13F reference period
Q3 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 Q3 2026
Institutions Reporting
28
Shares (Excl. Options)
3.82M
Full value: 3,816,726 · shares · 30 Sep 2026Price
$6.92
The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.
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- Security type / class
- Equity / Common Stock
- Symbol
- BWG on NYSE
- All holders as of 30 Sep 2026
- Q3 2026
- Total 13F shares
- 3,816,726
- Total 13F value
- $26,541,462
- Portfolio coverage rank
- 0%
- Share change
- +212,634
- Value change
- +$1,470,095
- Number of holders
- 28
- Shares outstanding
- 16,779,945
- SEC-reported price per share
- $6.92
- Insider filing price
- $6.92
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
Filing notes and source
Key facts
- BWG - BrandywineGLOBAL-Global Income Opportunities Fund Inc - Common Stock is tracked under CUSIP 10537L104.
- 28 institutions reported positions in Q3 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 48 to 28 between Q2 2026 and Q3 2026.
- SEC-reported value moved from to
$60.25M
Full value: $60,247,174 · USD · 30 Jun 2026.$26.54M
Full value: $26,541,462 · USD · 30 Sep 2026
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 28 institutions filings for Q3 2026.
Security key
10537L104
13F reference period
Q3 2026
13F holders
28
13D/G owners
2
CIK / CUSIP context first
Open Q3 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 | 9.1% | -12% | $10,566,667 | -$1,431,693 | 1,526,975 | -12% | Morgan Stanley | 30 Sep 2026 |
| Allspring Global Investments Holdings, LLC | 4.6% | $6,851,989 | 774,236 | Allspring Global Investments Holdings, LLC | 30 Sep 2025 |
As of 30 Sep 2026,
28
institutional investors reported holding
shares of
BrandywineGLOBAL-Global Income Opportunities Fund Inc - Common Stock (BWG).
This represents
23%
of the company’s total
outstanding shares.
3.82M
Full value: 3,816,726 · shares · 30 Sep 202616.78M
Full value: 16,779,945 · shares · Stored outstanding share count13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
23%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | 10% | 1,697,008 | -4.2% | 0% | $11,743,305 |
| Shaker Financial Services, LLC | 2.2% | 373,225 | -21% | 0.85% | $2,582,717 |
| Matisse Capital | 1.6% | 269,127 | +85% | 0.73% | $1,862,359 |
| Rareview Capital LLC | 1.4% | 227,764 | +27% | 0.74% | $1,576,127 |
| Advisors Asset Management, Inc. | 1.2% | 206,290 | 0.04% | $1,558,390 | |
| LPL Financial LLC | 1.2% | 200,389 | +22% | 0% | $1,386,692 |
| Private Advisor Group, LLC | 1.1% | 188,502 | 0% | $1,304,434 | |
| STEPHENS INC /AR/ | 0.96% | 161,173 | +1.6% | 0.01% | $1,115,314 |
| Invesco Ltd. | 0.75% | 125,314 | -22% | 0% | $867,173 |
| RAYMOND JAMES FINANCIAL INC | 0.56% | 94,737 | +4% | 0% | $655,579 |
| ECLECTIC ASSOCIATES INC /ADV | 0.26% | 44,191 | -0.56% | 0.03% | $305,802 |
| NewEdge Advisors, LLC | 0.25% | 41,300 | +2.5% | 0% | $285,796 |
| Closed-End Fund Advisors, Inc. | 0.22% | 37,183 | +24% | 0.27% | $257,306 |
| Apollon Wealth Management, LLC | 0.19% | 31,483 | 0% | 0% | $217,862 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.12% | 20,715 | +2.5% | 0% | $143,350 |
| EVOLVE PRIVATE WEALTH, LLC | 0.1% | 16,623 | +4.6% | 0.01% | $115,031 |
| Cetera Investment Advisers | 0.09% | 15,507 | -16% | 0% | $107,310 |
| Cerity Partners LLC | 0.09% | 15,457 | -19% | 0% | $106,962 |
| Chicago Partners Investment Group LLC | 0.09% | 15,198 | 0% | $103,954 | |
| OPPENHEIMER & CO INC | 0.09% | 14,266 | 0% | $98,721 | |
| PFG Investments, LLC | 0.07% | 12,470 | +0.86% | 0% | $86,293 |
| Geneos Wealth Management Inc. | 0.02% | 2,860 | 0% | $19,791 | |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | 2,330 | -3.1% | 0% | $16,124 |
| WPG Advisers, LLC | 0.01% | 1,452 | -3.1% | 0.01% | $10,048 |
| WHITTIER TRUST CO OF NEVADA INC | 0.01% | 863 | 0% | 0% | $6,032 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
36
Headline period
Q3 2026
Rows shown
1-25 of 36
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 3,816,726 | $26,541,462 | +$1,470,095 | $6.92 | 28 |
| 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 |