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, Q3 2024
Institutional positions in BrandywineGLOBAL-Global Income Opportunities Fund Inc as of Sep 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
- 42
- +3 vs. Q2 2024
- Shares held
- 7.15M
- −223.0K (−3.0%) vs. Q2 2024
- Total value
- $63.2M
- +$2.30M (+3.8%) vs. Q2 2024
- New holders
- 5
- 10 more added
- Sold out
- 2
- 19 more reduced
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding BrandywineGLOBAL-Global Income Opportunities Fund Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,992,934 | $17.6M | 0.00% | −38,355−1.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,111,134 | $9.82M | 0.02% | −190,311−14.6% | Reduced |
| Pathstone Holdings, LLC | 726,022 | $6.42M | 0.03% | +32,744+4.7% | Added |
| Wells Fargo & Company | 569,300 | $5.03M | 0.00% | +76,676+15.6% | Added |
| Bank of America Corp | 412,165 | $3.64M | 0.00% | −24,635−5.6% | Reduced |
| Rivernorth Capital Management, LLC | 344,613 | $3.05M | 0.15% | −95,732−21.7% | Reduced |
| Shaker Financial Services, LLC | 260,281 | $2.32M | 0.88% | +16,666+6.8% | Added |
| Guggenheim Capital LLC | 238,822 | $2.11M | 0.01% | +37,485+18.6% | Added |
| LPL Financial LLC | 158,613 | $1.40M | 0.00% | −38,939−19.7% | Reduced |
| Stephens Inc | 154,472 | $1.37M | 0.02% | −2,670−1.7% | Reduced |
| Matisse Capital | 149,900 | $1.33M | 0.64% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 144,487 | $1.28M | 0.02% | −2,812−1.9% | Reduced |
| Private Advisor Group, LLC | 121,350 | $1.07M | 0.01% | 00.0% | Unchanged |
| Alexander Randolph Advisory, Inc. | 112,954 | $998.5K | 0.88% | −260−0.2% | Reduced |
| Invesco Ltd. | 102,875 | $909.4K | 0.00% | +26,794+35.2% | Added |
| Royal Bank of Canada | 85,655 | $758.0K | 0.00% | −695−0.8% | Reduced |
| Raymond James & Associates | 72,513 | $641.0K | 0.00% | −2,999−4.0% | Reduced |
| GWM Advisors LLC | 57,600 | $509.2K | 0.00% | −3,600−5.9% | Reduced |
| Cetera Investment Advisers | 42,101 | $372.2K | 0.00% | +5,632+15.4% | Added |
| UBS Group AG | 40,077 | $354.3K | 0.00% | +610+1.5% | Added |
| Envestnet Asset Management Inc | 34,455 | $304.6K | 0.00% | −1,627−4.5% | Reduced |
| Ameriprise Financial Inc | 27,987 | $247.4K | 0.00% | +7,280+35.2% | Added |
| Commonwealth Equity Services, LLC | 22,033 | $195.0K | 0.00% | −2,588−10.5% | Reduced |
| Wetherby Asset Management Inc | 21,077 | $186.3K | 0.01% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 20,992 | $175.9K | 0.00% | −573−2.7% | Reduced |
| HighTower Advisors, LLC | 20,273 | $173.0K | 0.00% | +20,273 | New |
| Baird Financial Group, Inc. | 16,105 | $142.4K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 15,874 | $140.3K | 0.01% | −908−5.4% | Reduced |
| Wolverine Asset Management LLC | 15,412 | $136.2K | 0.00% | +15,412 | New |
| Wedbush Securities Inc | 12,116 | $107.0K | 0.00% | −5,000−29.2% | Reduced |
| PFG Investments, LLC | 11,746 | $103.8K | 0.01% | +72+0.6% | Added |
| Advisor Group Holdings, Inc. | 9,838 | $87.0K | 0.00% | −4,153−29.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,836 | $78.1K | 0.00% | +439+5.2% | Added |
| NBT Bank N A | 3,000 | $26.5K | 0.00% | −14,450−82.8% | Reduced |
| Comerica Bank | 2,408 | $21.3K | 0.00% | −78−3.1% | Reduced |
| Kimelman & Baird, LLC | 1,405 | $12.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 824 | $7.28K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 703 | $6.21K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 671 | $6.00K | 0.00% | +671 | New |
| Larson Financial Group LLC | 665 | $5.88K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 568 | $5.00K | 0.00% | +568 | New |
| FNY Investment Advisers, LLC | 400 | $3.00K | 0.00% | +400 | New |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −34,000−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −320−100.0% | Sold out |