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

Legg Mason BW Global Income Opportunities Fund logo
$7.76 -0.03 (-0.39%)
As of 01:44 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)
20
Total
Institutional Inflows
(last 12 months)
$9.80M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$7.16M
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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
7/8/2026 Eclectic Associates Inc. ADV44,441$353K0.0%+8.6%0.000%
5/19/2026 Flax Pond Capital LLC15,000$115K0.1%-16.7%0.000%
5/19/2026 Bank of America Corp DE286,816$2.20M0.0%-24.5%0.000%
5/18/2026 Royal Bank of Canada81,081$622K0.0%+21.3%0.000%
5/15/2026 Van Diest Capital LLC16,824$129K0.1%N/A0.000%
5/13/2026 Cetera Investment Advisers18,368$141K0.0%-64.6%0.000%
4/28/2026 Stephens Inc. AR158,528$1.22M0.0%+17.2%0.000%
4/28/2026 Rareview Capital LLC114,312$950K0.6%+104.6%0.000%
4/27/2026 Private Advisor Group LLC167,744$1.29M0.0%+15.5%0.000%
3/9/2026 Flax Pond Capital LLC18,000$151K0.1%N/A0.000%
2/19/2026 Invesco Ltd.186,471$1.56M0.0%+5.6%0.000%
2/18/2026 NewEdge Advisors LLC45,000$377K0.0%-4.5%0.000%
2/18/2026 Evolve Private Wealth LLC16,910$142K0.0%N/A0.000%
2/17/2026 Guggenheim Capital LLC94,542$791K0.0%-62.2%0.000%
2/17/2026 Cetera Investment Advisers51,819$434K0.0%+13.6%0.000%
2/13/2026 Wells Fargo & Company MN496,150$4.15M0.0%-1.1%0.000%
2/12/2026 Advisors Asset Management Inc.447,140$3.74M0.1%+46.3%0.000%
2/12/2026 Commonwealth Equity Services LLC19,635$164K0.0%-19.7%0.000%
2/12/2026 Steward Partners Investment Advisory LLC4,397$37K0.0%+339.7%0.000%
2/11/2026 LPL Financial LLC133,582$1.12M0.0%-11.2%0.000%
2/11/2026 Closed End Fund Advisors Inc.20,586$172K0.1%N/A0.000%
2/9/2026 Integrity Advisory Solutions LLC11,013$92K0.0%N/A0.000%
2/6/2026 Global Retirement Partners LLC7,016$59K0.0%N/A0.000%
2/6/2026 HighTower Advisors LLC10,538$88K0.0%-15.7%0.000%
2/5/2026 Alexander Randolph Advisory Inc.109,562$917K0.8%-14.4%0.000%
2/3/2026 Eclectic Associates Inc. ADV27,441$230K0.0%N/A0.000%
1/29/2026 Rareview Capital LLC55,876$464K0.3%+85.0%0.000%
1/29/2026 Matisse Capital145,866$1.22M0.5%-2.7%0.000%
1/26/2026 Shaker Financial Services LLC308,292$2.58M0.8%-11.9%0.000%
1/22/2026 Apollon Wealth Management LLC31,483$264K0.0%+10.5%0.000%
1/15/2026 Allspring Global Investments Holdings LLC740,410$6.20M0.0%-4.4%0.000%
11/17/2025 Susquehanna International Group LLP43,630$379K0.0%N/A0.000%
11/17/2025 Bank of America Corp DE412,976$3.59M0.0%-3.1%0.000%
11/17/2025 Ameriprise Financial Inc.22,141$192K0.0%-10.6%0.000%
11/13/2025 Pathstone Holdings LLC1,318,834$11.45M0.0%+48.0%0.000%
11/13/2025 Private Advisor Group LLC145,931$1.27M0.0%+1.8%0.000%
11/6/2025 Advisors Asset Management Inc.305,560$2.65M0.0%+194.5%0.000%
11/5/2025 Envestnet Asset Management Inc.46,907$407K0.0%N/A0.000%
10/31/2025 PFG Investments LLC12,064$105K0.0%-77.7%0.000%
10/27/2025 Stephens Inc. AR134,923$1.17M0.0%-10.4%0.000%
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10/22/2025 Shaker Financial Services LLC349,974$3.07M1.1%-8.5%0.000%
10/20/2025 Allspring Global Investments Holdings LLC774,236$6.72M0.0%-29.9%0.000%
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%
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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%


BWG Institutional Ownership - Frequently Asked Questions

During the previous two years, 43 institutional investors and hedge funds held shares of Legg Mason BW Global Income Opportunities Fund. The most heavily invested institutionals were Pathstone Holdings LLC ($11.45M), Allspring Global Investments Holdings LLC ($6.20M), Wells Fargo & Company MN ($4.15M), Advisors Asset Management Inc. ($3.74M), Rivernorth Capital Management LLC ($3.05M), Shaker Financial Services LLC ($2.58M), and Bank of America Corp DE ($2.20M).Learn more on Legg Mason BW Global Income Opportunities Fund's institutional investors.

Of the 39 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: Pathstone Holdings LLC ($460.34K), Advisors Asset Management Inc. ($343.39K), Shaker Financial Services LLC ($173.75K), Raymond James Financial Inc. ($150.80K), Rareview Capital LLC ($110.07K), Guggenheim Capital LLC ($87.05K), and Wolverine Asset Management LLC ($63.42K).

Institutional investors have bought a total of 1,155,402 shares in the last 24 months. This purchase volume represents approximately $9.80M in transactions.

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 ($364.07K), Guggenheim Capital LLC ($155.64K), Bank of America Corp DE ($106.26K), Shaker Financial Services LLC ($74.18K), PFG Investments LLC ($41.92K), Cetera Investment Advisers ($33.45K), and Alexander Randolph Advisory Inc. ($18.36K).

Institutional investors have sold a total of 850,244 shares in the last 24 months. This volume of shares sold represents approximately $7.16M in transactions.


Related Companies

Institutional ownership data for NYSE:BWG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/8/2026. New 13F filings are added each quarter as they're published.
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