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 54 institutions that hold shares in the stock, with a total of 4.03 Million shares, which have been reported (via 13F filing form) to have a value of $58.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
524,486
shares
|
$7.63 Million
0.0% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
366,775
shares
|
$5.33 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Tsp Capital Management Group, LLC
|
May 15, 2025 Q1 2025 |
335,901
shares
|
$4.88 Million
1.82% of portfolio
|
Q1 2025
Reduced 11.08%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
329,852
shares
|
$4.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.16%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
294,840
shares
|
$4.29 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
243,567
shares
|
$3.54 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
236,890
shares
|
$3.44 Million
0.0% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
208,444
shares
|
$3.03 Million
0.07% of portfolio
|
Q1 2025
Reduced 47.57%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
172,503
shares
|
$2.51 Million
0.05% of portfolio
|
Q1 2025
Reduced 7.01%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
168,828
shares
|
$2.45 Million
0.0% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
123,373
shares
|
$1.79 Million
0.09% of portfolio
|
Q1 2025
Reduced 13.82%
|
|
|
Shaker Financial Services, LLC
|
May 09, 2025 Q1 2025 |
98,488
shares
|
$1.43 Million
0.6% of portfolio
|
Q1 2025
Added 93.88%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
80,743
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
Added 9.58%
|
|
|
Camelot Portfolios, LLC
|
May 13, 2025 Q1 2025 |
71,610
shares
|
$1.04 Million
0.68% of portfolio
|
Q1 2025
Added 37.78%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
64,137
shares
|
$932,551
0.16% of portfolio
|
Q1 2025
Reduced 12.03%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
62,354
shares
|
$906,627
0.0% of portfolio
|
Q1 2025
Added 12.65%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
55,896
shares
|
$812,727
0.0% of portfolio
|
Q1 2025
Added 22.77%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
55,404
shares
|
$805,574
0.02% of portfolio
|
Q1 2025
Added 43.72%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
44,663
shares
|
$649,400
0.0% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
44,466
shares
|
$646,535
0.0% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
43,485
shares
|
$632,271
0.0% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
31,611
shares
|
$459,623
0.0% of portfolio
|
Q3 2022
Reduced 11.23%
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
30,999
shares
|
$450,725
0.1% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
29,488
shares
|
$428,755
0.0% of portfolio
|
Q1 2025
Reduced 7.95%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
27,085
shares
|
$393,815
0.0% of portfolio
|
Q4 2024
New holding
|