Institutional Ownership Barings Global Short Duration High Yield Fund (BGH)
This table provides information about the institutional ownership of Barings Global Short Duration High Yield Fund (BGH). We have compiled data on the 58 institutions that hold shares in the stock, with a total of 4.32 Million shares, which have been reported (via 13F filing form) to have a value of $69 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
28,141
shares
|
$450,537
0.0% of portfolio
|
Q4 2024
Added 7.1%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
27,085
shares
|
$433,630
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
26,218
shares
|
$419,750
0.0% of portfolio
|
Q4 2024
Reduced 32.93%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
25,233
shares
|
$403,980
0.0% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
21,482
shares
|
$343,926
0.0% of portfolio
|
Q4 2024
Added 14.13%
|
|
|
Mcrae Capital Management Inc
|
Jan 29, 2025 Q4 2024 |
21,056
shares
|
$337,106
0.07% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
20,732
shares
|
$331,919
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
17,217
shares
|
$275,644
0.04% of portfolio
|
Q4 2024
Added 60.2%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
16,400
shares
|
$262,564
0.12% of portfolio
|
Q4 2023
Reduced 11.35%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
15,218
shares
|
$243,640
0.0% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
14,342
shares
|
$229,615
0.0% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
13,940
shares
|
$223,179
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Barings LLC
|
Feb 07, 2025 Q4 2024 |
13,902
shares
|
$222,571
0.01% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,371
shares
|
$214,069
0.0% of portfolio
|
Q2 2024
Reduced 17.68%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
12,598
shares
|
$201,693
0.01% of portfolio
|
Q4 2024
Reduced 12.42%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
12,000
shares
|
$192,120
0.0% of portfolio
|
Q1 2024
Reduced 1.83%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
10,000
shares
|
$160,100
0.01% of portfolio
|
Q4 2022
Reduced 22.58%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
7,349
shares
|
$117,657
0.1% of portfolio
|
Q4 2022
Reduced 16.96%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
5,958
shares
|
$95,387
0.01% of portfolio
|
Q3 2022
Reduced 22.58%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,525
shares
|
$72,445
0.0% of portfolio
|
Q4 2020
Added 22.1%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
4,253
shares
|
$68,090
0.01% of portfolio
|
Q2 2021
Reduced 42.0%
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
4,162
shares
|
$66,633
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
2,483
shares
|
$39,752
0.01% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
1,700
shares
|
$27,217
0.0% of portfolio
|
Q2 2024
Reduced 40.35%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,064
shares
|
$17,034
0.0% of portfolio
|
Q2 2023
Reduced 55.63%
|