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 2025
Institutional positions in BrandywineGLOBAL-Global Income Opportunities Fund Inc as of Mar 31, 2025. 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
- 0 vs. Q4 2024
- Shares held
- 6.96M
- −72.5K (−1.0%) vs. Q4 2024
- Total value
- $58.3M
- +$1.96M (+3.5%) vs. Q4 2024
- New holders
- 6
- 15 more added
- Sold out
- 6
- 12 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding BrandywineGLOBAL-Global Income Opportunities Fund Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,076,656 | $17.3M | 0.00% | +154,796+8.1% | Added |
| Allspring Global Investments Holdings, LLC | 1,103,139 | $9.21M | 0.02% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 865,924 | $7.30M | 0.03% | +28,226+3.4% | Added |
| Wells Fargo & Company | 496,508 | $4.15M | 0.00% | +8,319+1.7% | Added |
| Bank of America Corp | 378,431 | $3.16M | 0.00% | −13,962−3.6% | Reduced |
| Guggenheim Capital LLC | 340,380 | $2.84M | 0.03% | +14,509+4.5% | Added |
| Shaker Financial Services, LLC | 248,860 | $2.10M | 0.82% | +23,473+10.4% | Added |
| LPL Financial LLC | 177,896 | $1.49M | 0.00% | −7,818−4.2% | Reduced |
| Matisse Capital | 149,900 | $1.25M | 0.66% | 00.0% | Unchanged |
| Stephens Inc | 145,322 | $1.21M | 0.02% | −1,786−1.2% | Reduced |
| Private Advisor Group, LLC | 130,750 | $1.09M | 0.01% | +9,400+7.7% | Added |
| Alexander Randolph Advisory, Inc. | 128,200 | $1.07M | 1.05% | +12,246+10.6% | Added |
| Invesco Ltd. | 121,670 | $1.02M | 0.00% | +10,525+9.5% | Added |
| Advisors Asset Management, Inc. | 103,847 | $867.1K | 0.02% | −39,629−27.6% | Reduced |
| Royal Bank of Canada | 87,667 | $732.0K | 0.00% | +5,728+7.0% | Added |
| Raymond James Financial Inc | 75,594 | $631.2K | 0.00% | +195+0.3% | Added |
| GWM Advisors LLC | 49,900 | $416.7K | 0.00% | −1,500−2.9% | Reduced |
| UBS Group AG | 46,326 | $386.8K | 0.00% | −3,598−7.2% | Reduced |
| AlphaCore Capital LLC | 31,000 | $258.9K | 0.02% | +31,000 | New |
| PFG Investments, LLC | 29,900 | $249.7K | 0.02% | +18,052+152.4% | Added |
| Apollon Wealth Management, LLC | 26,705 | $223.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 25,616 | $214.0K | 0.00% | −3,048−10.6% | Reduced |
| Ameriprise Financial Inc | 23,472 | $196.0K | 0.00% | −902−3.7% | Reduced |
| Cetera Investment Advisers | 20,625 | $172.2K | 0.00% | −14,115−40.6% | Reduced |
| Advisor Group Holdings, Inc. | 16,119 | $134.6K | 0.00% | +5,762+55.6% | Added |
| Susquehanna International Group, LLP | 15,410 | $128.7K | 0.00% | −1,537−9.1% | Reduced |
| Oppenheimer & Co Inc | 13,603 | $113.6K | 0.00% | +13,603 | New |
| HighTower Advisors, LLC | 13,306 | $111.1K | 0.00% | −4,511−25.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,452 | $53.9K | 0.00% | +6,452 | New |
| Elequin Capital LP | 4,231 | $35.3K | 0.01% | +4,231 | New |
| Geneos Wealth Management Inc. | 522 | $32.2K | 0.00% | +522 | New |
| Comerica Bank | 2,472 | $20.6K | 0.00% | +41+1.7% | Added |
| WPG Advisers, LLC | 1,856 | $15.5K | 0.01% | +1,023+122.8% | Added |
| Financial Perspectives, Inc | 1,147 | $9.58K | 0.00% | +21+1.9% | Added |
| Northwestern Mutual Wealth Management Co | 824 | $6.88K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 671 | $6.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 703 | $5.87K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 665 | $5.55K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $4.75K | 0.00% | −592−99.8% | Reduced |
| FNY Investment Advisers, LLC | 400 | $3.00K | 0.00% | +400 | New |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −254,101−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −39,268−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −18,020−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −8,604−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −7,427−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −575−100.0% | Sold out |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |