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 2025
Institutional positions in BrandywineGLOBAL-Global Income Opportunities Fund Inc as of Sep 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
- 44
- −1 vs. Q2 2025
- Shares held
- 7.31M
- +123.5K (+1.7%) vs. Q2 2025
- Total value
- $63.5M
- +$3.72M (+6.2%) vs. Q2 2025
- New holders
- 6
- 13 more added
- Sold out
- 7
- 15 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding BrandywineGLOBAL-Global Income Opportunities Fund Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,870,128 | $16.2M | 0.00% | −98,959−5.0% | Reduced |
| Pathstone Holdings, LLC | 1,318,834 | $11.4M | 0.04% | +427,597+48.0% | Added |
| Allspring Global Investments Holdings, LLC | 774,236 | $6.72M | 0.01% | −330,243−29.9% | Reduced |
| Wells Fargo & Company | 501,475 | $4.35M | 0.00% | −20,965−4.0% | Reduced |
| Bank of America Corp | 412,976 | $3.58M | 0.00% | −13,203−3.1% | Reduced |
| Shaker Financial Services, LLC | 349,974 | $3.07M | 1.05% | −32,494−8.5% | Reduced |
| Advisors Asset Management, Inc. | 307,261 | $2.67M | 0.05% | +203,511+196.2% | Added |
| Guggenheim Capital LLC | 250,179 | $2.17M | 0.02% | −35,755−12.5% | Reduced |
| Invesco Ltd. | 176,631 | $1.53M | 0.00% | +37,263+26.7% | Added |
| LPL Financial LLC | 150,388 | $1.31M | 0.00% | +1,206+0.8% | Added |
| Matisse Capital | 149,900 | $1.30M | 0.59% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 145,931 | $1.27M | 0.01% | +2,631+1.8% | Added |
| Stephens Inc | 134,923 | $1.17M | 0.01% | −15,709−10.4% | Reduced |
| Alexander Randolph Advisory, Inc. | 127,926 | $1.11M | 0.92% | 00.0% | Unchanged |
| Raymond James Financial Inc | 76,416 | $663.3K | 0.00% | +709+0.9% | Added |
| Royal Bank of Canada | 65,788 | $571.0K | 0.00% | −8,377−11.3% | Reduced |
| GWM Advisors LLC | 47,100 | $408.8K | 0.00% | −1,000−2.1% | Reduced |
| Envestnet Asset Management Inc | 46,907 | $407.2K | 0.00% | +46,907 | New |
| Cetera Investment Advisers | 45,598 | $395.8K | 0.00% | +26,170+134.7% | Added |
| Susquehanna International Group, LLP | 43,630 | $378.7K | 0.00% | +43,630 | New |
| UBS Group AG | 42,492 | $368.8K | 0.00% | +3,441+8.8% | Added |
| AlphaCore Capital LLC | 31,000 | $269.1K | 0.01% | 00.0% | Unchanged |
| Rareview Capital LLC | 30,205 | $251.0K | 0.15% | +4,240+16.3% | Added |
| Apollon Wealth Management, LLC | 28,490 | $247.3K | 0.00% | +565+2.0% | Added |
| Commonwealth Equity Services, LLC | 24,443 | $212.0K | 0.00% | +542+2.3% | Added |
| Jane Street Group, LLC | 23,046 | $200.0K | 0.00% | +23,046 | New |
| Ameriprise Financial Inc | 22,141 | $192.2K | 0.00% | −2,629−10.6% | Reduced |
| Wetherby Asset Management Inc | 21,077 | $182.9K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 20,186 | $174.2K | 0.00% | +625+3.2% | Added |
| Cerity Partners LLC | 19,133 | $166.1K | 0.00% | +6,507+51.5% | Added |
| Oppenheimer & Co Inc | 14,266 | $123.8K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 12,494 | $108.4K | 0.00% | −775−5.8% | Reduced |
| PFG Investments, LLC | 12,064 | $104.7K | 0.01% | −41,918−77.7% | Reduced |
| Rockefeller Capital Management L.P. | 3,500 | $30.4K | 0.00% | +3,500 | New |
| Comerica Bank | 3,221 | $28.0K | 0.00% | −137−4.1% | Reduced |
| WPG Advisers, LLC | 1,499 | $13.0K | 0.01% | −66−4.2% | Reduced |
| Advisory Services Network, LLC | 1,169 | $10.1K | 0.00% | +1,169 | New |
| Steward Partners Investment Advisory, LLC | 1,000 | $8.68K | 0.00% | −4,000−80.0% | Reduced |
| Private Trust Co NA | 703 | $6.10K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 665 | $5.77K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 400 | $3.47K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 400 | $3.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 330 | $2.86K | 0.00% | +330 | New |
| Blue Bell Private Wealth Management, LLC | 100 | $868 | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −48,010−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −19,208−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −18,156−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −13,340−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −3,691−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −824−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −671−100.0% | Sold out |