BrandywineGLOBAL-Global Income Opportunities Fund Inc - Common Stock (BWG)

CUSIP: 10537L104

Q3 2025 13F Holders as of 30 Sep 2025

Type / Class
Equity / Common Stock
Shares outstanding
16,833,660
Total 13F shares
7,308,124
Share change
+121,758
Total reported value
$63,449,675
Price per share
$8.68
Number of holders
43
Value change
+$1,090,668
Number of buys
19
Number of sells
22

Security key

10537L104

Report period

Q3 2025

Institutions

43

Top holders

10

Ownership snapshot

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. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Lead holder
MORGAN STANLEY
13D/G signal
MORGAN STANLEY
Evidence rows
47
Latest as of
04 Sep 2025
13F 13D/G 3/4/5 Lead comparable stake: 10% 13D/G row: MORGAN STANLEY Showing first 8 of 47 holder rows. Open remaining rows
Holder Evidence Ownership % Position 12M Net Δ As of
MORGAN STANLEY
13F 13D/G
Company
10%
from 13D/G
$16,363,123
1,969,087 shares
30 Jun 2025
Allspring Global Investments Holdings, LLC
13F 13D/G
Company
4.6%
from 13D/G
$9,178,220
1,104,479 shares
30 Jun 2025
Peter Daniel Charles Mason
3/4/5
Director
0.01%
$19,998
2,305 shares
+$19,999 04 Sep 2025
Anthony Grillo
3/4/5
Director
0.01%
$12,044
1,500 shares
27 May 2025
Pathstone Holdings, LLC
13F
Company
13F
5.3%
$7,406,177
891,237 shares
30 Jun 2025
WELLS FARGO & COMPANY/MN
13F
Company
13F
3.1%
$4,341,476
522,440 shares
30 Jun 2025
BANK OF AMERICA CORP /DE/
13F
Company
13F
2.5%
$3,541,550
426,179 shares
30 Jun 2025
Shaker Financial Services, LLC
13F
Company
13F
2.3%
$3,208,907
382,468 shares
30 Jun 2025
Show 39 additional holder rows in the full holder list
Holder Evidence Ownership % Position 12M Net Δ As of
GUGGENHEIM CAPITAL LLC
13F
Company
13F
1.7%
$2,376,111
285,934 shares
30 Jun 2025
STEPHENS INC /AR/
13F
Company
13F
0.89%
$1,251,752
150,632 shares
30 Jun 2025
Matisse Capital
13F
Company
13F
0.89%
$1,245,669
149,900 shares
30 Jun 2025
LPL Financial LLC
13F
Company
13F
0.89%
$1,239,702
149,182 shares
30 Jun 2025
Private Advisor Group, LLC
13F
Company
13F
0.85%
$1,190,823
143,300 shares
30 Jun 2025
Invesco Ltd.
13F
Company
13F
0.83%
$1,158,148
139,368 shares
30 Jun 2025
Alexander Randolph Advisory, Inc.
13F
Company
13F
0.76%
$1,063,066
127,926 shares
30 Jun 2025
Advisors Asset Management, Inc.
13F
Company
13F
0.62%
$862,163
103,750 shares
30 Jun 2025
RAYMOND JAMES FINANCIAL INC
13F
Company
13F
0.45%
$629,132
75,707 shares
30 Jun 2025
ROYAL BANK OF CANADA
13F
Company
13F
0.44%
$616,000
74,165 shares
30 Jun 2025
PFG Investments, LLC
13F
Company
13F
0.32%
$448,592
53,982 shares
30 Jun 2025
NewEdge Advisors, LLC
13F
Company
13F
0.29%
$399,711
48,100 shares
30 Jun 2025
WOLVERINE ASSET MANAGEMENT LLC
13F
Company
13F
0.29%
$398,963
48,010 shares
30 Jun 2025
UBS Group AG
13F
Company
13F
0.23%
$324,514
39,051 shares
30 Jun 2025
AlphaCore Capital LLC
13F
Company
13F
0.18%
$257,610
31,000 shares
30 Jun 2025
Apollon Wealth Management, LLC
13F
Company
13F
0.17%
$232,057
27,925 shares
30 Jun 2025
Rareview Capital LLC
13F
Company
13F
0.15%
$215,769
25,965 shares
30 Jun 2025
AMERIPRISE FINANCIAL INC
13F
Company
13F
0.15%
$205,840
24,770 shares
30 Jun 2025
COMMONWEALTH EQUITY SERVICES, LLC
13F
Company
13F
0.14%
$199,000
23,901 shares
30 Jun 2025
Laird Norton Wetherby Wealth Management, LLC
13F
Company
13F
0.13%
$175,150
21,077 shares
30 Jun 2025
OSAIC HOLDINGS, INC.
13F
Company
13F
0.12%
$162,550
19,561 shares
30 Jun 2025
Cetera Investment Advisers
13F
Company
13F
0.12%
$161,448
19,428 shares
30 Jun 2025
Logan Stone Capital, LLC
13F
Company
13F
0.11%
$159,618
19,208 shares
30 Jun 2025
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.
13F
Company
13F
0.11%
$150,876
18,156 shares
30 Jun 2025
OPPENHEIMER & CO INC
13F
Company
13F
0.08%
$118,550
14,266 shares
30 Jun 2025
XTX Topco Ltd
13F
Company
13F
0.08%
$110,855
13,340 shares
30 Jun 2025
HighTower Advisors, LLC
13F
Company
13F
0.08%
$110,265
13,269 shares
30 Jun 2025
Cerity Partners LLC
13F
Company
13F
0.08%
$104,922
12,626 shares
30 Jun 2025
Steward Partners Investment Advisory, LLC
13F
Company
13F
0.03%
$41,550
5,000 shares
30 Jun 2025
Geneos Wealth Management Inc.
13F
Company
13F
0.02%
$30,672
3,691 shares
30 Jun 2025
COMERICA BANK
13F
Company
13F
0.02%
$27,905
3,358 shares
30 Jun 2025
WPG Advisers, LLC
13F
Company
13F
0.01%
$13,005
1,565 shares
30 Jun 2025
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
13F
Company
13F
0%
$6,847
824 shares
30 Jun 2025
PRIVATE TRUST CO NA
13F
Company
13F
0%
$5,842
703 shares
30 Jun 2025
CWM, LLC
13F
Company
13F
0%
$6,000
671 shares
30 Jun 2025
Larson Financial Group LLC
13F
Company
13F
0%
$5,526
665 shares
30 Jun 2025
Medallion Wealth Advisors, LLC
13F
Company
13F
0%
$3,344
400 shares
30 Jun 2025
FNY Investment Advisers, LLC
13F
Company
13F
0%
$3,000
400 shares
30 Jun 2025
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
13F
Company
13F
0%
$831
100 shares
30 Jun 2025
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q3 2025

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
43
Shares
7,308,124
Rows loaded
44
Investor Option Weight % Change % Reported value * Price Shares Share Change Activity Report Period

* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. An asterisk next to the price means the price is likely invalid.

Compare Q3 2025 vs Q2 2025 Across Filers

Q2 2025 holders
44
Q3 2025 holders
43
Holder diff
-1
Investor Q2 2025 Shares Q3 2025 Shares Share Diff Share Chg % Q2 2025 value Q3 2025 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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