BrandywineGLOBAL - Global Income Opportunities Fund Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 1.77 M | $14.06 M | 0.60% | 10.55% |
| PATHSTONE HOLDINGS, LLC | 08/13/2026 | 1.59 M | $12.64 M | -4.80% | 9.48% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 740.41 K | $5.88 M | 0.00% | 4.41% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 473.76 K | $3.76 M | 19.64% | 2.82% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 368.06 K | $2.92 M | -21.45% | 2.19% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 333.63 K | $2.65 M | -0.67% | 1.99% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 307.36 K | $2.44 M | 7.16% | 1.83% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 298.80 K | $2.37 M | 777.12% | 1.78% |
| RAREVIEW CAPITAL LLC | 07/23/2026 | 179.23 K | $1.49 M | 56.79% | 1.07% |
| LPL FINANCIAL LLC | 08/07/2026 | 164.23 K | $1.30 M | 12.83% | 0.98% |
| INVESCO LTD. | 08/14/2026 | 161.12 K | $1.28 M | -14.84% | 0.96% |
| STEPHENS INC /AR/ | 07/29/2026 | 158.57 K | $1.26 M | 0.03% | 0.94% |
| MATISSE CAPITAL | 08/12/2026 | 145.87 K | $1.16 M | 0.00% | 0.87% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 126.80 K | $1.01 M | 7.43% | 0.76% |
| ROYAL BANK OF CANADA | 08/14/2026 | 99.96 K | $794.00 K | 23.28% | 0.60% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 91.06 K | $722.99 K | 3.24% | 0.54% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 88.57 K | $703.24 K | 44.77% | 0.53% |
| ECLECTIC ASSOCIATES INC /ADV | 07/07/2026 | 44.44 K | $352.86 K | 8.58% | 0.26% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 40.30 K | $319.98 K | -8.62% | 0.24% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 39.42 K | $312.94 K | 108.75% | 0.23% |
| APOLLON WEALTH MANAGEMENT, LLC | 07/23/2026 | 31.48 K | $249.98 K | 0.00% | 0.19% |
| CLOSED-END FUND ADVISORS, INC. | 07/27/2026 | 30.01 K | $238.26 K | 33.96% | 0.18% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 29.39 K | $233.36 K | 21.24% | 0.18% |
| ALPHACORE CAPITAL LLC | 08/06/2026 | 29.00 K | $230.26 K | -6.45% | 0.17% |
| LOGAN STONE CAPITAL, LLC | 08/14/2026 | 22.83 K | $181.23 K | -46.91% | 0.14% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 20.21 K | $160.44 K | 2.32% | 0.12% |
| UBS GROUP AG | 08/13/2026 | 19.37 K | $153.77 K | 49.07% | 0.12% |
| VAN DIEST CAPITAL, LLC | 08/04/2026 | 19.19 K | $152.35 K | 14.05% | 0.11% |
| CERITY PARTNERS LLC | 08/14/2026 | 19.13 K | $151.92 K | 0.00% | 0.11% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 18.37 K | $145.88 K | 0.03% | 0.11% |
| VIRTU FINANCIAL LLC | 08/13/2026 | 16.18 K | $128.00 K | 100.00% | 0.10% |
| EVOLVE PRIVATE WEALTH, LLC | 08/12/2026 | 15.89 K | $126.13 K | -5.79% | 0.09% |
| FLAX POND CAPITAL, LLC | 08/14/2026 | 15.00 K | $119.10 K | 0.00% | 0.09% |
| OPPENHEIMER & CO INC | 08/03/2026 | 14.27 K | $113.27 K | 0.00% | 0.09% |
| XTX TOPCO LTD | 08/14/2026 | 12.48 K | $99.08 K | 100.00% | 0.07% |
| PFG INVESTMENTS, LLC | 07/23/2026 | 12.36 K | $98.17 K | 0.78% | 0.07% |
| JANE STREET GROUP, LLC | 08/14/2026 | 12.27 K | $97.42 K | 100.00% | 0.07% |
| GLOBAL RETIREMENT PARTNERS, LLC | 08/06/2026 | 8.27 K | $65.68 K | 100.00% | 0.05% |
| PINNACLE WEALTH PLANNING SERVICES, INC. | 08/07/2026 | 2.40 K | $19.09 K | 0.00% | 0.01% |
| FIFTH THIRD BANCORP | 08/05/2026 | 1.95 K | $15.48 K | -2.06% | 0.01% |
| WPG ADVISERS, LLC | 08/06/2026 | 1.50 K | $11.90 K | -0.20% | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 998 | $7.92 K | 100.00% | 0.01% |
| WHITTIER TRUST CO OF NEVADA INC | 07/28/2026 | 863 | $6.78 K | 0.00% | 0.01% |
| PRIVATE TRUST CO NA | 07/28/2026 | 703 | $5.58 K | 0.00% | 0.00% |
| LARSON FINANCIAL GROUP LLC | 08/14/2026 | 665 | $5.28 K | 0.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 07/15/2026 | 330 | $2.62 K | 0.00% | 0.00% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 316 | $2.51 K | 0.00% | 0.00% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 266 | $2.11 K | 0.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 113 | $897 | 100.00% | 0.00% |
| ALEXANDER RANDOLPH ADVISORY, INC. | 08/05/2026 | 0 | $0 | -100.00% | 0.00% |
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BrandywineGLOBAL - Global Income Opportunities Fund Inc institutional Ownership - FAQ's
During the previous two years, 71 institutional investors and hedge funds held shares of BrandywineGLOBAL - Global Income Opportunities Fund Inc. The most heavily invested institutionals were:
MORGAN STANLEY: 1.77 M
Pathstone Holdings, LLC: 1.59 M
Allspring Global Investments Holdings, LLC: 740,410
Shaker Financial Services, LLC: 473,763
WELLS FARGO & COMPANY/MN: 368,056
Advisors Asset Management, Inc.: 333,628
45.14% of BrandywineGLOBAL - Global Income Opportunities Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 10.80 M shares in the last 24 months. This purchase volume represents approximately $84.75 M in transactions.