Barings Corporate Investors Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BHK INVESTMENT ADVISORS, LLC | 02/04/2025 | 353.81 K | $7.21 M | 1.43% | 1.74% |
| CURBSTONE FINANCIAL MANAGEMENT CORP | 01/22/2025 | 308.90 K | $6.30 M | -0.35% | 1.52% |
| BARINGS LLC | 02/07/2025 | 219.66 K | $4.48 M | 0.00% | 1.08% |
| MORGAN STANLEY | 02/14/2025 | 209.73 K | $4.27 M | 0.87% | 1.03% |
| SECURE ASSET MANAGEMENT, LLC | 01/17/2025 | 174.64 K | $3.56 M | 8.05% | 0.86% |
| SKY INVESTMENT GROUP LLC | 01/16/2025 | 170.49 K | $3.47 M | 0.00% | 0.84% |
| INVESCO LTD. | 02/13/2025 | 169.55 K | $3.46 M | 1.82% | 0.83% |
| CETERA INVESTMENT ADVISERS | 02/14/2025 | 98.05 K | $2.00 M | 8.31% | 0.48% |
| TSP CAPITAL MANAGEMENT GROUP, LLC | 01/30/2025 | 87.29 K | $1.78 M | -0.66% | 0.43% |
| CALDWELL SUTTER CAPITAL, INC. | 01/21/2025 | 84.61 K | $1.72 M | 0.00% | 0.42% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/14/2025 | 79.98 K | $1.63 M | -0.09% | 0.39% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/10/2025 | 73.32 K | $1.49 M | -6.52% | 0.36% |
| ATRIA WEALTH SOLUTIONS, INC. | 01/31/2025 | 60.43 K | $1.23 M | 3.40% | 0.30% |
| COMMERCE BANK | 02/13/2025 | 55.66 K | $1.13 M | -23.57% | 0.27% |
| RAYMOND JAMES FINANCIAL INC | 04/23/2025 | 50.37 K | $1.03 M | 100.00% | 0.25% |
| FUTURE FINANCIAL WEALTH MANAGMENT LLC | 01/13/2025 | 49.60 K | $1.01 M | -0.03% | 0.24% |
| MML INVESTORS SERVICES, LLC | 02/13/2025 | 46.56 K | $949.00 K | 51.65% | 0.23% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 01/23/2025 | 46.12 K | $940.01 K | 0.00% | 0.23% |
| BEACON POINTE ADVISORS, LLC | 02/14/2025 | 45.92 K | $935.83 K | -0.03% | 0.23% |
| ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 40.72 K | $812.02 K | 0.98% | 0.20% |
| KESTRA ADVISORY SERVICES, LLC | 02/10/2025 | 35.79 K | $729.44 K | 61.23% | 0.18% |
| BENJAMIN EDWARDS INC | 02/14/2025 | 35.17 K | $716.83 K | 16.28% | 0.17% |
| BANK OF AMERICA CORP /DE/ | 02/14/2025 | 33.92 K | $691.24 K | 108.34% | 0.17% |
| VANGUARD GROUP INC | 02/11/2025 | 30.10 K | $613.44 K | 0.00% | 0.15% |
| ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 29.04 K | $591.84 K | 56.26% | 0.14% |
| NEWEDGE ADVISORS, LLC | 02/13/2025 | 26.11 K | $532.16 K | -19.28% | 0.13% |
| UBS GROUP AG | 02/14/2025 | 23.97 K | $488.49 K | -57.68% | 0.12% |
| GRAYPOINT LLC | 01/10/2025 | 23.41 K | $477.15 K | 2.03% | 0.12% |
| COLONY GROUP, LLC | 02/14/2025 | 22.11 K | $450.56 K | -15.22% | 0.11% |
| PENSIONMARK FINANCIAL GROUP, LLC | 02/12/2025 | 20.56 K | $418.97 K | 0.00% | 0.10% |
| ROUND ROCK ADVISORS, LLC | 01/24/2025 | 18.84 K | $383.92 K | 100.00% | 0.09% |
| US BANCORP \DE\ | 02/05/2025 | 18.29 K | $372.71 K | 0.00% | 0.09% |
| ST GERMAIN D J CO INC | 01/10/2025 | 17.93 K | $365.31 K | 49.56% | 0.09% |
| 02/05/2025 | 17.53 K | $357.26 K | 100.00% | 0.09% | |
| DAVENPORT & CO LLC | 01/24/2025 | 16.33 K | $332.89 K | -14.03% | 0.08% |
| IFP ADVISORS, INC | 02/04/2025 | 16.00 K | $326.08 K | 100.00% | 0.08% |
| MONTAG A & ASSOCIATES INC | 01/30/2025 | 13.61 K | $284.16 K | 0.63% | 0.07% |
| STONEBRIDGE CAPITAL ADVISORS LLC | 02/14/2025 | 13.32 K | $271.36 K | 0.00% | 0.07% |
| LPL FINANCIAL LLC | 02/11/2025 | 13.02 K | $265.26 K | 21.69% | 0.06% |
| HUNTINGTON NATIONAL BANK | 02/12/2025 | 11.90 K | $242.52 K | 0.00% | 0.06% |
| MAYFAIR ADVISORY GROUP, LLC | 01/14/2025 | 10.98 K | $223.83 K | 0.00% | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 10.51 K | $214.19 K | 100.00% | 0.05% |
| MONEY CONCEPTS CAPITAL CORP | 01/27/2025 | 10.32 K | $210.36 K | 0.00% | 0.05% |
| CONSOLIDATED PORTFOLIO REVIEW CORP | 01/27/2025 | 10.10 K | $205.88 K | 100.00% | 0.05% |
| STONEX GROUP INC. | 02/12/2025 | 10.02 K | $204.00 K | 100.00% | 0.05% |
| FIDUCIARY TRUST CO | 02/14/2025 | 9.99 K | $203.52 K | 100.00% | 0.05% |
| 01/31/2025 | 9.86 K | $206.21 K | 100.00% | 0.05% | |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 5.85 K | $119.26 K | -42.27% | 0.03% |
| COMERICA BANK | 02/14/2025 | 5.80 K | $118.20 K | 0.00% | 0.03% |
| ROYAL BANK OF CANADA | 02/14/2025 | 4.29 K | $87.00 K | 6.38% | 0.02% |
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Barings Corporate Investors institutional Ownership - FAQ's
During the previous two years, 57 institutional investors and hedge funds held shares of Barings Corporate Investors. The most heavily invested institutionals were:
MONEY CONCEPTS CAPITAL CORP: 0
BARINGS LLC: 219,664
MORGAN STANLEY: 209,728
Invesco Ltd.: 169,551
Cetera Investment Advisers: 98,054
TSP Capital Management Group, LLC: 87,293
14.60% of Barings Corporate Investors stock is owned by institutional investors.
Institutional investors have bought a total of 2.10 M shares in the last 24 months. This purchase volume represents approximately $43.72 M in transactions.