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 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
29.2KNew |
$360K - $400K
|
29.2K
$484K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
43K+ 156.18% |
$530K - $590K
|
70.6K
$1.17M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-33.8K- 74.09% |
$377K - $437K
|
11.8K
$196K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.35KNew |
$15.1K - $17.5K
|
1.35K
$22.4K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
169New |
$2.05K - $2.26K
|
169
$2.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-12.7KClosed |
$154K - $170K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
900+ 6.05% |
$10.9K - $12K
|
15.8K
$261K
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-27.2KClosed |
$330K - $363K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-500Closed |
$6.07K - $6.68K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-349Closed |
$4.64K - $5.11K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Emfo, LLC
|
SELL
|
- |
-800- 25.81% |
$10.6K - $11.7K
|
2.3K
$38.1K
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-75Closed |
$1.02K - $1.13K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-6.36K- 92.71% |
$85.3K - $90.4K
|
500
$8.29K
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.06KClosed |
$14.2K - $15.1K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-334Closed |
$4.26K - $4.62K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-802Closed |
$10.2K - $11.1K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-16.7KClosed |
$197K - $216K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.33K- 81.1% |
$15.7K - $17.2K
|
310
$5.14K
|
|
|
Apr 28, 2021
Q1 2021
|
Davenport & CO LLC
|
SELL
|
- |
-10.5KClosed |
$124K - $136K
|
0
$0
|
|
| Q4 2020 | |||||||
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-249Closed |
$2.54K - $3.24K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Wedbush Securities Inc
|
SELL
|
- |
-24.3KClosed |
$249K - $316K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-1.5KClosed |
$16.2K - $18.7K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.01KClosed |
$10.9K - $12.6K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-800Closed |
$8.64K - $9.99K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 22, 2020
Q4 2019
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-300- 15.0% |
$4.73K - $5.2K
|
1.7K
$28.2K
|
|
| Q3 2019 | |||||||
|
Mar 24, 2023
Q3 2019
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-404- 7.48% |
$6.46K - $7.07K
|
5K
$82.9K
|
|
|
Nov 07, 2019
Q3 2019
|
Ifp Advisors, Inc
|
SELL
|
- |
-16KClosed |
$256K - $280K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Jnba Financial Advisors
|
BUY
|
- |
953New |
$15.2K - $16.7K
|
953
$15.8K
|
|
|
Oct 23, 2019
Q3 2019
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-800Closed |
$12.8K - $14K
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-785Closed |
$12.5K - $13.7K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-7KClosed |
$107K - $117K
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-420Closed |
$6.4K - $6.99K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-3.44KClosed |
$49.5K - $51.4K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Jacobi Capital Management LLC
|
SELL
|
- |
-3.92KClosed |
$56.5K - $58.6K
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-730Closed |
$10.5K - $10.9K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.7KClosed |
$24.5K - $25.4K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 10, 2018
Q2 2018
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-90Closed |
$1.3K - $1.4K
|
0
$0
|
|
|
Jul 26, 2018
Q2 2018
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-440Closed |
$6.35K - $6.82K
|
0
$0
|
|
|
Jul 25, 2018
Q2 2018
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-11.6KClosed |
$168K - $180K
|
0
$0
|
|