Recent Quarter Total Invested
$55.90 M
Recent Quarter Institutional Ownership Percentage
13.79%
Total Invested of Last Quarter
$54.79 M
Ownership Percentage of Last Quarter
14.52%
Barings Corporate Investors Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BHK INVESTMENT ADVISORS, LLC | 11/12/2024 | 348,820 | $6.95 M | -4.79% | 1.72% |
| CURBSTONE FINANCIAL MANAGEMENT CORP | 10/03/2024 | 310,004 | $6.18 M | -12.04% | 1.52% |
| BARINGS LLC | 11/13/2024 | 219,664 | $4.38 M | 0.00% | 1.08% |
| MORGAN STANLEY | 11/14/2024 | 207,910 | $4.14 M | 2.80% | 1.02% |
| SKY INVESTMENT GROUP LLC | 10/21/2024 | 170,489 | $3.40 M | 3.04% | 0.84% |
| INVESCO LTD. | 11/12/2024 | 166,522 | $3.32 M | 24.35% | 0.82% |
| SECURE ASSET MANAGEMENT, LLC | 10/16/2024 | 161,631 | $3.22 M | 7.50% | 0.79% |
| CETERA INVESTMENT ADVISERS | 11/13/2024 | 90,530 | $1.80 M | 5.79% | 0.45% |
| TSP CAPITAL MANAGEMENT GROUP, LLC | 10/15/2024 | 87,869 | $1.75 M | -1.81% | 0.43% |
| CALDWELL SUTTER CAPITAL, INC. | 10/25/2024 | 84,614 | $1.69 M | 0.00% | 0.42% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 10/28/2024 | 80,048 | $1.60 M | 28.87% | 0.39% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/18/2024 | 78,439 | $1.56 M | -0.11% | 0.39% |
| COMMERCE BANK | 11/08/2024 | 72,820 | $1.45 M | 426.69% | 0.36% |
| ATRIA WEALTH SOLUTIONS, INC. | 11/08/2024 | 58,437 | $1.16 M | -58.99% | 0.29% |
| UBS GROUP AG | 11/14/2024 | 56,631 | $1.13 M | -17.54% | 0.28% |
| FUTURE FINANCIAL WEALTH MANAGMENT LLC | 10/08/2024 | 49,619 | $988,907 | 1.67% | 0.24% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 10/23/2024 | 46,124 | $919.25 M | -50.00% | 0.23% |
| BEACON POINTE ADVISORS, LLC | 11/14/2024 | 45,931 | $915,405 | 2.20% | 0.23% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 40,321 | $803,812 | 9.86% | 0.20% |
| NEWEDGE ADVISORS, LLC | 11/14/2024 | 32,349 | $644,716 | 12.04% | 0.16% |
| MML INVESTORS SERVICES, LLC | 11/15/2024 | 30,704 | $612,000 | 119.44% | 0.15% |
| BENJAMIN EDWARDS INC | 11/14/2024 | 30,248 | $602,877 | 100.00% | 0.15% |
| COLONY GROUP, LLC | 11/14/2024 | 26,077 | $519,734 | -19.62% | 0.13% |
| GRAYPOINT LLC | 10/31/2024 | 22,947 | $457,332 | 2.13% | 0.11% |
| KESTRA ADVISORY SERVICES, LLC | 11/13/2024 | 22,200 | $442,438 | -20.75% | 0.11% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 20,848 | $415,495 | -9.03% | 0.10% |
| PENSIONMARK FINANCIAL GROUP, LLC | 11/14/2024 | 20,558 | $409,722 | 100.00% | 0.10% |
| DAVENPORT & CO LLC | 10/24/2024 | 19,000 | $378,670 | 0.00% | 0.09% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 18,584 | $370,380 | -0.84% | 0.09% |
| US BANCORP \DE\ | 10/28/2024 | 18,288 | $364,480 | -12.38% | 0.09% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 16,280 | $324,461 | 8.79% | 0.08% |
| MONTAG A & ASSOCIATES INC | 11/05/2024 | 13,524 | $269,536 | 0.66% | 0.07% |
| STONEBRIDGE CAPITAL ADVISORS LLC | 11/14/2024 | 13,315 | $265,368 | 0.00% | 0.07% |
| ST GERMAIN D J CO INC | 10/18/2024 | 11,985 | $238,861 | 0.00% | 0.06% |
| HUNTINGTON NATIONAL BANK | 11/06/2024 | 11,900 | $237,167 | 0.00% | 0.06% |
| MAYFAIR ADVISORY GROUP, LLC | 10/23/2024 | 10,983 | $223,834 | 100.00% | 0.05% |
| LPL FINANCIAL LLC | 11/08/2024 | 10,696 | $213,162 | -3.54% | 0.05% |
| MONEY CONCEPTS CAPITAL CORP | 10/31/2024 | 10,322 | $205,717 | 0.00% | 0.05% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 10,137 | $202,026 | -11.52% | 0.05% |
| COMERICA BANK | 11/14/2024 | 5,800 | $115,594 | 0.00% | 0.03% |
| GENEOS WEALTH MANAGEMENT INC. | 11/14/2024 | 4,125 | $82,215 | 100.00% | 0.02% |
| ROYAL BANK OF CANADA | 11/14/2024 | 4,031 | $80,000 | 8.62% | 0.02% |
| BOK FINANCIAL PRIVATE WEALTH, INC. | 11/13/2024 | 3,000 | $59,790 | 0.00% | 0.01% |
| PITTENGER & ANDERSON INC | 10/30/2024 | 2,000 | $39,860 | 0.00% | 0.01% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/14/2024 | 1,425 | $28,400 | 0.00% | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 11/12/2024 | 1,302 | $25,384 | 100.00% | 0.01% |
| GLOBAL RETIREMENT PARTNERS, LLC | 10/16/2024 | 1,040 | $20,727 | 0.00% | 0.01% |
| TRUST CO OF VERMONT | 10/16/2024 | 888 | $17,698 | 0.00% | 0.00% |
| GLEN EAGLE ADVISORS, LLC | 11/15/2024 | 800 | $15,944 | 0.00% | 0.00% |
| ULLAND INVESTMENT ADVISORS, LLC | 10/15/2024 | 750 | $15,000 | 0.00% | 0.00% |
Barings Corporate Investorsinstitutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of MCI shares?
During the previous two years, 70 institutional investors and hedge funds held shares of Barings Corporate Investors. The most heavily invested institutionals were:
BHK Investment Advisors, LLC: 348,820
Curbstone Financial Management Corp: 310,004
BARINGS LLC: 219,664
MORGAN STANLEY: 207,910
Sky Investment Group LLC: 170,489
Invesco Ltd.: 166,522
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What percentage of Barings Corporate Investors stock is owned by institutional investors?
13.79% of Barings Corporate Investors stock is owned by institutional investors.
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How much institutional buying is happening at MCI ?
Institutional investors have bought a total of 3.34 M shares in the last 24 months. This purchase volume represents approximately $64.72 M in transactions.