Barings Participation Investors Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 299.68 K | $4.76 M | -1.75% | 2.79% |
| BARINGS LLC | 02/12/2026 | 283.01 K | $4.50 M | 0.95% | 2.64% |
| TSP CAPITAL MANAGEMENT GROUP, LLC | 01/21/2026 | 280.10 K | $4.45 M | -1.88% | 2.61% |
| BENJAMIN EDWARDS INC | 02/02/2026 | 250.17 K | $3.98 M | 0.65% | 2.33% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 202.96 K | $3.22 M | 5.68% | 1.89% |
| LPL FINANCIAL LLC | 02/11/2026 | 162.61 K | $2.58 M | 2.79% | 1.52% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 133.52 K | $2.12 M | 6.38% | 1.25% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 101.15 K | $1.61 M | 8.48% | 0.94% |
| SMITH ASSET MANAGEMENT CO., LLC | 02/19/2026 | 70.32 K | $1.12 M | -4.45% | 0.66% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 66.42 K | $1.06 M | 17.72% | 0.62% |
| CURBSTONE FINANCIAL MANAGEMENT CORP | 01/23/2026 | 47.97 K | $762.18 K | 0.00% | 0.45% |
| SCHWALLIER WEALTH MANAGEMENT LLC | 02/11/2026 | 44.99 K | $848.46 K | 0.00% | 0.42% |
| CALDWELL SUTTER CAPITAL, INC. | 01/30/2026 | 43.76 K | $695.27 K | 0.00% | 0.41% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 35.57 K | $565.18 K | 36.11% | 0.33% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 30.14 K | $478.88 K | -15.59% | 0.28% |
| VANGUARD GROUP INC | 01/29/2026 | 29.20 K | $463.99 K | 0.00% | 0.27% |
| UBS GROUP AG | 01/29/2026 | 25.16 K | $399.82 K | 8.49% | 0.23% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 21.14 K | $335.94 K | 6.85% | 0.20% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 20.02 K | $318.18 K | 78.91% | 0.19% |
| JANE STREET GROUP, LLC | 02/12/2026 | 19.60 K | $311.40 K | 59.51% | 0.18% |
| OPPENHEIMER & CO INC | 02/02/2026 | 18.80 K | $298.73 K | 5.03% | 0.18% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 17.49 K | $277.93 K | 2.20% | 0.16% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 16.97 K | $269.62 K | 0.00% | 0.16% |
| MONTAG A & ASSOCIATES INC | 02/02/2026 | 9.50 K | $154.47 K | 0.00% | 0.09% |
| ROYAL BANK OF CANADA | 02/17/2026 | 3.00 K | $48.00 K | 0.00% | 0.03% |
| 02/09/2026 | 2.97 K | $47.15 K | 100.00% | 0.03% | |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 1.87 K | $29.69 K | 100.00% | 0.02% |
| ST GERMAIN D J CO INC | 01/29/2026 | 1.40 K | $22.27 K | 1.89% | 0.01% |
| WHIPPLEWOOD ADVISORS, LLC | 02/17/2026 | 1.32 K | $21.04 K | -93.46% | 0.01% |
| TRUST CO OF VERMONT | 01/16/2026 | 1.20 K | $19.07 K | 0.00% | 0.01% |
| PFS PARTNERS, LLC | 01/16/2026 | 1.14 K | $18.13 K | 0.00% | 0.01% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 850 | $13.51 K | 0.00% | 0.01% |
| ULLAND INVESTMENT ADVISORS, LLC | 01/08/2026 | 700 | $11.00 K | 0.00% | 0.01% |
| SALOMON & LUDWIN, LLC | 01/28/2026 | 365 | $6.25 K | 0.00% | 0.00% |
| COMERICA BANK | 01/29/2026 | 100 | $1.59 K | 0.00% | 0.00% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| INVESCO LTD. | 02/19/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| AMERITAS ADVISORY SERVICES, LLC | 02/04/2026 | 0 | $0 | -100.00% | 0.00% |
| QTR FAMILY WEALTH, LLC | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
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Barings Participation Investors institutional Ownership - FAQ's
During the previous two years, 54 institutional investors and hedge funds held shares of Barings Participation Investors. The most heavily invested institutionals were:
TSP Capital Management Group, LLC: 276,559
COMMONWEALTH EQUITY SERVICES, LLC: 136,798
Curbstone Financial Management Corp: 47,140
Schwallier Wealth Management LLC: 46,862
ENVESTNET ASSET MANAGEMENT INC: 31,001
UBS Group AG: 21,642
20.94% of Barings Participation Investors stock is owned by institutional investors.
Institutional investors have bought a total of 3.19 M shares in the last 24 months. This purchase volume represents approximately $58.79 M in transactions.