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Legg Mason BW Global Income Opportunities Fund (BWG) Institutional Ownership

Legg Mason BW Global Income Opportunities Fund logo
$8.82 -0.04 (-0.40%)
Closing price 09/12/2025 03:59 PM Eastern
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$8.82 0.00 (0.00%)
As of 09/12/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Legg Mason BW Global Income Opportunities Fund (NYSE:BWG)

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$7.15M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$5.93M
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BWG Institutional Buying and Selling by Quarter

Legg Mason BW Global Income Opportunities Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.19,561$163K0.0%+21.4%0.000%
8/18/2025 Geneos Wealth Management Inc.3,691$31K0.0%+607.1%0.000%
8/15/2025 Bank of America Corp DE426,179$3.54M0.0%+12.6%0.000%
8/15/2025 Ameriprise Financial Inc.24,770$206K0.0%+5.5%0.000%
8/14/2025 NewEdge Advisors LLC48,100$400K0.0%-3.6%0.000%
8/14/2025 Cerity Partners LLC12,626$105K0.0%N/A0.000%
8/13/2025 Guggenheim Capital LLC285,934$2.38M0.0%-16.0%0.000%
8/13/2025 Invesco Ltd.139,368$1.16M0.0%+14.5%0.000%
8/12/2025 XTX Topco Ltd13,340$111K0.0%N/A0.000%
8/12/2025 Steward Partners Investment Advisory LLC5,000$42K0.0%-22.5%0.000%
8/8/2025 Cetera Investment Advisers19,428$161K0.0%-5.8%0.000%
8/5/2025 Rareview Capital LLC25,965$216K0.1%N/A0.000%
8/5/2025 Shaker Financial Services LLC382,468$3.21M1.1%+53.7%0.000%
8/4/2025 Wolverine Asset Management LLC48,010$399K0.0%N/A0.000%
7/29/2025 Stephens Inc. AR150,632$1.25M0.0%+3.7%0.000%
7/25/2025 Allspring Global Investments Holdings LLC1,104,479$9.18M0.0%+0.1%0.000%
7/25/2025 Apollon Wealth Management LLC27,925$232K0.0%+4.6%0.000%
7/18/2025 PFG Investments LLC53,982$449K0.0%+80.5%0.000%
5/16/2025NewEdge Advisors LLC49,900$417K0.0%-2.9%0.000%
5/16/2025Advisors Asset Management Inc.103,847$867K0.0%-26.9%0.000%
5/15/2025Royal Bank of Canada87,667$732K0.0%+7.0%0.000%
5/13/2025Elequin Capital LP4,231$35K0.0%N/A0.000%
5/13/2025HighTower Advisors LLC13,306$111K0.0%-25.3%0.000%
5/12/2025Invesco Ltd.121,670$1.02M0.0%+9.5%0.000%
5/12/2025AlphaCore Capital LLC31,000$259K0.0%N/A0.000%
5/9/2025Shaker Financial Services LLC248,860$2.10M0.8%+10.4%0.000%
5/8/2025Alexander Randolph Advisory Inc.128,200$1.07M1.0%+10.6%0.000%
5/7/2025LPL Financial LLC177,896$1.49M0.0%-4.2%0.000%
5/6/2025Cetera Investment Advisers20,625$172K0.0%-40.6%0.000%
5/5/2025Private Advisor Group LLC130,750$1.09M0.0%+7.7%0.000%
5/1/2025Stephens Inc. AR145,322$1.21M0.0%-1.2%0.000%
4/23/2025Oppenheimer & Co. Inc.13,603$114K0.0%N/A0.000%
4/22/2025PFG Investments LLC29,900$250K0.0%+152.4%0.000%
2/17/2025Cetera Investment Advisers34,740$278K0.0%-17.5%0.000%
2/17/2025Bank of America Corp DE392,393$3.14M0.0%-4.8%0.000%
2/17/2025Ameriprise Financial Inc.24,374$195K0.0%-12.9%0.000%
2/14/2025Shaker Financial Services LLC225,387$1.80M0.7%-13.4%0.000%
2/13/2025NewEdge Advisors LLC51,400$411K0.0%-10.8%0.000%
2/13/2025Guggenheim Capital LLC325,871$2.61M0.0%+36.4%0.000%
2/13/2025Raymond James Financial Inc.75,399$603K0.0%N/A0.000%
2/13/2025Invesco Ltd.111,145$889K0.0%+8.0%0.000%
2/13/2025Envestnet Asset Management Inc.39,268$314K0.0%+14.0%0.000%
2/13/2025Wells Fargo & Company MN488,189$3.91M0.0%-14.2%0.000%
2/11/2025LPL Financial LLC185,714$1.49M0.0%+17.1%0.000%
2/10/2025Commonwealth Equity Services LLC28,664$229K0.0%+30.1%0.000%
2/7/2025HighTower Advisors LLC17,817$143K0.0%-12.1%0.000%
2/6/2025Raymond James Financial Inc.75,399$603K0.0%N/A0.000%
2/4/2025Alexander Randolph Advisory Inc.115,954$928K0.9%+2.7%0.000%
2/3/2025Wolverine Asset Management LLC7,427$59K0.0%-51.8%0.000%
1/31/2025Sanctuary Advisors LLC18,020$149K0.0%-14.2%0.000%
1/29/2025Allspring Global Investments Holdings LLC1,103,139$8.83M0.0%-0.7%0.000%
1/28/2025Stephens Inc. AR147,108$1.18M0.0%-4.8%0.000%
1/28/2025Apollon Wealth Management LLC26,705$214K0.0%N/A0.000%
12/3/2024Rivernorth Capital Management LLC344,613$3.05M0.1%-21.7%0.000%
11/15/2024Rivernorth Capital Management LLC344,613$3.05M0.2%-21.7%0.000%
11/15/2024HighTower Advisors LLC20,273$173K0.0%N/A0.000%
11/8/2024Advisors Asset Management Inc.142,982$1.26M0.0%-1.9%0.000%
11/7/2024Pathstone Holdings LLC726,022$6.42M0.0%+4.7%0.000%
11/4/2024Wolverine Asset Management LLC15,412$136K0.0%N/A0.000%
10/31/2024Shaker Financial Services LLC260,281$2.32M0.9%+6.8%0.000%
10/28/2024Stephens Inc. AR154,472$1.37M0.0%-1.7%0.000%
10/19/2024Allspring Global Investments Holdings LLC1,111,134$9.82M0.0%-14.6%0.000%
9/5/2024Sanctuary Advisors LLC21,565$171K0.0%N/A0.000%
8/8/2024Wealthspire Advisors LLC34,000$281K0.0%N/A0.000%
8/8/2024Alexander Randolph Advisory Inc.113,214$935K0.9%-1.5%0.000%
8/5/2024Private Advisor Group LLC121,350$1.00M0.0%-3.2%0.000%
8/3/2024Shaker Financial Services LLC243,615$2.03M0.8%+9.5%0.000%
7/31/2024NBT Bank N A NY17,450$144K0.0%-6.7%0.000%
7/26/2024Allspring Global Investments Holdings LLC1,301,445$10.75M0.0%+3.5%0.000%
5/24/2024Cetera Advisors LLC27,220$231K0.0%N/A0.000%
5/14/2024Advisors Asset Management Inc.111,982$950K0.0%N/A0.000%
5/1/2024Matisse Capital149,900$1.27M0.6%-3.3%0.000%
4/22/2024PFG Investments LLC11,601$98K0.0%N/A0.000%
4/18/2024Allspring Global Investments Holdings LLC1,257,856$10.67M0.0%+9.7%0.000%
3/27/2024Nomura Holdings Inc.18,379$154K0.0%N/A0.000%
2/13/2024Stephens Inc. AR166,383$1.39M0.0%+3.0%0.000%
2/8/2024Matisse Capital155,021$1.30M0.7%+3.3%0.000%
2/7/2024Shaker Financial Services LLC151,059$1.26M0.5%+75.2%0.000%
2/2/2024Alexander Randolph Advisory Inc.114,900$960K0.9%N/A0.000%
1/30/2024SFI Advisors LLC35,934$300K0.3%N/A0.000%
1/16/2024Raymond James & Associates89,037$744K0.0%-4.6%0.000%
11/14/2023Saba Capital Management L.P.79,064$594K0.0%-30.2%0.000%
11/14/2023Clough Capital Partners L P21,300$160K0.0%N/A0.000%
11/8/2023Landscape Capital Management L.L.C.10,318$77K0.0%-53.2%0.000%
11/2/2023Shaker Financial Services LLC86,241$654K0.3%-3.1%0.000%
10/26/2023Advisor Partners II LLC195,525$1.47M0.1%N/A0.000%
10/26/2023NBT Bank N A NY18,700$140K0.0%N/A0.000%
10/24/2023Raymond James & Associates93,378$701K0.0%+8.8%0.000%
8/15/2023Rivernorth Capital Management LLC789,065$6.34M0.3%+3.2%0.000%
8/11/2023Landscape Capital Management L.L.C.22,037$177K0.0%+61.3%0.000%
8/11/2023Guggenheim Capital LLC302,940$2.44M0.0%-13.0%0.000%
8/10/2023Private Advisor Group LLC125,054$1.04M0.0%+8.5%0.000%
8/10/2023Cetera Investment Advisers21,388$172K0.0%-6.9%0.000%
8/7/2023Wolverine Asset Management LLC139,069$1.12M0.0%+161.5%0.000%
8/7/2023Shaker Financial Services LLC88,996$723K0.3%+40.9%0.000%
8/2/2023Matisse Capital150,000$1.21M0.7%+7.1%0.000%
7/31/2023LPL Financial LLC193,090$1.55M0.0%-8.4%0.000%
7/25/2023Raymond James & Associates85,832$690K0.0%+3.6%0.000%
7/24/2023Allspring Global Investments Holdings LLC1,146,164$9.22M0.0%+1.5%0.000%
7/18/2023Allspring Global Investments Holdings LLC1,146,164$9.22M0.0%+1.5%0.000%
(Data available from 1/1/2016 forward)

BWG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BWG shares?

During the previous two years, 45 institutional investors and hedge funds held shares of Legg Mason BW Global Income Opportunities Fund. The most heavily invested institutionals were Allspring Global Investments Holdings LLC ($9.18M), Pathstone Holdings LLC ($6.42M), Wells Fargo & Company MN ($3.91M), Bank of America Corp DE ($3.54M), Shaker Financial Services LLC ($3.21M), Rivernorth Capital Management LLC ($3.05M), and Guggenheim Capital LLC ($2.38M).Learn more on Legg Mason BW Global Income Opportunities Fund's institutional investors.

Which institutional investors have been buying Legg Mason BW Global Income Opportunities Fund's stock?

Of the 38 institutional investors that purchased Legg Mason BW Global Income Opportunities Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Shaker Financial Services LLC ($259.74K), Advisor Partners II LLC ($195.53K), Allspring Global Investments Holdings LLC ($156.62K), Raymond James Financial Inc. ($150.80K), Alexander Randolph Advisory Inc. ($130.15K), Advisors Asset Management Inc. ($111.98K), and Guggenheim Capital LLC ($87.05K).

How much institutional buying is happening at Legg Mason BW Global Income Opportunities Fund?

Institutional investors have bought a total of 866,576 shares in the last 24 months. This purchase volume represents approximately $7.15M in transactions.

Which of Legg Mason BW Global Income Opportunities Fund's major shareholders have been selling company stock?

Of the 16 institutional investors that sold Legg Mason BW Global Income Opportunities Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($198.31K), Rivernorth Capital Management LLC ($191.46K), Wells Fargo & Company MN ($81.11K), Guggenheim Capital LLC ($54.45K), Advisors Asset Management Inc. ($40.94K), Shaker Financial Services LLC ($34.89K), and Cetera Investment Advisers ($22.67K).

How much institutional selling is happening at Legg Mason BW Global Income Opportunities Fund?

Institutional investors have sold a total of 695,729 shares in the last 24 months. This volume of shares sold represents approximately $5.93M in transactions.


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This page (NYSE:BWG) was last updated on 9/14/2025 by MarketBeat.com Staff
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