LPL Financial LLC
Position in BWG — BrandywineGLOBAL-Global Income Opportunities Fund Inc
CIK 1403438
FORT MILL, SC
Position in BWG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,303,978
+$187,533 QoQ
Shares Held
164,229
+12.8% QoQ
Ownership
0.978%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#10
of 48 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BWG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $3,342,804,719 across 412 Asset Management names. BWG ranks #296 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
213,723 | $205,507,487 | |
| 2 | BX |
Blackstone Inc.
|
1,695,516 | $199,511,367 | |
| 3 | PFG |
Principal Financial Group Inc
|
1,134,085 | $122,231,681 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
5,545,160 | $92,604,172 | |
| 5 | ARCC |
Ares Capital Corp
|
4,029,149 | $74,660,130 | |
| 6 | BPRE |
Bluerock Private Real Estate Fund
|
5,496,468 | $71,509,048 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
2,315,840 | $69,868,892 | |
| 8 | KKR |
KKR & Co. Inc.
|
679,426 | $62,357,718 |
All Filings in BWG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,303,978 | 164,229 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,116,445 | 145,560 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,118,081 | 133,582 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,305,367 | 150,388 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,239,702 | 149,182 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,485,431 | 177,896 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,485,712 | 185,714 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,402,138 | 158,613 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,631,779 | 197,552 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,584,454 | 186,846 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,405,265 | 168,094 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,183,433 | 157,581 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,552,443 | 193,090 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,678,493 | 210,866 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,442,802 | 177,031 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,360,291 | 178,516 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,509,293 | 179,251 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,669,202 | 164,941 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,842,463 | 157,341 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,666,649 | 133,119 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,461,045 | 115,864 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,242,951 | 103,064 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,024,916 | 82,059 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $750,969 | 65,245 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $752,696 | 65,225 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $647,841 | 61,465 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||