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, Q1 2026
Institutional positions in BrandywineGLOBAL-Global Income Opportunities Fund Inc as of Mar 31, 2026. 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
- 52
- +8 vs. Q4 2025
- Shares held
- 7.45M
- −85.3K (−1.1%) vs. Q4 2025
- Total value
- $57.2M
- −$5.85M (−9.3%) vs. Q4 2025
- New holders
- 9
- 16 more added
- Sold out
- 1
- 18 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding BrandywineGLOBAL-Global Income Opportunities Fund Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,760,741 | $13.5M | 0.00% | −23,685−1.3% | Reduced |
| Pathstone Holdings, LLC | 1,672,017 | $12.8M | 0.05% | +1,886+0.1% | Added |
| Allspring Global Investments Holdings, LLC | 740,410 | $5.68M | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 468,575 | $3.59M | 0.00% | −27,575−5.6% | Reduced |
| Shaker Financial Services, LLC | 395,995 | $3.04M | 1.06% | +87,703+28.4% | Added |
| Advisors Asset Management, Inc. | 335,875 | $2.58M | 0.04% | −112,966−25.2% | Reduced |
| Bank of America Corp | 286,816 | $2.20M | 0.00% | −93,059−24.5% | Reduced |
| Invesco Ltd. | 189,196 | $1.45M | 0.00% | +2,725+1.5% | Added |
| Private Advisor Group, LLC | 167,744 | $1.29M | 0.01% | +22,493+15.5% | Added |
| Stephens Inc | 158,528 | $1.22M | 0.02% | +23,217+17.2% | Added |
| Matisse Capital | 145,866 | $1.12M | 0.48% | 00.0% | Unchanged |
| LPL Financial LLC | 145,560 | $1.12M | 0.00% | +11,978+9.0% | Added |
| Rareview Capital LLC | 114,312 | $949.9K | 0.56% | +58,436+104.6% | Added |
| Wolverine Asset Management LLC | 118,030 | $905.3K | 0.01% | +118,030 | New |
| Raymond James Financial Inc | 88,199 | $676.5K | 0.00% | +10,018+12.8% | Added |
| Royal Bank of Canada | 81,081 | $622.0K | 0.00% | +14,236+21.3% | Added |
| Envestnet Asset Management Inc | 61,178 | $469.2K | 0.00% | −11,749−16.1% | Reduced |
| GWM Advisors LLC | 44,100 | $338.2K | 0.00% | −900−2.0% | Reduced |
| Logan Stone Capital, LLC | 42,997 | $329.8K | 0.09% | +42,997 | New |
| Alexander Randolph Advisory, Inc. | 41,529 | $318.5K | 0.27% | −68,033−62.1% | Reduced |
| Eclectic Associates Inc | 40,930 | $313.9K | 0.04% | +13,489+49.2% | Added |
| Guggenheim Capital LLC | 34,066 | $261.3K | 0.00% | −60,476−64.0% | Reduced |
| Apollon Wealth Management, LLC | 31,483 | $241.5K | 0.00% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 31,000 | $237.8K | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 24,241 | $185.9K | 0.00% | −25,213−51.0% | Reduced |
| Closed-End Fund Advisors, Inc. | 22,401 | $171.8K | 0.17% | +1,815+8.8% | Added |
| Commonwealth Equity Services, LLC | 19,748 | $151.5K | 0.00% | +113+0.6% | Added |
| Cerity Partners LLC | 19,133 | $146.8K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 18,881 | $144.8K | 0.00% | −1,310−6.5% | Reduced |
| Cetera Investment Advisers | 18,368 | $140.9K | 0.00% | −33,451−64.6% | Reduced |
| Evolve Private Wealth, LLC | 16,862 | $129.3K | 0.01% | −48−0.3% | Reduced |
| Van Diest Capital, LLC | 16,824 | $129.0K | 0.10% | +16,824 | New |
| Flax Pond Capital, LLC | 15,000 | $115.0K | 0.09% | −3,000−16.7% | Reduced |
| Oppenheimer & Co Inc | 14,266 | $109.4K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 12,991 | $99.6K | 0.00% | −21,043−61.8% | Reduced |
| Integrity Advisory Solutions, LLC | 12,618 | $96.8K | 0.01% | +1,605+14.6% | Added |
| Susquehanna International Group, LLP | 12,390 | $95.0K | 0.00% | −20,132−61.9% | Reduced |
| PFG Investments, LLC | 12,268 | $94.1K | 0.00% | +91+0.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,404 | $18.4K | 0.00% | −708−22.8% | Reduced |
| Hamrick Investment Counsel, llc | 2,000 | $15.3K | 0.01% | +2,000 | New |
| Fifth Third Bancorp | 1,991 | $15.3K | 0.00% | +1,991 | New |
| WPG Advisers, LLC | 1,502 | $11.5K | 0.01% | +118+8.5% | Added |
| Advisory Services Network, LLC | 1,169 | $8.97K | 0.00% | +1,169 | New |
| Steward Partners Investment Advisory, LLC | 1,000 | $7.67K | 0.00% | −3,397−77.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 863 | $6.71K | 0.00% | +863 | New |
| Private Trust Co NA | 703 | $5.39K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 665 | $5.10K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 330 | $2.53K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 323 | $2.48K | 0.00% | +323 | New |
| Root Financial Partners, LLC | 320 | $2.45K | 0.00% | +320 | New |
| Rockefeller Capital Management L.P. | 316 | $2.42K | 0.00% | −2,584−89.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 266 | $2.04K | 0.00% | +166+166.0% | Added |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −10,538−100.0% | Sold out |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |