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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 83 | $623 | 0.00% | +83 | New |
| First Manhattan Co | 350 | $2.64K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 367 | $3.00K | 0.00% | −168−31.4% | Reduced |
| FNY Investment Advisers, LLC | 400 | $3.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 665 | $4.99K | 0.00% | −2,456−78.7% | Reduced |
| Private Trust Co NA | 703 | $5.28K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 710 | $5.33K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 3,487 | $26.2K | 0.00% | +3,487 | New |
| Landscape Capital Management, L.L.C. | 10,318 | $77.5K | 0.01% | −11,719−53.2% | Reduced |
| Invesco Ltd. | 13,076 | $98.2K | 0.00% | +13,076 | New |
| HighTower Advisors, LLC | 16,128 | $107.0K | 0.00% | −10,627−39.7% | Reduced |
| Susquehanna International Group, LLP | 15,457 | $116.1K | 0.00% | +15,457 | New |
| Wedbush Securities Inc | 17,216 | $129.0K | 0.01% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 17,725 | $133.1K | 0.04% | −52,520−74.8% | Reduced |
| NBT Bank N A | 18,700 | $140.4K | 0.01% | +18,700 | New |
| 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 |
| Commonwealth Equity Services, LLC | 21,865 | $164.0K | 0.00% | +328+1.5% | Added |
| Cetera Investment Advisers | 21,972 | $165.0K | 0.00% | +584+2.7% | Added |
| Baird Financial Group, Inc. | 28,010 | $210.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 30,070 | $225.8K | 0.00% | +9,094+43.4% | Added |
| UBS Group AG | 46,243 | $347.3K | 0.00% | +4,666+11.2% | Added |
| GWM Advisors LLC | 67,375 | $506.0K | 0.01% | −14,400−17.6% | Reduced |
| Saba Capital Management, L.P. | 79,064 | $593.8K | 0.02% | −34,252−30.2% | Reduced |
| Shaker Financial Services, LLC | 86,241 | $654.4K | 0.31% | −2,755−3.1% | Reduced |
| Raymond James & Associates | 93,378 | $701.3K | 0.00% | +7,546+8.8% | Added |
| Royal Bank of Canada | 107,142 | $805.0K | 0.00% | −2,173−2.0% | Reduced |
| Private Advisor Group, LLC | 125,742 | $944.3K | 0.01% | +688+0.6% | Added |
| Matisse Capital | 150,000 | $1.13M | 0.80% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 154,243 | $1.16M | 0.00% | +50,888+49.2% | Added |
| LPL Financial LLC | 157,581 | $1.18M | 0.00% | −35,509−18.4% | Reduced |
| Stephens Inc | 161,564 | $1.21M | 0.02% | +2,985+1.9% | Added |
| Advisor Partners II, LLC | 195,525 | $1.47M | 0.06% | +195,525 | New |
| Guggenheim Capital LLC | 249,788 | $1.88M | 0.02% | −53,152−17.5% | Reduced |
| Bank of America Corp | 389,836 | $2.93M | 0.00% | +18,509+5.0% | Added |
| Wells Fargo & Company | 449,290 | $3.37M | 0.00% | +121,127+36.9% | Added |
| Rivernorth Capital Management, LLC | 559,442 | $4.20M | 0.22% | −229,623−29.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,146,164 | $8.61M | 0.02% | 00.0% | Unchanged |
| Morgan Stanley | 2,544,294 | $19.1M | 0.00% | +72,710+2.9% | Added |
| 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 |