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 2023
Institutional positions in BrandywineGLOBAL-Global Income Opportunities Fund Inc as of Jun 30, 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
- 35
- −4 vs. Q1 2023
- Shares held
- 7.12M
- −1.74K (0.0%) vs. Q1 2023
- Total value
- $57.3M
- +$615.2K (+1.1%) vs. Q1 2023
- New holders
- 1
- 15 more added
- Sold out
- 5
- 12 more reduced
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding BrandywineGLOBAL-Global Income Opportunities Fund Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,471,584 | $19.9M | 0.00% | +40,867+1.7% | Added |
| Allspring Global Investments Holdings, LLC | 1,146,164 | $9.22M | 0.01% | +17,406+1.5% | Added |
| Rivernorth Capital Management, LLC | 789,065 | $6.34M | 0.32% | +24,726+3.2% | Added |
| Bank of America Corp | 371,327 | $2.99M | 0.00% | −106,181−22.2% | Reduced |
| Wells Fargo & Company | 328,163 | $2.64M | 0.00% | +5,395+1.7% | Added |
| Guggenheim Capital LLC | 302,940 | $2.44M | 0.02% | −45,106−13.0% | Reduced |
| LPL Financial LLC | 193,090 | $1.55M | 0.00% | −17,776−8.4% | Reduced |
| Stephens Inc | 158,579 | $1.27M | 0.02% | +5,737+3.8% | Added |
| Matisse Capital | 150,000 | $1.21M | 0.75% | +10,000+7.1% | Added |
| Wolverine Asset Management LLC | 139,069 | $1.12M | 0.02% | +85,894+161.5% | Added |
| Private Advisor Group, LLC | 125,054 | $1.04M | 0.01% | +9,752+8.5% | Added |
| Saba Capital Management, L.P. | 113,316 | $911.1K | 0.03% | −59,940−34.6% | Reduced |
| Royal Bank of Canada | 109,315 | $878.0K | 0.00% | −12,806−10.5% | Reduced |
| Ameriprise Financial Inc | 103,355 | $831.0K | 0.00% | +4,942+5.0% | Added |
| Aviance Capital Partners, LLC | 90,990 | $731.6K | 0.15% | −1,175−1.3% | Reduced |
| Shaker Financial Services, LLC | 88,996 | $722.5K | 0.32% | +25,829+40.9% | Added |
| Raymond James & Associates | 85,832 | $690.1K | 0.00% | +2,998+3.6% | Added |
| GWM Advisors LLC | 81,775 | $657.5K | 0.01% | −475−0.6% | Reduced |
| Logan Stone Capital, LLC | 70,245 | $564.8K | 0.19% | +51,543+275.6% | Added |
| UBS Group AG | 41,577 | $334.3K | 0.00% | −2,382−5.4% | Reduced |
| Baird Financial Group, Inc. | 28,010 | $225.2K | 0.00% | −1,000−3.4% | Reduced |
| HighTower Advisors, LLC | 26,755 | $212.0K | 0.00% | +4,787+21.8% | Added |
| Landscape Capital Management, L.L.C. | 22,037 | $177.2K | 0.02% | +8,375+61.3% | Added |
| Commonwealth Equity Services, LLC | 21,537 | $173.0K | 0.00% | −5,917−21.6% | Reduced |
| Cetera Investment Advisers | 21,388 | $172.0K | 0.00% | −1,592−6.9% | Reduced |
| Advisor Group Holdings, Inc. | 20,976 | $168.7K | 0.00% | −1,995−8.7% | Reduced |
| Wedbush Securities Inc | 17,216 | $138.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,121 | $25.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 710 | $5.71K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 703 | $5.65K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 535 | $4.00K | 0.00% | +127+31.1% | Added |
| FNY Investment Advisers, LLC | 400 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 350 | $2.82K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 293 | $2.36K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 192 | $1.54K | 0.00% | +192 | New |
| Chicago Partners Investment Group LLC | 0 | $0 | 0.00% | −15,199−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −11,204−100.0% | Sold out |
| Pekin Hardy Strauss, Inc. | 0 | $0 | 0.00% | −10,005−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −7,452−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −103−100.0% | Sold out |