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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 293 | $2.39K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 350 | $2.86K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 400 | $3.00K | 0.00% | +400 | New |
| IFP Advisors, Inc | 366 | $4.00K | 0.00% | −2−0.5% | Reduced |
| Accurate Wealth Management, LLC | 500 | $4.12K | 0.00% | +500 | New |
| Private Trust Co NA | 703 | $6.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,034 | $8.43K | 0.00% | +34+3.4% | Added |
| Larson Financial Group LLC | 3,121 | $25.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,941 | $40.3K | 0.00% | −4,920−49.9% | Reduced |
| Advisory Services Network, LLC | 7,452 | $60.7K | 0.00% | +7,452 | New |
| Atria Wealth Solutions, Inc. | 13,171 | $107.3K | 0.00% | −2,459−15.7% | Reduced |
| Logan Stone Capital, LLC | 13,749 | $112.1K | 0.04% | +13,749 | New |
| Chicago Partners Investment Group LLC | 15,199 | $131.5K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 17,216 | $140.0K | 0.01% | +100+0.6% | Added |
| HighTower Advisors, LLC | 22,232 | $168.0K | 0.00% | +22,232 | New |
| Advisor Group Holdings, Inc. | 22,984 | $188.0K | 0.00% | −5,310−18.8% | Reduced |
| Cetera Investment Advisers | 23,893 | $194.7K | 0.00% | +4,857+25.5% | Added |
| Commonwealth Equity Services, LLC | 27,290 | $222.0K | 0.00% | +328+1.2% | Added |
| Baird Financial Group, Inc. | 29,010 | $236.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 31,596 | $257.5K | 0.00% | +31,596 | New |
| UBS Group AG | 43,365 | $353.4K | 0.00% | +1,359+3.2% | Added |
| Pekin Hardy Strauss, Inc. | 55,448 | $451.9K | 0.07% | −16,268−22.7% | Reduced |
| Advisors Asset Management, Inc. | 69,505 | $566.5K | 0.01% | −6,412−8.4% | Reduced |
| Raymond James & Associates | 82,433 | $671.8K | 0.00% | +19,086+30.1% | Added |
| GWM Advisors LLC | 85,800 | $699.3K | 0.02% | +1,300+1.5% | Added |
| Aviance Capital Partners, LLC | 91,190 | $743.2K | 0.17% | −2,182−2.3% | Reduced |
| Ameriprise Financial Inc | 95,791 | $781.0K | 0.00% | +84,920+781.2% | Added |
| Private Advisor Group, LLC | 102,002 | $802.4K | 0.04% | −9,700−8.7% | Reduced |
| Royal Bank of Canada | 102,338 | $834.0K | 0.00% | −11,631−10.2% | Reduced |
| Wells Fargo & Company | 133,007 | $1.08M | 0.00% | −39,784−23.0% | Reduced |
| Matisse Capital | 140,000 | $1.14M | 1.01% | 00.0% | Unchanged |
| Stephens Inc | 147,392 | $1.20M | 0.02% | +8,663+6.2% | Added |
| LPL Financial LLC | 177,031 | $1.44M | 0.00% | −1,485−0.8% | Reduced |
| Guggenheim Capital LLC | 281,950 | $2.30M | 0.02% | +18,216+6.9% | Added |
| Saba Capital Management, L.P. | 316,999 | $2.58M | 0.04% | −40,209−11.3% | Reduced |
| Bank of America Corp | 436,059 | $3.55M | 0.00% | +25,772+6.3% | Added |
| Allspring Global Investments Holdings, LLC | 1,045,599 | $8.52M | 0.01% | +105,207+11.2% | Added |
| Rivernorth Capital Management, LLC | 1,566,289 | $12.8M | 0.58% | −51,156−3.2% | Reduced |
| Morgan Stanley | 2,406,494 | $19.6M | 0.00% | −106,555−4.2% | Reduced |
| 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 |