Institutional Ownership Barings Participation Investors (MPV)
This table provides information about the institutional ownership of Barings Participation Investors (MPV). We have compiled data on the 46 institutions that hold shares in the stock, with a total of 3.01 Million shares, which have been reported (via 13F filing form) to have a value of $60.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Greenwich Investment Management, Inc.
Stamford, CT |
Aug 14, 2024 Q2 2024 |
341,577
shares
|
$6.85 Million
5.33% of portfolio
|
Q2 2024
Reduced 4.89%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
305,012
shares
|
$6.11 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.84%
|
|
|
Tsp Capital Management Group, LLC
|
Oct 22, 2025 Q3 2025 |
285,455
shares
|
$5.72 Million
1.65% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Barings LLC
|
Nov 10, 2025 Q3 2025 |
280,341
shares
|
$5.62 Million
0.11% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
258,199
shares
|
$5.17 Million
0.07% of portfolio
|
Q2 2024
Added 2.04%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
248,555
shares
|
$4.98 Million
0.06% of portfolio
|
Q3 2025
Reduced 7.17%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
192,056
shares
|
$3.85 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
158,188
shares
|
$3.17 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.25%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
129,040
shares
|
$2.59 Million
0.0% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
125,516
shares
|
$2.52 Million
0.0% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
93,239
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Smith Asset Management Co., LLC
Chiefland, FL |
Nov 03, 2025 Q3 2025 |
73,598
shares
|
$1.47 Million
1.26% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
56,424
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
47,966
shares
|
$961,238
0.19% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
44,987
shares
|
$901,539
0.57% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
43,755
shares
|
$876,850
0.38% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
35,701
shares
|
$715,448
0.0% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
29,200
shares
|
$585,168
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
27,995
shares
|
$561,019
0.0% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
26,132
shares
|
$523,685
0.0% of portfolio
|
Q3 2025
Added 13.72%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
26,000
shares
|
$521,040
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
23,192
shares
|
$464,767
0.0% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
20,238
shares
|
$405,569
0.27% of portfolio
|
Q3 2025
Reduced 7.09%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
19,787
shares
|
$396,531
0.0% of portfolio
|
Q3 2025
Added 34.06%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
17,900
shares
|
$358,716
0.0% of portfolio
|
Q1 2025
New holding
|
|