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 4.98 Million shares, which have been reported (via 13F filing form) to have a value of $75.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
27,085
shares
|
$412,233
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
24,767
shares
|
$376,953
0.0% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
23,795
shares
|
$362,159
0.0% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Mcrae Capital Management Inc
|
Nov 07, 2025 Q3 2025 |
22,002
shares
|
$334,870
0.07% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
20,732
shares
|
$315,541
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
19,298
shares
|
$293,715
0.0% of portfolio
|
Q2 2025
Reduced 27.51%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
17,314
shares
|
$263,519
0.11% of portfolio
|
Q3 2025
Added 5.57%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
15,952
shares
|
$242,789
0.0% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
15,417
shares
|
$234,646
0.0% of portfolio
|
Q3 2025
Reduced 8.42%
|
|
|
Barings LLC
|
Nov 10, 2025 Q3 2025 |
15,155
shares
|
$230,659
0.0% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,371
shares
|
$203,506
0.0% of portfolio
|
Q2 2024
Reduced 17.68%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
12,000
shares
|
$182,640
0.0% of portfolio
|
Q1 2024
Reduced 1.83%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
11,543
shares
|
$175,684
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
10,725
shares
|
$163,234
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
7,349
shares
|
$111,851
0.1% of portfolio
|
Q4 2022
Reduced 16.96%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
6,100
shares
|
$92,842
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
5,958
shares
|
$90,680
0.01% of portfolio
|
Q3 2022
Reduced 22.58%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,525
shares
|
$68,870
0.0% of portfolio
|
Q4 2020
Added 22.1%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
2,541
shares
|
$38,674
0.0% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 07, 2025 Q3 2025 |
1,368
shares
|
$20,820
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
1,281
shares
|
$19,496
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
800
shares
|
$12,176
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
800
shares
|
$12,176
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
569
shares
|
$8,660
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
560
shares
|
$8,523
0.0% of portfolio
|
Q3 2025
Reduced 40.74%
|