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, Q1 2023
Institutional positions in BrandywineGLOBAL-Global Income Opportunities Fund Inc as of Mar 31, 2023. 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
- 0 vs. Q4 2022
- Shares held
- 7.13M
- −487.8K (−6.4%) vs. Q4 2022
- Total value
- $56.7M
- −$5.32M (−8.6%) vs. Q4 2022
- New holders
- 5
- 16 more added
- Sold out
- 5
- 9 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding BrandywineGLOBAL-Global Income Opportunities Fund Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,430,717 | $19.3M | 0.00% | +24,223+1.0% | Added |
| Allspring Global Investments Holdings, LLC | 1,128,758 | $8.98M | 0.01% | +83,159+8.0% | Added |
| Rivernorth Capital Management, LLC | 764,339 | $6.08M | 0.29% | −801,950−51.2% | Reduced |
| Bank of America Corp | 477,508 | $3.80M | 0.00% | +41,449+9.5% | Added |
| Guggenheim Capital LLC | 348,046 | $2.77M | 0.02% | +66,096+23.4% | Added |
| Wells Fargo & Company | 322,768 | $2.57M | 0.00% | +189,761+142.7% | Added |
| LPL Financial LLC | 210,866 | $1.68M | 0.00% | +33,835+19.1% | Added |
| Saba Capital Management, L.P. | 173,256 | $1.38M | 0.03% | −143,743−45.3% | Reduced |
| Stephens Inc | 152,842 | $1.22M | 0.02% | +5,450+3.7% | Added |
| Matisse Capital | 140,000 | $1.11M | 0.72% | 00.0% | Unchanged |
| Royal Bank of Canada | 122,121 | $972.0K | 0.00% | +19,783+19.3% | Added |
| Private Advisor Group, LLC | 115,302 | $917.8K | 0.01% | +13,300+13.0% | Added |
| Ameriprise Financial Inc | 98,413 | $783.2K | 0.00% | +2,622+2.7% | Added |
| Aviance Capital Partners, LLC | 92,165 | $733.6K | 0.16% | +975+1.1% | Added |
| Raymond James & Associates | 82,834 | $659.4K | 0.00% | +401+0.5% | Added |
| GWM Advisors LLC | 82,250 | $643.2K | 0.01% | −3,550−4.1% | Reduced |
| Shaker Financial Services, LLC | 63,167 | $507.7K | 0.22% | +63,167 | New |
| Wolverine Asset Management LLC | 53,175 | $423.3K | 0.01% | +53,175 | New |
| UBS Group AG | 43,959 | $349.9K | 0.00% | +594+1.4% | Added |
| Baird Financial Group, Inc. | 29,010 | $230.9K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 27,454 | $218.0K | 0.00% | +164+0.6% | Added |
| Cetera Investment Advisers | 22,980 | $182.9K | 0.00% | −913−3.8% | Reduced |
| Advisor Group Holdings, Inc. | 22,971 | $182.8K | 0.00% | −13−0.1% | Reduced |
| HighTower Advisors, LLC | 21,968 | $162.0K | 0.00% | −264−1.2% | Reduced |
| Logan Stone Capital, LLC | 18,702 | $148.9K | 0.06% | +4,953+36.0% | Added |
| Wedbush Securities Inc | 17,216 | $137.0K | 0.01% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 15,199 | $119.3K | 0.01% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 13,662 | $108.8K | 0.01% | +13,662 | New |
| Atria Wealth Solutions, Inc. | 11,204 | $89.2K | 0.00% | −1,967−14.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 10,005 | $79.6K | 0.01% | −45,443−82.0% | Reduced |
| Advisory Services Network, LLC | 7,452 | $59.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,121 | $24.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 710 | $5.65K | 0.00% | −4,231−85.6% | Reduced |
| Private Trust Co NA | 703 | $5.60K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 408 | $3.00K | 0.00% | +8+2.0% | Added |
| FNY Investment Advisers, LLC | 400 | $3.00K | 0.00% | +400 | New |
| First Manhattan Co | 350 | $2.79K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 293 | $2.33K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 103 | $1.00K | 0.00% | +103 | New |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −69,505−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −31,596−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −1,034−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −366−100.0% | Sold out |