Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
171KNew |
$2.29M - $2.63M
|
171K
$2.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
104K+ 19.91% |
$1.4M - $1.61M
|
629K
$9.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
101K+ 27.42% |
$1.35M - $1.55M
|
467K
$7.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
76.1K+ 77.29% |
$1.02M - $1.17M
|
175K
$2.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
65.2K+ 116.56% |
$874K - $1M
|
121K
$1.83M
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
60.6KNew |
$813K - $933K
|
60.6K
$914K
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
53.5K+ 25.65% |
$718K - $823K
|
262K
$3.95M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
39K+ 125.7% |
$523K - $600K
|
70K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
21.3K+ 8.97% |
$285K - $327K
|
258K
$3.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
10.7KNew |
$144K - $165K
|
10.7K
$162K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
6.1KNew |
$81.9K - $93.9K
|
6.1K
$92K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.25K+ 1.78% |
$70.4K - $80.8K
|
300K
$4.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.6K+ 10.58% |
$61.7K - $70.9K
|
48.1K
$725K
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
965+ 1.35% |
$13K - $14.9K
|
72.6K
$1.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
940New |
$12.6K - $14.5K
|
940
$14.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
634+ 3.91% |
$8.51K - $9.76K
|
16.8K
$254K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
580+ 1.3% |
$7.78K - $8.93K
|
45K
$679K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
360New |
$4.83K - $5.54K
|
360
$5.43K
|
|
|
Aug 12, 2025
Q2 2025
|
Barings LLC
|
BUY
|
- |
356+ 2.5% |
$4.78K - $5.48K
|
14.6K
$220K
|
|
|
Aug 06, 2025
Q2 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
272+ 1.28% |
$3.65K - $4.19K
|
21.6K
$325K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
92+ 0.14% |
$1.23K - $1.42K
|
64.2K
$969K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
39+ 0.25% |
$523 - $601
|
16K
$241K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-52- 0.19% |
$698 - $801
|
26.6K
$401K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-300- 1.2% |
$4.03K - $4.62K
|
24.8K
$373K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-396- 2.71% |
$5.31K - $6.1K
|
14.2K
$214K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-700- 1.57% |
$9.39K - $10.8K
|
44K
$663K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-792- 2.69% |
$10.6K - $12.2K
|
28.7K
$433K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.29K- 2.33% |
$17.4K - $19.9K
|
54.1K
$816K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.93K- 3.1% |
$25.9K - $29.7K
|
60.4K
$911K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.79K- 18.59% |
$37.4K - $42.9K
|
12.2K
$184K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.13K- 11.95% |
$42K - $48.2K
|
23.1K
$348K
|
|
|
Aug 11, 2025
Q2 2025
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-6.13K- 1.82% |
$82.2K - $94.4K
|
330K
$4.97M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.32K- 27.51% |
$98.3K - $113K
|
19.3K
$291K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-17.8K- 22.08% |
$239K - $275K
|
62.9K
$949K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-24.5K- 10.05% |
$329K - $377K
|
219K
$3.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-48.7K- 39.5% |
$654K - $751K
|
74.6K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-62.4K- 18.9% |
$837K - $960K
|
267K
$4.03M
|