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