Institutional Ownership Barings Global Short Duration High Yield Fund (BGH)
This table provides information about the institutional ownership of Barings Global Short Duration High Yield Fund (BGH). We have compiled data on the 56 institutions that hold shares in the stock, with a total of 4.39 Million shares, which have been reported (via 13F filing form) to have a value of $70.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
628,932
shares
|
$10 Million
0.0% of portfolio
|
Q2 2025
Added 19.91%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
467,356
shares
|
$7.46 Million
0.0% of portfolio
|
Q2 2025
Added 27.42%
|
|
|
Tsp Capital Management Group, LLC
|
Aug 11, 2025 Q2 2025 |
329,773
shares
|
$5.27 Million
1.73% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
300,089
shares
|
$4.79 Million
0.04% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
267,497
shares
|
$4.27 Million
0.01% of portfolio
|
Q2 2025
Reduced 18.9%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
261,915
shares
|
$4.18 Million
0.09% of portfolio
|
Q2 2025
Added 25.65%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
258,143
shares
|
$4.12 Million
0.0% of portfolio
|
Q2 2025
Added 8.97%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
219,087
shares
|
$3.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.05%
|
|
|
Shaker Financial Services, LLC
|
Aug 05, 2025 Q2 2025 |
174,609
shares
|
$2.79 Million
1.0% of portfolio
|
Q2 2025
Added 77.29%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
170,958
shares
|
$2.73 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
168,828
shares
|
$2.7 Million
0.0% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
121,050
shares
|
$1.93 Million
0.0% of portfolio
|
Q2 2025
Added 116.56%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
74,635
shares
|
$1.19 Million
0.05% of portfolio
|
Q2 2025
Reduced 39.5%
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
72,575
shares
|
$1.16 Million
0.69% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
69,966
shares
|
$1.12 Million
0.21% of portfolio
|
Q2 2025
Added 125.7%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
64,229
shares
|
$1.03 Million
0.14% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
62,916
shares
|
$1 Million
0.0% of portfolio
|
Q2 2025
Reduced 22.08%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
60,593
shares
|
$967,670
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
60,424
shares
|
$964,971
0.0% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
54,111
shares
|
$864,152
0.02% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
48,086
shares
|
$767,933
0.0% of portfolio
|
Q2 2025
Added 10.58%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
45,046
shares
|
$719,384
0.0% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
43,963
shares
|
$702,089
0.0% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
31,611
shares
|
$504,827
0.0% of portfolio
|
Q3 2022
Reduced 11.23%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
28,696
shares
|
$458,275
0.0% of portfolio
|
Q2 2025
Reduced 2.69%
|