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

Legg Mason BW Global Income Opportunities Fund logo
$7.92 +0.04 (+0.44%)
As of 10:59 AM 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)
29
Total
Institutional Inflows
(last 12 months)
$12.59M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$7.65M
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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%
5/19/2026Flax Pond Capital LLC15,000$115K0.1%-16.7%0.000%
5/19/2026Bank of America Corp DE286,816$2.20M0.0%-24.5%0.000%
5/18/2026Royal Bank of Canada81,081$622K0.0%+21.3%0.000%
5/15/2026Van Diest Capital LLC16,824$129K0.1%N/A0.000%
5/13/2026Cetera Investment Advisers18,368$141K0.0%-64.6%0.000%
4/28/2026Stephens Inc. AR158,528$1.22M0.0%+17.2%0.000%
4/28/2026Rareview Capital LLC114,312$950K0.6%+104.6%0.000%
4/27/2026Private Advisor Group LLC167,744$1.29M0.0%+15.5%0.000%
3/9/2026Flax Pond Capital LLC18,000$151K0.1%N/A0.000%
2/19/2026Invesco Ltd.186,471$1.56M0.0%+5.6%0.000%
2/18/2026NewEdge Advisors LLC45,000$377K0.0%-4.5%0.000%
2/18/2026Evolve Private Wealth LLC16,910$142K0.0%N/A0.000%
2/17/2026Guggenheim Capital LLC94,542$791K0.0%-62.2%0.000%
2/17/2026Cetera Investment Advisers51,819$434K0.0%+13.6%0.000%
2/13/2026Wells Fargo & Company MN496,150$4.15M0.0%-1.1%0.000%
2/12/2026Advisors Asset Management Inc.447,140$3.74M0.1%+46.3%0.000%
2/12/2026Commonwealth Equity Services LLC19,635$164K0.0%-19.7%0.000%
2/12/2026Steward Partners Investment Advisory LLC4,397$37K0.0%+339.7%0.000%
2/11/2026LPL Financial LLC133,582$1.12M0.0%-11.2%0.000%
2/11/2026Closed End Fund Advisors Inc.20,586$172K0.1%N/A0.000%
2/9/2026Integrity Advisory Solutions LLC11,013$92K0.0%N/A0.000%
2/6/2026Global Retirement Partners LLC7,016$59K0.0%N/A0.000%
2/6/2026HighTower Advisors LLC10,538$88K0.0%-15.7%0.000%
2/5/2026Alexander Randolph Advisory Inc.109,562$917K0.8%-14.4%0.000%
2/3/2026 Eclectic Associates Inc. ADV27,441$230K0.0%N/A0.000%
1/29/2026Rareview Capital LLC55,876$464K0.3%+85.0%0.000%
1/29/2026Matisse Capital145,866$1.22M0.5%-2.7%0.000%
1/26/2026Shaker Financial Services LLC308,292$2.58M0.8%-11.9%0.000%
1/22/2026Apollon Wealth Management LLC31,483$264K0.0%+10.5%0.000%
1/15/2026Allspring Global Investments Holdings LLC740,410$6.20M0.0%-4.4%0.000%
11/17/2025Susquehanna International Group LLP43,630$379K0.0%N/A0.000%
11/17/2025Bank of America Corp DE412,976$3.59M0.0%-3.1%0.000%
11/17/2025Ameriprise Financial Inc.22,141$192K0.0%-10.6%0.000%
11/13/2025Pathstone Holdings LLC1,318,834$11.45M0.0%+48.0%0.000%
11/13/2025Private Advisor Group LLC145,931$1.27M0.0%+1.8%0.000%
11/6/2025Advisors Asset Management Inc.305,560$2.65M0.0%+194.5%0.000%
11/5/2025Envestnet Asset Management Inc.46,907$407K0.0%N/A0.000%
10/31/2025PFG Investments LLC12,064$105K0.0%-77.7%0.000%
10/27/2025Stephens Inc. AR134,923$1.17M0.0%-10.4%0.000%
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10/22/2025Shaker Financial Services LLC349,974$3.07M1.1%-8.5%0.000%
10/20/2025Allspring Global Investments Holdings LLC774,236$6.72M0.0%-29.9%0.000%
9/4/2025Osaic Holdings Inc.19,561$163K0.0%+21.4%0.000%
8/18/2025Geneos Wealth Management Inc.3,691$31K0.0%+607.1%0.000%
8/15/2025Bank of America Corp DE426,179$3.54M0.0%+12.6%0.000%
8/15/2025Ameriprise Financial Inc.24,770$206K0.0%+5.5%0.000%
8/14/2025NewEdge Advisors LLC48,100$400K0.0%-3.6%0.000%
8/14/2025Cerity Partners LLC12,626$105K0.0%N/A0.000%
8/13/2025Guggenheim Capital LLC285,934$2.38M0.0%-16.0%0.000%
8/13/2025Invesco Ltd.139,368$1.16M0.0%+14.5%0.000%
8/12/2025XTX Topco Ltd13,340$111K0.0%N/A0.000%
8/12/2025Steward Partners Investment Advisory LLC5,000$42K0.0%-22.5%0.000%
8/8/2025Cetera Investment Advisers19,428$161K0.0%-5.8%0.000%
8/5/2025Rareview Capital LLC25,965$216K0.1%N/A0.000%
8/5/2025Shaker Financial Services LLC382,468$3.21M1.1%+53.7%0.000%
8/4/2025Wolverine Asset Management LLC48,010$399K0.0%N/A0.000%
7/29/2025Stephens Inc. AR150,632$1.25M0.0%+3.7%0.000%
7/25/2025Allspring Global Investments Holdings LLC1,104,479$9.18M0.0%+0.1%0.000%
7/25/2025Apollon Wealth Management LLC27,925$232K0.0%+4.6%0.000%
7/18/2025PFG 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, 45 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 40 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 ($194.92K), 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 1,490,816 shares in the last 24 months. This purchase volume represents approximately $12.59M in transactions.

Of the 17 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 ($210.08K), Bank of America Corp DE ($106.26K), Shaker Financial Services LLC ($74.18K), PFG Investments LLC ($41.92K), Cetera Investment Advisers ($34.65K), and Alexander Randolph Advisory Inc. ($18.36K).

Institutional investors have sold a total of 909,139 shares in the last 24 months. This volume of shares sold represents approximately $7.65M in transactions.


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This page (NYSE:BWG) was last updated on 7/10/2026 by MarketBeat.com Staff.
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