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, Q3 2023
Institutional positions in BrandywineGLOBAL-Global Income Opportunities Fund Inc as of Sep 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
- 39
- +4 vs. Q2 2023
- Shares held
- 7.02M
- −101.8K (−1.4%) vs. Q2 2023
- Total value
- $52.7M
- −$4.59M (−8.0%) vs. Q2 2023
- New holders
- 8
- 11 more added
- Sold out
- 4
- 12 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding BrandywineGLOBAL-Global Income Opportunities Fund Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,544,294 | $19.1M | 0.00% | +72,710+2.9% | Added |
| Allspring Global Investments Holdings, LLC | 1,146,164 | $8.61M | 0.02% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 559,442 | $4.20M | 0.22% | −229,623−29.1% | Reduced |
| Wells Fargo & Company | 449,290 | $3.37M | 0.00% | +121,127+36.9% | Added |
| Bank of America Corp | 389,836 | $2.93M | 0.00% | +18,509+5.0% | Added |
| Guggenheim Capital LLC | 249,788 | $1.88M | 0.02% | −53,152−17.5% | Reduced |
| Advisor Partners II, LLC | 195,525 | $1.47M | 0.06% | +195,525 | New |
| Stephens Inc | 161,564 | $1.21M | 0.02% | +2,985+1.9% | Added |
| LPL Financial LLC | 157,581 | $1.18M | 0.00% | −35,509−18.4% | Reduced |
| Ameriprise Financial Inc | 154,243 | $1.16M | 0.00% | +50,888+49.2% | Added |
| Matisse Capital | 150,000 | $1.13M | 0.80% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 125,742 | $944.3K | 0.01% | +688+0.6% | Added |
| Royal Bank of Canada | 107,142 | $805.0K | 0.00% | −2,173−2.0% | Reduced |
| Raymond James & Associates | 93,378 | $701.3K | 0.00% | +7,546+8.8% | Added |
| Shaker Financial Services, LLC | 86,241 | $654.4K | 0.31% | −2,755−3.1% | Reduced |
| Saba Capital Management, L.P. | 79,064 | $593.8K | 0.02% | −34,252−30.2% | Reduced |
| GWM Advisors LLC | 67,375 | $506.0K | 0.01% | −14,400−17.6% | Reduced |
| UBS Group AG | 46,243 | $347.3K | 0.00% | +4,666+11.2% | Added |
| Advisor Group Holdings, Inc. | 30,070 | $225.8K | 0.00% | +9,094+43.4% | Added |
| Baird Financial Group, Inc. | 28,010 | $210.4K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 21,972 | $165.0K | 0.00% | +584+2.7% | Added |
| Commonwealth Equity Services, LLC | 21,865 | $164.0K | 0.00% | +328+1.5% | Added |
| Clough Capital Partners L P | 21,300 | $160.0K | 0.02% | +21,300 | New |
| Quarry LP | 21,300 | $160.0K | 0.10% | +21,300 | New |
| NBT Bank N A | 18,700 | $140.4K | 0.01% | +18,700 | New |
| Logan Stone Capital, LLC | 17,725 | $133.1K | 0.04% | −52,520−74.8% | Reduced |
| Wedbush Securities Inc | 17,216 | $129.0K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 15,457 | $116.1K | 0.00% | +15,457 | New |
| HighTower Advisors, LLC | 16,128 | $107.0K | 0.00% | −10,627−39.7% | Reduced |
| Invesco Ltd. | 13,076 | $98.2K | 0.00% | +13,076 | New |
| Landscape Capital Management, L.L.C. | 10,318 | $77.5K | 0.01% | −11,719−53.2% | Reduced |
| Comerica Bank | 3,487 | $26.2K | 0.00% | +3,487 | New |
| Northwestern Mutual Wealth Management Co | 710 | $5.33K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 703 | $5.28K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 665 | $4.99K | 0.00% | −2,456−78.7% | Reduced |
| Bessemer Group Inc | 367 | $3.00K | 0.00% | −168−31.4% | Reduced |
| FNY Investment Advisers, LLC | 400 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 350 | $2.64K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 83 | $623 | 0.00% | +83 | New |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −139,069−100.0% | Sold out |
| Aviance Capital Partners, LLC | 0 | $0 | 0.00% | −90,990−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −293−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −192−100.0% | Sold out |