Recent Quarter Total Invested
$44.14 M
Recent Quarter Institutional Ownership Percentage
11.7%
Total Invested of Last Quarter
$44.96 M
Ownership Percentage of Last Quarter
12.91%
Barings Corporate Investors Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BHK INVESTMENT ADVISORS, LLC | 08/06/2024 | 366,372 | $6.82 M | -0.07% | 1.81% |
| MORGAN STANLEY | 08/14/2024 | 202,239 | $3.77 M | 10.15% | 1.00% |
| SKY INVESTMENT GROUP LLC | 07/16/2024 | 165,464 | $3.08 M | -0.45% | 0.82% |
| SECURE ASSET MANAGEMENT, LLC | 07/24/2024 | 150,358 | $2.80 M | 100.00% | 0.74% |
| ATRIA WEALTH SOLUTIONS, INC. | 07/22/2024 | 142,507 | $2.65 M | 7.06% | 0.70% |
| INVESCO LTD. | 08/13/2024 | 133,909 | $2.49 M | -0.52% | 0.66% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 07/24/2024 | 92,250 | $1.72 M | 98.71% | 0.46% |
| TSP CAPITAL MANAGEMENT GROUP, LLC | 07/23/2024 | 89,492 | $1.67 M | 0.08% | 0.44% |
| CETERA INVESTMENT ADVISERS | 08/22/2024 | 85,579 | $1.59 M | 40.33% | 0.42% |
| CALDWELL SUTTER CAPITAL, INC. | 07/23/2024 | 84,614 | $1.58 M | 0.00% | 0.42% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/31/2024 | 78,523 | $1.46 M | -1.01% | 0.39% |
| GREENWICH INVESTMENT MANAGEMENT, INC. | 08/14/2024 | 77,847 | $1.45 M | -1.84% | 0.38% |
| UBS GROUP AG | 08/14/2024 | 68,677 | $1.28 M | 12.07% | 0.34% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/26/2024 | 62,116 | $1.16 M | 21.89% | 0.31% |
| FUTURE FINANCIAL WEALTH MANAGMENT LLC | 07/16/2024 | 48,805 | $908,749 | 6.89% | 0.24% |
| BEACON POINTE ADVISORS, LLC | 08/12/2024 | 44,943 | $836,839 | -2.21% | 0.22% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 36,701 | $683,517 | 3.84% | 0.18% |
| COLONY GROUP, LLC | 08/15/2024 | 32,443 | $604,000 | -7.20% | 0.16% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 08/12/2024 | 30,239 | $563,000 | 0.00% | 0.15% |
| VANGUARD GROUP INC | 08/13/2024 | 30,100 | $560,462 | 0.00% | 0.15% |
| NEWEDGE ADVISORS, LLC | 08/16/2024 | 28,874 | $537,634 | 34.14% | 0.14% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 07/19/2024 | 28,276 | $526,503 | 100.00% | 0.14% |
| KESTRA ADVISORY SERVICES, LLC | 08/14/2024 | 28,012 | $521,583 | 30.95% | 0.14% |
| RAYMOND JAMES & ASSOCIATES | 07/19/2024 | 22,917 | $426,718 | 0.57% | 0.11% |
| GRAYPOINT LLC | 07/31/2024 | 22,469 | $418,380 | 2.14% | 0.11% |
| US BANCORP \DE\ | 08/07/2024 | 20,872 | $388,637 | 0.00% | 0.10% |
| DAVENPORT & CO LLC | 08/06/2024 | 19,000 | $353,780 | -15.93% | 0.09% |
| ENVESTNET ASSET MANAGEMENT INC | 08/08/2024 | 18,742 | $348,969 | 17.87% | 0.09% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 14,964 | $278,626 | 2.47% | 0.07% |
| MML INVESTORS SERVICES, LLC | 08/14/2024 | 13,992 | $261,000 | 39.36% | 0.07% |
| COMMERCE BANK | 08/12/2024 | 13,826 | $257,440 | 0.00% | 0.07% |
| MONTAG A & ASSOCIATES INC | 07/31/2024 | 13,436 | $250,188 | 0.64% | 0.07% |
| STONEBRIDGE CAPITAL ADVISORS LLC | 08/14/2024 | 13,315 | $247,925 | -6.59% | 0.07% |
| ST GERMAIN D J CO INC | 07/08/2024 | 11,985 | $223,161 | -3.23% | 0.06% |
| HUNTINGTON NATIONAL BANK | 08/08/2024 | 11,900 | $221,578 | 0.00% | 0.06% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 11,457 | $213,328 | 62.67% | 0.06% |
| LPL FINANCIAL LLC | 08/07/2024 | 11,088 | $206,458 | 100.00% | 0.05% |
| MONEY CONCEPTS CAPITAL CORP | 08/02/2024 | 10,322 | $192,196 | 0.00% | 0.05% |
| FIDUCIARY TRUST CO | 08/14/2024 | 10,000 | $186,200 | 0.00% | 0.05% |
| COMERICA BANK | 08/15/2024 | 5,800 | $107,996 | 11.54% | 0.03% |
| ROYAL BANK OF CANADA | 08/14/2024 | 3,711 | $69,000 | 0.22% | 0.02% |
| BOK FINANCIAL PRIVATE WEALTH, INC. | 08/14/2024 | 3,000 | $55,860 | 0.00% | 0.01% |
| PITTENGER & ANDERSON INC | 08/09/2024 | 2,000 | $37,240 | 0.00% | 0.01% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/08/2024 | 1,425 | $26,534 | 0.00% | 0.01% |
| GLOBAL RETIREMENT PARTNERS, LLC | 07/23/2024 | 1,040 | $19,365 | 0.00% | 0.01% |
| TRUST CO OF VERMONT | 07/09/2024 | 888 | $16,535 | 0.00% | 0.00% |
| FIRST HORIZON ADVISORS, INC. | 07/19/2024 | 854 | $15,901 | 100.00% | 0.00% |
| GLEN EAGLE ADVISORS, LLC | 08/14/2024 | 800 | $14,896 | 0.00% | 0.00% |
| ULLAND INVESTMENT ADVISORS, LLC | 07/16/2024 | 750 | $14,000 | 0.00% | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 07/23/2024 | 625 | $11,637 | 0.00% | 0.00% |
Barings Corporate Investorsinstitutional Ownership - Frequently Asked Questions
-
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: 366,372
MORGAN STANLEY: 202,239
Sky Investment Group LLC: 165,464
Secure Asset Management, LLC: 150,358
Atria Wealth Solutions, Inc.: 142,507
Invesco Ltd.: 133,909
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What percentage of Barings Corporate Investors stock is owned by institutional investors?
11.70% 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 2.83 M shares in the last 24 months. This purchase volume represents approximately $55.17 M in transactions.