950 | $15.5K | 0.00% | −41−2.1% | Reduced |
| WPG Advisers, LLC | 1,499 | $11.9K | 0.01% | −3−0.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 863 | $6.78K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 703 | $5.58K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 665 | $5.28K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 330 | $2.62K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 316 | $2.51K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 266 | $2.11K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 113 | $897 | 0.00% | +113 | New |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −167,744−100.0% | Sold out |
| Alexander Randolph Advisory, Inc. | 0 | $0 | 0.00% | −41,529−100.0% | Sold out |
| Integrity Advisory Solutions, LLC | 0 | $0 | 0.00% | −12,618−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −12,390−100.0% | Sold out |
| Hamrick Investment Counsel, llc | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,169−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Osbon Capital Management LLC | 0 | $0 | 0.00% | −323−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −320−100.0% | Sold out |