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

13F Institutional Holders and Ownership History from Q4 2017 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
BWG on NYSE
Shares outstanding
16,833,660
Price per share
$8.37
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
7,308,124
Total reported value
$63,449,675
% of total 13F portfolios
0%
Share change
+121,758
Value change
+$1,090,671
Number of holders
43
Price from insider filings
$8.37
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of BrandywineGLOBAL-Global Income Opportunities Fund Inc - Common Stock (BWG) based on Schedule 13D/G filings

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 30 Sep 2025, 43 institutional investors reported holding 7,308,124 shares of BrandywineGLOBAL-Global Income Opportunities Fund Inc - Common Stock (BWG). This represents 43% of the company’s total 16,833,660 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of BrandywineGLOBAL-Global Income Opportunities Fund Inc - Common Stock (BWG) together control 42% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
MORGAN STANLEY 11% 1,870,128 -5% 0% $16,232,723
Pathstone Holdings, LLC 7.8% 1,318,834 +48% 0.04% $11,447,476
Allspring Global Investments Holdings, LLC 4.6% 774,236 -30% 0.01% $6,720,368
WELLS FARGO & COMPANY/MN 3% 501,475 -4% 0% $4,352,801
BANK OF AMERICA CORP /DE/ 2.5% 412,976 -3.1% 0% $3,584,630
Shaker Financial Services, LLC 2.1% 349,974 -8.5% 1.1% $3,065,822
Advisors Asset Management, Inc. 1.8% 305,560 +195% 0.05% $2,652,261
GUGGENHEIM CAPITAL LLC 1.5% 250,179 -13% 0.02% $2,171,554
Invesco Ltd. 1% 176,631 +27% 0% $1,533,157
LPL Financial LLC 0.89% 150,388 +0.81% 0% $1,305,372
Matisse Capital 0.89% 149,900 0% 0.59% $1,301,132
Private Advisor Group, LLC 0.87% 145,931 +1.8% 0.01% $1,266,681
STEPHENS INC /AR/ 0.8% 134,923 -10% 0.01% $1,171,130
Alexander Randolph Advisory, Inc. 0.76% 127,926 0% 0.92% $1,110,398
RAYMOND JAMES FINANCIAL INC 0.45% 76,416 +0.94% 0% $663,295
ROYAL BANK OF CANADA 0.39% 65,788 -11% 0% $571,000
NewEdge Advisors, LLC 0.28% 47,100 -2.1% 0% $408,828
ENVESTNET ASSET MANAGEMENT INC 0.28% 46,907 0% $407,152
Cetera Investment Advisers 0.27% 45,598 +135% 0% $395,796
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.26% 43,630 0% $378,708
UBS Group AG 0.25% 42,492 +8.8% 0% $368,830
AlphaCore Capital LLC 0.18% 31,000 0% 0.01% $269,080
Rareview Capital LLC 0.18% 30,205 +16% 0.15% $251,004
Apollon Wealth Management, LLC 0.17% 28,490 +2% 0% $247,293
COMMONWEALTH EQUITY SERVICES, LLC 0.15% 24,443 +2.3% 0% $212,000

Institutional Holders of BrandywineGLOBAL-Global Income Opportunities Fund Inc - Common Stock (BWG) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 740,410 $6,197,232 -$283,124 $8.37 1
2025 Q3 7,308,124 $63,449,675 +$1,090,671 $8.68 43
2025 Q2 7,186,366 $59,749,487 +$1,667,330 $8.31 44
2025 Q1 6,962,146 $58,226,051 -$329,653 $8.35 38
2024 Q4 7,054,179 $56,464,906 -$789,747 $8.00 41
2024 Q3 7,143,750 $63,156,811 -$1,956,339 $8.84 42
2024 Q2 7,366,734 $60,859,302 -$234,934 $8.26 39
2024 Q1 7,372,181 $62,527,371 +$1,859,680 $8.48 40
2023 Q4 7,076,879 $59,119,439 +$530,898 $8.36 39
2023 Q3 4,478,520 $33,626,444 -$1,450,319 $7.51 38
2023 Q2 7,124,659 $57,319,201 -$3,689 $8.04 35
2023 Q1 7,126,294 $56,702,954 -$3,973,045 $7.96 38
2022 Q4 7,613,826 $62,018,052 -$6,078 $8.15 38
2022 Q3 7,625,038 $58,102,097 -$1,638,810 $7.62 38
2022 Q2 7,826,339 $65,903,000 +$14,619,965 $8.42 35
2022 Q1 8,105,457 $81,996,000 -$664,458 $10.12 39
2021 Q4 8,169,774 $95,665,000 -$11,017,585 $11.71 40
2021 Q3 8,327,598 $104,288,000 -$3,186,379 $12.52 39
2021 Q2 8,555,933 $108,194,000 -$1,351,267 $12.61 46
2021 Q1 8,683,558 $105,045,000 +$8,667,828 $12.06 47
2020 Q4 7,853,816 $98,096,000 +$589,005 $12.49 43
2020 Q3 7,756,126 $89,216,000 -$31,242,727 $11.51 41
2020 Q2 10,403,572 $120,185,000 +$2,845,176 $11.54 37
2020 Q1 10,258,636 $108,183,000 -$2,447,120 $10.54 39
2019 Q4 10,376,639 $131,045,000 +$7,232,410 $12.63 44
2019 Q3 9,837,645 $119,104,000 +$4,279,252 $12.10 44
2019 Q2 9,493,750 $111,468,000 +$5,508,688 $11.74 45
2019 Q1 9,117,468 $101,524,000 +$5,987,425 $11.14 45
2018 Q4 9,369,378 $97,471,000 +$12,021,664 $10.38 43
2018 Q3 7,971,095 $86,983,000 -$2,745,854 $10.92 44
2018 Q2 8,250,028 $94,116,000 +$3,507,001 $11.40 51
2018 Q1 7,942,805 $102,378,000 +$100,178,329 $12.89 42
2017 Q4 170,642 $2,179,000 +$2,179,000 $12.77 3