Barings Corporate Investors Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BHK INVESTMENT ADVISORS, LLC | 05/01/2025 | 331.75 K | $7.78 M | -6.23% | 1.63% |
| CURBSTONE FINANCIAL MANAGEMENT CORP | 04/15/2025 | 309.03 K | $7.24 M | 0.04% | 1.52% |
| INVESCO LTD. | 05/12/2025 | 235.81 K | $5.53 M | 39.08% | 1.16% |
| BARINGS LLC | 05/09/2025 | 219.66 K | $5.15 M | 0.00% | 1.08% |
| GLOBAL WEALTH STRATEGIES & ASSOCIATES | 04/02/2025 | 218.76 K | $5.13 M | 100.00% | 1.08% |
| 05/19/2025 | 217.07 K | $5.09 M | -0.32% | 1.07% | |
| MORGAN STANLEY | 05/15/2025 | 202.28 K | $4.74 M | -3.55% | 0.99% |
| SKY INVESTMENT GROUP LLC | 04/16/2025 | 169.94 K | $3.98 M | -0.32% | 0.84% |
| SECURE ASSET MANAGEMENT, LLC | 04/10/2025 | 169.84 K | $3.98 M | -2.75% | 0.84% |
| JANNEY MONTGOMERY SCOTT LLC | 04/17/2025 | 99.41 K | $2.33 M | 100.00% | 0.49% |
| CETERA INVESTMENT ADVISERS | 05/06/2025 | 96.80 K | $2.27 M | -1.28% | 0.48% |
| TSP CAPITAL MANAGEMENT GROUP, LLC | 05/15/2025 | 87.83 K | $2.06 M | 0.62% | 0.43% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/22/2025 | 84.87 K | $1.99 M | 6.12% | 0.42% |
| CALDWELL SUTTER CAPITAL, INC. | 04/16/2025 | 84.61 K | $1.98 M | 0.00% | 0.42% |
| COMMONWEALTH EQUITY SERVICES, LLC | 05/09/2025 | 72.19 K | $1.69 M | -1.55% | 0.36% |
| MML INVESTORS SERVICES, LLC | 05/14/2025 | 70.03 K | $1.64 M | 50.41% | 0.34% |
| ATRIA WEALTH SOLUTIONS, INC. | 05/09/2025 | 60.52 K | $1.42 M | 0.16% | 0.30% |
| RAYMOND JAMES FINANCIAL INC | 05/13/2025 | 50.54 K | $1.18 M | 0.34% | 0.25% |
| FUTURE FINANCIAL WEALTH MANAGMENT LLC | 04/09/2025 | 47.89 K | $1.12 M | -3.46% | 0.24% |
| BEACON POINTE ADVISORS, LLC | 05/13/2025 | 46.18 K | $1.08 M | 0.58% | 0.23% |
| COMMERCE BANK | 05/08/2025 | 43.00 K | $1.01 M | -22.74% | 0.21% |
| ADVISOR GROUP HOLDINGS, INC. | 05/12/2025 | 41.34 K | $969.25 K | 1.34% | 0.20% |
| LPL FINANCIAL LLC | 05/07/2025 | 41.04 K | $961.92 K | 215.29% | 0.20% |
| ROUND ROCK ADVISORS, LLC | 04/30/2025 | 40.98 K | $960.55 K | 117.53% | 0.20% |
| BANK OF AMERICA CORP /DE/ | 05/15/2025 | 37.59 K | $881.00 K | 10.81% | 0.18% |
| BENJAMIN EDWARDS INC | 05/12/2025 | 34.46 K | $807.79 K | -2.02% | 0.17% |
| KESTRA ADVISORY SERVICES, LLC | 05/14/2025 | 31.19 K | $731.16 K | -12.85% | 0.15% |
| VANGUARD GROUP INC | 05/09/2025 | 30.10 K | $705.54 K | 0.00% | 0.15% |
| ENVESTNET ASSET MANAGEMENT INC | 04/29/2025 | 25.44 K | $596.20 K | -12.41% | 0.13% |
| NEWEDGE ADVISORS, LLC | 05/15/2025 | 24.30 K | $569.48 K | -6.96% | 0.12% |
| GRAYPOINT LLC | 05/02/2025 | 23.98 K | $562.10 K | 2.42% | 0.12% |
| PENSIONMARK FINANCIAL GROUP, LLC | 04/29/2025 | 20.56 K | $481.88 K | 0.00% | 0.10% |
| UBS GROUP AG | 05/13/2025 | 20.16 K | $472.46 K | -15.91% | 0.10% |
| US BANCORP \DE\ | 05/08/2025 | 18.29 K | $428.67 K | 0.00% | 0.09% |
| MGB WEALTH MANAGEMENT, LLC | 05/09/2025 | 17.67 K | $397.48 K | 100.00% | 0.09% |
| MONTAG A & ASSOCIATES INC | 05/05/2025 | 13.69 K | $320.94 K | 0.61% | 0.07% |
| STONEBRIDGE CAPITAL ADVISORS LLC | 05/14/2025 | 13.30 K | $311.75 K | -0.11% | 0.07% |
| DAVENPORT & CO LLC | 04/28/2025 | 12.33 K | $289.11 K | -24.49% | 0.06% |
| HUNTINGTON NATIONAL BANK | 05/14/2025 | 11.90 K | $278.94 K | 0.00% | 0.06% |
| ST GERMAIN D J CO INC | 04/09/2025 | 11.54 K | $270.38 K | -35.65% | 0.06% |
| MAYFAIR ADVISORY GROUP, LLC | 04/18/2025 | 10.98 K | $257.44 K | 0.00% | 0.05% |
| CONSOLIDATED PORTFOLIO REVIEW CORP | 04/23/2025 | 10.22 K | $239.49 K | 1.14% | 0.05% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 04/08/2025 | 10.16 K | $238.22 K | -77.97% | 0.05% |
| FIDUCIARY TRUST CO | 05/15/2025 | 9.99 K | $234.07 K | 0.00% | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 9.82 K | $230.16 K | -6.57% | 0.05% |
| IFP ADVISORS, INC | 05/05/2025 | 9.80 K | $229.77 K | -38.74% | 0.05% |
| 05/14/2025 | 9.61 K | $225.19 K | 100.00% | 0.05% | |
| WOLFF FINANCIAL MANAGEMENT LLC | 04/24/2025 | 9.22 K | $216.00 K | 100.00% | 0.05% |
| STONEX GROUP INC. | 08/13/2025 | 8.82 K | $206.74 K | -11.98% | 0.04% |
| COMERICA BANK | 05/14/2025 | 5.80 K | $135.95 K | 0.00% | 0.03% |
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Barings Corporate Investors institutional Ownership - FAQ's
During the previous two years, 42 institutional investors and hedge funds held shares of Barings Corporate Investors. The most heavily invested institutionals were:
Wolff Financial Management LLC: 0
Invesco Ltd.: 235,814
MORGAN STANLEY: 202,276
MML INVESTORS SERVICES, LLC: 70,034
RAYMOND JAMES FINANCIAL INC: 50,542
Beacon Pointe Advisors, LLC: 46,184
17.19% of Barings Corporate Investors stock is owned by institutional investors.
Institutional investors have bought a total of 1.46 M shares in the last 24 months. This purchase volume represents approximately $29.91 M in transactions.