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, Q4 2023
Institutional positions in BrandywineGLOBAL-Global Income Opportunities Fund Inc as of Dec 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
- +1 vs. Q3 2023
- Shares held
- 7.08M
- +249.6K (+3.7%) vs. Q3 2023
- Total value
- $59.1M
- +$7.85M (+15.3%) vs. Q3 2023
- New holders
- 6
- 14 more added
- Sold out
- 5
- 12 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding BrandywineGLOBAL-Global Income Opportunities Fund Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,908,866 | $15.9M | 0.00% | −635,428−25.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,146,164 | $9.58M | 0.02% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 714,319 | $5.97M | 0.03% | +714,319 | New |
| Rivernorth Capital Management, LLC | 554,946 | $4.64M | 0.22% | −4,496−0.8% | Reduced |
| Wells Fargo & Company | 507,438 | $4.24M | 0.00% | +58,148+12.9% | Added |
| Bank of America Corp | 447,431 | $3.74M | 0.00% | +57,595+14.8% | Added |
| Guggenheim Capital LLC | 226,119 | $1.89M | 0.01% | −23,669−9.5% | Reduced |
| LPL Financial LLC | 168,094 | $1.40M | 0.00% | +10,513+6.7% | Added |
| Stephens Inc | 166,383 | $1.39M | 0.02% | +4,819+3.0% | Added |
| Matisse Capital | 155,021 | $1.30M | 0.69% | +5,021+3.3% | Added |
| Shaker Financial Services, LLC | 151,059 | $1.26M | 0.52% | +64,818+75.2% | Added |
| Private Advisor Group, LLC | 125,974 | $1.05M | 0.01% | +232+0.2% | Added |
| Alexander Randolph Advisory, Inc. | 114,900 | $960.0K | 0.87% | +114,900 | New |
| Royal Bank of Canada | 107,249 | $896.0K | 0.00% | +107+0.1% | Added |
| Raymond James & Associates | 89,037 | $743.9K | 0.00% | −4,341−4.6% | Reduced |
| GWM Advisors LLC | 74,900 | $625.5K | 0.01% | +7,525+11.2% | Added |
| Saba Capital Management, L.P. | 62,069 | $518.6K | 0.01% | −16,995−21.5% | Reduced |
| UBS Group AG | 38,430 | $321.1K | 0.00% | −7,813−16.9% | Reduced |
| Landscape Capital Management, L.L.C. | 37,429 | $312.7K | 0.03% | +27,111+262.8% | Added |
| SFI Advisors, LLC | 35,934 | $300.2K | 0.26% | +35,934 | New |
| Invesco Ltd. | 28,188 | $235.5K | 0.00% | +15,112+115.6% | Added |
| Baird Financial Group, Inc. | 28,010 | $234.0K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 27,623 | $230.8K | 0.00% | −126,620−82.1% | Reduced |
| Cetera Investment Advisers | 23,064 | $192.7K | 0.00% | +1,092+5.0% | Added |
| Advisor Group Holdings, Inc. | 22,208 | $185.5K | 0.00% | −7,862−26.1% | Reduced |
| Commonwealth Equity Services, LLC | 21,671 | $181.0K | 0.00% | −194−0.9% | Reduced |
| NBT Bank N A | 18,700 | $156.2K | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 18,379 | $153.6K | 0.00% | +18,379 | New |
| Wedbush Securities Inc | 17,116 | $143.0K | 0.01% | −100−0.6% | Reduced |
| HighTower Advisors, LLC | 15,733 | $120.0K | 0.00% | −395−2.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,987 | $92.0K | 0.00% | +10,987 | New |
| Advisory Services Network, LLC | 7,452 | $62.3K | 0.00% | +7,452 | New |
| Comerica Bank | 2,948 | $24.6K | 0.00% | −539−15.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 710 | $5.93K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 703 | $5.87K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 665 | $5.56K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 378 | $3.00K | 0.00% | +11+3.0% | Added |
| First Manhattan Co | 350 | $2.93K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 232 | $1.94K | 0.00% | +149+179.5% | Added |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −21,300−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −21,300−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −17,725−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −15,457−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Advisor Partners II, LLC | – | – | – | – | Not filed |