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BWG

BrandywineGLOBAL Global Income Opportunities Fund
BWG

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16.8M +$363K +43,955 +2%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$10.7M +$360K +43,589 +3%
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$5.73M -$274K -33,165 -5%
Wells Fargo
4
Wells Fargo
California
$4.07M +$48.3K +5,849 +1%
RCM
5
Rivernorth Capital Management
Florida
$3.64M -$383K -46,299 -10%
Bank of America
6
Bank of America
North Carolina
$3.61M -$185K -22,423 -5%
SFS
7
Shaker Financial Services
Virginia
$2.03M +$175K +21,175 +10%
GC
8
Guggenheim Capital
Illinois
$1.66M -$351K -42,436 -17%
LPL Financial
9
LPL Financial
California
$1.63M +$88.5K +10,706 +6%
SI
10
Stephens Inc
Arkansas
$1.3M -$21.2K -2,563 -2%
MC
11
Matisse Capital
Oregon
$1.24M – – –
AAM
12
Advisors Asset Management
Colorado
$1.22M +$279K +33,812 +30%
PAG
13
Private Advisor Group
New Jersey
$1M -$33.1K -4,000 -3%
ARA
14
Alexander Randolph Advisory
Virginia
$935K -$13.9K -1,686 -1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$713K -$167K -20,212 -19%
Invesco
16
Invesco
Georgia
$628K +$232K +28,068 +58%
RJA
17
Raymond James & Associates
Florida
$624K +$43.9K +5,314 +8%
NA
18
NewEdge Advisors
Louisiana
$506K -$15.7K -1,900 -3%
UBS Group
19
UBS Group
Switzerland
$326K +$2.74K +332 +0.8%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$301K -$6.27K -759 -2%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$298K -$91K -11,008 -23%
WANY
22
Wealthspire Advisors (New York)
New York
$281K +$281K +34,000 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$203K +$22.6K +2,737 +13%
LNWWM
24
Laird Norton Wetherby Wealth Management
California
$174K – – –
Ameriprise
25
Ameriprise
Minnesota
$171K +$34K +4,108 +25%
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