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 |
|---|---|---|---|---|---|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
17,803
shares
|
$347,158
0.02% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
16,968
shares
|
$330,876
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
14,190
shares
|
$276,705
0.01% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
14,139
shares
|
$275,710
0.0% of portfolio
|
Q1 2025
Added 6.18%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,006
shares
|
$214,617
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
6,300
shares
|
$122,850
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
4,901
shares
|
$95,569
0.0% of portfolio
|
Q1 2025
Added 62.88%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
3,000
shares
|
$58,500
0.0% of portfolio
|
Q4 2023
Reduced 29.54%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
1,620
shares
|
$31,590
0.03% of portfolio
|
Q1 2025
Reduced 30.17%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,352
shares
|
$26,364
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
1,352
shares
|
$26,364
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
1,200
shares
|
$23,400
0.0% of portfolio
|
Q2 2025
Reduced 66.48%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
1,141
shares
|
$22,249
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
1,000
shares
|
$19,500
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
365
shares
|
$7,117
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
125
shares
|
$2,437
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
100
shares
|
$1,950
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|