SCHEDULE: Morgan Stanley & Parametric Disclose 10.3% Stake in BrandywineGLOBAL

Morgan Stanley and its subsidiary, Parametric Portfolio Associates LLC, have disclosed a combined beneficial ownership of 10.3% in BrandywineGLOBAL-Global Income Opportunities Fund Inc.

Summary

• Morgan Stanley and Parametric Portfolio Associates LLC jointly reported beneficial ownership of 1,733,867 shares of BrandywineGLOBAL-Global Income Opportunities Fund Inc. Common Stock.
• This aggregate amount represents 10.3% of the issuer's class of securities.
• Parametric Portfolio Associates LLC, a wholly-owned subsidiary of Morgan Stanley, is identified as the entity through which Morgan Stanley's beneficial ownership is held.
• The reporting persons have shared voting power over 167,189 shares and shared dispositive power over 1,733,867 shares.
• This filing is an Amendment No. 6 to a Schedule 13G, indicating an update to previously reported ownership.

Sentiment

Score: 5

Explanation: Neutral, as this is a routine disclosure of beneficial ownership by institutional investors, not indicative of positive or negative company performance or strategic shifts.

Future Outlook

NA

Industry Context

NA

Stakeholder Impact

• Shareholders of BrandywineGLOBAL-Global Income Opportunities Fund Inc will be aware of the significant institutional ownership by Morgan Stanley and its subsidiary, Parametric Portfolio Associates LLC.

Key Dates

Keywords

BrandywineGLOBAL-Global Income Opportunities Fund Inc, Morgan Stanley, Parametric Portfolio Associates LLC, Schedule 13G, Beneficial Ownership, Institutional Investor, Common Stock, SEC Filing, Investment Fund