Barings Participation Investors Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 287.65 K | $4.93 M | -4.01% | 2.68% |
| BARINGS LLC | 05/06/2026 | 285.88 K | $4.90 M | 1.01% | 2.66% |
| BENJAMIN EDWARDS INC | 05/12/2026 | 284.70 K | $4.88 M | 13.80% | 2.65% |
| TSP CAPITAL MANAGEMENT GROUP, LLC | 04/24/2026 | 276.56 K | $4.74 M | -1.26% | 2.58% |
| LPL FINANCIAL LLC | 05/06/2026 | 199.92 K | $3.43 M | 22.95% | 1.86% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 197.82 K | $3.39 M | -2.53% | 1.84% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 136.80 K | $2.34 M | 2.45% | 1.27% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 105.89 K | $1.81 M | 4.68% | 0.99% |
| SMITH ASSET MANAGEMENT CO., LLC | 05/15/2026 | 68.61 K | $1.18 M | -2.44% | 0.64% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 49.79 K | $853.38 K | -25.04% | 0.46% |
| CURBSTONE FINANCIAL MANAGEMENT CORP | 04/15/2026 | 47.14 K | $807.98 K | -1.72% | 0.44% |
| SCHWALLIER WEALTH MANAGEMENT LLC | 05/05/2026 | 46.86 K | $803.22 K | 4.17% | 0.44% |
| CALDWELL SUTTER CAPITAL, INC. | 05/06/2026 | 43.76 K | $749.96 K | 0.00% | 0.41% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 39.91 K | $677.62 K | 12.20% | 0.37% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 31.30 K | $536.53 K | 48.06% | 0.29% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 31.00 K | $531.36 K | 54.82% | 0.29% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 30.72 K | $526.53 K | 1.93% | 0.29% |
| VANGUARD NATIONAL TRUST CO | 05/08/2026 | 29.20 K | $500.49 K | 100.00% | 0.27% |
| UBS GROUP AG | 05/05/2026 | 21.64 K | $370.94 K | -13.99% | 0.20% |
| OPPENHEIMER & CO INC | 04/24/2026 | 20.40 K | $349.66 K | 8.51% | 0.19% |
| PFG INVESTMENTS, LLC | 04/27/2026 | 17.83 K | $305.61 K | 1.94% | 0.17% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 16.97 K | $290.83 K | 0.00% | 0.16% |
| JANE STREET GROUP, LLC | 05/12/2026 | 10.34 K | $177.18 K | -47.25% | 0.10% |
| MONTAG A & ASSOCIATES INC | 04/29/2026 | 8.50 K | $145.69 K | -10.53% | 0.08% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 4.71 K | $80.74 K | 100.00% | 0.04% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 3.52 K | $60.30 K | 100.00% | 0.03% |
| 05/15/2026 | 3.03 K | $51.86 K | 1.99% | 0.03% | |
| ROYAL BANK OF CANADA | 05/15/2026 | 3.00 K | $51.00 K | 0.00% | 0.03% |
| ST GERMAIN D J CO INC | 04/13/2026 | 1.43 K | $24.49 K | 1.93% | 0.01% |
| WHIPPLEWOOD ADVISORS, LLC | 04/30/2026 | 1.31 K | $22.45 K | -1.06% | 0.01% |
| PFS PARTNERS, LLC | 04/09/2026 | 1.14 K | $19.56 K | 0.00% | 0.01% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 850 | $14.57 K | 0.00% | 0.01% |
| ULLAND INVESTMENT ADVISORS, LLC | 04/27/2026 | 700 | $12.00 K | 0.00% | 0.01% |
| ATLANTIC UNION BANKSHARES CORP | 05/12/2026 | 590 | $10.11 K | 100.00% | 0.01% |
| SALOMON & LUDWIN, LLC | 05/11/2026 | 365 | $6.30 K | 0.00% | 0.00% |
| FIFTH THIRD BANCORP | 05/01/2026 | 100 | $1.71 K | 100.00% | 0.00% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 0 | $0 | -100.00% | 0.00% |
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Barings Participation Investors institutional Ownership - FAQ's
During the previous two years, 53 institutional investors and hedge funds held shares of Barings Participation Investors. The most heavily invested institutionals were:
MORGAN STANLEY: 287,654
BARINGS LLC: 285,875
BENJAMIN EDWARDS INC: 284,697
TSP Capital Management Group, LLC: 276,559
LPL Financial LLC: 199,916
ADVISOR GROUP HOLDINGS, INC.: 197,819
21.52% of Barings Participation Investors stock is owned by institutional investors.
Institutional investors have bought a total of 3.21 M shares in the last 24 months. This purchase volume represents approximately $59.26 M in transactions.