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 |
|---|---|---|---|---|---|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
17,114
shares
|
$342,964
0.02% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
16,968
shares
|
$340,038
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
12,286
shares
|
$246,211
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
11,192
shares
|
$224,287
0.0% of portfolio
|
Q3 2025
Added 8.24%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
11,188
shares
|
$224,207
0.0% of portfolio
|
Q3 2025
Reduced 21.13%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,006
shares
|
$220,560
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
9,500
shares
|
$190,380
0.01% of portfolio
|
Q2 2025
Reduced 33.05%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
3,113
shares
|
$62,384
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
3,000
shares
|
$60,120
0.0% of portfolio
|
Q4 2023
Reduced 29.54%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
1,376
shares
|
$27,575
0.0% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,352
shares
|
$27,094
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,264
shares
|
$25,330
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
1,200
shares
|
$24,048
0.0% of portfolio
|
Q2 2025
Reduced 66.48%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 15, 2026 Q4 2025 |
1,141
shares
|
$22,865
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
850
shares
|
$17,034
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
700
shares
|
$14,028
0.01% of portfolio
|
Q3 2025
Reduced 30.0%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
365
shares
|
$7,314
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
125
shares
|
$2,505
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
100
shares
|
$2,004
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|