Latest Institutional Transactions on Barings Participation Investors (MPV)
This table provides information on the latest institutional transactions involving Barings Participation Investors (MPV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.38K+ 2.98% |
$149K - $189K
|
324K
$6.23M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.8KNew |
$234K - $297K
|
14.8K
$284K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-9.18K- 28.55% |
$145K - $185K
|
23K
$442K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
47+ 0.33% |
$745 - $945
|
14.2K
$273K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.9KClosed |
$77.7K - $98.6K
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-10.1K- 3.63% |
$160K - $203K
|
268K
$5.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
846+ 1.92% |
$13.4K - $17K
|
45K
$866K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.52K- 4.02% |
$24.1K - $30.6K
|
36.3K
$698K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.39K- 2.43% |
$69.6K - $88.4K
|
176K
$3.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-10.5K- 26.96% |
$166K - $211K
|
28.4K
$547K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
763+ 3.43% |
$12.1K - $15.3K
|
23K
$442K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.09K+ 0.88% |
$17.3K - $22K
|
125K
$2.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
11.3KNew |
$179K - $227K
|
11.3K
$217K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Barings LLC
|
BUY
|
- |
2.69K+ 0.98% |
$42.6K - $54K
|
278K
$5.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19K+ 12.84% |
$301K - $382K
|
167K
$3.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-7.71K- 2.63% |
$122K - $155K
|
286K
$5.49M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
333+ 0.35% |
$5.28K - $6.7K
|
96K
$1.85M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4.69K- 33.05% |
$74.3K - $94.3K
|
9.5K
$183K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
3.76K+ 1.86% |
$59.6K - $75.6K
|
206K
$3.96M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
413+ 0.33% |
$6.55K - $8.31K
|
125K
$2.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
21.8KNew |
$345K - $438K
|
21.8K
$419K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.3KNew |
$164K - $208K
|
10.3K
$199K
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-4K- 7.62% |
$63.4K - $80.4K
|
48.5K
$932K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.47K- 20.96% |
$86.7K - $110K
|
20.6K
$397K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.26KNew |
$20K - $25.4K
|
1.26K
$24.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-2.38K- 66.48% |
$37.7K - $47.9K
|
1.2K
$23.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
339+ 1.94% |
$5.37K - $6.82K
|
17.8K
$343K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.35KNew |
$21.4K - $27.2K
|
1.35K
$26K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-1.44K- 3.19% |
$22.9K - $29K
|
43.8K
$842K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
49K+ 738.34% |
$745K - $864K
|
55.6K
$1.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-700- 30.17% |
$10.6K - $12.3K
|
1.62K
$31.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
17.9KNew |
$272K - $316K
|
17.9K
$344K
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-1K- 50.0% |
$15.2K - $17.6K
|
1K
$19.2K
|
|
| Q4 2024 | |||||||
|
Jul 16, 2025
Q4 2024
|
Smith Asset Management Co., LLC
Chiefland, FL |
SELL
|
- |
-1.15K- 1.51% |
$18.7K - $19.9K
|
74.6K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
8.12K+ 31.51% |
$132K - $141K
|
33.9K
$652K
|
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
22.2KNew |
$362K - $386K
|
22.2K
$427K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2KNew |
$32.6K - $34.7K
|
2K
$38.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
6.3KNew |
$103K - $109K
|
6.3K
$121K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
4.37K+ 5.15% |
$71.3K - $76K
|
89.3K
$1.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-365- 50.0% |
$5.95K - $6.34K
|
365
$7.02K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
17KNew |
$258K - $288K
|
17K
$326K
|
|
|
Nov 14, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-136K- 31.34% |
$2.07M - $2.31M
|
299K
$5.74M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
549+ 5.24% |
$8.34K - $9.31K
|
11K
$212K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
113+ 0.41% |
$1.72K - $1.92K
|
28K
$539K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11KNew |
$167K - $187K
|
11K
$212K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.3KNew |
$249K - $269K
|
16.3K
$313K
|
|
|
Aug 14, 2024
Q2 2024
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-17.6K- 4.89% |
$269K - $290K
|
342K
$6.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.16K+ 2.04% |
$79K - $85.3K
|
258K
$4.97M
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.25K+ 5.15% |
$63.9K - $69K
|
86.6K
$1.67M
|
|