BrandywineGLOBAL-Global Income Opportunities Fund Inc - Common Stock (BWG)
CUSIP: 10537L104
Q1 2026 13F Holders as of 31 Mar 2026
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 16,833,660
- Total 13F shares
- 7,386,971
- Share change
- -79,660
- Total reported value
- $56,731,434
- Price per share
- $7.67
- Number of holders
- 50
- Value change
- -$580,880
- Number of buys
- 25
- Number of sells
- 17
Quarterly Holders Quick Answers
What is CUSIP 10537L104?
CUSIP 10537L104 identifies BWG - BrandywineGLOBAL-Global Income Opportunities Fund Inc - Common Stock in SEC institutional holdings data.
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- Latest 13F filings for newly reported positions across managers.
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- Previous quarter: Q4 2025
Recent filing periods for CUSIP 10537L104:
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 |
13D/G
13F
|
Company |
10%
|
1,733,867
|
$15,049,966 | -$1,590,758 | 30 Sep 2025 | |
| Pathstone Holdings, LLC |
13F
|
Company |
9.9%
|
1,670,131
|
$13,978,993 | — | 31 Dec 2025 | |
| Allspring Global Investments Holdings, LLC |
13D/G
13F
|
Company |
4.6%
|
774,236
|
$6,851,989 | $0 | 30 Sep 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
2.9%
|
496,150
|
$4,152,774 | — | 31 Dec 2025 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
2.7%
|
447,140
|
$3,742,562 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
2.3%
|
379,875
|
$3,179,555 | — | 31 Dec 2025 | |
| Shaker Financial Services, LLC |
13F
|
Company |
1.8%
|
308,292
|
$2,580,405 | — | 31 Dec 2025 | |
| Invesco Ltd. |
13F
|
Company |
1.1%
|
186,471
|
$1,560,762 | — | 31 Dec 2025 | |
| Matisse Capital |
13F
|
Company |
0.87%
|
145,866
|
$1,220,898 | — | 31 Dec 2025 | |
| Private Advisor Group, LLC |
13F
|
Company |
0.86%
|
145,251
|
$1,215,751 | — | 31 Dec 2025 | |
| STEPHENS INC /AR/ |
13F
|
Company |
0.8%
|
135,311
|
$1,132,553 | — | 31 Dec 2025 | |
| LPL Financial LLC |
13F
|
Company |
0.79%
|
133,582
|
$1,118,085 | — | 31 Dec 2025 | |
| Alexander Randolph Advisory, Inc. |
13F
|
Company |
0.65%
|
109,562
|
$917,034 | — | 31 Dec 2025 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
0.56%
|
94,542
|
$791,316 | — | 31 Dec 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.46%
|
78,181
|
$654,380 | — | 31 Dec 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.43%
|
72,927
|
$610,398 | — | 31 Dec 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.4%
|
66,845
|
$559,000 | — | 31 Dec 2025 | |
| Rareview Capital LLC |
13F
|
Company |
0.33%
|
55,876
|
$464,330 | — | 31 Dec 2025 | |
| Cetera Investment Advisers |
13F
|
Company |
0.31%
|
51,819
|
$433,729 | — | 31 Dec 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.29%
|
49,454
|
$413,933 | — | 31 Dec 2025 | |
| NewEdge Advisors, LLC |
13F
|
Company |
0.27%
|
45,000
|
$376,650 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
0.2%
|
34,034
|
$284,865 | — | 31 Dec 2025 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.19%
|
32,522
|
$272,209 | — | 31 Dec 2025 | |
| Apollon Wealth Management, LLC |
13F
|
Company |
0.19%
|
31,483
|
$263,513 | — | 31 Dec 2025 | |
| AlphaCore Capital LLC |
13F
|
Company |
0.18%
|
31,000
|
$259,470 | — | 31 Dec 2025 | |
| ECLECTIC ASSOCIATES INC /ADV |
13F
|
Company |
0.16%
|
27,441
|
$229,681 | — | 31 Dec 2025 | |
| Closed-End Fund Advisors, Inc. |
13F
|
Company |
0.12%
|
20,586
|
$172,305 | — | 31 Dec 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.12%
|
20,191
|
$169,005 | — | 31 Dec 2025 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.12%
|
19,635
|
$164,340 | — | 31 Dec 2025 | |
| Cerity Partners LLC |
13F
|
Company |
0.11%
|
19,133
|
$160,143 | — | 31 Dec 2025 | |
| FLAX POND CAPITAL, LLC |
13F
|
Company |
0.11%
|
18,000
|
$150,660 | — | 31 Dec 2025 | |
| EVOLVE PRIVATE WEALTH, LLC |
13F
|
Company |
0.1%
|
16,910
|
$141,537 | — | 31 Dec 2025 | |
| OPPENHEIMER & CO INC |
13F
|
Company |
0.08%
|
14,266
|
$119,406 | — | 31 Dec 2025 | |
| PFG Investments, LLC |
13F
|
Company |
0.07%
|
12,177
|
$101,918 | — | 31 Dec 2025 | |
| Integrity Advisory Solutions, LLC |
13F
|
Company |
0.07%
|
11,013
|
$92,179 | — | 31 Dec 2025 | |
| HighTower Advisors, LLC |
13F
|
Company |
0.06%
|
10,538
|
$88,203 | — | 31 Dec 2025 | |
| Global Retirement Partners, LLC |
13F
|
Company |
0.04%
|
7,016
|
$58,724 | — | 31 Dec 2025 | |
| Steward Partners Investment Advisory, LLC |
13F
|
Company |
0.03%
|
4,397
|
$36,800 | — | 31 Dec 2025 | |
| Pinnacle Wealth Planning Services, Inc. |
13F
|
Company |
0.02%
|
3,112
|
$26,047 | — | 31 Dec 2025 | |
| Rockefeller Capital Management L.P. |
13F
|
Company |
0.02%
|
2,900
|
$24,273 | — | 31 Dec 2025 | |
| Peter Daniel Charles Mason |
3/4/5
|
Director |
0.01%
|
2,305
|
$19,998 | +$19,999 | 04 Sep 2025 | |
| COMERICA BANK |
13F
|
Company |
0.01%
|
2,034
|
$17,025 | — | 31 Dec 2025 | |
| Anthony Grillo |
3/4/5
|
Director |
0.01%
|
1,500
|
$12,044 | +$12,045 | 27 May 2025 | |
| WPG Advisers, LLC |
13F
|
Company |
0.01%
|
1,384
|
$11,584 | — | 31 Dec 2025 | |
| PRIVATE TRUST CO NA |
13F
|
Company |
0%
|
703
|
$5,884 | — | 31 Dec 2025 | |
| Larson Financial Group LLC |
13F
|
Company |
0%
|
665
|
$5,566 | — | 31 Dec 2025 | |
| HIGHLINE WEALTH PARTNERS LLC |
13F
|
Company |
0%
|
330
|
$2,762 | — | 31 Dec 2025 | |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
13F
|
Company |
0%
|
100
|
$837 | — | 31 Dec 2025 |
Institutional Holders of BrandywineGLOBAL-Global Income Opportunities Fund Inc - Common Stock (BWG) as of Q1 2026
As of 31 Mar 2026,
BrandywineGLOBAL-Global Income Opportunities Fund Inc - Common Stock (BWG) was held by
50 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,386,971 shares.
The largest 10 holders included
MORGAN STANLEY, Pathstone Holdings, LLC, Allspring Global Investments Holdings, LLC, WELLS FARGO & COMPANY/MN, Shaker Financial Services, LLC, Advisors Asset Management, Inc., BANK OF AMERICA CORP /DE/, Invesco Ltd., Private Advisor Group, LLC, and STEPHENS INC /AR/.
This page lists
50
institutional shareholders reporting positions in this security
for the Q1 2026 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
46
Q1 2026 holders
50
Holder diff
4
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q1 2026 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.