Barings Global Short Duration High Yield Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GRIDIRON PARTNERS, LLC | 10/14/2025 | 739.28 K | $127.93 K | 100.00% | 3.68% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 636.60 K | $9.84 M | 1.22% | 3.17% |
| INVESCO LTD. | 11/13/2025 | 403.38 K | $6.24 M | -13.69% | 2.01% |
| TSP CAPITAL MANAGEMENT GROUP, LLC | 10/22/2025 | 329.93 K | $5.10 M | 0.05% | 1.64% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 287.86 K | $4.45 M | -4.08% | 1.43% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 209.90 K | $3.25 M | -18.69% | 1.05% |
| COHEN & STEERS, INC. | 11/14/2025 | 186.01 K | $2.88 M | -30.46% | 0.93% |
| CAPITAL INVESTMENT ADVISORS, LLC | 10/23/2025 | 163.46 K | $2.53 M | -4.39% | 0.81% |
| MORGAN STANLEY | 11/14/2025 | 159.22 K | $2.46 M | -27.33% | 0.79% |
| J.W. COLE ADVISORS, INC. | 11/05/2025 | 98.53 K | $1.52 M | 707.38% | 0.49% |
| ADAPT WEALTH ADVISORS, LLC | 11/10/2025 | 88.80 K | $1.37 M | 100.00% | 0.44% |
| SECURE ASSET MANAGEMENT, LLC | 10/09/2025 | 86.16 K | $1.33 M | 23.15% | 0.43% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 67.94 K | $1.05 M | 54.55% | 0.34% |
| NILSINE PARTNERS, LLC | 10/06/2025 | 62.01 K | $958.61 K | 2.33% | 0.31% |
| LPL FINANCIAL LLC | 11/12/2025 | 61.12 K | $944.92 K | -49.51% | 0.30% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 58.60 K | $905.98 K | -6.86% | 0.29% |
| ROYAL BANK OF CANADA | 11/14/2025 | 57.81 K | $894.00 K | -4.32% | 0.29% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 53.92 K | $833.63 K | -0.35% | 0.27% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 53.62 K | $829.00 K | 11.50% | 0.27% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 45.37 K | $701.35 K | 0.71% | 0.23% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2025 | 41.84 K | $646.80 K | -43.94% | 0.21% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 29.17 K | $450.93 K | 1.64% | 0.15% |
| CI PRIVATE WEALTH, LLC | 11/14/2025 | 27.09 K | $418.74 K | 0.00% | 0.14% |
| BAIRD FINANCIAL GROUP, INC. | 11/13/2025 | 24.77 K | $382.90 K | 0.00% | 0.12% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 24.00 K | $371.04 K | 100.00% | 0.12% |
| THRIVENT FINANCIAL FOR LUTHERANS | 11/04/2025 | 23.80 K | $368.00 K | 0.00% | 0.12% |
| MCRAE CAPITAL MANAGEMENT INC | 11/07/2025 | 22.00 K | $340.16 K | 1.97% | 0.11% |
| JANE STREET GROUP, LLC | 11/14/2025 | 21.30 K | $329.30 K | 100.00% | 0.11% |
| LIDO ADVISORS, LLC | 11/14/2025 | 20.73 K | $323.05 K | 0.00% | 0.10% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 19.50 K | $314.24 K | 1.05% | 0.10% |
| CALDWELL SUTTER CAPITAL, INC. | 10/29/2025 | 17.31 K | $267.67 K | 5.57% | 0.09% |
| MML INVESTORS SERVICES, LLC | 11/14/2025 | 16.52 K | $255.37 K | 3.55% | 0.08% |
| UBS GROUP AG | 11/13/2025 | 15.42 K | $238.35 K | -8.42% | 0.08% |
| BARINGS LLC | 11/10/2025 | 15.16 K | $234.29 K | 3.92% | 0.08% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 14.49 K | $224.02 K | 100.00% | 0.07% |
| COMERICA BANK | 11/14/2025 | 12.00 K | $185.52 K | 0.00% | 0.06% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 11.93 K | $184.44 K | 100.00% | 0.06% |
| HRT FINANCIAL LP | 11/14/2025 | 11.73 K | $181.00 K | 100.00% | 0.06% |
| OPPENHEIMER & CO INC | 11/06/2025 | 11.54 K | $178.46 K | 100.00% | 0.06% |
| JEFFERIES FINANCIAL GROUP INC. | 11/13/2025 | 10.73 K | $165.81 K | 0.00% | 0.05% |
| MOUNT YALE INVESTMENT ADVISORS, LLC | 11/14/2025 | 10.00 K | $155.82 K | 100.00% | 0.05% |
| ALLWORTH FINANCIAL LP | 12/02/2025 | 6.10 K | $94.31 K | 0.00% | 0.03% |
| SOA WEALTH ADVISORS, LLC. | 10/21/2025 | 2.54 K | $39.29 K | 2.34% | 0.01% |
| JPMORGAN CHASE & CO | 11/26/2025 | 1.37 K | $21.15 K | 100.00% | 0.01% |
| STEPHENS CONSULTING, LLC | 10/15/2025 | 1.28 K | $19.81 K | 100.00% | 0.01% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 889 | $13.74 K | 100.00% | 0.00% |
| FUTURE FINANCIAL WEALTH MANAGMENT LLC | 10/15/2025 | 800 | $12.37 K | 0.00% | 0.00% |
| FNY INVESTMENT ADVISERS, LLC | 12/15/2025 | 800 | $12.00 K | 0.00% | 0.00% |
| MAI CAPITAL MANAGEMENT | 11/10/2025 | 569 | $8.80 K | 0.00% | 0.00% |
| CWM, LLC | 10/15/2025 | 560 | $9.00 K | -40.74% | 0.00% |
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Barings Global Short Duration High Yield Fund institutional Ownership - FAQ's
During the previous two years, 71 institutional investors and hedge funds held shares of Barings Global Short Duration High Yield Fund. The most heavily invested institutionals were:
TSP Capital Management Group, LLC: 324,754
Secure Asset Management, LLC: 73,374
Nilsine Partners, LLC: 63,501
Hennion & Walsh Asset Management, Inc.: 28,932
CALDWELL SUTTER CAPITAL, INC.: 16,400
SOA Wealth Advisors, LLC.: 2,602
21.26% of Barings Global Short Duration High Yield Fund stock is owned by institutional investors.
Institutional investors have bought a total of 3.84 M shares in the last 24 months. This purchase volume represents approximately $57.13 M in transactions.