Purchases and Sales Made in Q2 2025 in Barings Participation Investors (MPV)
This table provides information about the institutional ownership of Barings Participation Investors (MPV) during Q2 2025. The information is specifically focused on institutions that hold shares of BARINGS PARTICIPATION INVESTORS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
21.8KNew |
$345K - $438K
|
21.8K
$425K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.7K+ 11.19% |
$313K - $397K
|
196K
$3.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19K+ 12.84% |
$301K - $382K
|
167K
$3.26M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.8KNew |
$234K - $297K
|
14.8K
$288K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
11.3KNew |
$179K - $227K
|
11.3K
$220K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.3KNew |
$164K - $208K
|
10.3K
$202K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.38K+ 2.98% |
$149K - $189K
|
324K
$6.32M
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
3.76K+ 1.86% |
$59.6K - $75.6K
|
206K
$4.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Barings LLC
|
BUY
|
- |
2.69K+ 0.98% |
$42.6K - $54K
|
278K
$5.42M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.35KNew |
$21.4K - $27.2K
|
1.35K
$26.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.26KNew |
$20K - $25.4K
|
1.26K
$24.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.09K+ 0.88% |
$17.3K - $22K
|
125K
$2.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
846+ 1.92% |
$13.4K - $17K
|
45K
$877K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
763+ 3.43% |
$12.1K - $15.3K
|
23K
$448K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
413+ 0.33% |
$6.55K - $8.31K
|
125K
$2.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
339+ 1.94% |
$5.37K - $6.82K
|
17.8K
$347K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
333+ 0.35% |
$5.28K - $6.7K
|
96K
$1.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
47+ 0.33% |
$745 - $945
|
14.2K
$277K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-1.44K- 3.19% |
$22.9K - $29K
|
43.8K
$853K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.52K- 4.02% |
$24.1K - $30.6K
|
36.3K
$708K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-2.38K- 66.48% |
$37.7K - $47.9K
|
1.2K
$23.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-4K- 7.62% |
$63.4K - $80.4K
|
48.5K
$945K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.39K- 2.43% |
$69.6K - $88.4K
|
176K
$3.44M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4.69K- 33.05% |
$74.3K - $94.3K
|
9.5K
$185K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.9KClosed |
$77.7K - $98.6K
|
0
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.47K- 20.96% |
$86.7K - $110K
|
20.6K
$402K
|
|
|
Aug 11, 2025
Q2 2025
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-7.71K- 2.63% |
$122K - $155K
|
286K
$5.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-9.18K- 28.55% |
$145K - $185K
|
23K
$448K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-10.1K- 3.63% |
$160K - $203K
|
268K
$5.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-10.5K- 26.96% |
$166K - $211K
|
28.4K
$555K
|