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 61 institutions that hold shares in the stock, with a total of 4.5 Million shares, which have been reported (via 13F filing form) to have a value of $67.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gridiron Partners, LLC
Wexford, PA |
Oct 14, 2025 Q3 2025 |
739,281
shares
|
$11.1 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
636,595
shares
|
$9.6 Million
0.0% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
403,375
shares
|
$6.08 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.69%
|
|
|
Tsp Capital Management Group, LLC
|
Oct 22, 2025 Q3 2025 |
329,932
shares
|
$4.98 Million
1.47% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
287,858
shares
|
$4.34 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
209,900
shares
|
$3.17 Million
0.0% of portfolio
|
Q3 2025
Reduced 18.69%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
186,013
shares
|
$2.81 Million
0.01% of portfolio
|
Q3 2025
Reduced 30.46%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
168,828
shares
|
$2.55 Million
0.0% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
163,458
shares
|
$2.46 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.39%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
159,219
shares
|
$2.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 27.33%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
98,525
shares
|
$1.49 Million
0.03% of portfolio
|
Q3 2025
Added 707.38%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
88,800
shares
|
$1.34 Million
0.51% of portfolio
|
Q3 2025
New holding
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
86,164
shares
|
$1.3 Million
0.23% of portfolio
|
Q3 2025
Added 23.15%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
67,944
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2025
Added 54.55%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
62,006
shares
|
$935,050
0.09% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
61,120
shares
|
$921,689
0.0% of portfolio
|
Q3 2025
Reduced 49.51%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
58,602
shares
|
$883,718
0.0% of portfolio
|
Q3 2025
Reduced 6.86%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
57,813
shares
|
$871,820
0.0% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
53,922
shares
|
$813,143
0.01% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
53,618
shares
|
$808,559
0.0% of portfolio
|
Q3 2025
Added 11.5%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
45,365
shares
|
$684,104
0.0% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
41,837
shares
|
$630,901
0.03% of portfolio
|
Q3 2025
Reduced 43.94%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
31,611
shares
|
$476,693
0.0% of portfolio
|
Q3 2022
Reduced 11.23%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
29,168
shares
|
$439,853
0.0% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
27,085
shares
|
$408,441
0.0% of portfolio
|
Q4 2024
New holding
|
|