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 | 05/15/2026 | 1.76 M | $13.50 M | -1.33% | 10.49% |
| PATHSTONE HOLDINGS, LLC | 05/11/2026 | 1.67 M | $12.82 M | 0.11% | 9.96% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 740.41 K | $5.68 M | 0.00% | 4.41% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 468.58 K | $3.59 M | -5.56% | 2.79% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 396.00 K | $3.04 M | 28.45% | 2.36% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 335.88 K | $2.58 M | -24.88% | 2.00% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 286.82 K | $2.20 M | -24.50% | 1.71% |
| INVESCO LTD. | 05/12/2026 | 189.20 K | $1.45 M | 1.46% | 1.13% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 167.74 K | $1.29 M | 15.49% | 1.00% |
| STEPHENS INC /AR/ | 04/28/2026 | 158.53 K | $1.22 M | 17.16% | 0.94% |
| MATISSE CAPITAL | 05/08/2026 | 145.87 K | $1.12 M | 0.00% | 0.87% |
| LPL FINANCIAL LLC | 05/06/2026 | 145.56 K | $1.12 M | 8.97% | 0.87% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 118.03 K | $905.29 K | 100.00% | 0.70% |
| RAREVIEW CAPITAL LLC | 04/27/2026 | 114.31 K | $949.93 K | 104.58% | 0.68% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 88.20 K | $676.49 K | 12.81% | 0.53% |
| ROYAL BANK OF CANADA | 05/15/2026 | 81.08 K | $622.00 K | 21.30% | 0.48% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 61.18 K | $469.23 K | -16.11% | 0.36% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 44.10 K | $338.25 K | -2.00% | 0.26% |
| LOGAN STONE CAPITAL, LLC | 05/15/2026 | 43.00 K | $329.79 K | 100.00% | 0.26% |
| ALEXANDER RANDOLPH ADVISORY, INC. | 05/07/2026 | 41.53 K | $318.53 K | -62.10% | 0.25% |
| ECLECTIC ASSOCIATES INC /ADV | 04/08/2026 | 40.93 K | $313.93 K | 49.16% | 0.24% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 34.07 K | $261.29 K | -63.97% | 0.20% |
| APOLLON WEALTH MANAGEMENT, LLC | 04/22/2026 | 31.48 K | $241.48 K | 0.00% | 0.19% |
| ALPHACORE CAPITAL LLC | 05/15/2026 | 31.00 K | $237.77 K | 0.00% | 0.18% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 24.24 K | $185.93 K | -50.98% | 0.14% |
| 05/11/2026 | 22.40 K | $171.82 K | 8.82% | 0.13% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 19.75 K | $151.47 K | 0.58% | 0.12% |
| CERITY PARTNERS LLC | 05/15/2026 | 19.13 K | $146.75 K | 0.00% | 0.11% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 18.88 K | $144.82 K | -6.49% | 0.11% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 18.37 K | $140.89 K | -64.55% | 0.11% |
| 04/16/2026 | 16.86 K | $129.33 K | -0.28% | 0.10% | |
| 05/15/2026 | 16.82 K | $129.04 K | 100.00% | 0.10% | |
| 05/19/2026 | 15.00 K | $115.05 K | -16.67% | 0.09% | |
| OPPENHEIMER & CO INC | 04/24/2026 | 14.27 K | $109.42 K | 0.00% | 0.09% |
| UBS GROUP AG | 05/05/2026 | 12.99 K | $99.64 K | -61.83% | 0.08% |
| 05/11/2026 | 12.62 K | $96.78 K | 14.57% | 0.08% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 12.39 K | $95.03 K | -61.90% | 0.07% |
| PFG INVESTMENTS, LLC | 04/27/2026 | 12.27 K | $94.10 K | 0.75% | 0.07% |
| PINNACLE WEALTH PLANNING SERVICES, INC. | 05/11/2026 | 2.40 K | $18.44 K | -22.75% | 0.01% |
| 05/11/2026 | 2.00 K | $15.34 K | 100.00% | 0.01% | |
| FIFTH THIRD BANCORP | 05/01/2026 | 1.99 K | $15.27 K | 100.00% | 0.01% |
| WPG ADVISERS, LLC | 04/30/2026 | 1.50 K | $11.52 K | 8.53% | 0.01% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 1.17 K | $8.97 K | 100.00% | 0.01% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 1.00 K | $7.67 K | -77.26% | 0.01% |
| WHITTIER TRUST CO OF NEVADA INC | 04/28/2026 | 863 | $6.71 K | 100.00% | 0.01% |
| PRIVATE TRUST CO NA | 04/30/2026 | 703 | $5.39 K | 0.00% | 0.00% |
| LARSON FINANCIAL GROUP LLC | 05/15/2026 | 665 | $5.10 K | 0.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 04/06/2026 | 330 | $2.53 K | 0.00% | 0.00% |
| OSBON CAPITAL MANAGEMENT LLC | 05/15/2026 | 323 | $2.48 K | 100.00% | 0.00% |
| ROOT FINANCIAL PARTNERS, LLC | 04/24/2026 | 320 | $2.45 K | 100.00% | 0.00% |
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BrandywineGLOBAL - Global Income Opportunities Fund Inc institutional Ownership - FAQ's
During the previous two years, 61 institutional investors and hedge funds held shares of BrandywineGLOBAL - Global Income Opportunities Fund Inc. The most heavily invested institutionals were:
MORGAN STANLEY: 1.76 M
Pathstone Holdings, LLC: 1.67 M
Allspring Global Investments Holdings, LLC: 740,410
WELLS FARGO & COMPANY/MN: 468,575
Shaker Financial Services, LLC: 395,995
Advisors Asset Management, Inc.: 335,875
44.34% of BrandywineGLOBAL - Global Income Opportunities Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 10.58 M shares in the last 24 months. This purchase volume represents approximately $83.08 M in transactions.