Institutional Ownership Barings Participation Investors (MPV)
This table provides information about the institutional ownership of Barings Participation Investors (MPV). We have compiled data on the 44 institutions that hold shares in the stock, with a total of 2.86 Million shares, which have been reported (via 13F filing form) to have a value of $50.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Greenwich Investment Management, Inc.
Stamford, CT |
Aug 14, 2024 Q2 2024 |
341,577
shares
|
$5.77 Million
5.33% of portfolio
|
Q2 2024
Reduced 4.89%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
309,197
shares
|
$5.23 Million
0.0% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Tsp Capital Management Group, LLC
|
Jan 30, 2025 Q4 2024 |
293,195
shares
|
$4.95 Million
1.9% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
280,579
shares
|
$4.74 Million
0.07% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Barings LLC
|
Feb 07, 2025 Q4 2024 |
271,316
shares
|
$4.59 Million
0.11% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
258,199
shares
|
$4.36 Million
0.07% of portfolio
|
Q2 2024
Added 2.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
132,803
shares
|
$2.24 Million
0.01% of portfolio
|
Q3 2024
Added 15.75%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
119,906
shares
|
$2.03 Million
0.0% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
93,292
shares
|
$1.58 Million
0.0% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
89,308
shares
|
$1.51 Million
0.0% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
85,789
shares
|
$1.45 Million
0.0% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
77,824
shares
|
$1.32 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
48,766
shares
|
$824,145
0.18% of portfolio
|
Q2 2024
Reduced 3.65%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
45,197
shares
|
$763,829
0.36% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
42,975
shares
|
$726,277
0.56% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
37,916
shares
|
$640,780
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
34,355
shares
|
$580,599
0.0% of portfolio
|
Q4 2024
Added 166.48%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
33,899
shares
|
$572,893
0.25% of portfolio
|
Q4 2024
Added 31.51%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
33,716
shares
|
$569,800
0.0% of portfolio
|
Q4 2024
Reduced 18.71%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
29,200
shares
|
$493,479
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
28,225
shares
|
$477,002
0.01% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
27,995
shares
|
$473,115
0.0% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Feb 14, 2025 Q4 2024 |
22,219
shares
|
$375,501
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
20,484
shares
|
$346,179
0.0% of portfolio
|
Q4 2024
Added 12.95%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
16,998
shares
|
$287,266
0.02% of portfolio
|
Q4 2024
Added 2.2%
|