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 47 institutions that hold shares in the stock, with a total of 3.29 Million shares, which have been reported (via 13F filing form) to have a value of $64.1 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 |
Aug 15, 2025 Q2 2025 |
323,943
shares
|
$6.32 Million
0.0% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Tsp Capital Management Group, LLC
|
Aug 11, 2025 Q2 2025 |
285,515
shares
|
$5.57 Million
1.96% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Barings LLC
|
Aug 12, 2025 Q2 2025 |
277,703
shares
|
$5.42 Million
0.14% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
267,764
shares
|
$5.22 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
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
|
Aug 06, 2025 Q2 2025 |
205,996
shares
|
$4.02 Million
0.72% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
195,996
shares
|
$3.82 Million
0.01% of portfolio
|
Q2 2025
Added 11.19%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
166,947
shares
|
$3.26 Million
0.0% of portfolio
|
Q2 2025
Added 12.84%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
125,390
shares
|
$2.45 Million
0.0% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
124,770
shares
|
$2.43 Million
0.0% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
96,038
shares
|
$1.87 Million
0.0% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
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 |
Aug 14, 2025 Q2 2025 |
55,624
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Added 738.34%
|
|
|
Curbstone Financial Management Corp
|
Jul 29, 2025 Q2 2025 |
48,466
shares
|
$945,087
0.2% of portfolio
|
Q2 2025
Reduced 7.62%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Aug 14, 2025 Q2 2025 |
44,987
shares
|
$877,246
0.55% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
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%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
36,291
shares
|
$707,674
0.0% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
29,200
shares
|
$569,400
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Aug 13, 2025 Q2 2025 |
28,448
shares
|
$554,736
0.2% of portfolio
|
Q2 2025
Reduced 26.96%
|
|
|
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%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
22,980
shares
|
$448,110
0.0% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
22,970
shares
|
$447,915
0.0% of portfolio
|
Q2 2025
Reduced 28.55%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
21,783
shares
|
$424,768
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
20,633
shares
|
$402,343
0.01% of portfolio
|
Q2 2025
Reduced 20.96%
|