Security Name: BRANDYWINEGLOBAL GLOBAL INCO
Ticker: BWG
Security Type: OTHER
Exchange: US
CUSIP: 10537L104

Historical Stats

Period Total Value Value Change Total Holders Holder Change
2024-06-30 $0.06B - 40 -
2024-09-30 $0.06B +3.8% 43 +7.5%
2024-12-31 $0.06B -10.9% 39 -9.3%

Current Major Holders for Period: 2024-12-31

Institution Value Shares % of Portfolio
ALEXANDER RANDOLPH ADVISORY, INC. $0.9M 115K 0.9%
SHAKER FINANCIAL SERVICES, LLC $1.8M 225K 0.7%
MATISSE CAPITAL $1.2M 149K 0.6%
RIVERNORTH CAPITAL MANAGEMENT, LLC $2.0M 254K 0.1%
PATHSTONE HOLDINGS, LLC $6.7M 837K 0.0%
GUGGENHEIM CAPITAL LLC $2.6M 325K 0.0%
ADVISORS ASSET MANAGEMENT, INC. $1.1M 141K 0.0%
STEPHENS INC /AR/ $1.2M 147K 0.0%
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC $8.8M 1,103K 0.0%
LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC $0.2M 21K 0.0%
PRIVATE ADVISOR GROUP, LLC $1.0M 121K 0.0%
UBS GROUP AG $0.4M 49K 0.0%
CURIO WEALTH, LLC $0.0M 0K 0.0%
INVESCO LTD. $0.9M 111K 0.0%
BESSEMER GROUP INC $0.0M 0K 0.0%
WELLS FARGO & COMPANY/MN $3.9M 488K 0.0%
ENVESTNET ASSET MANAGEMENT INC $0.3M 39K 0.0%
COMMONWEALTH EQUITY SERVICES, LLC $0.2M 28K 0.0%
HIGHTOWER ADVISORS, LLC $0.1M 17K 0.0%
OSAIC HOLDINGS, INC. $0.1M 9K 0.0%
LARSON FINANCIAL GROUP LLC $0.0M 0K 0.0%
RAYMOND JAMES FINANCIAL INC $0.6M 75K 0.0%
APOLLON WEALTH MANAGEMENT, LLC $0.2M 26K 0.0%
PRIVATE TRUST CO NA $0.0M 0K 0.0%
CWM, LLC $0.0M 0K 0.0%

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