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 |
|---|---|---|---|---|---|
| Blue Bell Private Wealth Management, LLC | 100 | $837 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 330 | $2.76K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 665 | $5.57K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 703 | $5.88K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,384 | $11.6K | 0.01% | −115−7.7% | Reduced |
| Comerica Bank | 2,034 | $17.0K | 0.00% | −1,187−36.9% | Reduced |
| Rockefeller Capital Management L.P. | 2,900 | $24.3K | 0.00% | −600−17.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,112 | $26.0K | 0.00% | +3,112 | New |
| Steward Partners Investment Advisory, LLC | 4,397 | $36.8K | 0.00% | +3,397+339.7% | Added |
| Global Retirement Partners, LLC | 7,016 | $58.7K | 0.00% | +7,016 | New |
| HighTower Advisors, LLC | 10,538 | $88.2K | 0.00% | −1,956−15.7% | Reduced |
| Integrity Advisory Solutions, LLC | 11,013 | $92.2K | 0.01% | +11,013 | New |
| PFG Investments, LLC | 12,177 | $101.9K | 0.00% | +113+0.9% | Added |
| Oppenheimer & Co Inc | 14,266 | $119.4K | 0.00% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 16,910 | $141.5K | 0.01% | +16,910 | New |
| Flax Pond Capital, LLC | 18,000 | $150.7K | 0.11% | +18,000 | New |
| Cerity Partners LLC | 19,133 | $160.1K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 19,635 | $164.3K | 0.00% | −4,808−19.7% | Reduced |
| Advisor Group Holdings, Inc. | 20,191 | $169.0K | 0.00% | +50.0% | Added |
| Closed-End Fund Advisors, Inc. | 20,586 | $172.3K | 0.10% | +20,586 | New |
| Eclectic Associates Inc | 27,441 | $229.7K | 0.04% | +27,441 | New |
| AlphaCore Capital LLC | 31,000 | $259.5K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 31,483 | $263.5K | 0.00% | +2,993+10.5% | Added |
| Susquehanna International Group, LLP | 32,522 | $272.2K | 0.00% | −11,108−25.5% | Reduced |
| UBS Group AG | 34,034 | $284.9K | 0.00% | −8,458−19.9% | Reduced |
| GWM Advisors LLC | 45,000 | $376.6K | 0.00% | −2,100−4.5% | Reduced |
| Ameriprise Financial Inc | 49,454 | $413.9K | 0.00% | +27,313+123.4% | Added |
| Cetera Investment Advisers | 51,819 | $433.7K | 0.00% | +6,221+13.6% | Added |
| Rareview Capital LLC | 55,876 | $464.3K | 0.30% | +25,671+85.0% | Added |
| Royal Bank of Canada | 66,845 | $559.0K | 0.00% | +1,057+1.6% | Added |
| Envestnet Asset Management Inc | 72,927 | $610.4K | 0.00% | +26,020+55.5% | Added |
| Raymond James Financial Inc | 78,181 | $654.4K | 0.00% | +1,765+2.3% | Added |
| Guggenheim Capital LLC | 94,542 | $791.3K | 0.01% | −155,637−62.2% | Reduced |
| Alexander Randolph Advisory, Inc. | 109,562 | $917.0K | 0.76% | −18,364−14.4% | Reduced |
| LPL Financial LLC | 133,582 | $1.12M | 0.00% | −16,806−11.2% | Reduced |
| Stephens Inc | 135,311 | $1.13M | 0.01% | +388+0.3% | Added |
| Private Advisor Group, LLC | 145,251 | $1.22M | 0.01% | −680−0.5% | Reduced |
| Matisse Capital | 145,866 | $1.22M | 0.55% | −4,034−2.7% | Reduced |
| Invesco Ltd. | 186,471 | $1.56M | 0.00% | +9,840+5.6% | Added |
| Shaker Financial Services, LLC | 308,292 | $2.58M | 0.82% | −41,682−11.9% | Reduced |
| Bank of America Corp | 379,875 | $3.18M | 0.00% | −33,101−8.0% | Reduced |
| Advisors Asset Management, Inc. | 448,841 | $3.76M | 0.06% | +141,580+46.1% | Added |
| Wells Fargo & Company | 496,150 | $4.15M | 0.00% | −5,325−1.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 740,410 | $6.20M | 0.01% | −33,826−4.4% | Reduced |
| Pathstone Holdings, LLC | 1,670,131 | $14.0M | 0.05% | +351,297+26.6% | Added |
| Morgan Stanley | 1,784,426 | $14.9M | 0.00% | −85,702−4.6% | Reduced |
| 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 |