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, Q1 2024
Institutional positions in BrandywineGLOBAL-Global Income Opportunities Fund Inc as of Mar 31, 2024. 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
- 40
- +1 vs. Q4 2023
- Shares held
- 7.37M
- +296.8K (+4.2%) vs. Q4 2023
- Total value
- $62.5M
- +$3.42M (+5.8%) vs. Q4 2023
- New holders
- 7
- 17 more added
- Sold out
- 6
- 10 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding BrandywineGLOBAL-Global Income Opportunities Fund Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,987,334 | $16.9M | 0.00% | +78,468+4.1% | Added |
| Allspring Global Investments Holdings, LLC | 1,257,856 | $10.7M | 0.02% | +111,692+9.7% | Added |
| Pathstone Holdings, LLC | 726,443 | $6.16M | 0.03% | +12,124+1.7% | Added |
| Wells Fargo & Company | 486,775 | $4.13M | 0.00% | −20,663−4.1% | Reduced |
| Rivernorth Capital Management, LLC | 486,644 | $4.13M | 0.20% | −68,302−12.3% | Reduced |
| Bank of America Corp | 459,223 | $3.89M | 0.00% | +11,792+2.6% | Added |
| Guggenheim Capital LLC | 243,773 | $2.07M | 0.01% | +17,654+7.8% | Added |
| Shaker Financial Services, LLC | 222,440 | $1.90M | 0.74% | +71,381+47.3% | Added |
| LPL Financial LLC | 186,846 | $1.58M | 0.00% | +18,752+11.2% | Added |
| Stephens Inc | 159,705 | $1.35M | 0.02% | −6,678−4.0% | Reduced |
| Matisse Capital | 149,900 | $1.27M | 0.61% | −5,121−3.3% | Reduced |
| Private Advisor Group, LLC | 125,350 | $1.06M | 0.01% | −624−0.5% | Reduced |
| Alexander Randolph Advisory, Inc. | 114,900 | $974.4K | 0.85% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 113,487 | $962.4K | 0.02% | +113,487 | New |
| Royal Bank of Canada | 106,562 | $903.0K | 0.00% | −687−0.6% | Reduced |
| Raymond James & Associates | 70,198 | $595.3K | 0.00% | −18,839−21.2% | Reduced |
| GWM Advisors LLC | 63,100 | $535.1K | 0.00% | −11,800−15.8% | Reduced |
| Invesco Ltd. | 48,013 | $407.1K | 0.00% | +19,825+70.3% | Added |
| Envestnet Asset Management Inc | 47,090 | $399.3K | 0.00% | +47,090 | New |
| Landscape Capital Management, L.L.C. | 42,695 | $362.1K | 0.03% | +5,266+14.1% | Added |
| UBS Group AG | 39,135 | $331.9K | 0.00% | +705+1.8% | Added |
| Cetera Investment Advisers | 37,228 | $315.7K | 0.00% | +14,164+61.4% | Added |
| Advisor Group Holdings, Inc. | 23,960 | $203.2K | 0.00% | +1,752+7.9% | Added |
| Commonwealth Equity Services, LLC | 21,884 | $186.0K | 0.00% | +213+1.0% | Added |
| Wetherby Asset Management Inc | 21,077 | $178.7K | 0.01% | +21,077 | New |
| HighTower Advisors, LLC | 19,435 | $159.0K | 0.00% | +3,702+23.5% | Added |
| NBT Bank N A | 18,700 | $158.6K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 17,116 | $145.0K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 16,780 | $142.3K | 0.00% | +16,780 | New |
| Ameriprise Financial Inc | 16,599 | $140.8K | 0.00% | −11,024−39.9% | Reduced |
| Baird Financial Group, Inc. | 16,105 | $136.6K | 0.00% | −11,905−42.5% | Reduced |
| PFG Investments, LLC | 11,601 | $98.4K | 0.01% | +11,601 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,834 | $74.9K | 0.00% | +8,834 | New |
| Comerica Bank | 3,460 | $29.3K | 0.00% | +512+17.4% | Added |
| Northwestern Mutual Wealth Management Co | 824 | $6.99K | 0.00% | +114+16.1% | Added |
| Private Trust Co NA | 703 | $5.96K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 665 | $5.64K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 496 | $4.00K | 0.00% | +118+31.2% | Added |
| FNY Investment Advisers, LLC | 400 | $3.00K | 0.00% | +400 | New |
| First Manhattan Co | 350 | $2.98K | 0.00% | 00.0% | Unchanged |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −62,069−100.0% | Sold out |
| SFI Advisors, LLC | 0 | $0 | 0.00% | −35,934−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −18,379−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −10,987−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −7,452−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −232−100.0% | Sold out |