Purchases and Sales Made in Q4 2024 in Barings Participation Investors (MPV)
This table provides information about the institutional ownership of Barings Participation Investors (MPV) during Q4 2024. The information is specifically focused on institutions that hold shares of BARINGS PARTICIPATION INVESTORS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
77.8KNew |
$1.27M - $1.35M
|
77.8K
$1.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
37.9KNew |
$618K - $659K
|
37.9K
$643K
|
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
22.2KNew |
$362K - $386K
|
22.2K
$377K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.5K+ 166.48% |
$350K - $373K
|
34.4K
$583K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
8.12K+ 31.51% |
$132K - $141K
|
33.9K
$575K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
6.3KNew |
$103K - $109K
|
6.3K
$107K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6K+ 2.19% |
$97.8K - $104K
|
281K
$4.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.62K+ 5.21% |
$75.3K - $80.2K
|
93.3K
$1.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
4.37K+ 5.15% |
$71.3K - $76K
|
89.3K
$1.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.37K+ 5.37% |
$71.3K - $76K
|
85.8K
$1.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
3.58KNew |
$58.3K - $62.2K
|
3.58K
$60.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
BUY
|
- |
2.94K+ 1.09% |
$47.8K - $51K
|
271K
$4.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.62K+ 0.85% |
$42.7K - $45.5K
|
309K
$5.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.35K+ 12.95% |
$38.2K - $40.8K
|
20.5K
$348K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2KNew |
$32.6K - $34.7K
|
2K
$33.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
929+ 2.21% |
$15.1K - $16.1K
|
43K
$729K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
519+ 4.06% |
$8.45K - $9.02K
|
13.3K
$226K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
366+ 2.2% |
$5.96K - $6.36K
|
17K
$288K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
98+ 0.7% |
$1.6K - $1.7K
|
14.1K
$239K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
97+ 0.08% |
$1.58K - $1.68K
|
120K
$2.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-200- 7.94% |
$3.26K - $3.47K
|
2.32K
$39.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-365- 50.0% |
$5.95K - $6.34K
|
365
$6.19K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-550- 1.2% |
$8.96K - $9.55K
|
45.2K
$767K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.15K- 3.91% |
$18.7K - $20K
|
28.2K
$479K
|
|
|
Jan 30, 2025
Q4 2024
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-1.9K- 0.64% |
$31K - $33K
|
293K
$4.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.12K- 31.97% |
$50.8K - $54.2K
|
6.64K
$113K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.74K- 65.6% |
$93.5K - $99.7K
|
3.01K
$51.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.76K- 18.71% |
$126K - $135K
|
33.7K
$572K
|