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 2021
Institutional positions in BrandywineGLOBAL-Global Income Opportunities Fund Inc as of Jun 30, 2021. 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
- 0 vs. Q1 2021
- Shares held
- 8.57M
- −119.0K (−1.4%) vs. Q1 2021
- Total value
- $105.0M
- −$69.9K (−0.1%) vs. Q1 2021
- New holders
- 8
- 20 more added
- Sold out
- 8
- 14 more reduced
Compare with Q1 2021: 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 2021
Shares, value and share of portfolio for each institution holding BrandywineGLOBAL-Global Income Opportunities Fund Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Panagora Asset Management Inc | 13 | $0 | 0.00% | +13 | New |
| Newbridge Financial Services Group, Inc. | 70 | $1.00K | 0.00% | +70 | New |
| First Manhattan Co | 350 | $4.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 507 | $6.00K | 0.00% | +507 | New |
| CVA Family Office, LLC | 1,604 | $20.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2,230 | $28.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 6,000 | $75.0K | 0.03% | +2,347+64.2% | Added |
| Citigroup Inc | 8,655 | $110.0K | 0.00% | +253+3.0% | Added |
| Park Avenue Securities LLC | 10,265 | $129.0K | 0.00% | −92−0.9% | Reduced |
| Mercer Global Advisors Inc | 10,288 | $130.0K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 11,297 | $142.0K | 0.00% | +11,297 | New |
| Wedbush Securities Inc | 12,116 | $153.0K | 0.01% | +147+1.2% | Added |
| Tarbox Family Office, Inc. | 12,354 | $156.0K | 0.03% | +12,354 | New |
| Cetera Investment Advisers | 16,426 | $207.0K | 0.00% | +5,392+48.9% | Added |
| Walleye Trading LLC | 19,808 | $250.0K | 0.01% | +5,515+38.6% | Added |
| Commonwealth Equity Services, LLC | 21,824 | $275.0K | 0.00% | +258+1.2% | Added |
| CSS LLC | 24,413 | $308.0K | 0.02% | −50,900−67.6% | Reduced |
| Invesco Ltd. | 24,475 | $309.0K | 0.00% | −18,369−42.9% | Reduced |
| Advisor Group Holdings, Inc. | 33,273 | $420.0K | 0.00% | +2,446+7.9% | Added |
| 6 Meridian | 33,959 | $428.0K | 0.03% | −4,178−11.0% | Reduced |
| Mid Atlantic Financial Management Inc | 35,400 | $446.0K | 0.03% | +35,400 | New |
| 1607 Capital Partners, LLC | 38,400 | $484.0K | 0.02% | +300+0.8% | Added |
| Envestnet Asset Management Inc | 39,616 | $500.0K | 0.00% | −25,389−39.1% | Reduced |
| Quantedge Capital Pte Ltd | 41,271 | $520.0K | 0.25% | −26,200−38.8% | Reduced |
| Robinson Capital Management, LLC | 42,601 | $538.0K | 0.29% | −20,000−31.9% | Reduced |
| Baird Financial Group, Inc. | 44,501 | $561.0K | 0.00% | +44,501 | New |
| Walleye Capital LLC | 47,426 | $598.0K | 0.02% | +18,000+61.2% | Added |
| Raymond James & Associates | 54,283 | $685.0K | 0.00% | +8,946+19.7% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 63,896 | $806.0K | 0.34% | −67,537−51.4% | Reduced |
| Matisse Capital | 68,000 | $857.0K | 0.27% | 00.0% | Unchanged |
| Family Management Corp | 68,936 | $869.0K | 0.23% | +68,936 | New |
| Private Advisor Group, LLC | 69,902 | $882.0K | 0.01% | +13,448+23.8% | Added |
| Aviance Capital Partners, LLC | 71,208 | $898.0K | 0.16% | +13,211+22.8% | Added |
| Royal Bank of Canada | 81,267 | $1.02M | 0.00% | +10,497+14.8% | Added |
| Guggenheim Capital LLC | 83,238 | $1.05M | 0.01% | −9,281−10.0% | Reduced |
| Stephens Inc | 112,123 | $1.41M | 0.02% | −3,027−2.6% | Reduced |
| LPL Financial LLC | 115,864 | $1.46M | 0.00% | +12,800+12.4% | Added |
| PenderFund Capital Management Ltd. | 100,000 | $1.56M | 0.37% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 128,811 | $1.62M | 0.00% | +20,447+18.9% | Added |
| UBS Group AG | 164,088 | $2.07M | 0.00% | −58,119−26.2% | Reduced |
| Bank of America Corp | 336,056 | $4.24M | 0.00% | +27,676+9.0% | Added |
| Morgan Stanley | 407,657 | $5.14M | 0.00% | +34,573+9.3% | Added |
| City of London Investment Management Co Ltd | 536,821 | $6.77M | 0.35% | −32,224−5.7% | Reduced |
| Saba Capital Management, L.P. | 850,146 | $10.7M | 0.40% | −311,092−26.8% | Reduced |
| Wells Fargo & Company | 1,299,150 | $16.4M | 0.00% | +34,102+2.7% | Added |
| Parametric Portfolio Associates LLC | 1,489,293 | $18.8M | 0.01% | +138,628+10.3% | Added |
| Rivernorth Capital Management, LLC | 1,661,460 | $21.0M | 1.19% | +293,186+21.4% | Added |
| Advisors Asset Management, Inc. | 263,962 | – | – | −27,493−9.4% | Reduced |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −158,496−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −58,816−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −38,046−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −13,559−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −10,671−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −509−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −209−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −60−100.0% | Sold out |