Security key
10537L104
BrandywineGLOBAL-Global Income Opportunities Fund Inc - Common Stock (BWG)
CUSIP: 10537L104
Q2 2025 13F Holders as of 30 Jun 2025
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 16,833,660
- Total 13F shares
- 7,186,366
- Share change
- +199,452
- Total reported value
- $59,749,487
- Price per share
- $8.31
- Number of holders
- 44
- Value change
- +$1,667,329
- Number of buys
- 22
- Number of sells
- 16
Report period
Q2 2025
Institutions
44
Top holders
10
BWG full security history
Newer quarter: Q3 2025
Previous quarter: Q1 2025
BrandywineGLOBAL-Global Income Opportunities Fund Inc SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 10537L104
Recent filing periods:
Top shareholders of BWG - BrandywineGLOBAL-Global Income Opportunities Fund Inc - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY |
13F
|
Company |
12%
|
2,076,656
|
$17,340,093 | — | 31 Mar 2025 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
6.6%
|
1,103,139
|
$9,211,211 | — | 31 Mar 2025 | |
| Pathstone Holdings, LLC |
13F
|
Company |
5.1%
|
865,924
|
$7,304,252 | — | 31 Mar 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
2.9%
|
496,508
|
$4,145,844 | — | 31 Mar 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
2.2%
|
378,431
|
$3,159,896 | — | 31 Mar 2025 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
2%
|
340,380
|
$2,842,173 | — | 31 Mar 2025 | |
| Shaker Financial Services, LLC |
13F
|
Company |
1.5%
|
248,860
|
$2,096,172 | — | 31 Mar 2025 | |
| LPL Financial LLC |
13F
|
Company |
1.1%
|
177,896
|
$1,485,431 | — | 31 Mar 2025 | |
| Matisse Capital |
13F
|
Company |
0.89%
|
149,900
|
$1,251,665 | — | 31 Mar 2025 | |
| STEPHENS INC /AR/ |
13F
|
Company |
0.86%
|
145,322
|
$1,213,443 | — | 31 Mar 2025 | |
| Private Advisor Group, LLC |
13F
|
Company |
0.78%
|
130,750
|
$1,091,763 | — | 31 Mar 2025 | |
| Alexander Randolph Advisory, Inc. |
13F
|
Company |
0.76%
|
128,200
|
$1,070,470 | — | 31 Mar 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.72%
|
121,670
|
$1,015,945 | — | 31 Mar 2025 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
0.62%
|
103,847
|
$867,122 | — | 31 Mar 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.52%
|
87,667
|
$732,000 | — | 31 Mar 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.45%
|
75,594
|
$631,215 | — | 31 Mar 2025 | |
| NewEdge Advisors, LLC |
13F
|
Company |
0.3%
|
49,900
|
$416,665 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
0.28%
|
46,326
|
$386,822 | — | 31 Mar 2025 | |
| AlphaCore Capital LLC |
13F
|
Company |
0.18%
|
31,000
|
$258,850 | — | 31 Mar 2025 | |
| PFG Investments, LLC |
13F
|
Company |
0.18%
|
29,900
|
$249,664 | — | 31 Mar 2025 | |
| Apollon Wealth Management, LLC |
13F
|
Company |
0.16%
|
26,705
|
$222,987 | — | 31 Mar 2025 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.15%
|
25,616
|
$214,000 | — | 31 Mar 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.14%
|
23,472
|
$195,988 | — | 31 Mar 2025 | |
| Cetera Investment Advisers |
13F
|
Company |
0.12%
|
20,625
|
$172,216 | — | 31 Mar 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.1%
|
16,119
|
$134,592 | — | 31 Mar 2025 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.09%
|
15,410
|
$128,674 | — | 31 Mar 2025 | |
| OPPENHEIMER & CO INC |
13F
|
Company |
0.08%
|
13,603
|
$113,585 | — | 31 Mar 2025 | |
| HighTower Advisors, LLC |
13F
|
Company |
0.08%
|
13,306
|
$111,105 | — | 31 Mar 2025 | |
| Steward Partners Investment Advisory, LLC |
13F
|
Company |
0.04%
|
6,452
|
$53,874 | — | 31 Mar 2025 | |
| Elequin Capital, LP |
13F
|
Company |
0.03%
|
4,231
|
$35,329 | — | 31 Mar 2025 | |
| Geneos Wealth Management Inc. |
13F
|
Company |
0%
|
522
|
$32,206 | — | 31 Mar 2025 | |
| COMERICA BANK |
13F
|
Company |
0.01%
|
2,472
|
$20,641 | — | 31 Mar 2025 | |
| WPG Advisers, LLC |
13F
|
Company |
0.01%
|
1,856
|
$15,498 | — | 31 Mar 2025 | |
| Anthony Grillo |
3/4/5
|
Director |
0.01%
|
1,500
|
$12,044 | +$12,045 | 27 May 2025 | |
| Financial Perspectives, Inc |
13F
|
Company |
0.01%
|
1,147
|
$9,580 | — | 31 Mar 2025 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
13F
|
Company |
0%
|
824
|
$6,880 | — | 31 Mar 2025 | |
| CWM, LLC |
13F
|
Company |
0%
|
671
|
$6,000 | — | 31 Mar 2025 | |
| PRIVATE TRUST CO NA |
13F
|
Company |
0%
|
703
|
$5,870 | — | 31 Mar 2025 | |
| Larson Financial Group LLC |
13F
|
Company |
0%
|
665
|
$5,553 | — | 31 Mar 2025 | |
| CURIO WEALTH, LLC |
13F
|
Company |
0%
|
1
|
$4,747 | — | 31 Mar 2025 | |
| FNY Investment Advisers, LLC |
13F
|
Company |
0%
|
400
|
$3,000 | — | 31 Mar 2025 |
Institutional Holders of BrandywineGLOBAL-Global Income Opportunities Fund Inc - Common Stock (BWG) as of Q2 2025
As of 30 Jun 2025,
BrandywineGLOBAL-Global Income Opportunities Fund Inc - Common Stock (BWG) was held by
44 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,186,366 shares.
The largest 10 holders included
MORGAN STANLEY, Allspring Global Investments Holdings, LLC, Pathstone Holdings, LLC, WELLS FARGO & COMPANY/MN, BANK OF AMERICA CORP /DE/, Shaker Financial Services, LLC, GUGGENHEIM CAPITAL LLC, STEPHENS INC /AR/, Matisse Capital, and LPL Financial LLC.
This page lists
45
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
38
Q2 2025 holders
44
Holder diff
6
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.