Barings Global Short Duration High Yield Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 651.22 K | $8.90 M | -1.62% | 3.24% |
| TSP CAPITAL MANAGEMENT GROUP, LLC | 04/24/2026 | 409.03 K | $5.59 M | 25.95% | 2.04% |
| INVESCO LTD. | 05/12/2026 | 336.56 K | $4.60 M | -5.25% | 1.68% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 307.63 K | $4.20 M | -6.67% | 1.53% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 221.26 K | $3.05 M | 554.82% | 1.10% |
| MORGAN STANLEY | 05/15/2026 | 189.54 K | $2.59 M | 2.13% | 0.94% |
| COHEN & STEERS, INC. | 05/15/2026 | 186.01 K | $2.54 M | 0.00% | 0.93% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 168.29 K | $2.30 M | -3.47% | 0.84% |
| CAPITAL INVESTMENT ADVISORS, LLC | 04/17/2026 | 156.95 K | $2.14 M | 0.00% | 0.78% |
| PFG INVESTMENTS, LLC | 04/27/2026 | 108.67 K | $1.48 M | 2.55% | 0.54% |
| SECURE ASSET MANAGEMENT, LLC | 04/09/2026 | 86.22 K | $1.18 M | 17.51% | 0.43% |
| READYSTATE ASSET MANAGEMENT LP | 05/15/2026 | 83.62 K | $1.14 M | 100.00% | 0.42% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 70.61 K | $965.00 K | 17.87% | 0.35% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 66.73 K | $911.54 K | -2.08% | 0.33% |
| ROYAL BANK OF CANADA | 05/15/2026 | 63.26 K | $864.00 K | 11.50% | 0.32% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 62.30 K | $850.99 K | 6.08% | 0.31% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 53.69 K | $733.38 K | 1.20% | 0.27% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 50.98 K | $696.44 K | 100.00% | 0.25% |
| LPL FINANCIAL LLC | 05/06/2026 | 43.99 K | $600.83 K | -7.69% | 0.22% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 37.59 K | $513.48 K | 2.36% | 0.19% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 37.50 K | $512.25 K | -44.85% | 0.19% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 34.44 K | $470.38 K | 27.14% | 0.17% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 26.58 K | $363.07 K | -2.66% | 0.13% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 26.39 K | $360.53 K | 29.23% | 0.13% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 24.92 K | $340.35 K | 0.60% | 0.12% |
| THRIVENT FINANCIAL FOR LUTHERANS | 05/01/2026 | 23.80 K | $325.00 K | 0.00% | 0.12% |
| MCRAE CAPITAL MANAGEMENT INC | 05/14/2026 | 22.58 K | $308.39 K | 1.32% | 0.11% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 20.86 K | $285.07 K | 3.67% | 0.10% |
| LIDO ADVISORS, LLC | 05/13/2026 | 20.73 K | $285.74 K | 0.00% | 0.10% |
| JEFFERIES FINANCIAL GROUP INC. | 05/08/2026 | 18.30 K | $249.91 K | 69.48% | 0.09% |
| CALDWELL SUTTER CAPITAL, INC. | 05/06/2026 | 16.40 K | $224.02 K | 0.00% | 0.08% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 16.16 K | $220.76 K | -44.14% | 0.08% |
| BARINGS LLC | 05/06/2026 | 15.91 K | $217.35 K | 2.50% | 0.08% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 15.44 K | $210.84 K | -6.02% | 0.08% |
| OPPENHEIMER & CO INC | 04/24/2026 | 13.46 K | $183.88 K | 15.36% | 0.07% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 13.21 K | $180.00 K | 100.00% | 0.07% |
| FIFTH THIRD BANCORP | 05/01/2026 | 12.00 K | $163.92 K | 100.00% | 0.06% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 05/11/2026 | 10.52 K | $143.65 K | 4.63% | 0.05% |
| MOUNT YALE INVESTMENT ADVISORS, LLC | 04/27/2026 | 10.00 K | $137.82 K | 0.00% | 0.05% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 05/15/2026 | 10.00 K | $136.60 K | 0.00% | 0.05% |
| IFG ADVISORY, LLC | 05/12/2026 | 6.80 K | $92.89 K | 100.00% | 0.03% |
| WESTERN WEALTH MANAGEMENT, LLC | 05/19/2026 | 6.40 K | $87.45 K | 100.00% | 0.03% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 6.10 K | $83.33 K | 0.00% | 0.03% |
| UBS GROUP AG | 05/05/2026 | 6.08 K | $83.07 K | -60.89% | 0.03% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 3.93 K | $53.68 K | -67.06% | 0.02% |
| 05/11/2026 | 2.70 K | $37.21 K | 100.00% | 0.01% | |
| SOA WEALTH ADVISORS, LLC. | 05/20/2026 | 2.67 K | $36.44 K | 2.50% | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 1.84 K | $25.09 K | -44.95% | 0.01% |
| FNY INVESTMENT ADVISERS, LLC | 04/15/2026 | 800 | $10.00 K | 100.00% | 0.00% |
| CWM, LLC | 05/14/2026 | 560 | $7.65 K | 0.00% | 0.00% |
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Barings Global Short Duration High Yield Fund institutional Ownership - FAQ's
During the previous two years, 79 institutional investors and hedge funds held shares of Barings Global Short Duration High Yield Fund. The most heavily invested institutionals were:
WELLS FARGO & COMPANY/MN: 651,216
TSP Capital Management Group, LLC: 409,027
Invesco Ltd.: 336,562
GUGGENHEIM CAPITAL LLC: 307,629
Shaker Financial Services, LLC: 221,258
MORGAN STANLEY: 189,539
18.83% of Barings Global Short Duration High Yield Fund stock is owned by institutional investors.
Institutional investors have bought a total of 4.37 M shares in the last 24 months. This purchase volume represents approximately $60.83 M in transactions.