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