Barings Participation Investors Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BARINGS LLC | 08/07/2026 | 289.15 K | $4.87 M | 1.15% | 2.69% |
| BENJAMIN EDWARDS INC | 07/24/2026 | 286.60 K | $4.83 M | 0.67% | 2.67% |
| MORGAN STANLEY | 08/13/2026 | 282.70 K | $4.76 M | -1.72% | 2.63% |
| TSP CAPITAL MANAGEMENT GROUP, LLC | 07/31/2026 | 276.67 K | $4.66 M | 0.04% | 2.58% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 217.89 K | $3.67 M | 10.15% | 2.03% |
| LPL FINANCIAL LLC | 08/07/2026 | 216.42 K | $3.64 M | 8.25% | 2.02% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 143.91 K | $2.42 M | 5.20% | 1.34% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 112.61 K | $1.90 M | 6.36% | 1.05% |
| SMITH ASSET MANAGEMENT CO., LLC | 07/14/2026 | 68.01 K | $1.15 M | -0.88% | 0.63% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 49.79 K | $838.45 K | 0.00% | 0.46% |
| SCHWALLIER WEALTH MANAGEMENT LLC | 08/14/2026 | 47.60 K | $801.51 K | 1.57% | 0.44% |
| CURBSTONE FINANCIAL MANAGEMENT CORP | 07/14/2026 | 47.14 K | $793.84 K | 0.00% | 0.44% |
| CALDWELL SUTTER CAPITAL, INC. | 08/05/2026 | 43.76 K | $736.83 K | 0.00% | 0.41% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 38.70 K | $646.74 K | -3.01% | 0.36% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 31.09 K | $523.49 K | 1.19% | 0.29% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 29.51 K | $497.02 K | -4.80% | 0.28% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 29.49 K | $496.54 K | -5.80% | 0.27% |
| VANGUARD NATIONAL TRUST CO | 08/13/2026 | 29.20 K | $491.73 K | 0.00% | 0.27% |
| UBS GROUP AG | 08/13/2026 | 21.31 K | $358.88 K | -1.53% | 0.20% |
| OPPENHEIMER & CO INC | 08/03/2026 | 19.90 K | $335.12 K | -2.45% | 0.19% |
| PFG INVESTMENTS, LLC | 07/23/2026 | 18.22 K | $306.79 K | 2.18% | 0.17% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 16.97 K | $285.74 K | 0.00% | 0.16% |
| MONTAG A & ASSOCIATES INC | 08/05/2026 | 8.50 K | $143.14 K | 0.00% | 0.08% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 6.90 K | $116.12 K | 46.38% | 0.06% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 3.69 K | $62.09 K | 100.00% | 0.03% |
| KEATING FINANCIAL ADVISORY SERVICES, INC. | 08/11/2026 | 3.09 K | $52.09 K | 2.21% | 0.03% |
| ROYAL BANK OF CANADA | 08/14/2026 | 3.00 K | $51.00 K | 0.00% | 0.03% |
| ST GERMAIN D J CO INC | 07/21/2026 | 1.46 K | $24.57 K | 2.10% | 0.01% |
| WHIPPLEWOOD ADVISORS, LLC | 07/27/2026 | 1.35 K | $22.72 K | 2.98% | 0.01% |
| TRUST CO OF VERMONT | 08/07/2026 | 1.20 K | $20.21 K | 100.00% | 0.01% |
| PFS PARTNERS, LLC | 07/20/2026 | 1.14 K | $19.22 K | 0.00% | 0.01% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 850 | $14.31 K | 0.00% | 0.01% |
| ULLAND INVESTMENT ADVISORS, LLC | 07/16/2026 | 700 | $12.00 K | 0.00% | 0.01% |
| ATLANTIC UNION BANKSHARES CORP | 08/11/2026 | 590 | $9.94 K | 0.00% | 0.01% |
| SALOMON & LUDWIN, LLC | 08/07/2026 | 365 | $5.98 K | 0.00% | 0.00% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 200 | $3.37 K | 100.00% | 0.00% |
| FIFTH THIRD BANCORP | 08/05/2026 | 100 | $1.68 K | 0.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
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Barings Participation Investors institutional Ownership - FAQ's
During the previous two years, 55 institutional investors and hedge funds held shares of Barings Participation Investors. The most heavily invested institutionals were:
BARINGS LLC: 289,151
BENJAMIN EDWARDS INC: 286,600
MORGAN STANLEY: 282,700
TSP Capital Management Group, LLC: 276,671
ADVISOR GROUP HOLDINGS, INC.: 217,893
LPL Financial LLC: 216,417
21.89% of Barings Participation Investors stock is owned by institutional investors.
Institutional investors have bought a total of 3.26 M shares in the last 24 months. This purchase volume represents approximately $60.03 M in transactions.