Barings Participation Investors Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11/14/2025 | 305.01 K | $6.15 M | -5.84% | 2.84% |
| TSP CAPITAL MANAGEMENT GROUP, LLC | 10/22/2025 | 285.46 K | $5.75 M | -0.02% | 2.66% |
| BARINGS LLC | 11/10/2025 | 280.34 K | $5.65 M | 0.95% | 2.61% |
| BENJAMIN EDWARDS INC | 10/23/2025 | 248.56 K | $5.01 M | -7.17% | 2.32% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 192.06 K | $3.83 M | -2.01% | 1.79% |
| LPL FINANCIAL LLC | 11/12/2025 | 158.19 K | $3.19 M | -5.25% | 1.48% |
| INVESCO LTD. | 11/13/2025 | 129.04 K | $2.60 M | 2.91% | 1.20% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 125.52 K | $2.53 M | 0.60% | 1.17% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 93.24 K | $1.88 M | -2.91% | 0.87% |
| SMITH ASSET MANAGEMENT CO., LLC | 11/03/2025 | 73.60 K | $1.48 M | -1.52% | 0.69% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 56.42 K | $1.14 M | 1.44% | 0.53% |
| CURBSTONE FINANCIAL MANAGEMENT CORP | 10/15/2025 | 47.97 K | $966.52 K | -1.03% | 0.45% |
| SCHWALLIER WEALTH MANAGEMENT LLC | 11/17/2025 | 44.99 K | $906.49 K | 0.00% | 0.42% |
| CALDWELL SUTTER CAPITAL, INC. | 10/29/2025 | 43.76 K | $881.66 K | 0.00% | 0.41% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 35.70 K | $719.38 K | -1.63% | 0.33% |
| VANGUARD GROUP INC | 11/07/2025 | 29.20 K | $588.38 K | 0.00% | 0.27% |
| JONES FINANCIAL COMPANIES LLLP | 11/04/2025 | 26.13 K | $512.71 K | 13.72% | 0.24% |
| QTR FAMILY WEALTH, LLC | 10/29/2025 | 26.00 K | $523.90 K | 100.00% | 0.24% |
| UBS GROUP AG | 11/13/2025 | 23.19 K | $467.32 K | 0.97% | 0.22% |
| WHIPPLEWOOD ADVISORS, LLC | 11/06/2025 | 20.24 K | $407.80 K | -7.09% | 0.19% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 19.79 K | $398.72 K | 34.06% | 0.18% |
| OPPENHEIMER & CO INC | 11/06/2025 | 17.90 K | $360.69 K | 0.00% | 0.17% |
| PFG INVESTMENTS, LLC | 10/31/2025 | 17.11 K | $344.84 K | -3.87% | 0.16% |
| JANE STREET GROUP, LLC | 11/14/2025 | 12.29 K | $247.56 K | 100.00% | 0.11% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 11.19 K | $225.52 K | 8.24% | 0.10% |
| MML INVESTORS SERVICES, LLC | 11/14/2025 | 11.19 K | $225.43 K | -21.13% | 0.10% |
| MONTAG A & ASSOCIATES INC | 11/12/2025 | 9.50 K | $191.43 K | 0.00% | 0.09% |
| ADVISORY SERVICES NETWORK, LLC | 11/18/2025 | 3.11 K | $62.73 K | 100.00% | 0.03% |
| ROYAL BANK OF CANADA | 11/14/2025 | 3.00 K | $60.00 K | 0.00% | 0.03% |
| ST GERMAIN D J CO INC | 10/07/2025 | 1.38 K | $27.73 K | 1.78% | 0.01% |
| AMERITAS ADVISORY SERVICES, LLC | 11/06/2025 | 1.26 K | $25.47 K | 0.00% | 0.01% |
| TRUST CO OF VERMONT | 10/14/2025 | 1.20 K | $24.18 K | 0.00% | 0.01% |
| PFS PARTNERS, LLC | 10/16/2025 | 1.14 K | $22.99 K | 0.00% | 0.01% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 850 | $17.13 K | 100.00% | 0.01% |
| ULLAND INVESTMENT ADVISORS, LLC | 11/13/2025 | 700 | $14.00 K | -30.00% | 0.01% |
| SALOMON & LUDWIN, LLC | 10/21/2025 | 365 | $7.38 K | 0.00% | 0.00% |
| COMERICA BANK | 11/14/2025 | 100 | $2.02 K | 0.00% | 0.00% |
| VIRTUS INVESTMENT ADVISERS, INC. | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 10/10/2025 | 0 | $0 | -100.00% | 0.00% |
| MUTUAL ADVISORS, LLC | 11/04/2025 | 0 | $0 | -100.00% | 0.00% |
| ROUND ROCK ADVISORS, LLC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| COMPASS PLANNING ASSOCIATES INC | 10/22/2025 | 0 | $0 | -100.00% | 0.00% |
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Barings Participation Investors institutional Ownership - FAQ's
During the previous two years, 58 institutional investors and hedge funds held shares of Barings Participation Investors. The most heavily invested institutionals were:
MORGAN STANLEY: 305,012
TSP Capital Management Group, LLC: 285,455
BARINGS LLC: 280,341
BENJAMIN EDWARDS INC: 248,555
ADVISOR GROUP HOLDINGS, INC.: 192,056
LPL Financial LLC: 158,188
21.98% of Barings Participation Investors stock is owned by institutional investors.
Institutional investors have bought a total of 3.25 M shares in the last 24 months. This purchase volume represents approximately $65.72 M in transactions.