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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 232 | $1.94K | 0.00% | +149+179.5% | Added |
| First Manhattan Co | 350 | $2.93K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 378 | $3.00K | 0.00% | +11+3.0% | Added |
| Larson Financial Group LLC | 665 | $5.56K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 703 | $5.87K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 710 | $5.93K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 2,948 | $24.6K | 0.00% | −539−15.5% | Reduced |
| Advisory Services Network, LLC | 7,452 | $62.3K | 0.00% | +7,452 | New |
| Cambridge Investment Research Advisors, Inc. | 10,987 | $92.0K | 0.00% | +10,987 | New |
| HighTower Advisors, LLC | 15,733 | $120.0K | 0.00% | −395−2.4% | Reduced |
| Wedbush Securities Inc | 17,116 | $143.0K | 0.01% | −100−0.6% | Reduced |
| Nomura Holdings Inc | 18,379 | $153.6K | 0.00% | +18,379 | New |
| NBT Bank N A | 18,700 | $156.2K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 21,671 | $181.0K | 0.00% | −194−0.9% | Reduced |
| Advisor Group Holdings, Inc. | 22,208 | $185.5K | 0.00% | −7,862−26.1% | Reduced |
| Cetera Investment Advisers | 23,064 | $192.7K | 0.00% | +1,092+5.0% | Added |
| Ameriprise Financial Inc | 27,623 | $230.8K | 0.00% | −126,620−82.1% | Reduced |
| Baird Financial Group, Inc. | 28,010 | $234.0K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 28,188 | $235.5K | 0.00% | +15,112+115.6% | Added |
| SFI Advisors, LLC | 35,934 | $300.2K | 0.26% | +35,934 | New |
| Landscape Capital Management, L.L.C. | 37,429 | $312.7K | 0.03% | +27,111+262.8% | Added |
| UBS Group AG | 38,430 | $321.1K | 0.00% | −7,813−16.9% | Reduced |
| Saba Capital Management, L.P. | 62,069 | $518.6K | 0.01% | −16,995−21.5% | Reduced |
| GWM Advisors LLC | 74,900 | $625.5K | 0.01% | +7,525+11.2% | Added |
| Raymond James & Associates | 89,037 | $743.9K | 0.00% | −4,341−4.6% | Reduced |
| Royal Bank of Canada | 107,249 | $896.0K | 0.00% | +107+0.1% | Added |
| Alexander Randolph Advisory, Inc. | 114,900 | $960.0K | 0.87% | +114,900 | New |
| Private Advisor Group, LLC | 125,974 | $1.05M | 0.01% | +232+0.2% | Added |
| Shaker Financial Services, LLC | 151,059 | $1.26M | 0.52% | +64,818+75.2% | Added |
| Matisse Capital | 155,021 | $1.30M | 0.69% | +5,021+3.3% | Added |
| Stephens Inc | 166,383 | $1.39M | 0.02% | +4,819+3.0% | Added |
| LPL Financial LLC | 168,094 | $1.40M | 0.00% | +10,513+6.7% | Added |
| Guggenheim Capital LLC | 226,119 | $1.89M | 0.01% | −23,669−9.5% | Reduced |
| Bank of America Corp | 447,431 | $3.74M | 0.00% | +57,595+14.8% | Added |
| Wells Fargo & Company | 507,438 | $4.24M | 0.00% | +58,148+12.9% | Added |
| Rivernorth Capital Management, LLC | 554,946 | $4.64M | 0.22% | −4,496−0.8% | Reduced |
| Pathstone Holdings, LLC | 714,319 | $5.97M | 0.03% | +714,319 | New |
| Allspring Global Investments Holdings, LLC | 1,146,164 | $9.58M | 0.02% | 00.0% | Unchanged |
| Morgan Stanley | 1,908,866 | $15.9M | 0.00% | −635,428−25.0% | Reduced |
| 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 |