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 |
|---|---|---|---|---|---|
| First Manhattan Co | 350 | $2.98K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 400 | $3.00K | 0.00% | +400 | New |
| Bessemer Group Inc | 496 | $4.00K | 0.00% | +118+31.2% | Added |
| Larson Financial Group LLC | 665 | $5.64K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 703 | $5.96K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 824 | $6.99K | 0.00% | +114+16.1% | Added |
| Comerica Bank | 3,460 | $29.3K | 0.00% | +512+17.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,834 | $74.9K | 0.00% | +8,834 | New |
| PFG Investments, LLC | 11,601 | $98.4K | 0.01% | +11,601 | New |
| Baird Financial Group, Inc. | 16,105 | $136.6K | 0.00% | −11,905−42.5% | Reduced |
| Ameriprise Financial Inc | 16,599 | $140.8K | 0.00% | −11,024−39.9% | Reduced |
| Susquehanna International Group, LLP | 16,780 | $142.3K | 0.00% | +16,780 | New |
| Wedbush Securities Inc | 17,116 | $145.0K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 18,700 | $158.6K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 19,435 | $159.0K | 0.00% | +3,702+23.5% | Added |
| Wetherby Asset Management Inc | 21,077 | $178.7K | 0.01% | +21,077 | New |
| Commonwealth Equity Services, LLC | 21,884 | $186.0K | 0.00% | +213+1.0% | Added |
| Advisor Group Holdings, Inc. | 23,960 | $203.2K | 0.00% | +1,752+7.9% | Added |
| Cetera Investment Advisers | 37,228 | $315.7K | 0.00% | +14,164+61.4% | Added |
| UBS Group AG | 39,135 | $331.9K | 0.00% | +705+1.8% | Added |
| Landscape Capital Management, L.L.C. | 42,695 | $362.1K | 0.03% | +5,266+14.1% | Added |
| Envestnet Asset Management Inc | 47,090 | $399.3K | 0.00% | +47,090 | New |
| Invesco Ltd. | 48,013 | $407.1K | 0.00% | +19,825+70.3% | Added |
| GWM Advisors LLC | 63,100 | $535.1K | 0.00% | −11,800−15.8% | Reduced |
| Raymond James & Associates | 70,198 | $595.3K | 0.00% | −18,839−21.2% | Reduced |
| Royal Bank of Canada | 106,562 | $903.0K | 0.00% | −687−0.6% | Reduced |
| Advisors Asset Management, Inc. | 113,487 | $962.4K | 0.02% | +113,487 | New |
| Alexander Randolph Advisory, Inc. | 114,900 | $974.4K | 0.85% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 125,350 | $1.06M | 0.01% | −624−0.5% | Reduced |
| Matisse Capital | 149,900 | $1.27M | 0.61% | −5,121−3.3% | Reduced |
| Stephens Inc | 159,705 | $1.35M | 0.02% | −6,678−4.0% | Reduced |
| LPL Financial LLC | 186,846 | $1.58M | 0.00% | +18,752+11.2% | Added |
| Shaker Financial Services, LLC | 222,440 | $1.90M | 0.74% | +71,381+47.3% | Added |
| Guggenheim Capital LLC | 243,773 | $2.07M | 0.01% | +17,654+7.8% | Added |
| Bank of America Corp | 459,223 | $3.89M | 0.00% | +11,792+2.6% | Added |
| Rivernorth Capital Management, LLC | 486,644 | $4.13M | 0.20% | −68,302−12.3% | Reduced |
| Wells Fargo & Company | 486,775 | $4.13M | 0.00% | −20,663−4.1% | Reduced |
| Pathstone Holdings, LLC | 726,443 | $6.16M | 0.03% | +12,124+1.7% | Added |
| Allspring Global Investments Holdings, LLC | 1,257,856 | $10.7M | 0.02% | +111,692+9.7% | Added |
| Morgan Stanley | 1,987,334 | $16.9M | 0.00% | +78,468+4.1% | Added |
| 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 |