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 43 institutions that hold shares in the stock, with a total of 3.24 Million shares, which have been reported (via 13F filing form) to have a value of $63.1 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
|
$6.66 Million
5.33% of portfolio
|
Q2 2024
Reduced 4.89%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
314,563
shares
|
$6.13 Million
0.0% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Tsp Capital Management Group, LLC
|
May 15, 2025 Q1 2025 |
293,222
shares
|
$5.72 Million
1.85% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
277,841
shares
|
$5.42 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Barings LLC
|
May 09, 2025 Q1 2025 |
275,017
shares
|
$5.36 Million
0.13% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
258,199
shares
|
$5.03 Million
0.07% of portfolio
|
Q2 2024
Added 2.04%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
202,238
shares
|
$3.94 Million
0.67% of portfolio
|
Q1 2025
Added 159.87%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
180,667
shares
|
$3.52 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
147,948
shares
|
$2.88 Million
0.0% of portfolio
|
Q1 2025
Added 330.64%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
124,357
shares
|
$2.42 Million
0.0% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
124,298
shares
|
$2.42 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
95,705
shares
|
$1.87 Million
0.0% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Smith Asset Management Co., LLC
Chiefland, FL |
May 19, 2025 Q1 2025 |
75,765
shares
|
$1.48 Million
1.26% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
55,624
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Added 738.34%
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
52,466
shares
|
$1.02 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
43,755
shares
|
$853,222
0.4% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
42,975
shares
|
$838,012
0.56% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
May 14, 2025 Q1 2025 |
38,949
shares
|
$759,505
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
37,812
shares
|
$737,334
0.0% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
32,147
shares
|
$626,866
0.0% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
29,200
shares
|
$569,400
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
27,995
shares
|
$545,902
0.0% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
26,106
shares
|
$509,067
0.01% of portfolio
|
Q1 2025
Reduced 7.51%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
22,217
shares
|
$433,231
0.0% of portfolio
|
Q1 2025
Added 21897.03%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
17,900
shares
|
$349,050
0.0% of portfolio
|
Q1 2025
New holding
|