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

Historical Holders from Q4 2017 to Q3 2025

Type / Class
Equity / Common Stock
Symbol
BWG on NYSE
Shares outstanding
16,833,660
Price per share
$8.68
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
7,308,124
Total reported value
$63,449,675
% of total 13F portfolios
0%
Share change
+121,758
Value change
+$1,090,671
Avg buy value change
+0%
Avg sell value change
-0%
Number of holders
43
Price from insider filings
$8.68
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, BrandywineGLOBAL-Global Income Opportunities Fund Inc - Common Stock (BWG) has 43 institutional shareholders filing 13F forms. They hold 7,308,124 shares. of 16,833,660 outstanding shares (43%) .

Top 25 institutional shareholders own 42% of the company.

Filer Ownership Nb Shares 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 (% of par) Investors
2025 Q3 7,308,124 $63,449,675 +$1,090,671 868% 43
2025 Q2 7,186,366 $59,749,487 +$1,667,330 831% 44
2025 Q1 6,962,146 $58,226,051 -$329,653 835% 38
2024 Q4 7,054,179 $56,464,906 -$789,747 800% 41
2024 Q3 7,143,750 $63,156,811 -$1,956,339 884% 42
2024 Q2 7,366,734 $60,859,302 -$234,934 826% 39
2024 Q1 7,372,181 $62,527,371 +$1,859,680 848% 40
2023 Q4 7,076,879 $59,119,439 +$530,898 835.5% 39
2023 Q3 4,478,520 $33,626,444 -$1,450,319 751% 38
2023 Q2 7,124,659 $57,319,201 -$3,689 804% 35
2023 Q1 7,126,294 $56,702,954 -$3,973,045 796% 38
2022 Q4 7,613,826 $62,018,052 -$6,078 815% 38
2022 Q3 7,625,038 $58,102,097 -$1,638,810 761.85% 38
2022 Q2 7,826,339 $65,903,000 +$14,619,965 841.94% 35
2022 Q1 8,105,457 $81,996,000 -$664,458 1,011.87% 39
2021 Q4 8,169,774 $95,665,000 -$11,017,585 1,171.04% 40
2021 Q3 8,327,598 $104,288,000 -$3,186,379 1,251.98% 39
2021 Q2 8,555,933 $108,194,000 -$1,351,267 1,260.99% 46
2021 Q1 8,683,558 $105,045,000 +$8,667,828 1,206.04% 47
2020 Q4 7,853,816 $98,096,000 +$589,005 1,248.98% 43
2020 Q3 7,756,126 $89,216,000 -$31,242,727 1,150.86% 41
2020 Q2 10,403,572 $120,185,000 +$2,845,176 1,153.99% 37
2020 Q1 10,258,636 $108,183,000 -$2,447,120 1,054.06% 39
2019 Q4 10,376,639 $131,045,000 +$7,232,410 1,262.87% 44
2019 Q3 9,837,645 $119,104,000 +$4,279,252 1,209.98% 44
2019 Q2 9,493,750 $111,468,000 +$5,508,688 1,173.92% 45
2019 Q1 9,117,468 $101,524,000 +$5,987,425 1,113.97% 45
2018 Q4 9,369,378 $97,471,000 +$12,021,664 1,038% 43
2018 Q3 7,971,095 $86,983,000 -$2,745,854 1,091.63% 44
2018 Q2 8,250,028 $94,116,000 +$3,507,001 1,140.37% 51
2018 Q1 7,942,805 $102,378,000 +$100,178,329 1,289.05% 42
2017 Q4 170,642 $2,179,000 +$2,179,000 1,277.24% 3