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 4.07 Million shares, which have been reported (via 13F filing form) to have a value of $63.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
26,673
shares
|
$417,965
0.0% of portfolio
|
Q4 2024
Added 8.55%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
26,218
shares
|
$410,836
0.0% of portfolio
|
Q4 2024
Reduced 32.93%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
25,067
shares
|
$392,799
0.0% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Mcrae Capital Management Inc
|
May 13, 2025 Q1 2025 |
21,304
shares
|
$333,833
0.07% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
20,732
shares
|
$324,870
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
16,400
shares
|
$256,988
0.12% of portfolio
|
Q4 2023
Reduced 11.35%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
16,201
shares
|
$253,869
0.0% of portfolio
|
Q1 2025
Reduced 24.58%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
15,913
shares
|
$249,356
0.0% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
14,989
shares
|
$234,877
0.01% of portfolio
|
Q1 2025
Added 18.98%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
14,607
shares
|
$228,891
0.0% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Barings LLC
|
May 09, 2025 Q1 2025 |
14,227
shares
|
$222,937
0.01% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,371
shares
|
$209,523
0.0% of portfolio
|
Q2 2024
Reduced 17.68%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
12,000
shares
|
$188,040
0.0% of portfolio
|
Q1 2024
Reduced 1.83%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
10,000
shares
|
$156,700
0.01% of portfolio
|
Q4 2022
Reduced 22.58%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
7,349
shares
|
$115,158
0.1% of portfolio
|
Q4 2022
Reduced 16.96%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
5,958
shares
|
$93,361
0.01% of portfolio
|
Q3 2022
Reduced 22.58%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
5,156
shares
|
$80,794
0.01% of portfolio
|
Q1 2025
Added 23.88%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,525
shares
|
$70,906
0.0% of portfolio
|
Q4 2020
Added 22.1%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
4,253
shares
|
$66,644
0.01% of portfolio
|
Q2 2021
Reduced 42.0%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
2,483
shares
|
$38,908
0.0% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
945
shares
|
$14,808
0.0% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
800
shares
|
$12,536
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
800
shares
|
$12,536
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
569
shares
|
$8,916
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
504
shares
|
$7,897
0.0% of portfolio
|
Q4 2023
New holding
|