Latest Institutional Transactions on Barings Participation Investors (MPV)
This table provides information on the latest institutional transactions involving Barings Participation Investors (MPV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.76K- 18.71% |
$126K - $135K
|
33.7K
$533K
|
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
929+ 2.21% |
$15.1K - $16.1K
|
43K
$679K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.12K- 31.97% |
$50.8K - $54.2K
|
6.64K
$105K
|
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
22.2KNew |
$362K - $386K
|
22.2K
$351K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
8.12K+ 31.51% |
$132K - $141K
|
33.9K
$536K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6K+ 2.19% |
$97.8K - $104K
|
281K
$4.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.62K+ 0.85% |
$42.7K - $45.5K
|
309K
$4.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.62K+ 5.21% |
$75.3K - $80.2K
|
93.3K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
519+ 4.06% |
$8.45K - $9.02K
|
13.3K
$210K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.74K- 65.6% |
$93.5K - $99.7K
|
3.01K
$47.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.37K+ 5.37% |
$71.3K - $76K
|
85.8K
$1.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.5K+ 166.48% |
$350K - $373K
|
34.4K
$543K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
97+ 0.08% |
$1.58K - $1.68K
|
120K
$1.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
BUY
|
- |
2.94K+ 1.09% |
$47.8K - $51K
|
271K
$4.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
37.9KNew |
$618K - $659K
|
37.9K
$599K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2KNew |
$32.6K - $34.7K
|
2K
$31.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.35K+ 12.95% |
$38.2K - $40.8K
|
20.5K
$324K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
6.3KNew |
$103K - $109K
|
6.3K
$99.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
4.37K+ 5.15% |
$71.3K - $76K
|
89.3K
$1.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-365- 50.0% |
$5.95K - $6.34K
|
365
$5.77K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
98+ 0.7% |
$1.6K - $1.7K
|
14.1K
$223K
|
|
|
Jan 30, 2025
Q4 2024
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-1.9K- 0.64% |
$31K - $33K
|
293K
$4.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-200- 7.94% |
$3.26K - $3.47K
|
2.32K
$36.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
77.8KNew |
$1.27M - $1.35M
|
77.8K
$1.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
366+ 2.2% |
$5.96K - $6.36K
|
17K
$269K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-550- 1.2% |
$8.96K - $9.55K
|
45.2K
$714K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.15K- 3.91% |
$18.7K - $20K
|
28.2K
$446K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
3.58KNew |
$58.3K - $62.2K
|
3.58K
$56.6K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
17KNew |
$258K - $288K
|
17K
$268K
|
|
|
Nov 14, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-136K- 31.34% |
$2.07M - $2.31M
|
299K
$4.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.1K+ 15.75% |
$275K - $306K
|
133K
$2.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
549+ 5.24% |
$8.34K - $9.31K
|
11K
$174K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11KNew |
$167K - $187K
|
11K
$174K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
113+ 0.41% |
$1.72K - $1.92K
|
28K
$442K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.3KNew |
$249K - $269K
|
16.3K
$257K
|
|
|
Aug 14, 2024
Q2 2024
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-17.6K- 4.89% |
$269K - $290K
|
342K
$5.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.16K+ 2.04% |
$79K - $85.3K
|
258K
$4.08M
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.85K- 3.65% |
$28.3K - $30.6K
|
48.8K
$771K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.25K+ 5.15% |
$63.9K - $69K
|
86.6K
$1.37M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
800New |
$12K - $13K
|
800
$12.6K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-708- 34.81% |
$10.7K - $11.5K
|
1.33K
$21K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
125New |
$1.62K - $1.95K
|
125
$1.98K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.26K- 29.54% |
$16.3K - $19.6K
|
3K
$47.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
100New |
$1.29K - $1.56K
|
100
$1.58K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
17New |
$220 - $265
|
17
$269
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.23KNew |
$15.8K - $19.1K
|
1.23K
$19.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
30.2KNew |
$390K - $470K
|
30.2K
$477K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-237K- 87.07% |
$3.04M - $3.31M
|
35.2K
$556K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-689- 11.68% |
$8.83K - $9.61K
|
5.21K
$82.3K
|
|