Latest Institutional Transactions on Barings Global Short Duration High Yield Fund (BGH)
This table provides information on the latest institutional transactions involving Barings Global Short Duration High Yield Fund (BGH) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
39K+ 125.7% |
$523K - $600K
|
70K
$1.1M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2K- 4.29% |
$30.2K - $32.1K
|
44.7K
$700K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-29.3K- 8.16% |
$443K - $470K
|
330K
$5.17M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.06K+ 9.58% |
$107K - $113K
|
80.7K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-39.8K- 14.04% |
$602K - $638K
|
244K
$3.82M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-166- 0.66% |
$2.51K - $2.66K
|
25.1K
$393K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7K+ 12.65% |
$106K - $112K
|
62.4K
$977K
|
|
|
May 15, 2025
Q1 2025
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-41.8K- 11.08% |
$633K - $671K
|
336K
$5.26M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
16.9K+ 43.72% |
$255K - $270K
|
55.4K
$868K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.55K- 7.95% |
$38.5K - $40.9K
|
29.5K
$462K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
695+ 4.57% |
$10.5K - $11.1K
|
15.9K
$249K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.17K- 0.4% |
$17.7K - $18.8K
|
295K
$4.62M
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
19.6K+ 37.78% |
$297K - $315K
|
71.6K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
248+ 1.18% |
$3.75K - $3.98K
|
21.3K
$334K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.4K+ 2.03% |
$157K - $167K
|
524K
$8.22M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.7K+ 1.59% |
$55.9K - $59.3K
|
237K
$3.71M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-5.28K- 24.58% |
$79.8K - $84.7K
|
16.2K
$254K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
994+ 23.88% |
$15K - $15.9K
|
5.16K
$80.8K
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-189K- 47.57% |
$2.86M - $3.03M
|
208K
$3.27M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.26K- 0.34% |
$19K - $20.2K
|
367K
$5.75M
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
BUY
|
- |
325+ 2.34% |
$4.91K - $5.21K
|
14.2K
$223K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
47.7K+ 93.88% |
$721K - $765K
|
98.5K
$1.54M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.4K+ 22.77% |
$157K - $166K
|
55.9K
$876K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.36K- 2.96% |
$20.5K - $21.8K
|
44.5K
$697K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.39K+ 18.98% |
$36.2K - $38.4K
|
15K
$235K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
497New |
$7.51K - $7.97K
|
497
$7.79K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-26- 2.68% |
$393 - $417
|
945
$14.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
265+ 1.85% |
$4.01K - $4.25K
|
14.6K
$229K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-8.77K- 12.03% |
$133K - $141K
|
64.1K
$1.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.02K+ 4.88% |
$30.6K - $32.5K
|
43.5K
$681K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-13K- 7.01% |
$196K - $208K
|
173K
$2.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-19.8K- 13.82% |
$299K - $317K
|
123K
$1.93M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.28K+ 8.55% |
$34.6K - $37K
|
29K
$454K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
569New |
$8.62K - $9.24K
|
569
$8.92K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.87K+ 7.1% |
$28.3K - $30.3K
|
28.1K
$441K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-5- 62.5% |
$75.8 - $81.2
|
3
$47
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
27.1KNew |
$410K - $440K
|
27.1K
$424K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-12.9K- 32.93% |
$195K - $209K
|
26.2K
$411K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
6.47K+ 60.2% |
$98K - $105K
|
17.2K
$270K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
34+ 1.39% |
$515 - $552
|
2.48K
$38.9K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
13.9KNew |
$211K - $226K
|
13.9K
$218K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-350K- 67.64% |
$5.06M - $5.38M
|
167K
$2.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.93K+ 4.28% |
$100K - $107K
|
169K
$2.65M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
800New |
$11.6K - $12.3K
|
800
$12.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-357- 81.88% |
$5.16K - $5.49K
|
79
$1.24K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
800New |
$11.6K - $12.3K
|
800
$12.5K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.15K- 40.35% |
$15.8K - $16.8K
|
1.7K
$26.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-11.9K- 13.22% |
$164K - $174K
|
78.2K
$1.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
39.9KNew |
$548K - $583K
|
39.9K
$625K
|
|