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, Q2 2024
Institutional positions in BrandywineGLOBAL-Global Income Opportunities Fund Inc as of Jun 30, 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
- 39
- −1 vs. Q1 2024
- Shares held
- 7.37M
- −5.45K (−0.1%) vs. Q1 2024
- Total value
- $60.9M
- −$1.67M (−2.7%) vs. Q1 2024
- New holders
- 4
- 12 more added
- Sold out
- 5
- 16 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding BrandywineGLOBAL-Global Income Opportunities Fund Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 320 | $2.64K | 0.00% | +320 | New |
| Larson Financial Group LLC | 665 | $5.49K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 703 | $5.81K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 824 | $6.81K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 1,405 | $11.6K | 0.00% | +1,405 | New |
| Comerica Bank | 2,486 | $20.5K | 0.00% | −974−28.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,397 | $69.4K | 0.00% | −437−4.9% | Reduced |
| PFG Investments, LLC | 11,674 | $96.4K | 0.01% | +73+0.6% | Added |
| Advisor Group Holdings, Inc. | 13,991 | $115.6K | 0.00% | −9,969−41.6% | Reduced |
| Baird Financial Group, Inc. | 16,105 | $133.0K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 16,782 | $138.6K | 0.01% | −25,913−60.7% | Reduced |
| Wedbush Securities Inc | 17,116 | $141.0K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 17,450 | $144.1K | 0.01% | −1,250−6.7% | Reduced |
| Sanctuary Advisors, LLC | 21,565 | $170.6K | 0.00% | +21,565 | New |
| Ameriprise Financial Inc | 20,707 | $171.0K | 0.00% | +4,108+24.7% | Added |
| Wetherby Asset Management Inc | 21,077 | $174.1K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 24,621 | $203.0K | 0.00% | +2,737+12.5% | Added |
| Wealthspire Advisors, LLC | 34,000 | $280.8K | 0.00% | +34,000 | New |
| Envestnet Asset Management Inc | 36,082 | $298.0K | 0.00% | −11,008−23.4% | Reduced |
| Cetera Investment Advisers | 36,469 | $301.2K | 0.00% | −759−2.0% | Reduced |
| UBS Group AG | 39,467 | $326.0K | 0.00% | +332+0.8% | Added |
| GWM Advisors LLC | 61,200 | $505.5K | 0.00% | −1,900−3.0% | Reduced |
| Raymond James & Associates | 75,512 | $623.7K | 0.00% | +5,314+7.6% | Added |
| Invesco Ltd. | 76,081 | $628.4K | 0.00% | +28,068+58.5% | Added |
| Royal Bank of Canada | 86,350 | $713.0K | 0.00% | −20,212−19.0% | Reduced |
| Alexander Randolph Advisory, Inc. | 113,214 | $935.1K | 0.88% | −1,686−1.5% | Reduced |
| Private Advisor Group, LLC | 121,350 | $1.00M | 0.01% | −4,000−3.2% | Reduced |
| Advisors Asset Management, Inc. | 147,299 | $1.22M | 0.02% | +33,812+29.8% | Added |
| Matisse Capital | 149,900 | $1.24M | 0.61% | 00.0% | Unchanged |
| Stephens Inc | 157,142 | $1.30M | 0.02% | −2,563−1.6% | Reduced |
| LPL Financial LLC | 197,552 | $1.63M | 0.00% | +10,706+5.7% | Added |
| Guggenheim Capital LLC | 201,337 | $1.66M | 0.01% | −42,436−17.4% | Reduced |
| Shaker Financial Services, LLC | 243,615 | $2.03M | 0.82% | +21,175+9.5% | Added |
| Bank of America Corp | 436,800 | $3.61M | 0.00% | −22,423−4.9% | Reduced |
| Rivernorth Capital Management, LLC | 440,345 | $3.64M | 0.17% | −46,299−9.5% | Reduced |
| Wells Fargo & Company | 492,624 | $4.07M | 0.00% | +5,849+1.2% | Added |
| Pathstone Holdings, LLC | 693,278 | $5.73M | 0.03% | −33,165−4.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,301,445 | $10.7M | 0.02% | +43,589+3.5% | Added |
| Morgan Stanley | 2,031,289 | $16.8M | 0.00% | +43,955+2.2% | Added |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −19,435−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −16,780−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −496−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −350−100.0% | Sold out |