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, Q4 2025
Institutional positions in BrandywineGLOBAL-Global Income Opportunities Fund Inc as of Dec 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
- 46
- +3 vs. Q3 2025
- Shares held
- 7.54M
- +251.2K (+3.4%) vs. Q3 2025
- Total value
- $63.1M
- −$175.8K (−0.3%) vs. Q3 2025
- New holders
- 7
- 14 more added
- Sold out
- 4
- 18 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding BrandywineGLOBAL-Global Income Opportunities Fund Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,784,426 | $14.9M | 0.00% | −85,702−4.6% | Reduced |
| Pathstone Holdings, LLC | 1,670,131 | $14.0M | 0.05% | +351,297+26.6% | Added |
| Allspring Global Investments Holdings, LLC | 740,410 | $6.20M | 0.01% | −33,826−4.4% | Reduced |
| Wells Fargo & Company | 496,150 | $4.15M | 0.00% | −5,325−1.1% | Reduced |
| Advisors Asset Management, Inc. | 448,841 | $3.76M | 0.06% | +141,580+46.1% | Added |
| Bank of America Corp | 379,875 | $3.18M | 0.00% | −33,101−8.0% | Reduced |
| Shaker Financial Services, LLC | 308,292 | $2.58M | 0.82% | −41,682−11.9% | Reduced |
| Invesco Ltd. | 186,471 | $1.56M | 0.00% | +9,840+5.6% | Added |
| Matisse Capital | 145,866 | $1.22M | 0.55% | −4,034−2.7% | Reduced |
| Private Advisor Group, LLC | 145,251 | $1.22M | 0.01% | −680−0.5% | Reduced |
| Stephens Inc | 135,311 | $1.13M | 0.01% | +388+0.3% | Added |
| LPL Financial LLC | 133,582 | $1.12M | 0.00% | −16,806−11.2% | Reduced |
| Alexander Randolph Advisory, Inc. | 109,562 | $917.0K | 0.76% | −18,364−14.4% | Reduced |
| Guggenheim Capital LLC | 94,542 | $791.3K | 0.01% | −155,637−62.2% | Reduced |
| Raymond James Financial Inc | 78,181 | $654.4K | 0.00% | +1,765+2.3% | Added |
| Envestnet Asset Management Inc | 72,927 | $610.4K | 0.00% | +26,020+55.5% | Added |
| Royal Bank of Canada | 66,845 | $559.0K | 0.00% | +1,057+1.6% | Added |
| Rareview Capital LLC | 55,876 | $464.3K | 0.30% | +25,671+85.0% | Added |
| Cetera Investment Advisers | 51,819 | $433.7K | 0.00% | +6,221+13.6% | Added |
| Ameriprise Financial Inc | 49,454 | $413.9K | 0.00% | +27,313+123.4% | Added |
| GWM Advisors LLC | 45,000 | $376.6K | 0.00% | −2,100−4.5% | Reduced |
| UBS Group AG | 34,034 | $284.9K | 0.00% | −8,458−19.9% | Reduced |
| Susquehanna International Group, LLP | 32,522 | $272.2K | 0.00% | −11,108−25.5% | Reduced |
| Apollon Wealth Management, LLC | 31,483 | $263.5K | 0.00% | +2,993+10.5% | Added |
| AlphaCore Capital LLC | 31,000 | $259.5K | 0.01% | 00.0% | Unchanged |
| Eclectic Associates Inc | 27,441 | $229.7K | 0.04% | +27,441 | New |
| Closed-End Fund Advisors, Inc. | 20,586 | $172.3K | 0.10% | +20,586 | New |
| Advisor Group Holdings, Inc. | 20,191 | $169.0K | 0.00% | +50.0% | Added |
| Commonwealth Equity Services, LLC | 19,635 | $164.3K | 0.00% | −4,808−19.7% | Reduced |
| Cerity Partners LLC | 19,133 | $160.1K | 0.00% | 00.0% | Unchanged |
| Flax Pond Capital, LLC | 18,000 | $150.7K | 0.11% | +18,000 | New |
| Evolve Private Wealth, LLC | 16,910 | $141.5K | 0.01% | +16,910 | New |
| Oppenheimer & Co Inc | 14,266 | $119.4K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 12,177 | $101.9K | 0.00% | +113+0.9% | Added |
| Integrity Advisory Solutions, LLC | 11,013 | $92.2K | 0.01% | +11,013 | New |
| HighTower Advisors, LLC | 10,538 | $88.2K | 0.00% | −1,956−15.7% | Reduced |
| Global Retirement Partners, LLC | 7,016 | $58.7K | 0.00% | +7,016 | New |
| Steward Partners Investment Advisory, LLC | 4,397 | $36.8K | 0.00% | +3,397+339.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,112 | $26.0K | 0.00% | +3,112 | New |
| Rockefeller Capital Management L.P. | 2,900 | $24.3K | 0.00% | −600−17.1% | Reduced |
| Comerica Bank | 2,034 | $17.0K | 0.00% | −1,187−36.9% | Reduced |
| WPG Advisers, LLC | 1,384 | $11.6K | 0.01% | −115−7.7% | Reduced |
| Private Trust Co NA | 703 | $5.88K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 665 | $5.57K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 330 | $2.76K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 100 | $837 | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −23,046−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,169−100.0% | Sold out |
| Medallion Wealth Advisors, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |