Recent Quarter Total Invested
$41.70 M
Recent Quarter Institutional Ownership Percentage
23.78%
Total Invested of Last Quarter
$44.93 M
Ownership Percentage of Last Quarter
26.24%
Barings Participation Investors Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 08/14/2024 | 434,866 | $7.18 M | -4.97% | 4.09% |
| GREENWICH INVESTMENT MANAGEMENT, INC. | 08/14/2024 | 341,577 | $5.64 M | -4.89% | 3.22% |
| MORGAN STANLEY | 08/14/2024 | 301,524 | $4.98 M | -2.09% | 2.84% |
| TSP CAPITAL MANAGEMENT GROUP, LLC | 07/23/2024 | 295,949 | $4.89 M | -3.49% | 2.79% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 08/12/2024 | 258,199 | $4.27 M | 2.04% | 2.43% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/31/2024 | 118,208 | $1.95 M | -6.73% | 1.11% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 114,728 | $1.90 M | -44.35% | 1.08% |
| CETERA INVESTMENT ADVISERS | 08/22/2024 | 91,903 | $1.52 M | 6.08% | 0.87% |
| UBS GROUP AG | 08/14/2024 | 86,851 | $1.43 M | 137.82% | 0.82% |
| TRUIST FINANCIAL CORP | 08/21/2024 | 82,770 | $1.37 M | 11.28% | 0.78% |
| ENVESTNET ASSET MANAGEMENT INC | 08/08/2024 | 80,365 | $1.33 M | 10.29% | 0.76% |
| CALDWELL SUTTER CAPITAL, INC. | 07/23/2024 | 45,377 | $749,592 | 0.00% | 0.43% |
| SCHWALLIER WEALTH MANAGEMENT LLC | 08/13/2024 | 41,128 | $679,410 | 2.14% | 0.39% |
| MUTUAL ADVISORS, LLC | 07/30/2024 | 40,749 | $661,761 | 0.12% | 0.38% |
| VANGUARD GROUP INC | 08/13/2024 | 29,200 | $482,361 | 0.00% | 0.27% |
| RAYMOND JAMES & ASSOCIATES | 07/19/2024 | 27,882 | $460,589 | 0.27% | 0.26% |
| 09/05/2024 | 20,078 | $314,221 | 100.00% | 0.19% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 16,283 | $268,982 | 100.00% | 0.15% |
| PFG INVESTMENTS, LLC | 08/07/2024 | 16,274 | $268,837 | -9.22% | 0.15% |
| MONTAG A & ASSOCIATES INC | 07/31/2024 | 13,896 | $229,552 | 0.67% | 0.13% |
| MML INVESTORS SERVICES, LLC | 08/14/2024 | 11,700 | $193,000 | 100.00% | 0.11% |
| LPL FINANCIAL LLC | 08/07/2024 | 11,542 | $190,660 | 3.10% | 0.11% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/26/2024 | 10,482 | $173,000 | 0.45% | 0.10% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 6,635 | $109,604 | 0.00% | 0.06% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 6,249 | $103,221 | 209.97% | 0.06% |
| SPIRE WEALTH MANAGEMENT | 07/31/2024 | 5,400 | $89,204 | 0.00% | 0.05% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2024 | 5,302 | $87,584 | 54.76% | 0.05% |
| ROYAL BANK OF CANADA | 08/14/2024 | 3,000 | $50,000 | 0.00% | 0.03% |
| MEADOWBROOK INVESTMENT ADVISORS LLC | 07/23/2024 | 2,140 | $35,351 | 83.69% | 0.02% |
| ULLAND INVESTMENT ADVISORS, LLC | 07/16/2024 | 2,000 | $33,000 | 0.00% | 0.02% |
| ST GERMAIN D J CO INC | 07/08/2024 | 1,326 | $21,904 | 0.00% | 0.01% |
| PFS PARTNERS, LLC | 07/25/2024 | 1,141 | $18,849 | 0.00% | 0.01% |
| SALOMON & LUDWIN, LLC | 07/25/2024 | 730 | $12,059 | 0.00% | 0.01% |
| KELLY FINANCIAL SERVICES LLC | 08/12/2024 | 500 | $8,260 | 0.00% | 0.00% |
| PLANNING CAPITAL MANAGEMENT CORP | 08/12/2024 | 125 | $2,065 | 0.00% | 0.00% |
| COMERICA BANK | 08/15/2024 | 100 | $1,652 | 0.00% | 0.00% |
| FMR LLC | 08/13/2024 | 1 | $17 | 100.00% | 0.00% |
| BARINGS LLC | 08/08/2024 | 0 | $0 | -100.00% | 0.00% |
| SANDY SPRING BANK | 08/06/2024 | 0 | $0 | -100.00% | 0.00% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 07/19/2024 | 0 | $0 | -100.00% | 0.00% |
Barings Participation Investorsinstitutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of MPV shares?
During the previous two years, 48 institutional investors and hedge funds held shares of Barings Participation Investors. The most heavily invested institutionals were:
RIVERNORTH CAPITAL MANAGEMENT, LLC: 434,866
Greenwich Investment Management, Inc.: 341,577
MORGAN STANLEY: 301,524
TSP Capital Management Group, LLC: 295,949
BENJAMIN F. EDWARDS & COMPANY, INC.: 258,199
COMMONWEALTH EQUITY SERVICES, LLC: 118,208
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What percentage of Barings Participation Investors stock is owned by institutional investors?
23.78% of Barings Participation Investors stock is owned by institutional investors.
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How much institutional buying is happening at MPV ?
Institutional investors have bought a total of 2.74 M shares in the last 24 months. This purchase volume represents approximately $46.15 M in transactions.