Latest Period
Q1 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 Q1 2026
Institutions Reporting
52
Shares (Excl. Options)
7,446,071
Price
$7.67
Save this security page for your next review
Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.
- Security type / class
- Equity / Common Stock
- Symbol
- BWG on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 7,446,071
- Total 13F value
- $57,184,731
- Portfolio coverage rank
- 0%
- Share change
- -83,560
- Value change
- -$610,793
- Number of holders
- 52
- Shares outstanding
- 16,833,660
- SEC-reported price per share
- $7.95
- Insider filing price
- $7.95
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.
- 52 institutions reported positions in Q1 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 46 to 52 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $63,094,929 to $57,184,731.
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 52 institutions filings for Q1 2026.
Security key
10537L104
Latest holder period
Q1 2026
13F holders
52
13D/G owners
2
CIK / CUSIP context first
Open Q1 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 31 Mar 2026, 52 institutional investors reported holding 7,446,071 shares of BrandywineGLOBAL-Global Income Opportunities Fund Inc - Common Stock (BWG). This represents 44% 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
43%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | 10% | 1,760,741 | -1.3% | 0% | $13,504,893 |
| Pathstone Holdings, LLC | 9.9% | 1,672,017 | +0.11% | 0.05% | $12,824,372 |
| Allspring Global Investments Holdings, LLC | 4.4% | 740,410 | 0% | 0.01% | $5,678,945 |
| WELLS FARGO & COMPANY/MN | 2.8% | 468,575 | -5.6% | 0% | $3,593,964 |
| Shaker Financial Services, LLC | 2.4% | 395,995 | +28% | 1.1% | $3,037,282 |
| Advisors Asset Management, Inc. | 2% | 335,875 | -25% | 0.04% | $2,576,161 |
| BANK OF AMERICA CORP /DE/ | 1.7% | 286,816 | -24% | 0% | $2,199,880 |
| Invesco Ltd. | 1.1% | 189,196 | +1.5% | 0% | $1,451,133 |
| Private Advisor Group, LLC | 1% | 167,744 | +15% | 0.01% | $1,286,596 |
| STEPHENS INC /AR/ | 0.94% | 158,528 | +17% | 0.02% | $1,215,910 |
| Matisse Capital | 0.87% | 145,866 | 0% | 0.48% | $1,118,792 |
| LPL Financial LLC | 0.86% | 145,560 | +9% | 0% | $1,116,445 |
| WOLVERINE ASSET MANAGEMENT LLC | 0.7% | 118,030 | 0.01% | $905,290 | |
| Rareview Capital LLC | 0.68% | 114,312 | +105% | 0.56% | $949,933 |
| RAYMOND JAMES FINANCIAL INC | 0.52% | 88,199 | +13% | 0% | $676,486 |
| ROYAL BANK OF CANADA | 0.48% | 81,081 | +21% | 0% | $622,000 |
| ENVESTNET ASSET MANAGEMENT INC | 0.36% | 61,178 | -16% | 0% | $469,233 |
| NewEdge Advisors, LLC | 0.26% | 44,100 | -2% | 0% | $338,247 |
| Logan Stone Capital, LLC | 0.26% | 42,997 | 0.09% | $329,787 | |
| Alexander Randolph Advisory, Inc. | 0.25% | 41,529 | -62% | 0.27% | $318,528 |
| ECLECTIC ASSOCIATES INC /ADV | 0.24% | 40,930 | +49% | 0.04% | $313,933 |
| GUGGENHEIM CAPITAL LLC | 0.2% | 34,066 | -64% | 0% | $261,286 |
| Apollon Wealth Management, LLC | 0.19% | 31,483 | 0% | 0% | $241,475 |
| AlphaCore Capital LLC | 0.18% | 31,000 | 0% | 0.01% | $237,770 |
| AMERIPRISE FINANCIAL INC | 0.14% | 24,241 | -51% | 0% | $185,931 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
34
Latest
Q1 2026
Rows shown
1-25 of 34
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 7,446,071 | $57,184,731 | -$610,793 | $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 |
| 2020 Q1 | 10,258,636 | $108,183,000 | -$2,517,663 | $10.54 | 39 |