HighTower Advisors
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HighTower Advisors’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History

HighTower Advisors’s Portfolio BWG Stock Details BWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,538
Closed -$88.2K – 3819
2025
Q4 		$88.2K Sell
10,538
-1,956
-16% -$16.6K ﹤0.01% 3526
2025
Q3 		$108K Sell
12,494
-775
-6% -$6.65K ﹤0.01% 3524
2025
Q2 		$110K Sell
13,269
-37
-0.3% -$298 ﹤0.01% 3450
2025
Q1 		$111K Sell
13,306
-4,511
-25% -$37.6K ﹤0.01% 3338
2024
Q4 		$143K Sell
17,817
-2,456
-12% -$20.8K ﹤0.01% 3292
2024
Q3 		$173K Buy
+20,273
New +$175K ﹤0.01% 3183
2024
Q2 		– Sell
-19,435
Closed -$159K – 3713
2024
Q1 		$159K Buy
19,435
+3,702
+24% +$31.2K ﹤0.01% 3047
2023
Q4 		$120K Sell
15,733
-395
-2% -$3.02K ﹤0.01% 3156
2023
Q3 		$107K Sell
16,128
-10,627
-40% -$85.7K ﹤0.01% 3088
2023
Q2 		$212K Buy
26,755
+4,787
+22% +$37.7K ﹤0.01% 2819
2023
Q1 		$162K Sell
21,968
-264
-1% -$2.17K ﹤0.01% 2825
2022
Q4 		$168K Buy
+22,232
New +$179K ﹤0.01% 2821
2015
Q1 		– Sell
-10,180
Closed -$170K – 1617
2014
Q4 		$170K Sell
10,180
-560
-5% -$9.5K ﹤0.01% 1418
2014
Q3 		$182K Sell
10,740
-2,150
-17% -$38.7K ﹤0.01% 1366
2014
Q2 		$237K Sell
12,890
-3,000
-19% -$53.6K ﹤0.01% 1342
2014
Q1 		$279K Buy
15,890
+1,560
+11% +$26K 0.01% 1194
2013
Q4 		$242K Buy
+14,330
New +$241K 0.01% 1233

Other funds holding BWG

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Stephens Inc
Stephens Inc Little Rock, Arkansas $9.06B AUM 17.42% 1-Year Est. Return

HighTower Advisors's BWG Position: Q1 2026 in Review

HighTower Advisors sold out of BrandywineGLOBAL Global Income Opportunities Fund (BWG) in Q1 2026, closing a stake of 10,538 shares — an estimated $88.2K sold.

HighTower Advisors first reported a position in BWG in Q4 2013 and held it in 17 quarters. The position peaked at $279K in Q1 2014. 52 funds tracked by Wall St. Rank hold BWG as of Q1 2026.

  • HighTower Advisors reported no remaining BrandywineGLOBAL Global Income Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • HighTower Advisors sold 10,538 BrandywineGLOBAL Global Income Opportunities Fund shares in Q1 2026, an estimated $88.2K.
  • HighTower Advisors first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q4 2013 and held it in 17 quarters.
  • HighTower Advisors's BrandywineGLOBAL Global Income Opportunities Fund position peaked at $279K in Q1 2014.
  • 52 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.