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, Q4 2022
Institutional positions in BrandywineGLOBAL-Global Income Opportunities Fund Inc as of Dec 31, 2022. 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
- 39
- −1 vs. Q3 2022
- Shares held
- 7.61M
- −11.6K (−0.2%) vs. Q3 2022
- Total value
- $62.0M
- +$3.91M (+6.7%) vs. Q3 2022
- New holders
- 6
- 12 more added
- Sold out
- 7
- 14 more reduced
Compare with Q3 2022: 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, Q4 2022
Shares, value and share of portfolio for each institution holding BrandywineGLOBAL-Global Income Opportunities Fund Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,406,494 | $19.6M | 0.00% | −106,555−4.2% | Reduced |
| Rivernorth Capital Management, LLC | 1,566,289 | $12.8M | 0.58% | −51,156−3.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,045,599 | $8.52M | 0.01% | +105,207+11.2% | Added |
| Bank of America Corp | 436,059 | $3.55M | 0.00% | +25,772+6.3% | Added |
| Saba Capital Management, L.P. | 316,999 | $2.58M | 0.04% | −40,209−11.3% | Reduced |
| Guggenheim Capital LLC | 281,950 | $2.30M | 0.02% | +18,216+6.9% | Added |
| LPL Financial LLC | 177,031 | $1.44M | 0.00% | −1,485−0.8% | Reduced |
| Stephens Inc | 147,392 | $1.20M | 0.02% | +8,663+6.2% | Added |
| Matisse Capital | 140,000 | $1.14M | 1.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 133,007 | $1.08M | 0.00% | −39,784−23.0% | Reduced |
| Royal Bank of Canada | 102,338 | $834.0K | 0.00% | −11,631−10.2% | Reduced |
| Private Advisor Group, LLC | 102,002 | $802.4K | 0.04% | −9,700−8.7% | Reduced |
| Ameriprise Financial Inc | 95,791 | $781.0K | 0.00% | +84,920+781.2% | Added |
| Aviance Capital Partners, LLC | 91,190 | $743.2K | 0.17% | −2,182−2.3% | Reduced |
| GWM Advisors LLC | 85,800 | $699.3K | 0.02% | +1,300+1.5% | Added |
| Raymond James & Associates | 82,433 | $671.8K | 0.00% | +19,086+30.1% | Added |
| Advisors Asset Management, Inc. | 69,505 | $566.5K | 0.01% | −6,412−8.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 55,448 | $451.9K | 0.07% | −16,268−22.7% | Reduced |
| UBS Group AG | 43,365 | $353.4K | 0.00% | +1,359+3.2% | Added |
| Susquehanna International Group, LLP | 31,596 | $257.5K | 0.00% | +31,596 | New |
| Baird Financial Group, Inc. | 29,010 | $236.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 27,290 | $222.0K | 0.00% | +328+1.2% | Added |
| Cetera Investment Advisers | 23,893 | $194.7K | 0.00% | +4,857+25.5% | Added |
| Advisor Group Holdings, Inc. | 22,984 | $188.0K | 0.00% | −5,310−18.8% | Reduced |
| HighTower Advisors, LLC | 22,232 | $168.0K | 0.00% | +22,232 | New |
| Wedbush Securities Inc | 17,216 | $140.0K | 0.01% | +100+0.6% | Added |
| Chicago Partners Investment Group LLC | 15,199 | $131.5K | 0.01% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 13,749 | $112.1K | 0.04% | +13,749 | New |
| Atria Wealth Solutions, Inc. | 13,171 | $107.3K | 0.00% | −2,459−15.7% | Reduced |
| Advisory Services Network, LLC | 7,452 | $60.7K | 0.00% | +7,452 | New |
| Northwestern Mutual Wealth Management Co | 4,941 | $40.3K | 0.00% | −4,920−49.9% | Reduced |
| Larson Financial Group LLC | 3,121 | $25.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,034 | $8.43K | 0.00% | +34+3.4% | Added |
| Private Trust Co NA | 703 | $6.00K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 500 | $4.12K | 0.00% | +500 | New |
| IFP Advisors, Inc | 366 | $4.00K | 0.00% | −2−0.5% | Reduced |
| Bessemer Group Inc | 400 | $3.00K | 0.00% | +400 | New |
| First Manhattan Co | 350 | $2.86K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 293 | $2.39K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −18,362−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −16,958−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,252−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −10,205−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −1,709−100.0% | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −1,376−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |