Brandywineglobal Global IncoBWG
13F holders, Q4 2024 (December 31)41holders −1
3new positions
6sold out
$8.00avg. 13F price*
At the end of Q4 2024, 41 institutions reported holding Brandywineglobal Global Inco (BWG) in their 13F filings, down 1 from Q3 2024. 3 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($15.4M), Allspring Global Investments Holdings, LLC ($8.8M) and Pathstone Holdings, LLC ($6.7M).
- Company
- Brandywineglobal Global Inco
- CUSIP
- 10537L104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $358K |
| Exits | 6 | $432K |
All 13F filers, Q3 2024 → Q4 2024: 303,816 shares bought and 397,168 shares sold, net −93,352 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| Morgan Stanley | 0.00% | Reduce -3.6% | 1,921,860 | $15.4M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -0.7% | 1,103,139 | $8.8M |
| Pathstone Holdings, LLC | 0.03% | Add +15.4% | 837,698 | $6.7M |
| Wells Fargo & Company | 0.00% | Reduce -14.3% | 488,189 | $3.9M |
| Bank of America Corp. | 0.00% | Reduce -4.8% | 392,393 | $3.1M |
| Guggenheim Capital LLC | 0.02% | Add +36.5% | 325,871 | $2.6M |
| Rivernorth Capital Management, LLC | 0.10% | Reduce -26.3% | 254,101 | $2.0M |
| Shaker Financial Services, LLC | 0.69% | Reduce -13.4% | 225,387 | $1.8M |
| LPL Financial LLC | 0.00% | Add +17.1% | 185,714 | $1.5M |
| Matisse Capital | 0.61% | No change | 149,900 | $1.2M |
| Stephens Inc. | 0.02% | Reduce -4.8% | 147,108 | $1.2M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -0.7% | 143,476 | $1.1M |
| Private Advisor Group, LLC | 0.01% | No change | 121,350 | $971K |
| Alexander Randolph Advisory, Inc. | 0.86% | Add +2.7% | 115,954 | $928K |
| Invesco Ltd. | 0.00% | Add +8.0% | 111,145 | $889K |
| Royal Bank of Canada | 0.00% | Reduce -4.3% | 81,939 | $655K |
| Raymond James Financial Inc. | 0.00% | — | 75,399 | $603K |
| NewEdge Advisors, LLC | 0.00% | Reduce -10.8% | 51,400 | $411K |
| UBS Group AG | 0.00% | Add +24.6% | 49,924 | $399K |
| Envestnet Asset Management Inc. | 0.00% | Add +14.0% | 39,268 | $314K |
| Cetera Investment Advisers | 0.00% | Reduce -17.5% | 34,740 | $278K |
| Commonwealth Equity Services, LLC | 0.00% | Add +30.1% | 28,664 | $229K |
| Apollon Wealth Management, LLC | 0.00% | New | 26,705 | $214K |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.9% | 24,374 | $195K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 21,077 | $169K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -14.2% | 18,020 | $149K |
| HighTower Advisors, LLC | 0.00% | Reduce -12.1% | 17,817 | $143K |
| Susquehanna International Group, LLP | 0.00% | New | 16,947 | $136K |
| PFG Investments, LLC | 0.01% | Add +0.9% | 11,848 | $95K |
| Osaic Holdings, Inc. | 0.00% | Add +5.3% | 10,357 | $83K |
| Avior Wealth Management, LLC | 0.00% | Reduce -2.6% | 8,604 | $69K |
| Wolverine Asset Management LLC | 0.00% | Reduce -51.8% | 7,427 | $59K |
| Comerica Bank | 0.00% | Add +1.0% | 2,431 | $19K |
| Financial Perspectives, Inc | 0.00% | New | 1,126 | $9K |
| WPG Advisers, LLC | 0.01% | — | 833 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 824 | $7K |
| Private Trust Co. NA | 0.00% | No change | 703 | $6K |
| Larson Financial Group LLC | 0.00% | No change | 665 | $5K |
| Bessemer Group Inc. | 0.00% | Add +1.2% | 575 | $5K |
| Cwm, LLC | 0.00% | No change | 671 | $5K |
| Curio Wealth, LLC | 0.00% | — | 593 | $5K |
"% of holder's portfolio" is BWG's weight in each manager's 13F, not the share of Brandywineglobal Global Inco the manager owns.