Purchases and Sales Made in Q1 2025 in 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) during Q1 2025. The information is specifically focused on institutions that hold shares of BARINGS GLOBAL SHORT DURATION HIGH YIELD FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
47.7K+ 93.88% |
$721K - $765K
|
98.5K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
19.6K+ 37.78% |
$297K - $315K
|
71.6K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
16.9K+ 43.72% |
$255K - $270K
|
55.4K
$814K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.4K+ 2.03% |
$157K - $167K
|
524K
$7.7M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.4K+ 22.77% |
$157K - $166K
|
55.9K
$821K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.06K+ 9.58% |
$107K - $113K
|
80.7K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7K+ 12.65% |
$106K - $112K
|
62.4K
$916K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.7K+ 1.59% |
$55.9K - $59.3K
|
237K
$3.48M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.39K+ 18.98% |
$36.2K - $38.4K
|
15K
$220K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.02K+ 4.88% |
$30.6K - $32.5K
|
43.5K
$639K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
994+ 23.88% |
$15K - $15.9K
|
5.16K
$75.7K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
695+ 4.57% |
$10.5K - $11.1K
|
15.9K
$234K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
657+ 2.17% |
$9.93K - $10.5K
|
31K
$455K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
497New |
$7.51K - $7.97K
|
497
$7.3K
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
BUY
|
- |
325+ 2.34% |
$4.91K - $5.21K
|
14.2K
$209K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
265+ 1.85% |
$4.01K - $4.25K
|
14.6K
$215K
|
|
|
May 13, 2025
Q1 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
248+ 1.18% |
$3.75K - $3.98K
|
21.3K
$313K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-26- 2.68% |
$393 - $417
|
945
$13.9K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-166- 0.66% |
$2.51K - $2.66K
|
25.1K
$368K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.17K- 0.4% |
$17.7K - $18.8K
|
295K
$4.33M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.26K- 0.34% |
$19K - $20.2K
|
367K
$5.39M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.36K- 2.96% |
$20.5K - $21.8K
|
44.5K
$653K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2K- 4.29% |
$30.2K - $32.1K
|
44.7K
$656K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.55K- 7.95% |
$38.5K - $40.9K
|
29.5K
$433K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.88K- 9.74% |
$43.5K - $46.2K
|
26.7K
$392K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-5.28K- 24.58% |
$79.8K - $84.7K
|
16.2K
$238K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-8.77K- 12.03% |
$133K - $141K
|
64.1K
$942K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-13K- 7.01% |
$196K - $208K
|
173K
$2.53M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-19.8K- 13.82% |
$299K - $317K
|
123K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-29.3K- 8.16% |
$443K - $470K
|
330K
$4.85M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-39.8K- 14.04% |
$602K - $638K
|
244K
$3.58M
|
|
|
May 15, 2025
Q1 2025
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-41.8K- 11.08% |
$633K - $671K
|
336K
$4.93M
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-189K- 47.57% |
$2.86M - $3.03M
|
208K
$3.06M
|