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, Q2 2026
Institutional positions in BrandywineGLOBAL-Global Income Opportunities Fund Inc as of Jun 30, 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
- 48
- −4 vs. Q1 2026
- Shares held
- 7.58M
- +133.4K (+1.8%) vs. Q1 2026
- Total value
- $60.2M
- +$3.06M (+5.4%) vs. Q1 2026
- New holders
- 5
- 20 more added
- Sold out
- 9
- 10 more reduced
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding BrandywineGLOBAL-Global Income Opportunities Fund Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 113 | $897 | 0.00% | +113 | New |
| Blue Bell Private Wealth Management, LLC | 266 | $2.11K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 316 | $2.51K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 330 | $2.62K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 665 | $5.28K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 703 | $5.58K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 863 | $6.78K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,499 | $11.9K | 0.01% | −3−0.2% | Reduced |
| Fifth Third Bancorp | 1,950 | $15.5K | 0.00% | −41−2.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,404 | $19.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 8,272 | $65.7K | 0.00% | +8,272 | New |
| Jane Street Group, LLC | 12,269 | $97.4K | 0.00% | +12,269 | New |
| PFG Investments, LLC | 12,364 | $98.2K | 0.00% | +96+0.8% | Added |
| XTX Topco Ltd | 12,479 | $99.1K | 0.00% | +12,479 | New |
| Oppenheimer & Co Inc | 14,266 | $113.3K | 0.00% | 00.0% | Unchanged |
| Flax Pond Capital, LLC | 15,000 | $119.1K | 0.08% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 15,885 | $126.1K | 0.01% | −977−5.8% | Reduced |
| Virtu Financial LLC | 16,180 | $128.0K | 0.00% | +16,180 | New |
| Cetera Investment Advisers | 18,373 | $145.9K | 0.00% | +50.0% | Added |
| Cerity Partners LLC | 19,133 | $151.9K | 0.00% | 00.0% | Unchanged |
| Van Diest Capital, LLC | 19,187 | $152.3K | 0.14% | +2,363+14.0% | Added |
| UBS Group AG | 19,366 | $153.8K | 0.00% | +6,375+49.1% | Added |
| Commonwealth Equity Services, LLC | 20,207 | $160.4K | 0.00% | +459+2.3% | Added |
| Logan Stone Capital, LLC | 22,825 | $181.2K | 0.04% | −20,172−46.9% | Reduced |
| AlphaCore Capital LLC | 29,000 | $230.3K | 0.00% | −2,000−6.5% | Reduced |
| Ameriprise Financial Inc | 29,390 | $233.4K | 0.00% | +5,149+21.2% | Added |
| Closed-End Fund Advisors, Inc. | 30,008 | $238.3K | 0.23% | +7,607+34.0% | Added |
| Apollon Wealth Management, LLC | 31,483 | $250.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 39,415 | $312.9K | 0.00% | +20,534+108.8% | Added |
| GWM Advisors LLC | 40,300 | $320.0K | 0.00% | −3,800−8.6% | Reduced |
| Eclectic Associates Inc | 44,441 | $352.9K | 0.04% | +3,511+8.6% | Added |
| Envestnet Asset Management Inc | 88,569 | $703.2K | 0.00% | +27,391+44.8% | Added |
| Raymond James Financial Inc | 91,056 | $723.0K | 0.00% | +2,857+3.2% | Added |
| Royal Bank of Canada | 99,956 | $794.0K | 0.00% | +18,875+23.3% | Added |
| Wolverine Asset Management LLC | 126,799 | $1.01M | 0.01% | +8,769+7.4% | Added |
| Matisse Capital | 145,866 | $1.16M | 0.46% | 00.0% | Unchanged |
| Stephens Inc | 158,573 | $1.26M | 0.01% | +450.0% | Added |
| Invesco Ltd. | 161,123 | $1.28M | 0.00% | −28,073−14.8% | Reduced |
| LPL Financial LLC | 164,229 | $1.30M | 0.00% | +18,669+12.8% | Added |
| Rareview Capital LLC | 179,226 | $1.49M | 0.83% | +64,914+56.8% | Added |
| Guggenheim Capital LLC | 298,799 | $2.37M | 0.02% | +264,733+777.1% | Added |
| Bank of America Corp | 307,360 | $2.44M | 0.00% | +20,544+7.2% | Added |
| Advisors Asset Management, Inc. | 333,628 | $2.65M | 0.04% | −2,247−0.7% | Reduced |
| Wells Fargo & Company | 368,056 | $2.92M | 0.00% | −100,519−21.5% | Reduced |
| Shaker Financial Services, LLC | 473,763 | $3.76M | 1.18% | +77,768+19.6% | Added |
| Allspring Global Investments Holdings, LLC | 740,410 | $5.88M | 0.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 1,591,786 | $12.6M | 0.04% | −80,231−4.8% | Reduced |
| Morgan Stanley | 1,771,328 | $14.1M | 0.00% | +10,587+0.6% | Added |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −167,744−100.0% | Sold out |
| Alexander Randolph Advisory, Inc. | 0 | $0 | 0.00% | −41,529−100.0% | Sold out |
| Integrity Advisory Solutions, LLC | 0 | $0 | 0.00% | −12,618−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −12,390−100.0% | Sold out |
| Hamrick Investment Counsel, llc | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,169−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Osbon Capital Management LLC | 0 | $0 | 0.00% | −323−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −320−100.0% | Sold out |