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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 103 | $1.00K | 0.00% | +103 | New |
| EverSource Wealth Advisors, LLC | 293 | $2.33K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 350 | $2.79K | 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 |
| Private Trust Co NA | 703 | $5.60K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 710 | $5.65K | 0.00% | −4,231−85.6% | Reduced |
| Larson Financial Group LLC | 3,121 | $24.8K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 7,452 | $59.3K | 0.00% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 10,005 | $79.6K | 0.01% | −45,443−82.0% | Reduced |
| Atria Wealth Solutions, Inc. | 11,204 | $89.2K | 0.00% | −1,967−14.9% | Reduced |
| Landscape Capital Management, L.L.C. | 13,662 | $108.8K | 0.01% | +13,662 | New |
| Chicago Partners Investment Group LLC | 15,199 | $119.3K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 17,216 | $137.0K | 0.01% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 18,702 | $148.9K | 0.06% | +4,953+36.0% | Added |
| HighTower Advisors, LLC | 21,968 | $162.0K | 0.00% | −264−1.2% | Reduced |
| Advisor Group Holdings, Inc. | 22,971 | $182.8K | 0.00% | −13−0.1% | Reduced |
| Cetera Investment Advisers | 22,980 | $182.9K | 0.00% | −913−3.8% | Reduced |
| Commonwealth Equity Services, LLC | 27,454 | $218.0K | 0.00% | +164+0.6% | Added |
| Baird Financial Group, Inc. | 29,010 | $230.9K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 43,959 | $349.9K | 0.00% | +594+1.4% | Added |
| Wolverine Asset Management LLC | 53,175 | $423.3K | 0.01% | +53,175 | New |
| Shaker Financial Services, LLC | 63,167 | $507.7K | 0.22% | +63,167 | New |
| GWM Advisors LLC | 82,250 | $643.2K | 0.01% | −3,550−4.1% | Reduced |
| Raymond James & Associates | 82,834 | $659.4K | 0.00% | +401+0.5% | Added |
| Aviance Capital Partners, LLC | 92,165 | $733.6K | 0.16% | +975+1.1% | Added |
| Ameriprise Financial Inc | 98,413 | $783.2K | 0.00% | +2,622+2.7% | Added |
| Private Advisor Group, LLC | 115,302 | $917.8K | 0.01% | +13,300+13.0% | Added |
| Royal Bank of Canada | 122,121 | $972.0K | 0.00% | +19,783+19.3% | Added |
| Matisse Capital | 140,000 | $1.11M | 0.72% | 00.0% | Unchanged |
| Stephens Inc | 152,842 | $1.22M | 0.02% | +5,450+3.7% | Added |
| Saba Capital Management, L.P. | 173,256 | $1.38M | 0.03% | −143,743−45.3% | Reduced |
| LPL Financial LLC | 210,866 | $1.68M | 0.00% | +33,835+19.1% | Added |
| Wells Fargo & Company | 322,768 | $2.57M | 0.00% | +189,761+142.7% | Added |
| Guggenheim Capital LLC | 348,046 | $2.77M | 0.02% | +66,096+23.4% | Added |
| Bank of America Corp | 477,508 | $3.80M | 0.00% | +41,449+9.5% | Added |
| Rivernorth Capital Management, LLC | 764,339 | $6.08M | 0.29% | −801,950−51.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,128,758 | $8.98M | 0.01% | +83,159+8.0% | Added |
| Morgan Stanley | 2,430,717 | $19.3M | 0.00% | +24,223+1.0% | Added |
| 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 |