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 |
|---|---|---|---|---|---|
| Blue Bell Private Wealth Management, LLC | 100 | $868 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 330 | $2.86K | 0.00% | +330 | New |
| FNY Investment Advisers, LLC | 400 | $3.00K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 400 | $3.47K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 665 | $5.77K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 703 | $6.10K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,000 | $8.68K | 0.00% | −4,000−80.0% | Reduced |
| Advisory Services Network, LLC | 1,169 | $10.1K | 0.00% | +1,169 | New |
| WPG Advisers, LLC | 1,499 | $13.0K | 0.01% | −66−4.2% | Reduced |
| Comerica Bank | 3,221 | $28.0K | 0.00% | −137−4.1% | Reduced |
| Rockefeller Capital Management L.P. | 3,500 | $30.4K | 0.00% | +3,500 | New |
| PFG Investments, LLC | 12,064 | $104.7K | 0.01% | −41,918−77.7% | Reduced |
| HighTower Advisors, LLC | 12,494 | $108.4K | 0.00% | −775−5.8% | Reduced |
| Oppenheimer & Co Inc | 14,266 | $123.8K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 19,133 | $166.1K | 0.00% | +6,507+51.5% | Added |
| Advisor Group Holdings, Inc. | 20,186 | $174.2K | 0.00% | +625+3.2% | Added |
| Wetherby Asset Management Inc | 21,077 | $182.9K | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 22,141 | $192.2K | 0.00% | −2,629−10.6% | Reduced |
| Jane Street Group, LLC | 23,046 | $200.0K | 0.00% | +23,046 | New |
| Commonwealth Equity Services, LLC | 24,443 | $212.0K | 0.00% | +542+2.3% | Added |
| Apollon Wealth Management, LLC | 28,490 | $247.3K | 0.00% | +565+2.0% | Added |
| Rareview Capital LLC | 30,205 | $251.0K | 0.15% | +4,240+16.3% | Added |
| AlphaCore Capital LLC | 31,000 | $269.1K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 42,492 | $368.8K | 0.00% | +3,441+8.8% | Added |
| Susquehanna International Group, LLP | 43,630 | $378.7K | 0.00% | +43,630 | New |
| Cetera Investment Advisers | 45,598 | $395.8K | 0.00% | +26,170+134.7% | Added |
| Envestnet Asset Management Inc | 46,907 | $407.2K | 0.00% | +46,907 | New |
| GWM Advisors LLC | 47,100 | $408.8K | 0.00% | −1,000−2.1% | Reduced |
| Royal Bank of Canada | 65,788 | $571.0K | 0.00% | −8,377−11.3% | Reduced |
| Raymond James Financial Inc | 76,416 | $663.3K | 0.00% | +709+0.9% | Added |
| Alexander Randolph Advisory, Inc. | 127,926 | $1.11M | 0.92% | 00.0% | Unchanged |
| Stephens Inc | 134,923 | $1.17M | 0.01% | −15,709−10.4% | Reduced |
| Private Advisor Group, LLC | 145,931 | $1.27M | 0.01% | +2,631+1.8% | Added |
| Matisse Capital | 149,900 | $1.30M | 0.59% | 00.0% | Unchanged |
| LPL Financial LLC | 150,388 | $1.31M | 0.00% | +1,206+0.8% | Added |
| Invesco Ltd. | 176,631 | $1.53M | 0.00% | +37,263+26.7% | Added |
| Guggenheim Capital LLC | 250,179 | $2.17M | 0.02% | −35,755−12.5% | Reduced |
| Advisors Asset Management, Inc. | 307,261 | $2.67M | 0.05% | +203,511+196.2% | Added |
| Shaker Financial Services, LLC | 349,974 | $3.07M | 1.05% | −32,494−8.5% | Reduced |
| Bank of America Corp | 412,976 | $3.58M | 0.00% | −13,203−3.1% | Reduced |
| Wells Fargo & Company | 501,475 | $4.35M | 0.00% | −20,965−4.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 774,236 | $6.72M | 0.01% | −330,243−29.9% | Reduced |
| Pathstone Holdings, LLC | 1,318,834 | $11.4M | 0.04% | +427,597+48.0% | Added |
| Morgan Stanley | 1,870,128 | $16.2M | 0.00% | −98,959−5.0% | Reduced |
| 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 |