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% |
| VANGUARD GROUP INC | 11/13/2024 | 30,100 | $599,893 | 0.00% | 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 | 11/25/2024 | 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% |
Barings Corporate Investorsinstitutional Ownership - FAQ's
During the previous two years, 72 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
13.79% of Barings Corporate Investors stock is owned by institutional investors.
Institutional investors have bought a total of 3.37 M shares in the last 24 months. This purchase volume represents approximately $70.22 M in transactions.