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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 1,771,328 | 14,064 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 1,591,786 | 12,638 | 0.04% | 0.04% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 740,410 | 5,123 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 368,056 | 2,922 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | No change | 333,628 | 2,649 | 0.04% | 0.04% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Shaker Financial Services, LLC | History | Reduced | 373,225 | 2,582 | 0.85% | 1.18% | 6 | -100,538 | -21.22% | Q3 2026 | Oct 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 307,360 | 2,440 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 298,799 | 2,372 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Matisse Capital | History | Added to | 269,127 | 1,862 | 0.73% | 0.46% | 9 | +123,261 | 84.5% | Q3 2026 | Oct 29, 2026 |
| Rareview Capital LLC | History | Added to | 227,764 | 1,576 | 0.74% | 0.83% | 10 | +48,538 | 27.08% | Q3 2026 | Nov 05, 2026 |
| LPL Financial LLC | History | Added to | 200,389 | 1,386 | 0.0% | 0.0% | 11 | +36,160 | 22.02% | Q3 2026 | Nov 06, 2026 |
| Invesco Ltd. | History | No change | 161,123 | 1,279 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | No change | 158,573 | 1,259 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ROYAL BANK OF CANADA | History | No change | 99,956 | 794 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 91,056 | 722 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 88,569 | 703 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| NewEdge Advisors, LLC | History | No change | 40,300 | 319 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 39,415 | 312 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Reduced | 44,191 | 305 | 0.03% | 0.04% | 19 | -250 | -0.56% | Q3 2026 | Oct 08, 2026 |
| Closed-End Fund Advisors, Inc. | History | Added to | 37,183 | 257 | 0.27% | 0.23% | 20 | +7,175 | 23.91% | Q3 2026 | Nov 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 29,390 | 233 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 33,244 | 230 | 0.0% | 0.01% | 22 | -93,555 | -73.78% | Q3 2026 | Nov 02, 2026 |
| Apollon Wealth Management, LLC | History | No change | 31,483 | 217 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| AlphaCore Capital LLC | History | No change | 29,000 | 200 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Logan Stone Capital, LLC | History | No change | 22,825 | 181 | 0.04% | 0.04% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 19,366 | 153 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Van Diest Capital, LLC | History | No change | 19,187 | 152 | 0.14% | 0.14% | 27 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cerity Partners LLC | History | No change | 19,133 | 151 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 18,373 | 145 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 20,715 | 143 | 0.0% | 0.0% | 30 | +508 | 2.51% | Q3 2026 | Nov 02, 2026 |
| Virtu Financial LLC | History | No change | 16,180 | 128 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 15,885 | 126 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FLAX POND CAPITAL, LLC | History | No change | 15,000 | 115 | 0.09% | 0.09% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chicago Partners Investment Group LLC | History | New | 15,198 | 103 | 0.0% | — | 34 | +15,198 | New | Q3 2026 | Oct 26, 2026 |
| XTX Topco Ltd | History | No change | 12,479 | 99 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | No change | 14,266 | 98 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| PFG Investments, LLC | History | No change | 12,364 | 98 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JANE STREET GROUP, LLC | History | No change | 12,269 | 97 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 8,272 | 65 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Geneos Wealth Management Inc. | History | New | 2,860 | 19 | 0.0% | — | 40 | +2,860 | New | Q3 2026 | Nov 09, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 2,330 | 16 | 0.0% | 0.0% | 41 | -74 | -3.08% | Q3 2026 | Oct 27, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,944 | 13 | 0.0% | 0.0% | 42 | -6 | -0.31% | Q3 2026 | Nov 05, 2026 |
| WPG Advisers, LLC | History | Reduced | 1,452 | 10 | 0.01% | 0.01% | 43 | -47 | -3.14% | Q3 2026 | Oct 27, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 863 | 6 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRIVATE TRUST CO NA | History | No change | 703 | 4 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Larson Financial Group LLC | History | No change | 665 | 4 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 316 | 2 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 330 | 2 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 266 | 1 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -113 | -100.0% | Q3 2026 | Oct 08, 2026 |