LPL Financial LLC
Position in BWG — BrandywineGLOBAL-Global Income Opportunities Fund Inc
CIK 1403438
FORT MILL, SC
Position in BWG
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,116,445
-$1,636 QoQ
Shares Held
145,560
+9.0% QoQ
Ownership
0.867%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BWG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026LPL Financial LLC holds $3,126,810,510 across 416 Asset Management names. BWG ranks #307 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
218,728 | $210,352,904 | |
| 2 | BX |
Blackstone Inc.
|
1,469,080 | $168,929,509 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
5,778,813 | $95,986,083 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
5,288,936 | $90,493,694 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
2,361,598 | $83,695,033 | |
| 6 | PSLV |
Sprott Physical Silver Trust
|
3,183,953 | $77,656,613 | |
| 7 | ARCC |
Ares Capital Corp
|
4,038,185 | $72,768,093 | |
| 8 | PFG |
Principal Financial Group Inc
|
728,464 | $65,641,891 |
All Filings in BWG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||