Legg Mason BW Global Income Opportunities Fund Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of BWG?
Owner Type	Number of Shares	Ownership Percentage
General Public	4,756,628	28.3%
Institutions	12,035,208	71.7%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 70.35% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12.4%	Minnesota Life Insurance Co., Asset Management Arm	2,080,000	US$17.0m	0%	83.34%
11.4%	Eaton Vance Management	1,917,134	US$15.6m	10.5%	no data
8.82%	First Trust Advisors LP	1,481,479	US$12.1m	0%	0.01%
6.57%	Allspring Global Investments, LLC	1,103,139	US$9.0m	0%	0.01%
4.99%	Pathstone Family Office, LLC	837,698	US$6.8m	15.4%	0.03%
4.17%	Thrivent Investment Management Inc.	700,000	US$5.7m	0%	0.01%
2.91%	Wells Fargo & Company, Securities and Brokerage Investments	488,189	US$4.0m	-14.3%	no data
2.38%	Nassau Asset Management LLC	400,000	US$3.3m	100%	no data
2.33%	Merrill Lynch & Co. Inc., Banking Investments	391,434	US$3.2m	-4.89%	no data
2.12%	Modern Capital Management, Co.	355,799	US$2.9m	41.8%	5.32%
1.94%	Guggenheim Partners, LLC	325,415	US$2.7m	36.7%	0.02%
1.51%	RiverNorth Capital Management, LLC	254,101	US$2.1m	-26.3%	0.1%
1.34%	Shaker Financial Services, LLC	225,387	US$1.8m	-13.4%	0.72%
1.06%	LPL Financial Corporation, Asset Management Arm	177,896	US$1.4m	-4.21%	no data
0.89%	Deschutes Portfolio Strategy, LLC	149,900	US$1.2m	0%	0.6%
0.87%	Stephens Capital Management	145,322	US$1.2m	-1.21%	0.02%
0.85%	Advisors Asset Management, Inc.	141,971	US$1.2m	-0.71%	0.02%
0.78%	Private Advisor Group, LLC	130,750	US$1.1m	7.75%	0.01%
0.69%	Alexander Randolph Advisory, Inc.	115,954	US$945.0k	2.66%	0.92%
0.66%	Invesco Ltd.	111,145	US$905.8k	8.04%	no data
0.45%	Raymond James Financial Inc., Asset Management Arm	75,399	US$614.5k	3.98%	no data
0.44%	Royal Bank of Canada, Banking & Securities Investments	73,046	US$595.3k	-2.69%	no data
0.31%	NewEdge Advisors, LLC	51,400	US$418.9k	-10.8%	no data
0.3%	UBS Asset Management AG	49,924	US$406.9k	24.6%	no data
0.18%	PFG Investments, LLC	29,900	US$243.7k	152%	0.02%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/11 19:34
End of Day Share Price	2025/05/09 00:00
Earnings	N/A
Annual Earnings	N/A

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Legg Mason BW Global Income Opportunities Fund Inc. is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.