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 40 institutions that hold shares in the stock, with a total of 2.97 Million shares, which have been reported (via 13F filing form) to have a value of $48.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
11,031
shares
|
$179,694
0.0% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,006
shares
|
$179,287
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
9,753
shares
|
$158,876
0.0% of portfolio
|
Q3 2024
Added 46.99%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
8,748
shares
|
$142,504
0.0% of portfolio
|
Q3 2024
Added 39.99%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
5,400
shares
|
$87,966
0.0% of portfolio
|
Q2 2023
Reduced 12.14%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
3,000
shares
|
$48,870
0.0% of portfolio
|
Q4 2023
Reduced 29.54%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
2,520
shares
|
$41,050
0.04% of portfolio
|
Q3 2024
Added 17.76%
|
|
|
Ulland Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
2,000
shares
|
$32,580
0.02% of portfolio
|
Q3 2023
Reduced 9.46%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,352
shares
|
$22,024
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
1,326
shares
|
$21,600
0.0% of portfolio
|
Q1 2024
Reduced 34.81%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
1,141
shares
|
$18,586
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
730
shares
|
$11,891
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
125
shares
|
$2,036
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
100
shares
|
$1,629
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|