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 2025
Institutional positions in BrandywineGLOBAL-Global Income Opportunities Fund Inc as of Jun 30, 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
- 45
- +5 vs. Q1 2025
- Shares held
- 7.19M
- +224.1K (+3.2%) vs. Q1 2025
- Total value
- $59.8M
- +$1.49M (+2.6%) vs. Q1 2025
- New holders
- 9
- 16 more added
- Sold out
- 4
- 13 more reduced
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding BrandywineGLOBAL-Global Income Opportunities Fund Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,969,087 | $16.4M | 0.00% | −107,569−5.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,104,479 | $9.18M | 0.02% | +1,340+0.1% | Added |
| Pathstone Holdings, LLC | 891,237 | $7.41M | 0.03% | +25,313+2.9% | Added |
| Wells Fargo & Company | 522,440 | $4.34M | 0.00% | +25,932+5.2% | Added |
| Bank of America Corp | 426,179 | $3.54M | 0.00% | +47,748+12.6% | Added |
| Shaker Financial Services, LLC | 382,468 | $3.21M | 1.16% | +133,608+53.7% | Added |
| Guggenheim Capital LLC | 285,934 | $2.38M | 0.02% | −54,446−16.0% | Reduced |
| Stephens Inc | 150,632 | $1.25M | 0.02% | +5,310+3.7% | Added |
| Matisse Capital | 149,900 | $1.25M | 0.59% | 00.0% | Unchanged |
| LPL Financial LLC | 149,182 | $1.24M | 0.00% | −28,714−16.1% | Reduced |
| Private Advisor Group, LLC | 143,300 | $1.19M | 0.01% | +12,550+9.6% | Added |
| Invesco Ltd. | 139,368 | $1.16M | 0.00% | +17,698+14.5% | Added |
| Alexander Randolph Advisory, Inc. | 127,926 | $1.06M | 0.95% | −274−0.2% | Reduced |
| Advisors Asset Management, Inc. | 103,750 | $862.2K | 0.02% | −97−0.1% | Reduced |
| Raymond James Financial Inc | 75,707 | $629.1K | 0.00% | +113+0.1% | Added |
| Royal Bank of Canada | 74,165 | $616.0K | 0.00% | −13,502−15.4% | Reduced |
| PFG Investments, LLC | 53,982 | $448.6K | 0.03% | +24,082+80.5% | Added |
| GWM Advisors LLC | 48,100 | $399.7K | 0.00% | −1,800−3.6% | Reduced |
| Wolverine Asset Management LLC | 48,010 | $399.0K | 0.01% | +48,010 | New |
| UBS Group AG | 39,051 | $324.5K | 0.00% | −7,275−15.7% | Reduced |
| AlphaCore Capital LLC | 31,000 | $257.6K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 27,925 | $232.1K | 0.00% | +1,220+4.6% | Added |
| Rareview Capital LLC | 25,965 | $215.8K | 0.14% | +25,965 | New |
| Ameriprise Financial Inc | 24,770 | $205.8K | 0.00% | +1,298+5.5% | Added |
| Commonwealth Equity Services, LLC | 23,901 | $199.0K | 0.00% | −1,715−6.7% | Reduced |
| Wetherby Asset Management Inc | 21,077 | $175.2K | 0.01% | +21,077 | New |
| Advisor Group Holdings, Inc. | 19,561 | $162.6K | 0.00% | +3,442+21.4% | Added |
| Cetera Investment Advisers | 19,428 | $161.4K | 0.00% | −1,197−5.8% | Reduced |
| Logan Stone Capital, LLC | 19,208 | $159.6K | 0.08% | +19,208 | New |
| Landscape Capital Management, L.L.C. | 18,156 | $150.9K | 0.01% | +18,156 | New |
| Oppenheimer & Co Inc | 14,266 | $118.5K | 0.00% | +663+4.9% | Added |
| XTX Topco Ltd | 13,340 | $110.9K | 0.00% | +13,340 | New |
| HighTower Advisors, LLC | 13,269 | $110.3K | 0.00% | −37−0.3% | Reduced |
| Cerity Partners LLC | 12,626 | $104.9K | 0.00% | +12,626 | New |
| Steward Partners Investment Advisory, LLC | 5,000 | $41.5K | 0.00% | −1,452−22.5% | Reduced |
| Geneos Wealth Management Inc. | 3,691 | $30.7K | 0.00% | +3,169+607.1% | Added |
| Comerica Bank | 3,358 | $27.9K | 0.00% | +886+35.8% | Added |
| WPG Advisers, LLC | 1,565 | $13.0K | 0.01% | −291−15.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 824 | $6.85K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 671 | $6.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 703 | $5.84K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 665 | $5.53K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 400 | $3.34K | 0.00% | +400 | New |
| FNY Investment Advisers, LLC | 400 | $3.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 100 | $831 | 0.00% | +100 | New |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −15,410−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −4,231−100.0% | Sold out |
| Financial Perspectives, Inc | 0 | $0 | 0.00% | −1,147−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |