Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
233KNew |
$3.53M - $3.79M
|
233K
$3.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
90K+ 33.44% |
$1.36M - $1.46M
|
359K
$5.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45.5KNew |
$690K - $739K
|
45.5K
$669K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
38.6KNew |
$584K - $626K
|
38.6K
$566K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
27.1KNew |
$410K - $440K
|
27.1K
$398K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
22.3K+ 8.16% |
$339K - $363K
|
296K
$4.35M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
13.9KNew |
$211K - $226K
|
13.9K
$205K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.3K+ 47.14% |
$201K - $216K
|
41.5K
$609K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.7K+ 2.34% |
$178K - $191K
|
514K
$7.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.84K+ 14.09% |
$104K - $111K
|
55.4K
$813K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
6.47K+ 60.2% |
$98K - $105K
|
17.2K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.48K+ 6.47% |
$67.9K - $72.7K
|
73.7K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
4.16KNew |
$63.1K - $67.6K
|
4.16K
$61.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
2.66K+ 14.13% |
$40.3K - $43.2K
|
21.5K
$316K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.87K+ 7.1% |
$28.3K - $30.3K
|
28.1K
$413K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
816+ 1.13% |
$12.4K - $13.3K
|
72.9K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
569New |
$8.62K - $9.24K
|
569
$8.36K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
525+ 1.67% |
$7.95K - $8.53K
|
32K
$471K
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
BUY
|
- |
293+ 2.15% |
$4.44K - $4.76K
|
13.9K
$204K
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
224+ 1.08% |
$3.39K - $3.64K
|
21.1K
$309K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
146+ 0.97% |
$2.21K - $2.37K
|
15.2K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
46+ 0.18% |
$697 - $747
|
25.2K
$371K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
34+ 1.39% |
$515 - $552
|
2.48K
$36.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-5- 62.5% |
$75.8 - $81.2
|
3
$44.1
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-379- 2.57% |
$5.74K - $6.15K
|
14.3K
$211K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.2K- 3.9% |
$18.2K - $19.5K
|
29.6K
$434K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.5K- 3.11% |
$22.7K - $24.4K
|
46.7K
$685K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.79K- 12.42% |
$27.1K - $29K
|
12.6K
$185K
|
|
|
Jan 30, 2025
Q4 2024
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-2.46K- 0.65% |
$37.2K - $39.9K
|
378K
$5.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-10.4K- 2.74% |
$157K - $169K
|
368K
$5.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-11.7K- 5.93% |
$177K - $190K
|
185K
$2.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-11.7K- 18.44% |
$178K - $191K
|
52K
$763K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-12.9K- 32.93% |
$195K - $209K
|
26.2K
$385K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.6K- 5.23% |
$237K - $254K
|
283K
$4.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-16.6K- 35.3% |
$251K - $269K
|
30.3K
$446K
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-20.1K- 28.39% |
$305K - $327K
|
50.8K
$746K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-32.5K- 41.5% |
$493K - $528K
|
45.8K
$673K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-78.6K- 35.43% |
$1.19M - $1.28M
|
143K
$2.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-201K- 33.55% |
$3.04M - $3.26M
|
398K
$5.84M
|