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
$8.50
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
7,520,681
Total reported value
$62,944,269
% of total 13F portfolios
0%
Share change
+196,138
Value change
+$1,632,966
Number of holders
45
Price from insider filings
$8.50
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 31 Dec 2025, 45 institutional investors reported holding 7,520,681 shares of BrandywineGLOBAL-Global Income Opportunities Fund Inc - Common Stock (BWG). This represents 45% 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 44% 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% 1,784,426 -4.6% 0% $14,935,653
Pathstone Holdings, LLC 9.9% 1,670,131 +27% 0.05% $13,978,993
Allspring Global Investments Holdings, LLC 4.4% 740,410 -4.4% 0.01% $6,197,232
WELLS FARGO & COMPANY/MN 2.9% 496,150 -1.1% 0% $4,152,774
Advisors Asset Management, Inc. 2.7% 447,140 +46% 0.06% $3,742,562
BANK OF AMERICA CORP /DE/ 2.3% 379,875 -8% 0% $3,179,555
Shaker Financial Services, LLC 1.8% 308,292 -12% 0.82% $2,580,405
Invesco Ltd. 1.1% 186,471 +5.6% 0% $1,560,762
Matisse Capital 0.87% 145,866 -2.7% 0.55% $1,220,898
Private Advisor Group, LLC 0.86% 145,251 -0.47% 0.01% $1,215,751
STEPHENS INC /AR/ 0.8% 135,311 +0.29% 0.01% $1,132,553
LPL Financial LLC 0.79% 133,582 -11% 0% $1,118,085
Alexander Randolph Advisory, Inc. 0.65% 109,562 -14% 0.76% $917,034
GUGGENHEIM CAPITAL LLC 0.56% 94,542 -62% 0.01% $791,316
RAYMOND JAMES FINANCIAL INC 0.46% 78,181 +2.3% 0% $654,380
ENVESTNET ASSET MANAGEMENT INC 0.43% 72,927 +55% 0% $610,398
ROYAL BANK OF CANADA 0.4% 66,845 +1.6% 0% $559,000
Rareview Capital LLC 0.33% 55,876 +85% 0.3% $464,330
Cetera Investment Advisers 0.31% 51,819 +14% 0% $433,729
AMERIPRISE FINANCIAL INC 0.29% 49,454 +123% 0% $413,933
NewEdge Advisors, LLC 0.27% 45,000 -4.5% 0% $376,650
UBS Group AG 0.2% 34,034 -20% 0% $284,865
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.19% 32,522 -25% 0% $272,209
Apollon Wealth Management, LLC 0.19% 31,483 +11% 0% $263,513
AlphaCore Capital LLC 0.18% 31,000 0% 0.01% $259,470

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 7,520,681 $62,944,269 +$1,632,966 $8.37 45
2025 Q3 7,308,124 $63,449,675 +$1,090,668 $8.68 43
2025 Q2 7,186,366 $59,749,487 +$1,667,329 $8.31 44
2025 Q1 6,962,146 $58,226,051 -$329,649 $8.35 38
2024 Q4 7,054,711 $56,461,027 -$785,480 $8.00 41
2024 Q3 7,143,751 $63,156,824 -$1,956,330 $8.84 42
2024 Q2 7,366,734 $60,859,302 -$234,931 $8.26 39
2024 Q1 7,372,181 $62,527,371 +$2,525,086 $8.48 40
2023 Q4 7,076,879 $59,119,439 -$4,778,098 $8.36 39
2023 Q3 7,022,813 $52,734,087 -$878,088 $7.51 39
2023 Q2 7,124,659 $57,319,201 -$3,687 $8.04 35
2023 Q1 7,126,294 $56,702,954 -$3,894,932 $7.96 38
2022 Q4 7,613,826 $863,644,623 -$6,084 $8.15 38
2022 Q3 7,625,038 $58,102,097 -$1,638,812 $7.62 38
2022 Q2 7,826,339 $65,903,000 +$14,666,891 $8.42 35
2022 Q1 8,127,614 $82,220,000 -$786,381 $10.12 40
2021 Q4 8,169,834 $95,666,000 -$11,015,058 $11.71 41
2021 Q3 8,327,335 $104,284,000 -$1,605,034 $12.52 38
2021 Q2 8,464,468 $106,739,000 -$1,348,251 $12.61 46
2021 Q1 8,583,452 $103,528,000 +$8,666,539 $12.06 46
2020 Q4 7,853,816 $98,096,000 +$588,400 $12.49 43
2020 Q3 7,763,061 $89,296,000 -$31,243,322 $11.51 42
2020 Q2 10,476,001 $121,021,000 +$2,845,492 $11.54 39
2020 Q1 10,258,636 $108,183,000 -$2,517,663 $10.54 39
2019 Q4 10,417,610 $131,562,000 +$7,272,371 $12.63 45
2019 Q3 9,837,645 $119,104,000 +$4,280,017 $12.10 44
2019 Q2 9,493,750 $111,468,000 +$5,509,342 $11.74 45
2019 Q1 9,276,416 $103,868,000 +$5,987,432 $11.14 46
2018 Q4 9,369,378 $97,471,000 +$9,298,541 $10.38 43
2018 Q3 7,971,095 $86,983,000 -$2,721,534 $10.92 44
2018 Q2 8,250,028 $94,116,000 +$3,506,997 $11.40 51
2018 Q1 7,942,805 $102,378,000 +$100,178,414 $12.89 42
2017 Q4 170,642 $2,179,000 +$2,179,000 $12.77 3