Equibles
  • Stocks
  • BWG BrandywineGLOBAL-Global Income Opportunities Fund Inc

BWG

BrandywineGLOBAL-Global Income Opportunities Fund Inc

Company with tickers: BWG

CIK
1504545
CUSIP
10537L104
Shares Outstanding
16,791,836
13F Activity (30d)
38 filings 38 filers
Holders: 52
Total Value: $57,111,341
Total Shares: 7,446,071

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 52 13F filers · Δ vs Dec 31, 2025
Top Holder
23.6%
Jun 2023 → Mar 2026 · range 23.6% – 40.8%
−0.0 pts
Top 5
67.7%
Jun 2023 → Mar 2026 · range 66.3% – 70.7%
−0.5 pts
Top 10
82.9%
Jun 2023 → Mar 2026 · range 82.5% – 85.9%
−0.7 pts
HHI
1,300
Jun 2023 → Mar 2026 · range 1,246 – 1,977
Broadly held +2

Quarterly Activity

vs Dec 31, 2025
New
9
Increased
16
Decreased
18
Sold Out
3
Unchanged
9
Holder count: +6
Institutional value: -9.5%
Shares held: -1.2%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Small Shaker Financial Services, LLC +87,703 395,995
Small Rareview Capital LLC +58,436 114,312
Mid STEPHENS INC /AR/ +23,217 158,528
Mid Private Advisor Group, LLC +22,493 167,744
Mega ROYAL BANK OF CANADA +14,236 81,081

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mid Advisors Asset Management, Inc. −111,265 335,875
Mega BANK OF AMERICA CORP /DE/ −93,059 286,816
Micro Alexander Randolph Advisory, Inc. −68,033 41,529
Large GUGGENHEIM CAPITAL LLC −60,476 34,066
Large Cetera Investment Advisers −33,451 18,368

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mid WOLVERINE ASSET MANAGEMENT LLC 118,030 $905,290
Small Logan Stone Capital, LLC 42,997 $329,786
Micro Van Diest Capital, LLC 16,824 $129,040
Micro Hamrick Investment Counsel, llc 2,000 $15,340
Large FIFTH THIRD BANCORP 1,991 $15,270

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Large HighTower Advisors, LLC 10,538 $88,203
Mid Global Retirement Partners, LLC 7,016 $58,723
Large COMERICA BANK 2,034 $17,023
Filter: New 9 Increased 16 Reduced 18 Sold out 3 Unchanged 9
Showing 52 of 52
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega MORGAN STANLEY $13,504,882 23.65% 1,760,741
Large Pathstone Holdings, LLC $12,824,369 22.46% 1,672,017
Large Allspring Global Investments Holdings, LLC $5,678,944 9.94% 740,410
Mega WELLS FARGO & COMPANY/MN $3,593,969 6.29% 468,575
Small Shaker Financial Services, LLC $3,037,281 5.32% 395,995
Mid Advisors Asset Management, Inc. $2,576,161 4.51% 335,875
Mega BANK OF AMERICA CORP /DE/ Bank $2,199,878 3.85% 286,816
Mega Invesco Ltd. $1,451,133 2.54% 189,196
Mid Private Advisor Group, LLC $1,286,596 2.25% 167,744
Mid STEPHENS INC /AR/ $1,215,909 2.13% 158,528
Small Matisse Capital $1,118,792 1.96% 145,866
Mega LPL Financial LLC $1,116,445 1.95% 145,560
Mid WOLVERINE ASSET MANAGEMENT LLC $905,290 1.59% 118,030
Small Rareview Capital LLC $876,773 1.54% 114,312
Mega RAYMOND JAMES FINANCIAL INC $676,485 1.18% 88,199
Mega ROYAL BANK OF CANADA Bank $621,890 1.09% 81,081
Mega ENVESTNET ASSET MANAGEMENT INC $469,235 0.82% 61,178
Mid NewEdge Advisors, LLC $338,247 0.59% 44,100
Small Logan Stone Capital, LLC $329,786 0.58% 42,997
Micro Alexander Randolph Advisory, Inc. $318,527 0.56% 41,529
Micro ECLECTIC ASSOCIATES INC /ADV $313,933 0.55% 40,930
Large GUGGENHEIM CAPITAL LLC $261,286 0.46% 34,066
Mid Apollon Wealth Management, LLC $241,474 0.42% 31,483
Mid AlphaCore Capital LLC $237,770 0.42% 31,000
Mega AMERIPRISE FINANCIAL INC $185,928 0.33% 24,241
Micro Closed-End Fund Advisors, Inc. $171,815 0.30% 22,401
Large COMMONWEALTH EQUITY SERVICES, LLC $151,467 0.27% 19,748
Large Cerity Partners LLC $146,750 0.26% 19,133
Large OSAIC HOLDINGS, INC. $144,817 0.25% 18,881
Large Cetera Investment Advisers $140,882 0.25% 18,368
Mid EVOLVE PRIVATE WEALTH, LLC $129,331 0.23% 16,862
Micro Van Diest Capital, LLC $129,040 0.23% 16,824
Small FLAX POND CAPITAL, LLC $115,050 0.20% 15,000
Mid OPPENHEIMER & CO INC $109,420 0.19% 14,266
Mega UBS Group AG $99,640 0.17% 12,991
Micro Integrity Advisory Solutions, LLC $96,780 0.17% 12,618
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $95,031 0.17% 12,390
Mid PFG Investments, LLC $94,095 0.16% 12,268
Small Pinnacle Wealth Planning Services, Inc. $18,438 0.03% 2,404
Micro Hamrick Investment Counsel, llc $15,340 0.03% 2,000
Large FIFTH THIRD BANCORP Bank $15,270 0.03% 1,991
Micro WPG Advisers, LLC $11,520 0.02% 1,502
Mid Advisory Services Network, LLC $8,966 0.02% 1,169
Large Steward Partners Investment Advisory, LLC $7,670 0.01% 1,000
Mid WHITTIER TRUST CO OF NEVADA INC Bank $6,619 0.01% 863
Small PRIVATE TRUST CO NA Bank $5,392 0.01% 703
Mid Larson Financial Group LLC $5,100 0.01% 665
Small HIGHLINE WEALTH PARTNERS LLC $2,531 0.00% 330
Micro Osbon Capital Management LLC $2,477 0.00% 323
Small Root Financial Partners, LLC $2,454 0.00% 320
Large Rockefeller Capital Management L.P. $2,423 0.00% 316
Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $2,040 0.00% 266

Report a Problem

Category
Description
Email (optional, for follow-up)