BRANDYWINEGLOBAL GLOBAL INCO (BWG) Institutional Ownership Changes & 13F Activity

BRANDYWINEGLOBAL GLOBAL INCO (BWG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Guggenheim Capital Llc, Invesco Ltd., Wells Fargo & Company/Mn, Rareview Capital Llc, and Ameriprise Financial Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Invesco Ltd.Buy+161,123161,123$1.28MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-100,519-21.5%368,056$2.92MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+29,39029,390$233.35KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+20,544+7.2%307,360$2.44MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+20,534+108.8%39,415$312.94KQ2 2026Aug 14, 2026
Logan Stone Capital, LlcSell-20,172-46.9%22,825$181.23KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+18,875+23.3%99,956$794.00KQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+12,47912,479$99.08KQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+12,26912,269$97.42KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+2,857+3.2%91,056$722.99KQ2 2026Aug 14, 2026
Advisors Asset Management, Inc.Sell-2,247-0.7%333,628$2.65MQ2 2026Aug 14, 2026
Virtu Financial LlcBuy+16,18016,180$128.00KQ2 2026Aug 13, 2026
Morgan StanleyBuy+10,587+0.6%1,771,328$14.06MQ2 2026Aug 13, 2026
Ubs Group AgBuy+6,375+49.1%19,366$153.77KQ2 2026Aug 13, 2026
Guggenheim Capital LlcBuy+264,733+777.1%298,799$2.37MQ2 2026Aug 12, 2026
Newedge Advisors, LlcSell-3,800-8.6%40,300$319.98KQ2 2026Aug 12, 2026
Evolve Private Wealth, LlcSell-977-5.8%15,885$126.13KQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+5+0.0%18,373$145.88KQ2 2026Aug 12, 2026
Wolverine Asset Management LlcBuy+8,769+7.4%126,799$1.01MQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+18,669+12.8%164,229$1.30MQ2 2026Aug 07, 2026
Alphacore Capital LlcSell-2,000-6.5%29,000$230.26KQ2 2026Aug 06, 2026
Wpg Advisers, LlcSell-3-0.2%1,499$11.90KQ2 2026Aug 06, 2026
Fifth Third BancorpSell-41-2.1%1,950$15.48KQ2 2026Aug 05, 2026
Van Diest Capital, LlcBuy+2,363+14.0%19,187$152.35KQ2 2026Aug 04, 2026
Envestnet Asset Management IncBuy+27,391+44.8%88,569$703.24KQ2 2026Aug 03, 2026
Commonwealth Equity Services, LlcBuy+459+2.3%20,207$160.44KQ2 2026Jul 29, 2026
Stephens IncBuy+45+0.0%158,573$1.26MQ2 2026Jul 29, 2026
Closed-End Fund Advisors, Inc.Buy+7,607+34.0%30,008$238.26KQ2 2026Jul 27, 2026
Rareview Capital LlcBuy+64,914+56.8%179,226$1.49MQ2 2026Jul 23, 2026
Pfg Investments, LlcBuy+96+0.8%12,364$98.17KQ2 2026Jul 23, 2026
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Frequently asked questions about BWG activity

  • Which institutional owners are buying BWG?

    Institutional owners buying BWG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BWG activity?

    "Buy" means an investor increased their reported position in BWG compared to the prior reporting period. This reflects growing exposure to BRANDYWINEGLOBAL GLOBAL INCO (BWG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BWG increasing?

    Institutional interest in BWG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.