BrandywineGLOBAL-Global Income Opportunities Fund Inc - BWG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Private Advisor Group, LLC | History | Added to | 167,744 | 1,286 | 0.01% | 0.01% | 1 | +22,493 | 15.49% | Q1 2026 | Apr 24, 2026 |
| STEPHENS INC /AR/ | History | Added to | 158,528 | 1,215 | 0.02% | 0.01% | 2 | +23,217 | 17.16% | Q1 2026 | Apr 28, 2026 |
| Rareview Capital LLC | History | Added to | 114,312 | 949 | 0.56% | 0.3% | 3 | +58,436 | 104.58% | Q1 2026 | Apr 27, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 40,930 | 313 | 0.04% | 0.04% | 4 | +13,489 | 49.16% | Q1 2026 | Apr 08, 2026 |
| Apollon Wealth Management, LLC | History | No change | 31,483 | 241 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 19,748 | 151 | 0.0% | 0.0% | 6 | +113 | 0.58% | Q1 2026 | Apr 27, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 16,862 | 129 | 0.01% | 0.01% | 7 | -48 | -0.28% | Q1 2026 | Apr 16, 2026 |
| OPPENHEIMER & CO INC | History | No change | 14,266 | 109 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| PFG Investments, LLC | History | Added to | 12,268 | 94 | 0.0% | 0.0% | 9 | +91 | 0.75% | Q1 2026 | Apr 27, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 863 | 6 | 0.0% | — | 10 | +863 | New | Q1 2026 | Apr 28, 2026 |
| Root Financial Partners, LLC | History | New | 320 | 2 | 0.0% | — | 11 | +320 | New | Q1 2026 | Apr 24, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 330 | 2 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -1,784,426 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,670,131 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -740,410 | -100.0% | Q4 2025 | Jan 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -496,150 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Advisors Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -447,140 | -100.0% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -379,875 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Shaker Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.82% | — | -308,292 | -100.0% | Q4 2025 | Jan 26, 2026 |
| Invesco Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -186,471 | -100.0% | Q4 2025 | Feb 19, 2026 |
| Matisse Capital | History | Closed out | 0 | 0 | — | 0.54% | — | -145,866 | -100.0% | Q4 2025 | Jan 29, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -133,582 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Alexander Randolph Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.76% | — | -109,562 | -100.0% | Q4 2025 | Feb 05, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -94,542 | -100.0% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -78,181 | -100.0% | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -72,927 | -100.0% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -66,845 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -51,819 | -100.0% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -49,454 | -100.0% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45,000 | -100.0% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -34,034 | -100.0% | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -32,522 | -100.0% | Q4 2025 | Feb 17, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -31,000 | -100.0% | Q4 2025 | Feb 05, 2026 |
| Closed-End Fund Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -20,586 | -100.0% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -20,191 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,133 | -100.0% | Q4 2025 | Feb 11, 2026 |
| FLAX POND CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -18,000 | -100.0% | Q4 2025 | Mar 09, 2026 |
| Integrity Advisory Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,013 | -100.0% | Q4 2025 | Feb 09, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,538 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,016 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,397 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,112 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,900 | -100.0% | Q4 2025 | Mar 16, 2026 |
| COMERICA BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -2,034 | -100.0% | Q4 2025 | Jan 29, 2026 |
| WPG Advisers, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,384 | -100.0% | Q4 2025 | Jan 28, 2026 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -703 | -100.0% | Q4 2025 | Jan 26, 2026 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -665 | -100.0% | Q4 2025 | Feb 06, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -100 | -100.0% | Q4 2025 | Feb 09, 2026 |