Brandywineglobal Global IncoBWG
13F holders, Q1 2025 (March 31)40holders −1
6new positions
6sold out
$8.37avg. 13F price*
At the end of Q1 2025, 40 institutions reported holding Brandywineglobal Global Inco (BWG) in their 13F filings, down 1 from Q4 2024. 6 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($17.3M), Allspring Global Investments Holdings, LLC ($9.2M) and Pathstone Holdings, LLC ($7.3M).
- Company
- Brandywineglobal Global Inco
- CUSIP
- 10537L104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $497K |
| Exits | 6 | $2.6M |
All 13F filers, Q4 2024 → Q1 2025: 348,524 shares bought and 420,993 shares sold, net −72,469 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Morgan Stanley | 0.00% | Add +8.1% | 2,076,656 | $17.3M |
| Allspring Global Investments Holdings, LLC | 0.02% | No change | 1,103,139 | $9.2M |
| Pathstone Holdings, LLC | 0.03% | Add +3.4% | 865,924 | $7.3M |
| Wells Fargo & Company | 0.00% | Add +1.7% | 496,508 | $4.1M |
| Bank of America Corp. | 0.00% | Reduce -3.6% | 378,431 | $3.2M |
| Guggenheim Capital LLC | 0.03% | Add +4.5% | 340,380 | $2.8M |
| Shaker Financial Services, LLC | 0.82% | Add +10.4% | 248,860 | $2.1M |
| LPL Financial LLC | 0.00% | Reduce -4.2% | 177,896 | $1.5M |
| Matisse Capital | 0.66% | No change | 149,900 | $1.3M |
| Stephens Inc. | 0.02% | Reduce -1.2% | 145,322 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +7.8% | 130,750 | $1.1M |
| Alexander Randolph Advisory, Inc. | 1.05% | Add +10.6% | 128,200 | $1.1M |
| Invesco Ltd. | 0.00% | Add +9.5% | 121,670 | $1.0M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -27.6% | 103,847 | $867K |
| Royal Bank of Canada | 0.00% | Add +7.0% | 87,667 | $732K |
| Raymond James Financial Inc. | 0.00% | Add +0.3% | 75,594 | $631K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.9% | 49,900 | $417K |
| UBS Group AG | 0.00% | Reduce -7.2% | 46,326 | $387K |
| AlphaCore Capital LLC | 0.02% | New | 31,000 | $259K |
| PFG Investments, LLC | 0.02% | Add +152.4% | 29,900 | $250K |
| Apollon Wealth Management, LLC | 0.00% | No change | 26,705 | $223K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.6% | 25,616 | $214K |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.7% | 23,472 | $196K |
| Cetera Investment Advisers | 0.00% | Reduce -40.6% | 20,625 | $172K |
| Osaic Holdings, Inc. | 0.00% | Add +55.6% | 16,119 | $135K |
| Susquehanna International Group, LLP | 0.00% | Reduce -9.1% | 15,410 | $129K |
| Oppenheimer & Co. Inc. | 0.00% | New | 13,603 | $114K |
| HighTower Advisors, LLC | 0.00% | Reduce -25.3% | 13,306 | $111K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 6,452 | $54K |
| Elequin Capital, LP | 0.01% | New | 4,231 | $35K |
| Geneos Wealth Management Inc. | 0.00% | New | 522 | $32K |
| Comerica Bank | 0.00% | Add +1.7% | 2,472 | $21K |
| WPG Advisers, LLC | 0.01% | Add +122.8% | 1,856 | $15K |
| Financial Perspectives, Inc | 0.00% | Add +1.9% | 1,147 | $10K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 824 | $7K |
| Cwm, LLC | 0.00% | No change | 671 | $6K |
| Private Trust Co. NA | 0.00% | No change | 703 | $6K |
| Larson Financial Group LLC | 0.00% | No change | 665 | $6K |
| Curio Wealth, LLC | 0.00% | Reduce -99.8% | 1 | $5K |
| FNY Investment Advisers, LLC | 0.00% | New | 400 | $3K |
"% of holder's portfolio" is BWG's weight in each manager's 13F, not the share of Brandywineglobal Global Inco the manager owns.