Purchases and Sales Made in Q4 2023 in Barings Corporate Investors (MCI)
This table provides information about the institutional ownership of Barings Corporate Investors (MCI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
32.2K+ 46.27% |
$496K - $593K
|
102K
$2.07M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
25.2K+ 25.97% |
$389K - $465K
|
122K
$2.49M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.5K+ 41.18% |
$207K - $248K
|
46.1K
$940K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.4K+ 59.89% |
$191K - $228K
|
33.1K
$674K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.2K+ 95.43% |
$188K - $225K
|
25K
$509K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.3K+ 21.41% |
$158K - $190K
|
58.3K
$1.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
10KNew |
$155K - $185K
|
10K
$204K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
7.22K+ 4.13% |
$111K - $133K
|
182K
$3.71M
|
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
4.11K+ 9.42% |
$63.3K - $75.7K
|
47.7K
$972K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
3.03K+ 139.08% |
$46.6K - $55.8K
|
5.2K
$106K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3KNew |
$46.2K - $55.3K
|
3K
$61.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.39KNew |
$36.9K - $44.1K
|
2.39K
$48.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.2KNew |
$18.5K - $22.1K
|
1.2K
$24.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.09K+ 8.92% |
$16.8K - $20K
|
13.3K
$270K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.04K+ 8.12% |
$16K - $19.2K
|
13.8K
$282K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
993+ 4.56% |
$15.3K - $18.3K
|
22.8K
$464K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
472+ 2.24% |
$7.27K - $8.7K
|
21.5K
$439K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
425+ 100.0% |
$6.55K - $7.83K
|
850
$17.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
84+ 0.83% |
$1.29K - $1.55K
|
10.2K
$207K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8+ 0.18% |
$123 - $147
|
4.5K
$91.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-193- 0.63% |
$2.97K - $3.56K
|
30.6K
$624K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-200- 1.36% |
$3.08K - $3.69K
|
14.5K
$296K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-295- 1.54% |
$4.55K - $5.44K
|
18.8K
$384K
|
|
|
Jan 16, 2024
Q4 2023
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-574- 0.64% |
$8.85K - $10.6K
|
89.1K
$1.81M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-922- 4.16% |
$14.2K - $17K
|
21.3K
$433K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.52K- 7.27% |
$23.4K - $28K
|
19.3K
$394K
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-2.18K- 4.43% |
$33.5K - $40.1K
|
47K
$957K
|
|
|
Feb 14, 2024
Q4 2023
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-2.97K- 3.52% |
$45.7K - $54.6K
|
81.2K
$1.65M
|
|
|
Jan 24, 2024
Q4 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-3.3K- 1.89% |
$50.9K - $60.8K
|
171K
$3.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.88K- 4.6% |
$59.8K - $71.5K
|
80.5K
$1.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.23K- 2.29% |
$65.1K - $77.9K
|
180K
$3.67M
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-4.3K- 1.16% |
$66.3K - $79.2K
|
368K
$7.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.06K- 49.59% |
$77.9K - $93.2K
|
5.14K
$105K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.25K- 19.34% |
$143K - $170K
|
38.6K
$786K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.3K- 35.88% |
$158K - $189K
|
18.3K
$374K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.9K- 10.83% |
$337K - $404K
|
180K
$3.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-96.7K- 48.77% |
$1.49M - $1.78M
|
102K
$2.07M
|
|
|
Jan 29, 2024
Q4 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-101K- 31.44% |
$1.55M - $1.86M
|
220K
$4.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-248K- 53.28% |
$3.83M - $4.58M
|
218K
$4.44M
|