BWG
BrandywineGLOBAL Global Income Opportunities Fund Inc.
1W: -2.5%
1M: -9.0%
3M: -12.5%
YTD: -15.8%
1Y: -19.6%
3Y: +20.6%
5Y: -9.3%
$6.89
-0.04 (-0.58%)
Weekly Expected Move ±1.5%
$7
$7
$7
$7
$7
Institutional Ownership — BWG
58
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
60M
Total Invested
6
New Positions
20
Increased
19
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (59 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,771,328 | 12M | +10,587 | +0.6% | 34Q | SEC ↗ |
| 2 | Pathstone Holdings, LLC | 1,591,786 | 11M | -80,231 | -4.8% | 11Q | SEC ↗ |
| 3 | Allspring Global Investments Holdings, | 740,410 | 5M | — | +0.0% | 19Q | SEC ↗ |
| 4 | Shaker Financial Services, LLC | 473,763 | 3M | +77,768 | +19.6% | 14Q | SEC ↗ |
| 5 | WELLS FARGO & COMPANY/MN | 368,056 | 3M | -100,519 | -21.5% | 34Q | SEC ↗ |
| 6 | Advisors Asset Management, Inc. | 333,628 | 2M | -2,247 | -0.7% | 10Q | SEC ↗ |
| 7 | BANK OF AMERICA CORP /DE | 307,360 | 2M | +20,544 | +7.2% | 15Q | SEC ↗ |
| 8 | GUGGENHEIM CAPITAL LLC | 298,799 | 2M | +264,733 | +777.1% | 34Q | SEC ↗ |
| 9 | Rareview Capital LLC | 179,226 | 1M | +64,914 | +56.8% | 5Q | SEC ↗ |
| 10 | LPL Financial LLC | 164,229 | 1M | +18,669 | +12.8% | 30Q | SEC ↗ |
| 11 | Invesco Ltd. | 161,123 | 1M | -28,073 | -14.8% | 12Q | SEC ↗ |
| 12 | STEPHENS INC /AR | 158,573 | 1M | +45 | +0.0% | 16Q | SEC ↗ |
| 13 | Matisse Capital | 145,866 | 1M | — | +0.0% | 23Q | SEC ↗ |
| 14 | WOLVERINE ASSET MANAGEMENT LLC | 126,799 | 874K | +8,769 | +7.4% | 2Q | SEC ↗ |
| 15 | ROYAL BANK OF CANADA | 99,956 | 689K | +18,875 | +23.3% | 34Q | SEC ↗ |
| 16 | RAYMOND JAMES FINANCIAL INC | 91,056 | 627K | +2,857 | +3.2% | 7Q | SEC ↗ |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 88,569 | 610K | +27,391 | +44.8% | 4Q | SEC ↗ |
| 18 | ECLECTIC ASSOCIATES INC /ADV | 44,441 | 306K | +3,511 | +8.6% | 3Q | SEC ↗ |
| 19 | NewEdge Advisors, LLC | 40,300 | 278K | -3,800 | -8.6% | 19Q | SEC ↗ |
| 20 | OSAIC HOLDINGS, INC. | 39,415 | 272K | +20,534 | +108.8% | 26Q | SEC ↗ |
| 21 | Apollon Wealth Management, LLC | 31,483 | 217K | — | +0.0% | 7Q | SEC ↗ |
| 22 | Closed-End Fund Advisors, Inc. | 30,008 | 207K | +7,607 | +34.0% | 3Q | SEC ↗ |
| 23 | AMERIPRISE FINANCIAL INC | 29,390 | 202K | +5,149 | +21.2% | 16Q | SEC ↗ |
| 24 | AlphaCore Capital LLC | 29,000 | 200K | -2,000 | -6.5% | 6Q | SEC ↗ |
| 25 | Logan Stone Capital, LLC | 22,825 | 157K | -20,172 | -46.9% | 2Q | SEC ↗ |
| 26 | COMMONWEALTH EQUITY SERVICES, LLC | 20,207 | 139K | +459 | +2.3% | 29Q | SEC ↗ |
| 27 | UBS Group AG | 19,366 | 133K | +6,375 | +49.1% | 34Q | SEC ↗ |
| 28 | Van Diest Capital, LLC | 19,187 | 132K | +2,363 | +14.0% | 2Q | SEC ↗ |
| 29 | Cerity Partners LLC | 19,133 | 132K | — | +0.0% | 5Q | SEC ↗ |
| 30 | Cetera Investment Advisers | 18,373 | 127K | +5 | +0.0% | 23Q | SEC ↗ |
| 31 | Virtu Financial LLC NEW | 16,180 | 111K | — | +0.0% | 1Q | SEC ↗ |
| 32 | EVOLVE PRIVATE WEALTH, LLC | 15,885 | 109K | -977 | -5.8% | 3Q | SEC ↗ |
| 33 | FLAX POND CAPITAL, LLC | 15,000 | 103K | — | +0.0% | 3Q | SEC ↗ |
| 34 | OPPENHEIMER & CO INC | 14,266 | 98K | — | +0.0% | 6Q | SEC ↗ |
| 35 | XTX Topco Ltd NEW | 12,479 | 86K | — | +0.0% | 1Q | SEC ↗ |
| 36 | PFG Investments, LLC | 12,364 | 85K | +96 | +0.8% | 10Q | SEC ↗ |
| 37 | JANE STREET GROUP, LLC NEW | 12,269 | 85K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Global Retirement Partners, LLC NEW | 8,272 | 57K | — | +0.0% | 1Q | SEC ↗ |
| 39 | Pinnacle Wealth Planning Services, Inc | 2,404 | 17K | — | +0.0% | 3Q | SEC ↗ |
| 40 | FIFTH THIRD BANCORP | 1,950 | 13K | -41 | -2.1% | 2Q | SEC ↗ |
| 41 | WPG Advisers, LLC | 1,499 | 10K | -3 | -0.2% | 7Q | SEC ↗ |
| 42 | MERCER GLOBAL ADVISORS INC /ADV NEW | 998 | 7K | — | +0.0% | 1Q | SEC ↗ |
| 43 | WHITTIER TRUST CO OF NEVADA INC | 863 | 6K | — | +0.0% | 2Q | SEC ↗ |
| 44 | PRIVATE TRUST CO NA | 703 | 5K | — | +0.0% | 17Q | SEC ↗ |
| 45 | Larson Financial Group LLC | 665 | 5K | — | +0.0% | 16Q | SEC ↗ |
| 46 | HIGHLINE WEALTH PARTNERS LLC | 330 | 2K | — | +0.0% | 4Q | SEC ↗ |
| 47 | Rockefeller Capital Management L.P. | 316 | 2K | — | +0.0% | 4Q | SEC ↗ |
| 48 | BLUE BELL PRIVATE WEALTH MANAGEMENT, L | 266 | 2K | — | +0.0% | 5Q | SEC ↗ |
| 49 | Farther Finance Advisors, LLC NEW | 113 | 1K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Steward Partners Investment Advisory, | 0 | 0K | -1,000 | -100.0% | 5Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| Virtu Financial LLC | 16,180 | 111K |
| XTX Topco Ltd | 12,479 | 86K |
| JANE STREET GROUP, LLC | 12,269 | 85K |
| Global Retirement Partners, LLC | 8,272 | 57K |
| MERCER GLOBAL ADVISORS INC /ADV | 998 | 7K |
| Farther Finance Advisors, LLC | 113 | 1K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Private Advisor Group, LLC | 167,744 | 1M |
| Alexander Randolph Advisory, Inc. | 41,529 | 286K |
| Integrity Advisory Solutions, LLC | 12,618 | 87K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 12,390 | 85K |
| HighTower Advisors, LLC | 10,538 | 73K |
| Hamrick Investment Counsel, llc | 2,000 | 14K |
| Advisory Services Network, LLC | 1,169 | 8K |
| Steward Partners Investment Advisor | 1,000 | 7K |
| Osbon Capital Management LLC | 323 | 2K |
| Root Financial Partners, LLC | 320 | 2K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | +264,733 | +777.1% | 298,799 |
| Shaker Financial Services, LLC | +77,768 | +19.6% | 473,763 |
| Rareview Capital LLC | +64,914 | +56.8% | 179,226 |
| ENVESTNET ASSET MANAGEMENT INC | +27,391 | +44.8% | 88,569 |
| BANK OF AMERICA CORP /DE | +20,544 | +7.2% | 307,360 |
| OSAIC HOLDINGS, INC. | +20,534 | +108.8% | 39,415 |
| ROYAL BANK OF CANADA | +18,875 | +23.3% | 99,956 |
| LPL Financial LLC | +18,669 | +12.8% | 164,229 |
| MORGAN STANLEY | +10,587 | +0.6% | 1,771,328 |
| WOLVERINE ASSET MANAGEMENT LLC | +8,769 | +7.4% | 126,799 |
| Closed-End Fund Advisors, Inc. | +7,607 | +34.0% | 30,008 |
| UBS Group AG | +6,375 | +49.1% | 19,366 |
| AMERIPRISE FINANCIAL INC | +5,149 | +21.2% | 29,390 |
| ECLECTIC ASSOCIATES INC /ADV | +3,511 | +8.6% | 44,441 |
| RAYMOND JAMES FINANCIAL INC | +2,857 | +3.2% | 91,056 |
| Van Diest Capital, LLC | +2,363 | +14.0% | 19,187 |
| COMMONWEALTH EQUITY SERVICES, LLC | +459 | +2.3% | 20,207 |
| PFG Investments, LLC | +96 | +0.8% | 12,364 |
| STEPHENS INC /AR | +45 | +0.0% | 158,573 |
| Cetera Investment Advisers | +5 | +0.0% | 18,373 |
Biggest Decreases (10)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | -100,519 | -21.5% | 368,056 |
| Pathstone Holdings, LLC | -80,231 | -4.8% | 1,591,786 |
| Invesco Ltd. | -28,073 | -14.8% | 161,123 |
| Logan Stone Capital, LLC | -20,172 | -46.9% | 22,825 |
| NewEdge Advisors, LLC | -3,800 | -8.6% | 40,300 |
| Advisors Asset Management, Inc. | -2,247 | -0.7% | 333,628 |
| AlphaCore Capital LLC | -2,000 | -6.5% | 29,000 |
| EVOLVE PRIVATE WEALTH, LLC | -977 | -5.8% | 15,885 |
| FIFTH THIRD BANCORP | -41 | -2.1% | 1,950 |
| WPG Advisers, LLC | -3 | -0.2% | 1,499 |