Vault-13

BRANDYWINEGBL GBL INCM OPP F BWG

COM · Closed-End Fund · CUSIP 10537L104

52 institutional holders +6 vs Q4 2025
7,446,0717.4m shares reported held*
$57.2mreported value*
9 new 16 added 18 reduced 1 sold out net sold ≈ $654.0k (-85.3k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $7.68.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 42Q4 22: 40Q1 23: 40Q2 23: 36Q3 23: 40Q4 23: 40Q1 24: 41Q2 24: 40Q3 24: 43Q4 24: 42Q1 25: 41Q2 25: 46Q3 25: 44Q4 25: 46Q1 26: 5252Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202242
Q4 202240
Q1 202340
Q2 202336
Q3 202340
Q4 202340
Q1 202441
Q2 202440
Q3 202443
Q4 202442
Q1 202541
Q2 202546
Q3 202544
Q4 202546
Q1 202652

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q2 24: 13 bought or addedQ2 24: 22 cut or sold outQ3 24: 15 bought or addedQ3 24: 21 cut or sold outQ3 24Q4 24: 15 bought or addedQ4 24: 22 cut or sold outQ1 25: 21 bought or addedQ1 25: 18 cut or sold outQ1 25Q2 25: 25 bought or addedQ2 25: 16 cut or sold outQ3 25: 19 bought or addedQ3 25: 22 cut or sold outQ3 25Q4 25: 18 bought or addedQ4 25: 22 cut or sold outQ1 26: 25 bought or addedQ1 26: 19 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20241322
Q3 20241521
Q4 20241522
Q1 20252118
Q2 20252516
Q3 20251922
Q4 20251822
Q1 20262519

Biggest buyers

WOLVERINE ASSET MANAGEMENT LLC New +118,030+118.0k
Shaker Financial Services, LLC Added +87,703+87.7k
Rareview Capital LLC Added +58,436+58.4k
Logan Stone Capital, LLC New +42,997+43.0k
STEPHENS INC /AR/ Added +23,217+23.2k
Private Advisor Group, LLC Added +22,493+22.5k
Van Diest Capital, LLC New +16,824+16.8k
ROYAL BANK OF CANADA Added +14,236+14.2k
ECLECTIC ASSOCIATES INC /ADV Added +13,489+13.5k
LPL Financial LLC Added +11,978+12.0k

Biggest sellers

Advisors Asset Management, Inc. Reduced -112,966-113.0k
BANK OF AMERICA CORP /DE/ Reduced -93,059-93.1k
Alexander Randolph Advisory, Inc. Reduced -68,033-68.0k
GUGGENHEIM CAPITAL LLC Reduced -60,476-60.5k
Cetera Investment Advisers Reduced -33,451-33.5k
WELLS FARGO & COMPANY/MN Reduced -27,575-27.6k
AMERIPRISE FINANCIAL INC Reduced -25,213-25.2k
MORGAN STANLEY Reduced -23,685-23.7k
UBS Group AG Reduced -21,043-21.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -20,132-20.1k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
MORGAN STANLEY 13G · institution -1.1 pts · filed 2025-11-07 10.3% -1.1 pts 1.7m≈ $13.8m 2025-11-07

Insider purchases and sales in Q1 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q2 24: 0 buyingQ2 24: 0 sellingQ3 24: 0 buyingQ3 24: 0 sellingQ3 24Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 1 buyingQ2 25: 0 sellingQ3 25: 1 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20240—0——
Q3 20240—0——
Q4 20240—0——
Q1 20250—0——
Q2 20251$12.0k0——
Q3 20251$20.0k0——
Q4 20250—0——
Q1 20260—0——

None reported in Q1 2026.

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,760,7411.8m $13.5m $13.5m 0.00% Reduced -23.7k -23,685
2 Pathstone Holdings, LLC 0.05% of their portfolio ENGLEWOOD, NJ 1,672,0171.7m $12.8m $12.8m 0.05% Added +1.9k +1,886
3 Allspring Global Investments Holdings, LLC 0.01% of their portfolio CHARLOTTE, NC 740,410740.4k $5.7m $5.7m 0.01% Unchanged
4 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 468,575468.6k $3.6m $3.6m 0.00% Reduced -27.6k -27,575
5 Shaker Financial Services, LLC 1.06% of their portfolio Arlington, VA 395,995396.0k $3.0m $3.0m 1.06% Added +87.7k +87,703
6 Advisors Asset Management, Inc. 0.04% of their portfolio Monument, CO 335,875335.9k $2.6m $2.6m 0.04% Reduced -113.0k -112,966
7 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 286,816286.8k $2.2m $2.2m 0.00% Reduced -93.1k -93,059
8 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 189,196189.2k $1.5m $1.5m 0.00% Added +2.7k +2,725
9 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 167,744167.7k $1.3m $1.3m 0.01% Added +22.5k +22,493
10 STEPHENS INC /AR/ 0.02% of their portfolio LITTLE ROCK, AR 158,528158.5k $1.2m $1.2m 0.02% Added +23.2k +23,217
11 Matisse Capital 0.48% of their portfolio PORTLAND, OR 145,866145.9k $1.1m $1.1m 0.48% Unchanged
12 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 145,560145.6k $1.1m $1.1m 0.00% Added +12.0k +11,978
13 WOLVERINE ASSET MANAGEMENT LLC 0.01% of their portfolio CHICAGO, IL 118,030118.0k $905.3k $905.3k 0.01% New
14 Rareview Capital LLC 0.56% of their portfolio LAS VEGAS, NV 114,312114.3k $949.9k $949.9k 0.56% Added +58.4k +58,436
15 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 88,19988.2k $676.5k $676.5k 0.00% Added +10.0k +10,018
16 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 81,08181.1k $622.0k $622.0k 0.00% Added +14.2k +14,236
17 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 61,17861.2k $469.2k $469.2k 0.00% Reduced -11.7k -11,749
18 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 44,10044.1k $338.2k $338.2k 0.00% Reduced -900 -900
19 Logan Stone Capital, LLC 0.09% of their portfolio CHICAGO, IL 42,99743.0k $329.8k $329.8k 0.09% New
20 Alexander Randolph Advisory, Inc. 0.27% of their portfolio MCLEAN, VA 41,52941.5k $318.5k $318.5k 0.27% Reduced -68.0k -68,033
21 ECLECTIC ASSOCIATES INC /ADV 0.04% of their portfolio FULLERTON, CA 40,93040.9k $313.9k $313.9k 0.04% Added +13.5k +13,489
22 GUGGENHEIM CAPITAL LLC 0.00% of their portfolio CHICAGO, IL 34,06634.1k $261.3k $261.3k 0.00% Reduced -60.5k -60,476
23 Apollon Wealth Management, LLC 0.00% of their portfolio MOUNT PLEASANT, SC 31,48331.5k $241.5k $241.5k 0.00% Unchanged
24 AlphaCore Capital LLC 0.01% of their portfolio LA JOLLA, CA 31,00031.0k $237.8k $237.8k 0.01% Unchanged
25 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 24,24124.2k $185.9k $185.9k 0.00% Reduced -25.2k -25,213
26 Closed-End Fund Advisors, Inc. 0.17% of their portfolio RICHMOND, VA 22,40122.4k $171.8k $171.8k 0.17% Added +1.8k +1,815
27 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 19,74819.7k $151.5k $151.5k 0.00% Added +113 +113
28 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 19,13319.1k $146.8k $146.8k 0.00% Unchanged
29 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 18,88118.9k $144.8k $144.8k 0.00% Reduced -1.3k -1,310
30 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 18,36818.4k $140.9k $140.9k 0.00% Reduced -33.5k -33,451
31 EVOLVE PRIVATE WEALTH, LLC 0.01% of their portfolio LOS ANGELES, CA 16,86216.9k $129.3k $129.3k 0.01% Reduced -48 -48
32 Van Diest Capital, LLC 0.10% of their portfolio POLY CITY, IA 16,82416.8k $129.0k $129.0k 0.10% New
33 FLAX POND CAPITAL, LLC 0.09% of their portfolio MERION STATION, PA 15,00015.0k $115.0k $115.0k 0.09% Reduced -3.0k -3,000
34 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 14,26614.3k $109.4k $109.4k 0.00% Unchanged
35 UBS Group AG 0.00% of their portfolio ZURICH, V8 12,99113.0k $99.6k $99.6k 0.00% Reduced -21.0k -21,043
36 Integrity Advisory Solutions, LLC 0.01% of their portfolio DALLAS, TX 12,61812.6k $96.8k $96.8k 0.01% Added +1.6k +1,605
37 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 12,39012.4k $95.0k $95.0k 0.00% Reduced -20.1k -20,132
38 PFG Investments, LLC 0.00% of their portfolio WOODBURY, NY 12,26812.3k $94.1k $94.1k 0.00% Added +91 +91
39 Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio MANSFIELD, OH 2,4042.4k $18.4k $18.4k 0.00% Reduced -708 -708
40 Hamrick Investment Counsel, llc 0.01% of their portfolio SEATTLE, WA 2,0002.0k $15.3k $15.3k 0.01% New
41 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 1,9912.0k $15.3k $15.3k 0.00% New
42 WPG Advisers, LLC 0.01% of their portfolio BALTIMORE, MD 1,5021.5k $11.5k $11.5k 0.01% Added +118 +118
43 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 1,1691.2k $9.0k $9.0k 0.00% New
44 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,0001.0k $7.7k $7.7k 0.00% Reduced -3.4k -3,397
45 WHITTIER TRUST CO OF NEVADA INC 0.00% of their portfolio RENO, NV 863863 $6.7k $6.7k 0.00% New
46 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 703703 $5.4k $5.4k 0.00% Unchanged
47 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 665665 $5.1k $5.1k 0.00% Unchanged
48 HIGHLINE WEALTH PARTNERS LLC 0.00% of their portfolio SHERMAN OAKS, CA 330330 $2.5k $2.5k 0.00% Unchanged
49 Osbon Capital Management LLC 0.00% of their portfolio BOSTON, MA 323323 $2.5k $2.5k 0.00% New
50 Root Financial Partners, LLC 0.00% of their portfolio ENCINITAS, CA 320320 $2.5k $2.5k 0.00% New
51 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 316316 $2.4k $2.4k 0.00% Reduced -2.6k -2,584
52 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio BLUE BELL, PA 266266 $2.0k $2.0k 0.00% Added +166 +166