Purchases and Sales Made in Q1 2023 in Barings Corporate Investors (MCI)
This table provides information about the institutional ownership of Barings Corporate Investors (MCI) during Q1 2023. The information is specifically focused on institutions that hold shares of BARINGS CORPORATE INVESTORS.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
32.5K+ 44.92% |
$446K - $478K
|
105K
$2.14M
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
30.1KNew |
$413K - $442K
|
30.1K
$613K
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
25.6KNew |
$351K - $376K
|
25.6K
$522K
|
|
May 09, 2023
Q1 2023
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
20.2K+ 6.22% |
$277K - $297K
|
345K
$7.03M
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
12.1K+ 16.08% |
$167K - $179K
|
87.7K
$1.79M
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
10.4KNew |
$143K - $153K
|
10.4K
$212K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.3K+ 34.81% |
$141K - $151K
|
39.7K
$809K
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
3.83K+ 8.07% |
$52.6K - $56.4K
|
51.4K
$1.05M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.02K+ 8.62% |
$41.4K - $44.3K
|
38K
$774K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.72KNew |
$23.6K - $25.3K
|
1.72K
$35.1K
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.47K+ 1.12% |
$20.1K - $21.6K
|
132K
$2.69M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
950+ 3.28% |
$13K - $14K
|
29.9K
$609K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
657+ 2.03% |
$9.01K - $9.66K
|
33K
$672K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
196+ 0.88% |
$2.69K - $2.88K
|
22.4K
$457K
|
|
Apr 13, 2023
Q1 2023
|
Tsp Capital Management Group, LLC
|
BUY
|
- |
163+ 0.18% |
$2.23K - $2.4K
|
88.8K
$1.81M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
115+ 0.55% |
$1.58K - $1.69K
|
21K
$429K
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
72+ 0.6% |
$987 - $1.06K
|
12K
$245K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6+ 0.11% |
$82.3 - $88.2
|
5.47K
$112K
|
|
Apr 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-90- 0.21% |
$1.23K - $1.32K
|
42K
$856K
|
|
May 15, 2023
Q1 2023
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-125- 0.15% |
$1.71K - $1.84K
|
83.7K
$1.7M
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-133- 0.41% |
$1.82K - $1.96K
|
32.5K
$662K
|
|
Apr 25, 2023
Q1 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-350- 0.2% |
$4.8K - $5.15K
|
177K
$3.61M
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-425Closed |
$5.83K - $6.25K
|
0
$0
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-495- 2.6% |
$6.79K - $7.28K
|
18.5K
$377K
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.19K- 6.39% |
$16.3K - $17.5K
|
17.5K
$356K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.7K- 2.0% |
$23.3K - $24.9K
|
83K
$1.69M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.91K- 8.11% |
$26.2K - $28.1K
|
21.7K
$442K
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.93K- 4.03% |
$26.4K - $28.3K
|
45.9K
$934K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.41K- 8.59% |
$33K - $35.4K
|
25.7K
$523K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.83K- 9.17% |
$38.8K - $41.6K
|
28.1K
$572K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.31K- 3.47% |
$45.4K - $48.7K
|
92K
$1.87M
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.39KClosed |
$46.5K - $49.8K
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.85K- 6.24% |
$52.8K - $56.6K
|
57.8K
$1.18M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-4.79K- 4.02% |
$65.7K - $70.4K
|
114K
$2.33M
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-4.9K- 1.25% |
$67.2K - $72K
|
388K
$7.9M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-7.58K- 3.91% |
$104K - $111K
|
186K
$3.79M
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-14K- 40.15% |
$192K - $206K
|
20.9K
$425K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-23.2K- 45.3% |
$319K - $342K
|
28.1K
$572K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-39.6K- 73.23% |
$543K - $582K
|
14.5K
$295K
|
|
May 15, 2023
Q1 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-119K- 11.17% |
$1.64M - $1.76M
|
949K
$19.3M
|