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 2024
Institutional positions in BrandywineGLOBAL-Global Income Opportunities Fund Inc as of Dec 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
- 41
- 0 vs. Q3 2024
- Shares held
- 7.06M
- −16.5K (−0.2%) vs. Q3 2024
- Total value
- $56.5M
- −$6.06M (−9.7%) vs. Q3 2024
- New holders
- 6
- 12 more added
- Sold out
- 6
- 16 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding BrandywineGLOBAL-Global Income Opportunities Fund Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Curio Wealth, LLC | 593 | $4.75K | 0.00% | +593 | New |
| CWM, LLC | 671 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 575 | $5.00K | 0.00% | +7+1.2% | Added |
| Larson Financial Group LLC | 665 | $5.32K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 703 | $5.62K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 824 | $6.59K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 833 | $6.66K | 0.01% | +833 | New |
| Financial Perspectives, Inc | 1,126 | $9.01K | 0.00% | +1,126 | New |
| Comerica Bank | 2,431 | $19.4K | 0.00% | +23+1.0% | Added |
| Wolverine Asset Management LLC | 7,427 | $59.4K | 0.00% | −7,985−51.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,604 | $68.8K | 0.00% | −232−2.6% | Reduced |
| Advisor Group Holdings, Inc. | 10,357 | $82.9K | 0.00% | +519+5.3% | Added |
| PFG Investments, LLC | 11,848 | $94.8K | 0.01% | +102+0.9% | Added |
| Susquehanna International Group, LLP | 16,947 | $135.6K | 0.00% | +16,947 | New |
| HighTower Advisors, LLC | 17,817 | $142.5K | 0.00% | −2,456−12.1% | Reduced |
| Sanctuary Advisors, LLC | 18,020 | $148.8K | 0.00% | −2,972−14.2% | Reduced |
| Wetherby Asset Management Inc | 21,077 | $168.6K | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 24,374 | $195.0K | 0.00% | −3,613−12.9% | Reduced |
| Apollon Wealth Management, LLC | 26,705 | $213.6K | 0.00% | +26,705 | New |
| Commonwealth Equity Services, LLC | 28,664 | $229.0K | 0.00% | +6,631+30.1% | Added |
| Cetera Investment Advisers | 34,740 | $277.9K | 0.00% | −7,361−17.5% | Reduced |
| Envestnet Asset Management Inc | 39,268 | $314.1K | 0.00% | +4,813+14.0% | Added |
| UBS Group AG | 49,924 | $399.4K | 0.00% | +9,847+24.6% | Added |
| GWM Advisors LLC | 51,400 | $411.2K | 0.00% | −6,200−10.8% | Reduced |
| Raymond James Financial Inc | 75,399 | $603.2K | 0.00% | +75,399 | New |
| Royal Bank of Canada | 81,939 | $655.0K | 0.00% | −3,716−4.3% | Reduced |
| Invesco Ltd. | 111,145 | $889.2K | 0.00% | +8,270+8.0% | Added |
| Alexander Randolph Advisory, Inc. | 115,954 | $927.6K | 0.86% | +3,000+2.7% | Added |
| Private Advisor Group, LLC | 121,350 | $970.8K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 143,476 | $1.15M | 0.02% | −1,011−0.7% | Reduced |
| Stephens Inc | 147,108 | $1.18M | 0.02% | −7,364−4.8% | Reduced |
| Matisse Capital | 149,900 | $1.20M | 0.61% | 00.0% | Unchanged |
| LPL Financial LLC | 185,714 | $1.49M | 0.00% | +27,101+17.1% | Added |
| Shaker Financial Services, LLC | 225,387 | $1.80M | 0.69% | −34,894−13.4% | Reduced |
| Rivernorth Capital Management, LLC | 254,101 | $2.03M | 0.10% | −90,512−26.3% | Reduced |
| Guggenheim Capital LLC | 325,871 | $2.61M | 0.02% | +87,049+36.4% | Added |
| Bank of America Corp | 392,393 | $3.14M | 0.00% | −19,772−4.8% | Reduced |
| Wells Fargo & Company | 488,189 | $3.91M | 0.00% | −81,111−14.2% | Reduced |
| Pathstone Holdings, LLC | 837,698 | $6.72M | 0.03% | +111,676+15.4% | Added |
| Allspring Global Investments Holdings, LLC | 1,103,139 | $8.83M | 0.01% | −7,995−0.7% | Reduced |
| Morgan Stanley | 1,921,860 | $15.4M | 0.00% | −71,074−3.6% | Reduced |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −16,105−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −15,874−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −12,116−100.0% | Sold out |
| NBT Bank N A | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Kimelman & Baird, LLC | 0 | $0 | 0.00% | −1,405−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |