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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-2.38K- 66.48% |
$37.7K - $47.9K
|
1.2K
$23.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
339+ 1.94% |
$5.37K - $6.82K
|
17.8K
$347K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.35KNew |
$21.4K - $27.2K
|
1.35K
$26.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-1.44K- 3.19% |
$22.9K - $29K
|
43.8K
$853K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
22.1K+ 21897.03% |
$336K - $390K
|
22.2K
$433K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
49K+ 738.34% |
$745K - $864K
|
55.6K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.37K+ 1.74% |
$81.6K - $94.6K
|
315K
$6.13M
|
|
|
May 15, 2025
Q1 2025
|
Tsp Capital Management Group, LLC
|
BUY
|
- |
27+ 0.01% |
$410 - $476
|
293K
$5.72M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
823+ 6.18% |
$12.5K - $14.5K
|
14.1K
$276K
|
|
|
May 14, 2025
Q1 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
38.9KNew |
$592K - $687K
|
38.9K
$760K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.89K+ 62.88% |
$28.8K - $33.4K
|
4.9K
$95.6K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-104- 0.27% |
$1.58K - $1.83K
|
37.8K
$737K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.57K- 4.65% |
$23.8K - $27.7K
|
32.1K
$627K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
124KNew |
$1.89M - $2.19M
|
124K
$2.42M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.74K- 0.98% |
$41.6K - $48.3K
|
278K
$5.42M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.45K+ 3.71% |
$67.7K - $78.5K
|
124K
$2.42M
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
BUY
|
- |
3.7K+ 1.36% |
$56.3K - $65.2K
|
275K
$5.36M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
114K+ 330.64% |
$1.73M - $2M
|
148K
$2.88M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.41K+ 2.59% |
$36.7K - $42.5K
|
95.7K
$1.87M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
98+ 0.7% |
$1.49K - $1.73K
|
14.2K
$277K
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-700- 30.17% |
$10.6K - $12.3K
|
1.62K
$31.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
124K+ 159.87% |
$1.89M - $2.19M
|
202K
$3.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.12K- 7.51% |
$32.2K - $37.4K
|
26.1K
$509K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
17.9KNew |
$272K - $316K
|
17.9K
$349K
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-1K- 50.0% |
$15.2K - $17.6K
|
1K
$19.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
52.5KNew |
$797K - $925K
|
52.5K
$1.02M
|
|
| 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
$1.46M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.39K- 2.43% |
$71.6K - $76.3K
|
176K
$3.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
929+ 2.21% |
$15.1K - $16.1K
|
43K
$838K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
8.12K+ 31.51% |
$132K - $141K
|
33.9K
$661K
|
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
22.2KNew |
$362K - $386K
|
22.2K
$433K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.37K+ 5.37% |
$71.3K - $76K
|
85.8K
$1.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2KNew |
$32.6K - $34.7K
|
2K
$39K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
6.3KNew |
$103K - $109K
|
6.3K
$123K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
4.37K+ 5.15% |
$71.3K - $76K
|
89.3K
$1.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-365- 50.0% |
$5.95K - $6.34K
|
365
$7.12K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
17KNew |
$258K - $288K
|
17K
$331K
|
|
|
Nov 14, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-136K- 31.34% |
$2.07M - $2.31M
|
299K
$5.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
549+ 5.24% |
$8.34K - $9.31K
|
11K
$215K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
113+ 0.41% |
$1.72K - $1.92K
|
28K
$546K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11KNew |
$167K - $187K
|
11K
$215K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.3KNew |
$249K - $269K
|
16.3K
$318K
|
|
|
Aug 14, 2024
Q2 2024
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-17.6K- 4.89% |
$269K - $290K
|
342K
$6.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.16K+ 2.04% |
$79K - $85.3K
|
258K
$5.03M
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.25K+ 5.15% |
$63.9K - $69K
|
86.6K
$1.69M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
800New |
$12K - $13K
|
800
$15.6K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
125New |
$1.62K - $1.95K
|
125
$2.44K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.26K- 29.54% |
$16.3K - $19.6K
|
3K
$58.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
100New |
$1.29K - $1.56K
|
100
$1.95K
|
|