Latest Period
Q2 2026
Security Snapshot
BrandywineGLOBAL-Global Income Opportunities Fund Inc - Common Stock (BWG) Institutional Ownership
CUSIP: 10537L104
13F Institutional Holders and Ownership History from Q4 2017 to Q2 2026
Institutions Reporting
48
Shares (Excl. Options)
7,579,479
Price
$7.94
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- Security type / class
- Equity / Common Stock
- Symbol
- BWG on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 7,579,479
- Total 13F value
- $60,247,174
- Portfolio coverage rank
- 0%
- Share change
- +126,392
- Value change
- +$1,091,719
- Number of holders
- 48
- Shares outstanding
- 16,833,660
- SEC-reported price per share
- $7.69
- Insider filing price
- $7.69
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- BWG - BrandywineGLOBAL-Global Income Opportunities Fund Inc - Common Stock is tracked under CUSIP 10537L104.
- 48 institutions reported positions in Q2 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 52 to 48 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $57,184,731 to $60,247,174.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 48 institutions filings for Q2 2026.
Security key
10537L104
Latest holder period
Q2 2026
13F holders
48
13D/G owners
2
CIK / CUSIP context first
Open Q2 2026 holders
BWG full holder history
BrandywineGLOBAL-Global Income Opportunities Fund Inc SEC filings
BrandywineGLOBAL-Global Income Opportunities Fund Inc insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 10537L104:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
2
Security
BWG
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 10% | -10% | $15,049,966 | -$1,590,758 | 1,733,867 | -9.6% | Morgan Stanley | 30 Sep 2025 |
| Allspring Global Investments Holdings, LLC | 4.6% | $6,851,989 | 774,236 | Allspring Global Investments Holdings, LLC | 30 Sep 2025 |
As of 30 Jun 2026, 48 institutional investors reported holding 7,579,479 shares of BrandywineGLOBAL-Global Income Opportunities Fund Inc - Common Stock (BWG). This represents 45% of the company’s total 16,833,660 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
44%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11% | 1,771,328 | +0.6% | 0% | $14,064,356 |
| Pathstone Holdings, LLC | 9.5% | 1,591,786 | -4.8% | 0.04% | $12,638,783 |
| Allspring Global Investments Holdings, LLC | 4.4% | 740,410 | 0% | 0.01% | $5,878,855 |
| Shaker Financial Services, LLC | 2.8% | 473,763 | +20% | 1.2% | $3,761,679 |
| WELLS FARGO & COMPANY/MN | 2.2% | 368,056 | -21% | 0% | $2,922,358 |
| Advisors Asset Management, Inc. | 2% | 333,628 | -0.67% | 0.04% | $2,649,006 |
| BANK OF AMERICA CORP /DE/ | 1.8% | 307,360 | +7.2% | 0% | $2,440,436 |
| GUGGENHEIM CAPITAL LLC | 1.8% | 298,799 | +777% | 0.02% | $2,372,464 |
| Rareview Capital LLC | 1.1% | 179,226 | +57% | 0.83% | $1,489,368 |
| LPL Financial LLC | 0.98% | 164,229 | +13% | 0% | $1,303,976 |
| Invesco Ltd. | 0.96% | 161,123 | -15% | 0% | $1,279,317 |
| STEPHENS INC /AR/ | 0.94% | 158,573 | +0.03% | 0.01% | $1,259,073 |
| Matisse Capital | 0.87% | 145,866 | 0% | 0.46% | $1,158,176 |
| WOLVERINE ASSET MANAGEMENT LLC | 0.75% | 126,799 | +7.4% | 0.01% | $1,006,784 |
| ROYAL BANK OF CANADA | 0.59% | 99,956 | +23% | 0% | $794,000 |
| RAYMOND JAMES FINANCIAL INC | 0.54% | 91,056 | +3.2% | 0% | $722,986 |
| ENVESTNET ASSET MANAGEMENT INC | 0.53% | 88,569 | +45% | 0% | $703,235 |
| ECLECTIC ASSOCIATES INC /ADV | 0.26% | 44,441 | +8.6% | 0.04% | $352,862 |
| NewEdge Advisors, LLC | 0.24% | 40,300 | -8.6% | 0% | $319,982 |
| OSAIC HOLDINGS, INC. | 0.23% | 39,415 | +109% | 0% | $312,943 |
| Apollon Wealth Management, LLC | 0.19% | 31,483 | 0% | 0% | $249,975 |
| Closed-End Fund Advisors, Inc. | 0.18% | 30,008 | +34% | 0.23% | $238,264 |
| AMERIPRISE FINANCIAL INC | 0.17% | 29,390 | +21% | 0% | $233,355 |
| AlphaCore Capital LLC | 0.17% | 29,000 | -6.5% | 0% | $230,260 |
| Logan Stone Capital, LLC | 0.14% | 22,825 | -47% | 0.04% | $181,230 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
35
Latest
Q2 2026
Rows shown
1-25 of 35
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 7,579,479 | $60,247,174 | +$1,091,719 | $7.94 | 48 |
| 2026 Q1 | 7,446,071 | $57,184,731 | -$623,840 | $7.67 | 52 |
| 2025 Q4 | 7,538,681 | $63,094,929 | +$1,629,494 | $8.37 | 46 |
| 2025 Q3 | 7,308,124 | $63,449,675 | +$1,090,668 | $8.68 | 43 |
| 2025 Q2 | 7,186,366 | $59,749,487 | +$1,667,329 | $8.31 | 44 |
| 2025 Q1 | 6,962,146 | $58,226,051 | -$329,649 | $8.35 | 38 |
| 2024 Q4 | 7,054,711 | $56,461,027 | -$785,480 | $8.00 | 41 |
| 2024 Q3 | 7,143,751 | $63,156,824 | -$1,956,330 | $8.84 | 42 |
| 2024 Q2 | 7,366,734 | $60,859,302 | -$234,931 | $8.26 | 39 |
| 2024 Q1 | 7,372,181 | $62,527,371 | +$2,525,086 | $8.48 | 40 |
| 2023 Q4 | 7,076,879 | $59,119,439 | -$4,778,098 | $8.36 | 39 |
| 2023 Q3 | 7,022,813 | $52,734,087 | -$878,088 | $7.51 | 39 |
| 2023 Q2 | 7,124,659 | $57,319,201 | -$3,687 | $8.04 | 35 |
| 2023 Q1 | 7,126,294 | $56,702,954 | -$3,894,932 | $7.96 | 38 |
| 2022 Q4 | 7,613,826 | $863,644,623 | -$6,084 | $8.15 | 38 |
| 2022 Q3 | 7,625,038 | $58,102,097 | -$1,638,812 | $7.62 | 38 |
| 2022 Q2 | 7,826,339 | $65,903,000 | +$14,666,891 | $8.42 | 35 |
| 2022 Q1 | 8,127,614 | $82,220,000 | -$786,381 | $10.12 | 40 |
| 2021 Q4 | 8,169,834 | $95,666,000 | -$11,015,058 | $11.71 | 41 |
| 2021 Q3 | 8,327,335 | $104,284,000 | -$1,605,034 | $12.52 | 38 |
| 2021 Q2 | 8,464,468 | $106,739,000 | -$1,348,251 | $12.61 | 46 |
| 2021 Q1 | 8,583,452 | $103,528,000 | +$8,666,539 | $12.06 | 46 |
| 2020 Q4 | 7,853,816 | $98,096,000 | +$588,400 | $12.49 | 43 |
| 2020 Q3 | 7,763,061 | $89,296,000 | -$31,243,322 | $11.51 | 42 |
| 2020 Q2 | 10,476,001 | $121,021,000 | +$2,845,492 | $11.54 | 39 |