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 55 institutions that hold shares in the stock, with a total of 4.54 Million shares, which have been reported (via 13F filing form) to have a value of $72.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
26,275
shares
|
$421,451
0.0% of portfolio
|
Q3 2024
Reduced 60.25%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
25,187
shares
|
$403,999
0.0% of portfolio
|
Q1 2024
Reduced 5.39%
|
|
|
Mcrae Capital Management Inc
|
Jan 29, 2025 Q4 2024 |
21,056
shares
|
$337,738
0.07% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
20,732
shares
|
$332,541
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
18,823
shares
|
$301,920
0.0% of portfolio
|
Q3 2024
Added 15.93%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
17,217
shares
|
$276,160
0.04% of portfolio
|
Q4 2024
Added 60.2%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
16,400
shares
|
$263,056
0.12% of portfolio
|
Q4 2023
Reduced 11.35%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
15,072
shares
|
$241,754
0.0% of portfolio
|
Q3 2024
Reduced 16.6%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
14,740
shares
|
$236,429
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
14,721
shares
|
$236,124
0.0% of portfolio
|
Q3 2024
Reduced 83.15%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
13,940
shares
|
$223,597
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Barings LLC
|
Feb 07, 2025 Q4 2024 |
13,902
shares
|
$222,988
0.01% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,371
shares
|
$214,470
0.0% of portfolio
|
Q2 2024
Reduced 17.68%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
12,598
shares
|
$202,071
0.01% of portfolio
|
Q4 2024
Reduced 12.42%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
12,000
shares
|
$192,480
0.0% of portfolio
|
Q1 2024
Reduced 1.83%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
10,000
shares
|
$160,400
0.01% of portfolio
|
Q4 2022
Reduced 22.58%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
7,349
shares
|
$117,877
0.1% of portfolio
|
Q4 2022
Reduced 16.96%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
5,958
shares
|
$95,566
0.01% of portfolio
|
Q3 2022
Reduced 22.58%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,525
shares
|
$72,581
0.0% of portfolio
|
Q4 2020
Added 22.1%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
4,253
shares
|
$68,218
0.01% of portfolio
|
Q2 2021
Reduced 42.0%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
2,483
shares
|
$39,827
0.01% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
1,700
shares
|
$27,268
0.0% of portfolio
|
Q2 2024
Reduced 40.35%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,064
shares
|
$17,066
0.0% of portfolio
|
Q2 2023
Reduced 55.63%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
971
shares
|
$15,574
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
800
shares
|
$12,832
0.01% of portfolio
|
Q3 2024
New holding
|