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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 192 | $1.54K | 0.00% | +192 | New |
| EverSource Wealth Advisors, LLC | 293 | $2.36K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 350 | $2.82K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 400 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 535 | $4.00K | 0.00% | +127+31.1% | Added |
| Private Trust Co NA | 703 | $5.65K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 710 | $5.71K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,121 | $25.1K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 17,216 | $138.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 20,976 | $168.7K | 0.00% | −1,995−8.7% | Reduced |
| Cetera Investment Advisers | 21,388 | $172.0K | 0.00% | −1,592−6.9% | Reduced |
| Commonwealth Equity Services, LLC | 21,537 | $173.0K | 0.00% | −5,917−21.6% | Reduced |
| Landscape Capital Management, L.L.C. | 22,037 | $177.2K | 0.02% | +8,375+61.3% | Added |
| HighTower Advisors, LLC | 26,755 | $212.0K | 0.00% | +4,787+21.8% | Added |
| Baird Financial Group, Inc. | 28,010 | $225.2K | 0.00% | −1,000−3.4% | Reduced |
| UBS Group AG | 41,577 | $334.3K | 0.00% | −2,382−5.4% | Reduced |
| Logan Stone Capital, LLC | 70,245 | $564.8K | 0.19% | +51,543+275.6% | Added |
| GWM Advisors LLC | 81,775 | $657.5K | 0.01% | −475−0.6% | Reduced |
| Raymond James & Associates | 85,832 | $690.1K | 0.00% | +2,998+3.6% | Added |
| Shaker Financial Services, LLC | 88,996 | $722.5K | 0.32% | +25,829+40.9% | Added |
| Aviance Capital Partners, LLC | 90,990 | $731.6K | 0.15% | −1,175−1.3% | Reduced |
| Ameriprise Financial Inc | 103,355 | $831.0K | 0.00% | +4,942+5.0% | Added |
| Royal Bank of Canada | 109,315 | $878.0K | 0.00% | −12,806−10.5% | Reduced |
| Saba Capital Management, L.P. | 113,316 | $911.1K | 0.03% | −59,940−34.6% | Reduced |
| Private Advisor Group, LLC | 125,054 | $1.04M | 0.01% | +9,752+8.5% | Added |
| Wolverine Asset Management LLC | 139,069 | $1.12M | 0.02% | +85,894+161.5% | Added |
| Matisse Capital | 150,000 | $1.21M | 0.75% | +10,000+7.1% | Added |
| Stephens Inc | 158,579 | $1.27M | 0.02% | +5,737+3.8% | Added |
| LPL Financial LLC | 193,090 | $1.55M | 0.00% | −17,776−8.4% | Reduced |
| Guggenheim Capital LLC | 302,940 | $2.44M | 0.02% | −45,106−13.0% | Reduced |
| Wells Fargo & Company | 328,163 | $2.64M | 0.00% | +5,395+1.7% | Added |
| Bank of America Corp | 371,327 | $2.99M | 0.00% | −106,181−22.2% | Reduced |
| Rivernorth Capital Management, LLC | 789,065 | $6.34M | 0.32% | +24,726+3.2% | Added |
| Allspring Global Investments Holdings, LLC | 1,146,164 | $9.22M | 0.01% | +17,406+1.5% | Added |
| Morgan Stanley | 2,471,584 | $19.9M | 0.00% | +40,867+1.7% | Added |
| 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 |