Sowell Financial Services LLC Brandywine Global Global Income Opportunities Fund Inc Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 05, 2021	SELL	$12.13 - $12.9 $2,535 - $2,696	-209 Closed	0 $0
Q1 2021 May 07, 2021	SELL	$11.96 - $12.73 $107 - $114	-9 Reduced 4.13%	209 $3,000
Q4 2020 Jan 13, 2021	BUY	$11.01 - $12.62 $968 - $1,110	88 Added 67.69%	218 $3,000
Q3 2020 Nov 12, 2020	SELL	$11.42 - $12.62 $274 - $302	-24 Reduced 15.58%	130 $1,000
Q2 2020 Aug 13, 2020	BUY	$10.42 - $12.0 $302 - $348	29 Added 23.2%	154 $2,000
Q4 2019 Feb 07, 2020	BUY	$12.18 - $12.68 $170 - $177	14 Added 12.61%	125 $1,000
Q3 2019 Nov 14, 2019	BUY	$11.7 - $12.15 $1,298 - $1,348	111 New	111 $1,000

Others Institutions Holding BWG

# of Institutions

43

Shares Held

7.32M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.99M
Shares

$16.7 Million
0.0% of portfolio
Allspring Global Investments Holdings, LLC

1.11M
Shares

$9.31 Million
0.02% of portfolio
Pathstone Holdings, LLC Englewood, NJ

726K
Shares

$6.08 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

569K
Shares

$4.77 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

412K
Shares

$3.45 Million
0.0% of portfolio

About BrandywineGLOBAL-Global Income Opportunities Fund Inc

Ticker BWG
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Legg Mason BW Global Income Opportunities Fund Inc. is a closed ended fixed income mutual fund launched and managed by Legg Mason Partners Fund Advisor, LLC. The fund is co-managed by Brandywine Global Investment Management, LLC. It invests in fixed income markets. The fund employs fundamental analysis to create its portfolio. Legg Mason BW Glob...

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