Purchases and Sales Made in Q1 2025 in Barings Corporate Investors (MCI)
This table provides information about the institutional ownership of Barings Corporate Investors (MCI) during Q1 2025. The information is specifically focused on institutions that hold shares of BARINGS CORPORATE INVESTORS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
309KNew |
$6.15M - $7.73M
|
309K
$6.61M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
219KNew |
$4.35M - $5.47M
|
219K
$4.68M
|
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
217KNew |
$4.32M - $5.43M
|
217K
$4.64M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
99.4KNew |
$1.98M - $2.49M
|
99.4K
$2.13M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
66.3K+ 39.08% |
$1.32M - $1.66M
|
236K
$5.04M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28K+ 215.29% |
$557K - $701K
|
41K
$877K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.5K+ 50.41% |
$467K - $587K
|
70K
$1.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
22.1K+ 117.53% |
$440K - $554K
|
41K
$876K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
19.5K+ 703.51% |
$387K - $486K
|
22.2K
$475K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
17.7KNew |
$352K - $442K
|
17.7K
$378K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
9.61KNew |
$191K - $240K
|
9.61K
$205K
|
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
9.22KNew |
$183K - $231K
|
9.22K
$197K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.9K+ 6.12% |
$97.4K - $122K
|
84.9K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.67K+ 10.81% |
$73K - $91.7K
|
37.6K
$804K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.08KNew |
$21.5K - $27.1K
|
1.08K
$23.2K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
621+ 1.53% |
$12.4K - $15.5K
|
41.3K
$884K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
567+ 2.42% |
$11.3K - $14.2K
|
24K
$513K
|
|
|
May 15, 2025
Q1 2025
|
Tsp Capital Management Group, LLC
|
BUY
|
- |
541+ 0.62% |
$10.8K - $13.5K
|
87.8K
$1.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
320New |
$6.36K - $8K
|
320
$6.84K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
265+ 0.58% |
$5.27K - $6.63K
|
46.2K
$987K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
172+ 0.34% |
$3.42K - $4.3K
|
50.5K
$1.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
115+ 1.14% |
$2.29K - $2.88K
|
10.2K
$218K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
97+ 0.16% |
$1.93K - $2.43K
|
60.5K
$1.29M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
83+ 0.61% |
$1.65K - $2.08K
|
13.7K
$293K
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-15- 0.11% |
$298 - $375
|
13.3K
$284K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-49- 13.0% |
$975 - $1.23K
|
328
$7.01K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-98- 50.0% |
$1.95K - $2.45K
|
98
$2.1K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-176- 4.1% |
$3.5K - $4.4K
|
4.11K
$87.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-550- 0.32% |
$10.9K - $13.8K
|
170K
$3.63M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-625Closed |
$12.4K - $15.6K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-691- 6.57% |
$13.7K - $17.3K
|
9.82K
$210K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-709- 2.02% |
$14.1K - $17.7K
|
34.5K
$737K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.13K- 1.55% |
$22.5K - $28.3K
|
72.2K
$1.54M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.26K- 1.28% |
$25K - $31.4K
|
96.8K
$2.07M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1.72K- 3.46% |
$34.2K - $42.9K
|
47.9K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.82K- 6.96% |
$36.1K - $45.4K
|
24.3K
$519K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.61K- 12.41% |
$71.7K - $90.1K
|
25.4K
$544K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.81K- 95.1% |
$75.7K - $95.2K
|
196
$4.19K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.81K- 15.91% |
$75.8K - $95.3K
|
20.2K
$431K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-4K- 24.49% |
$79.6K - $100K
|
12.3K
$264K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.6K- 12.85% |
$91.5K - $115K
|
31.2K
$667K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-4.8K- 2.75% |
$95.5K - $120K
|
170K
$3.63M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.78K- 98.74% |
$115K - $144K
|
74
$1.58K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.2K- 38.74% |
$123K - $155K
|
9.8K
$210K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-6.39K- 35.65% |
$127K - $160K
|
11.5K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.45K- 3.55% |
$148K - $186K
|
202K
$4.32M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-12.7K- 22.74% |
$252K - $316K
|
43K
$919K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-17.2K- 98.29% |
$343K - $431K
|
299
$6.39K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-17.7K- 79.87% |
$353K - $444K
|
4.47K
$95.6K
|
|
|
May 01, 2025
Q1 2025
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-22.1K- 6.23% |
$439K - $551K
|
332K
$7.09M
|