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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.1K+ 9.38% |
$16.7K - $18.6K
|
12.8K
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
25.8KNew |
$392K - $437K
|
25.8K
$427K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-45.4K- 52.25% |
$690K - $769K
|
41.5K
$688K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.12K+ 46.99% |
$47.4K - $52.9K
|
9.75K
$162K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.05K+ 1.68% |
$76.8K - $85.6K
|
307K
$5.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
275KNew |
$4.17M - $4.65M
|
275K
$4.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-136K- 31.34% |
$2.07M - $2.31M
|
299K
$4.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.5K+ 39.99% |
$38K - $42.4K
|
8.75K
$145K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.23K- 3.52% |
$49.1K - $54.8K
|
88.7K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.1K+ 15.75% |
$275K - $306K
|
133K
$2.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Barings LLC
|
BUY
|
- |
2.87K+ 1.08% |
$43.6K - $48.6K
|
268K
$4.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
2.16K+ 2.61% |
$32.9K - $36.7K
|
84.9K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.8K+ 242.06% |
$195K - $218K
|
18.1K
$301K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.35K+ 11.7% |
$20.5K - $22.9K
|
12.9K
$214K
|
|
|
Nov 07, 2024
Q3 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
918+ 2.23% |
$14K - $15.6K
|
42K
$697K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.05K+ 1.31% |
$16K - $17.8K
|
81.4K
$1.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
380+ 17.76% |
$5.78K - $6.44K
|
2.52K
$41.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
98+ 0.71% |
$1.49K - $1.66K
|
14K
$232K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
549+ 5.24% |
$8.34K - $9.31K
|
11K
$183K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-11.4K- 27.91% |
$173K - $193K
|
29.4K
$487K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
370+ 0.82% |
$5.62K - $6.27K
|
45.7K
$758K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
358+ 2.2% |
$5.44K - $6.07K
|
16.6K
$276K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11KNew |
$167K - $187K
|
11K
$182K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
113+ 0.41% |
$1.72K - $1.92K
|
28K
$464K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.6K+ 1.35% |
$24.3K - $27.1K
|
120K
$1.99M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-853- 0.29% |
$13K - $14.5K
|
295K
$4.89M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.3KNew |
$249K - $269K
|
16.3K
$270K
|
|
|
Aug 14, 2024
Q2 2024
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-17.6K- 4.89% |
$269K - $290K
|
342K
$5.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.16K+ 2.04% |
$79K - $85.3K
|
258K
$4.28M
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.85K- 3.65% |
$28.3K - $30.6K
|
48.8K
$809K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.25K+ 5.15% |
$63.9K - $69K
|
86.6K
$1.44M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
800New |
$12K - $13K
|
800
$13.3K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-708- 34.81% |
$10.7K - $11.5K
|
1.33K
$22K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
125New |
$1.62K - $1.95K
|
125
$2.07K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.26K- 29.54% |
$16.3K - $19.6K
|
3K
$49.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
100New |
$1.29K - $1.56K
|
100
$1.66K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
17New |
$220 - $265
|
17
$282
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.23KNew |
$15.8K - $19.1K
|
1.23K
$20.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
11.7KNew |
$152K - $183K
|
11.7K
$195K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
30.2KNew |
$390K - $470K
|
30.2K
$500K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-237K- 87.07% |
$3.04M - $3.31M
|
35.2K
$583K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-689- 11.68% |
$8.83K - $9.61K
|
5.21K
$86.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
126+ 126.0% |
$1.61K - $1.76K
|
226
$3.75K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
730New |
$9.35K - $10.2K
|
730
$12.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
22.4KNew |
$286K - $312K
|
22.4K
$371K
|
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-209- 9.46% |
$2.68K - $2.92K
|
2K
$33.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
26.3KNew |
$337K - $367K
|
26.3K
$437K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-746- 12.14% |
$8.41K - $9.96K
|
5.4K
$89.5K
|
|
| Q1 2023 | |||||||
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.14KNew |
$14.1K - $15.6K
|
1.14K
$18.9K
|
|