How many institutions own BWG stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own BWG shares is 51, representing 54.66% of the company's common stock.

Who are the major shareholders selling Legg Mason BW Global Income Opportunities Fund Inc. stock?

LPL FINANCIAL LLC, in the last quarter, reduced its stake in BWG by -11.18% restricting it's holding to 133.58 thousand shares of worth nearly $1.12M. ALEXANDER RANDOLPH ADVISORY, INC. also lessened -14.36% of the BWG shares from its portfolio, reducing its holding to 109.56 thousand shares of worth $917.03K. UBS GROUP AG also shunned BWG shares holding by -19.9% last quarter which brought its holding to 34.03 thousand shares worth $284.87K.

Investors who are buying BWG stock?

As per its latest 13F filing, RAREVIEW CAPITAL LLC increased its stake in BWG by 84.99% in the last quarter. The institutional holder raised its holding to 55.88 thousand shares having worth more than $464.33K. APOLLON WEALTH MANAGEMENT, LLC also added 10.51% more shares of BWG to its portfolio, raising its holding to 31.48 thousand shares of worth $263.51K. INVESCO LTD. also increased its BWG shares holding by 5.57% which brought its holding to 186.47 thousand shares worth $1.56M.

BWG's major insiders: who are they?

The insider with the most stakes in BWG is Hoffman David F. , at the company. Additionally, BWG stock is highly held by director Mason Peter Daniel Charles and CEO, Pres. & Chairman Fuller Kenneth among others.

Did an insider recently sell BWG stock?

Company executives, directors, and other insiders own 0.02% percent of Legg Mason BW Global Income Opportunities Fund Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which BWG insiders have sold stock, totaling 0 shares. Insiders that have sold shares include CRONIN DANIEL P, SMITH STEPHEN S., and HUTCHINSON WILLIAM R.

Which insider recently purchased BWG stock?

There have been 0 transaction(s) during the past 6-months in which Legg Mason BW Global Income Opportunities Fund Inc. insiders have bought stock, totalling 0 shares

How much of BWG does insiders own?

Around 0 Legg Mason BW Global Income Opportunities Fund Inc. shares are held by insiders, which represents about 0.02% of BWG stock.

Who is the insider with the largest stake?

BWG , Hoffman David F. holds the largest portfolio of the company's shares. BWG shares owned by Hoffman total nearly 4.05 thousand.

Which institution holds the most shares in BWG?

LPL FINANCIAL LLC is the largest institutional owner in BWG which holds 133.58 thousand shares worth $1.12M or 0.8% of the total BWG shares outstanding followed by ALEXANDER RANDOLPH ADVISORY, INC. with ownership of 109.56 thousand shares representing 0.65% of the BWG ownership. RAREVIEW CAPITAL LLC is the third largest stakeholder with 55.88 thousand shares or 0.33% of the ownership worth more than $464.33K.

Is Legg Mason BW Global Income Opportunities Fund Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the BWG is concerned, it is a stock which is not optionable.

Is there a short position on BWG's shares?

Number of BWG shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding BWG shares are there?

As of today, null shares of BWG are outstanding.

Is there many float in BWG stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, BWG has null shares in float.

BWG short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for BWG is null.

Legg Mason BW Global Income Opportunities Fund (BWG) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

0.02% Percentage of Shares held by All Insiders

54.66% Percentage of Shares held by All Institutions

54.67% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 54.66% of BWG shares are held by financial institutions. LPL FINANCIAL LLC is the top corporate investor, holding 133.58K shares valued at $1.12M. A 0.8% stake in Legg Mason BW Global Income Opportunities Fund Inc. is owned by the company. ALEXANDER RANDOLPH ADVISORY, INC. owns 109.56K shares valued at $917.03K, which translates its holding of 0.65% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	LPL FINANCIAL LLC	0.8%	133.58K	1.12M	-16.81K	-11.18%
Dec 31, 2025	ALEXANDER RANDOLPH ADVISORY, INC.	0.65%	109.56K	917.03K	-18.36K	-14.36%
Dec 31, 2025	RAREVIEW CAPITAL LLC	0.33%	55.88K	464.33K	25.67K	+84.99%
Dec 31, 2025	UBS GROUP AG	0.2%	34.03K	284.87K	-8.46K	-19.90%
Dec 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.19%	31.48K	263.51K	2.99K	+10.51%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-1.17K	-100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	0%	0	-	-23.05K	-100.00%
Dec 31, 2025	INVESCO LTD.	1.11%	186.47K	1.56M	9.84K	+5.57%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	0.56%	94.54K	791.32K	-155.64K	-62.21%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.47%	78.18K	654.38K	1.77K	+2.31%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.31%	51.82K	433.73K	6.22K	+13.64%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.29%	49.45K	413.93K	27.31K	+123.36%
Dec 31, 2025	ALPHACORE CAPITAL LLC	0.18%	31K	259.47K	0	0
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.03%	4.4K	36.8K	3.4K	+339.70%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.02%	2.9K	24.27K	-600	-17.14%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.43%	72.93K	610.4K	26.02K	+55.47%
Dec 31, 2025	MATISSE CAPITAL	0.87%	145.87K	1.22M	-4.03K	-2.69%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.87%	145.25K	1.22M	-680	-0.47%
Dec 31, 2025	COMERICA BANK	0.01%	2.03K	17.03K	-1.19K	-36.85%
Dec 31, 2025	WPG ADVISERS, LLC	0.01%	1.38K	11.58K	-115	-7.67%
Dec 31, 2025	PRIVATE TRUST CO NA	0%	703	5.88K	0	0
Dec 31, 2025	HIGHLINE WEALTH PARTNERS LLC	0%	330	2.76K	0	0
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	2.66%	447.14K	3.74M	141.58K	+46.33%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.26%	379.88K	3.18M	-33.1K	-8.02%
Dec 31, 2025	SHAKER FINANCIAL SERVICES, LLC	1.84%	308.29K	2.58M	-41.68K	-11.91%
Dec 31, 2025	ROYAL BANK OF CANADA	0.4%	66.85K	559K	1.06K	+1.61%
Dec 31, 2025	PFG INVESTMENTS, LLC	0.07%	12.18K	101.92K	113	+0.94%
Dec 31, 2025	LARSON FINANCIAL GROUP LLC	0%	665	5.57K	0	0
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.27%	45K	376.65K	-2.1K	-4.46%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.19%	32.52K	272.21K	-11.11K	-25.46%
Dec 31, 2025	FNY INVESTMENT ADVISERS, LLC	0%	0	-	-400	-100.00%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.04%	7.02K	58.72K	7.02K	+100.00%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.06%	10.54K	88.2K	-1.96K	-15.66%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	2.95%	496.15K	4.15M	-5.33K	-1.06%
Dec 31, 2025	ECLECTIC ASSOCIATES INC /ADV	0.16%	27.44K	229.68K	27.44K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	20.19K	169.01K	5	+0.02%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.12%	19.64K	164.34K	-4.81K	-19.67%
Dec 31, 2025	CERITY PARTNERS LLC	0.11%	19.13K	160.14K	0	0
Dec 31, 2025		0.07%	11.01K	92.18K	11.01K	+100.00%
Dec 31, 2025	OPPENHEIMER & CO INC	0.09%	14.27K	119.41K	0	0
Dec 31, 2025	PINNACLE WEALTH PLANNING SERVICES, INC.	0.02%	3.11K	26.05K	3.11K	+100.00%
Dec 31, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0%	100	837	0	0
Dec 31, 2025	MORGAN STANLEY	10.63%	1.78M	14.94M	-85.7K	-4.58%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	9.95%	1.67M	13.98M	351.3K	+26.64%
Dec 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	4.41%	740.41K	6.2M	-33.83K	-4.37%
Dec 31, 2025	STEPHENS INC /AR/	0.81%	135.31K	1.13M	388	+0.29%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	2.99%	501.48K	4.35M	-20.97K	-4.01%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	1K	8.68K	-4K	-80.00%
Sep 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	4.61%	774.24K	6.72M	-330.24K	-29.90%
Sep 30, 2025	STEPHENS INC /AR/	0.8%	134.92K	1.17M	-15.71K	-10.43%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.28%	46.91K	407.15K	46.91K	+100.00%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.27%	45.6K	395.8K	26.17K	+134.70%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.02%	3.5K	30.38K	3.5K	+100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	24.44K	212K	542	+2.27%
Sep 30, 2025	JANE STREET GROUP, LLC	0.14%	23.05K	200.04K	23.05K	+100.00%
Sep 30, 2025	CWM, LLC	0%	0	-	-671	-100.00%
Sep 30, 2025	LARSON FINANCIAL GROUP LLC	0%	665	5.77K	0	0
Sep 30, 2025	PRIVATE TRUST CO NA	0%	703	6.1K	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0.39%	65.79K	571K	-8.38K	-11.30%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.46%	76.42K	663.3K	709	+0.94%
Sep 30, 2025	MATISSE CAPITAL	0.89%	149.9K	1.3M	0	0
Sep 30, 2025	LPL FINANCIAL LLC	0.9%	150.39K	1.31M	1.21K	+0.81%
Sep 30, 2025	INVESCO LTD.	1.05%	176.63K	1.53M	37.26K	+26.74%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	1.49%	250.18K	2.17M	-35.76K	-12.50%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.26%	43.63K	378.71K	43.63K	+100.00%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	1.82%	305.56K	2.65M	201.81K	+194.52%
Sep 30, 2025	SHAKER FINANCIAL SERVICES, LLC	2.08%	349.97K	3.07M	-32.49K	-8.50%
Sep 30, 2025	MORGAN STANLEY	11.14%	1.87M	16.23M	-98.96K	-5.03%
Sep 30, 2025	UBS GROUP AG	0.25%	42.49K	368.83K	3.44K	+8.81%
Sep 30, 2025	XTX TOPCO LTD	0%	0	-	-13.34K	-100.00%
Sep 30, 2025	RAREVIEW CAPITAL LLC	0.18%	30.21K	251K	4.24K	+16.33%
Sep 30, 2025	ALPHACORE CAPITAL LLC	0.18%	31K	269.08K	0	0
Sep 30, 2025	ALEXANDER RANDOLPH ADVISORY, INC.	0.76%	127.93K	1.11M	0	0
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.87%	145.93K	1.27M	2.63K	+1.84%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.46%	412.98K	3.58M	-13.2K	-3.10%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	7.85%	1.32M	11.45M	427.6K	+47.98%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.01%	1.17K	10.15K	1.17K	+100.00%
Sep 30, 2025	WPG ADVISERS, LLC	0.01%	1.5K	13.01K	-66	-4.22%
Sep 30, 2025	COMERICA BANK	0.02%	3.22K	27.96K	-137	-4.08%
Sep 30, 2025	PFG INVESTMENTS, LLC	0.07%	12.06K	104.72K	-41.92K	-77.65%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.07%	12.49K	108.45K	-775	-5.84%
Sep 30, 2025	OPPENHEIMER & CO INC	0.09%	14.27K	123.83K	0	0
Sep 30, 2025	CERITY PARTNERS LLC	0.11%	19.13K	166.07K	6.51K	+51.54%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	20.19K	174.16K	625	+3.20%
Sep 30, 2025	WETHERBY ASSET MANAGEMENT INC	0.13%	21.08K	182.95K	0	0
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.13%	22.14K	192.19K	-2.63K	-10.61%
Sep 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.17%	28.49K	247.29K	565	+2.02%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.28%	47.1K	408.83K	-1K	-2.08%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0%	0	-	-3.69K	-100.00%
Sep 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0%	0	-	-18.16K	-100.00%
Sep 30, 2025	LOGAN STONE CAPITAL, LLC	0%	0	-	-19.21K	-100.00%
Sep 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0%	0	-	-48.01K	-100.00%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	0	-	-824	-100.00%
Sep 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0%	100	868	0	0
Sep 30, 2025	HIGHLINE WEALTH PARTNERS LLC	0%	330	2.86K	330	+100.00%
Sep 30, 2025	FNY INVESTMENT ADVISERS, LLC	0%	400	3K	0	0
Jun 30, 2025	XTX TOPCO LTD	0.08%	13.34K	110.86K	13.34K	+100.00%
Jun 30, 2025	OPPENHEIMER & CO INC	0.09%	14.27K	118.55K	663	+4.87%
Jun 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.11%	18.16K	150.88K	18.16K	+100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	23.9K	199K	-1.72K	-6.70%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.15%	24.77K	205.84K	1.3K	+5.53%
Jun 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.17%	27.93K	232.06K	1.22K	+4.57%
Jun 30, 2025	ALPHACORE CAPITAL LLC	0.18%	31K	257.61K	0	0
Jun 30, 2025	UBS GROUP AG	0.23%	39.05K	324.51K	-7.28K	-15.70%
Jun 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.29%	48.01K	398.96K	48.01K	+100.00%
Jun 30, 2025	LOGAN STONE CAPITAL, LLC	0.11%	19.21K	159.62K	19.21K	+100.00%
Jun 30, 2025		0%	0	-	-1	-100.00%
Jun 30, 2025	CURIO WEALTH, LLC	0%	0	-	-1	-100.00%
Jun 30, 2025	WPG ADVISERS, LLC	0.01%	1.57K	13.01K	-291	-15.68%
Jun 30, 2025	RAREVIEW CAPITAL LLC	0.15%	25.97K	215.77K	25.97K	+100.00%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.29%	48.1K	399.71K	-1.8K	-3.61%
Jun 30, 2025	PFG INVESTMENTS, LLC	0.32%	53.98K	448.59K	24.08K	+80.54%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.62%	103.75K	862.16K	-97	-0.09%
Jun 30, 2025	INVESCO LTD.	0.83%	139.37K	1.16M	17.7K	+14.55%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.85%	143.3K	1.19M	12.55K	+9.60%
Jun 30, 2025	LPL FINANCIAL LLC	0.89%	149.18K	1.24M	-28.71K	-16.14%
Jun 30, 2025	MATISSE CAPITAL	0.89%	149.9K	1.25M	0	0
Jun 30, 2025	STEPHENS INC /AR/	0.9%	150.63K	1.25M	5.31K	+3.65%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	1.7%	285.93K	2.38M	-54.45K	-16.00%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.12%	19.43K	161.45K	-1.2K	-5.80%
Jun 30, 2025	WETHERBY ASSET MANAGEMENT INC	0.13%	21.08K	175.15K	21.08K	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.44%	74.17K	616K	-13.5K	-15.40%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.45%	75.71K	629.13K	113	+0.15%
Jun 30, 2025	ALEXANDER RANDOLPH ADVISORY, INC.	0.76%	127.93K	1.06M	-274	-0.21%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	5.31%	891.24K	7.41M	25.31K	+2.92%
Jun 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	6.58%	1.1M	9.18M	1.34K	+0.12%
Jun 30, 2025	MORGAN STANLEY	11.73%	1.97M	16.36B	-107.57K	-5.18%
Jun 30, 2025	ELEQUIN SECURITIES, LLC	0%	0	-	-4.23K	-100.00%
Jun 30, 2025	COMERICA BANK	0.02%	3.36K	27.91K	886	+35.84%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	824	6.85K	0	0
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.02%	3.69K	30.67K	3.17K	+607.09%
Jun 30, 2025	CERITY PARTNERS LLC	0.08%	12.63K	104.92K	12.63K	+100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	3.11%	522.44K	4.34M	25.93K	+5.22%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.54%	426.18K	3.54M	47.75K	+12.62%
Jun 30, 2025	SHAKER FINANCIAL SERVICES, LLC	2.28%	382.47K	3.21M	133.61K	+53.69%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.03%	5K	41.55K	-1.45K	-22.50%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-15.41K	-100.00%
Jun 30, 2025	FINANCIAL PERSPECTIVES, INC	0%	0	-	-1.15K	-100.00%
Jun 30, 2025	FNY INVESTMENT ADVISERS, LLC	0%	400	3K	0	0
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	0%	665	5.53K	0	0
Jun 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0%	100	831	100	+100.00%
Jun 30, 2025	CWM, LLC	0%	671	6K	0	0
Jun 30, 2025	PRIVATE TRUST CO NA	0%	703	5.84K	0	0
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	19.56K	162.55K	3.44K	+21.35%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.08%	13.27K	110.27K	-37	-0.28%
Mar 31, 2025	FNY INVESTMENT ADVISERS, LLC	0%	400	3K	400	+100.00%
Mar 31, 2025	UBS GROUP AG	0.28%	46.33K	386.82K	-3.6K	-7.21%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	824	6.88K	0	0
Mar 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0%	0	-	-254.1K	-100.00%
Mar 31, 2025	ALPHACORE CAPITAL LLC	0.18%	31K	258.85K	31K	+100.00%
Mar 31, 2025	PFG INVESTMENTS, LLC	0.18%	29.9K	249.66K	18.05K	+152.36%
Mar 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.16%	26.71K	222.99K	0	0
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.09%	15.41K	128.67K	-1.54K	-9.07%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.14%	23.47K	195.99K	-902	-3.70%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.78%	130.75K	1.09M	9.4K	+7.75%
Mar 31, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0%	0	-	-8.6K	-100.00%
Mar 31, 2025	MORGAN STANLEY	12.37%	2.08M	17.34M	154.8K	+8.05%
Mar 31, 2025	SHAKER FINANCIAL SERVICES, LLC	1.48%	248.86K	2.1M	23.47K	+10.41%
Mar 31, 2025	LPL FINANCIAL LLC	1.06%	177.9K	1.49M	-7.82K	-4.21%
Mar 31, 2025	MATISSE CAPITAL	0.89%	149.9K	1.25M	0	0
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.08%	13.31K	111.11K	-4.51K	-25.32%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	6.45K	53.87K	6.45K	+100.00%
Mar 31, 2025	PRIVATE TRUST CO NA	0%	703	5.87K	0	0
Mar 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	6.57%	1.1M	9.21M	0	0
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	5.16%	865.92K	7.3M	28.23K	+3.37%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	2.96%	496.51K	4.15M	8.32K	+1.70%
Mar 31, 2025	OPPENHEIMER & CO INC	0.08%	13.6K	113.59K	13.6K	+100.00%
Mar 31, 2025	ELEQUIN SECURITIES, LLC	0.03%	4.23K	35.33K	4.23K	+100.00%
Mar 31, 2025	COMERICA BANK	0.01%	2.47K	20.64K	41	+1.69%
Mar 31, 2025	CWM, LLC	0%	671	6K	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.25%	378.43K	3.16M	-13.96K	-3.56%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	2.03%	340.38K	2.84M	14.51K	+4.45%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	25.62K	214K	-3.05K	-10.63%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.12%	20.63K	172.22K	-14.12K	-40.63%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.1%	16.12K	134.59K	5.76K	+55.63%
Mar 31, 2025	FINANCIAL PERSPECTIVES, INC	0.01%	1.15K	9.58K	21	+1.87%
Mar 31, 2025		0%	1	4.75K	-592	-99.83%
Mar 31, 2025	BESSEMER GROUP INC	0%	0	-	-575	-100.00%
Mar 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0%	0	-	-7.43K	-100.00%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0%	0	-	-39.27K	-100.00%
Mar 31, 2025	STEPHENS INC /AR/	0.87%	145.32K	1.21M	-1.79K	-1.21%
Mar 31, 2025	ALEXANDER RANDOLPH ADVISORY, INC.	0.76%	128.2K	1.07M	12.25K	+10.56%
Mar 31, 2025	INVESCO LTD.	0.72%	121.67K	1.02M	10.53K	+9.47%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.62%	103.85K	867.12K	-38.12K	-26.85%
Mar 31, 2025	ROYAL BANK OF CANADA	0.52%	87.67K	732K	5.73K	+6.99%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.45%	75.59K	631.22K	195	+0.26%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.3%	49.9K	416.67K	-1.5K	-2.92%
Mar 31, 2025	LARSON FINANCIAL GROUP LLC	0%	665	5.55K	0	0
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0%	522	32.21K	522	+100.00%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	16.78K	142.29K	16.78K	+100.00%
Mar 31, 2024	JPMORGAN CHASE & CO	0%	0	-	-232	-100.00%
Mar 31, 2024	NBT BANK N A /NY	0.11%	18.7K	158.58K	0	0
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.12%	19.44K	159K	3.7K	+23.53%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	7.49%	1.26M	10.67M	111.69K	+9.74%
Mar 31, 2024	MORGAN STANLEY	11.84%	1.99M	16.85M	78.47K	+4.11%
Mar 31, 2024	COMERICA BANK	0.02%	3.46K	29.34K	512	+17.37%
Mar 31, 2024	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.05%	8.83K	74.91K	8.83K	+100.00%
Mar 31, 2024	SFI ADVISORS, LLC	0%	0	-	-35.93K	-100.00%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-7.45K	-100.00%
Mar 31, 2024	SABA CAPITAL MANAGEMENT, L.P.	0%	0	-	-62.07K	-100.00%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0%	0	-	-10.99K	-100.00%
Mar 31, 2024	NOMURA HOLDINGS INC	0%	0	-	-18.38K	-100.00%
Mar 31, 2024	FIRST MANHATTAN CO. LLC.	0%	350	2.98K	0	0
Mar 31, 2024	FNY INVESTMENT ADVISERS, LLC	0%	400	3K	400	+100.00%
Mar 31, 2024	BESSEMER GROUP INC	0%	496	4K	118	+31.22%
Mar 31, 2024	LARSON FINANCIAL GROUP LLC	0%	665	5.64K	0	0
Mar 31, 2024	PRIVATE TRUST CO NA	0%	703	5.96K	0	0
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	824	6.99K	114	+16.06%
Mar 31, 2024	PFG INVESTMENTS, LLC	0.07%	11.6K	98.37K	11.6K	+100.00%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.1%	16.11K	136.57K	-11.91K	-42.50%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.1%	16.6K	140.76K	-11.02K	-39.91%
Mar 31, 2024	WEDBUSH SECURITIES INC	0.1%	17.12K	145K	0	0
Mar 31, 2024	WETHERBY ASSET MANAGEMENT INC	0.13%	21.08K	178.73K	21.08K	+100.00%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.13%	21.88K	186K	21.88K	+100.00%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.14%	23.96K	203.18K	1.75K	+7.89%
Mar 31, 2024	CETERA ADVISORS LLC	0.16%	27.22K	230.82K	27.22K	+100.00%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.22%	37.23K	315.7K	14.16K	+61.41%
Mar 31, 2024	UBS GROUP AG	0.23%	39.14K	331.87K	705	+1.83%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.25%	42.7K	362.05K	5.27K	+14.07%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.28%	47.09K	399.33K	47.09K	+100.00%
Mar 31, 2024	INVESCO LTD.	0.29%	48.01K	407.15K	19.83K	+70.33%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.38%	63.1K	535.09K	-11.8K	-15.75%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.42%	70.2K	595.28K	-18.84K	-21.16%
Mar 31, 2024	ROYAL BANK OF CANADA	0.63%	106.56K	903K	-687	-0.64%
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	0.67%	111.98K	949.61K	111.98K	+100.00%
Mar 31, 2024	ALEXANDER RANDOLPH ADVISORY, INC.	0.68%	114.9K	974.35K	0	0
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.75%	125.35K	1.06M	-624	-0.50%
Mar 31, 2024	MATISSE CAPITAL	0.89%	149.9K	1.27M	-5.12K	-3.30%
Mar 31, 2024	STEPHENS INC /AR/	0.95%	159.71K	1.35M	-6.68K	-4.01%
Mar 31, 2024	LPL FINANCIAL LLC	1.11%	186.85K	1.58M	18.75K	+11.16%
Mar 31, 2024	SHAKER FINANCIAL SERVICES, LLC	1.32%	222.44K	1.9M	71.38K	+47.25%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	1.45%	243.77K	2.07M	17.65K	+7.81%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	4.33%	726.44K	6.16M	12.12K	+1.70%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	2.73%	459.22K	3.89M	11.79K	+2.64%
Mar 31, 2024	RIVERNORTH CAPITAL MANAGEMENT, LLC	2.9%	486.64K	4.13M	-68.3K	-12.31%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	2.9%	486.78K	4.13M	-20.66K	-4.07%
Dec 31, 2023	INVESCO LTD.	0.17%	28.19K	235.51K	15.11K	+115.57%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.22%	37.43K	312.72K	27.11K	+262.75%
Dec 31, 2023	UBS GROUP AG	0.23%	38.43K	321.08K	-7.81K	-16.90%
Dec 31, 2023	SABA CAPITAL MANAGEMENT, L.P.	0.37%	62.07K	518.59K	-17K	-21.50%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.45%	74.9K	625.52K	7.53K	+11.17%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.53%	89.04K	743.91K	-4.34K	-4.65%
Dec 31, 2023	ROYAL BANK OF CANADA	0.64%	107.25K	896K	107	+0.10%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.75%	125.97K	1.05M	232	+0.18%
Dec 31, 2023	SHAKER FINANCIAL SERVICES, LLC	0.9%	151.06K	1.26M	64.82K	+75.16%
Dec 31, 2023	MATISSE CAPITAL	0.92%	155.02K	1.3M	5.02K	+3.35%
Dec 31, 2023	STEPHENS INC /AR/	0.99%	166.38K	1.39M	4.82K	+2.98%
Dec 31, 2023	LPL FINANCIAL LLC	1%	168.09K	1.4M	10.51K	+6.67%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	1.35%	226.12K	1.89M	-23.67K	-9.48%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	2.66%	447.43K	3.74M	57.6K	+14.77%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	3.02%	507.44K	4.24M	58.15K	+12.94%
Dec 31, 2023	RIVERNORTH CAPITAL MANAGEMENT, LLC	3.3%	554.95K	4.64M	-4.5K	-0.80%
Dec 31, 2023	SFI ADVISORS, LLC	0.21%	35.93K	300.23K	35.93K	+100.00%
Dec 31, 2023		0.68%	114.9K	959.99K	114.9K	+100.00%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	6.83%	1.15M	9.58M	0	0
Dec 31, 2023	MORGAN STANLEY	11.37%	1.91M	15.95M	-635.43K	-24.97%
Dec 31, 2023	QUARRY LP	0%	0	-	-21.3K	-100.00%
Dec 31, 2023	FNY INVESTMENT ADVISERS, LLC	0%	0	-	-400	-100.00%
Dec 31, 2023	LOGAN STONE CAPITAL, LLC	0%	0	-	-17.73K	-100.00%
Dec 31, 2023	CLOUGH CAPITAL PARTNERS L P	0%	0	-	-21.3K	-100.00%
Dec 31, 2023	JPMORGAN CHASE & CO	0%	232	1.94K	149	+179.52%
Dec 31, 2023	FIRST MANHATTAN CO. LLC.	0%	350	2.93K	0	0
Dec 31, 2023	BESSEMER GROUP INC	0%	378	3K	11	+3.00%
Dec 31, 2023	LARSON FINANCIAL GROUP LLC	0%	665	5.56K	0	0
Dec 31, 2023	PRIVATE TRUST CO NA	0%	703	5.87K	0	0
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	710	5.93K	0	0
Dec 31, 2023	COMERICA BANK	0.02%	2.95K	24.63K	-539	-15.46%
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.04%	7.45K	62.26K	7.45K	+100.00%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.07%	10.99K	92K	10.99K	+100.00%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.09%	15.73K	120K	-395	-2.45%
Dec 31, 2023	WEDBUSH SECURITIES INC	0.1%	17.12K	143K	-100	-0.58%
Dec 31, 2023	NOMURA HOLDINGS INC	0.11%	18.38K	153.56K	18.38K	+100.00%
Dec 31, 2023	NBT BANK N A /NY	0.11%	18.7K	156.24K	0	0
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.13%	22.21K	185.54K	-7.86K	-26.15%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.14%	23.06K	192.7K	1.09K	+4.97%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.16%	27.62K	230.79K	-126.62K	-82.09%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.17%	28.01K	234.02K	0	0

Insiders

Among the BWG insiders holding of 0.02% of the stake in company, HOFFMAN DAVID F., , holds the largest shares of 4.05K. MASON PETER DANIEL CHARLES, director, is the second largest BWG insider with ownership of 2.31K shares. FULLER KENNETH, CEO, Pres. & Chairman, stands third with possession of 1.7K shares of that stake.

Insiders	Designation	Shares Held
HOFFMAN DAVID F.		4.05K
MASON PETER DANIEL CHARLES	director	2.31K
FULLER KENNETH	CEO, Pres. & Chairman	1.7K
GRILLO ANTHONY	director	1.5K
KAMERICK EILEEN A	director	1K
SALACUSE JESWALD W	director	200
SMITH STEPHEN S.		0
CRONIN DANIEL P	director	0
HUTCHINSON WILLIAM R	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Sep 04, 2025	MASON PETER DANIEL CHARLES	PURCHASE	8.68	2.31K	20K	2.31K
May 27, 2025	GRILLO ANTHONY	PURCHASE	8.03	1.5K	12.05K	1.5K
Dec 10, 2020	CRONIN DANIEL P	SALE	12.47	1.1K	13.75K	0
Dec 22, 2016	KAMERICK EILEEN A	PURCHASE	11.60	1K	11.6K	1K
Dec 08, 2016	SMITH STEPHEN S.	SALE	11.83	50K	591.53K	0
May 24, 2016	CRONIN DANIEL P	SALE	12.04	1.5K	18.06K	1.07K
Mar 03, 2015	FULLER KENNETH	PURCHASE	16.97	800	13.58K	1.7K
Jul 11, 2014	HOFFMAN DAVID F.	PURCHASE	17.98	4.05K	72.82K	4.05K
Feb 27, 2014	HUTCHINSON WILLIAM R	SALE	16.91	1.2K	20.29K	0
Feb 19, 2014	CRONIN DANIEL P	PURCHASE	16.42	1K	16.42K	2.1K
Dec 31, 2013	FULLER KENNETH	PURCHASE	16.70	900	15.03K	900
Sep 05, 2013	SMITH STEPHEN S.	PURCHASE	15.93	11.89K	189.38K	47.43K
Sep 04, 2013	SMITH STEPHEN S.	PURCHASE	15.93	35.54K	566.12K	35.54K
Nov 19, 2012	SALACUSE JESWALD W	PURCHASE	19.83	200	3.97K	200
Oct 09, 2012	HUTCHINSON WILLIAM R	PURCHASE	20.10	980	19.7K	1.2K
Oct 08, 2012	HUTCHINSON WILLIAM R	PURCHASE	19.90	1.1K	21.89K	1.1K
May 21, 2012	CRONIN DANIEL P	PURCHASE	18.70	1K	18.7K	1K

Frequently Asked Questions