Barings Participation Investors (MPV) Institutional Ownership

$15.66
+0.09 (+0.58%)
(As of 05/3/2024 08:53 PM ET)

Institutional Ownership Changes (13F Filings) for Barings Participation Investors (NYSE:MPV)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$3.95M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$5.32M
Get MPV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Barings Participation Investors stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

MPV Institutional Buying and Selling by Quarter

Barings Participation Investors Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/29/2024Commonwealth Equity Services LLC126,738$2.04M0.0%+1.9%1.193%
4/29/2024 Benjamin F. Edwards & Company Inc.253,036$4.08M0.1%-7.2%2.383%
4/22/2024 PFG Investments LLC17,926$289K0.0%N/A0.169%
2/14/2024Greenwich Investment Management Inc.390,636$6.09M4.6%-2.3%0.000%
2/7/2024Montag A & Associates Inc.13,711$218K0.0%+8.7%0.000%
2/6/2024 MeadowBrook Investment Advisors LLC1,640$26K0.0%N/A0.000%
2/6/2024 Benjamin F. Edwards & Company Inc.272,720$4.25M0.1%-0.9%0.000%
1/30/2024SFI Advisors LLC11,748$183K0.2%N/A0.000%
1/29/2024 Granite Bay Wealth Management LLC30,160$470K0.0%N/A0.000%
1/16/2024 TSP Capital Management Group LLC306,910$4.79M1.7%-10.9%0.000%
1/12/2024Mutual Advisors LLC37,011$577K0.0%N/A0.000%
11/21/2023Almitas Capital LLC35,183$473K0.2%-87.1%0.000%
11/16/2023Greenwich Investment Management Inc.399,695$5.37M4.3%-1.9%0.000%
10/24/2023 Raymond James & Associates23,471$315K0.0%-11.5%0.000%
10/23/2023Commonwealth Equity Services LLC152,385$2.05M0.0%+1.3%0.000%
10/17/2023CreativeOne Wealth LLC26,341$354K0.0%N/A0.000%
8/15/2023Rivernorth Capital Management LLC759,021$9.80M0.5%-0.4%0.000%
8/11/2023Almitas Capital LLC272,182$3.63M1.5%+84.3%0.000%
8/10/2023Osaic Holdings Inc.261,278$3.37M0.0%-14.8%0.000%
8/10/2023Commonwealth Equity Services LLC150,502$1.94M0.0%+1.7%0.000%
8/9/2023 Spire Wealth Management5,400$70K0.0%-12.1%0.000%
8/4/2023Envestnet Asset Management Inc.99,357$1.28M0.0%+14.2%0.000%
8/1/2023Truist Financial Corp99,357$1.28M0.0%+14.2%0.000%
7/5/2023 Curbstone Financial Management Corp50,616$653K0.2%-29.3%0.000%
5/5/2023Truist Financial Corp86,990$1.12M0.0%N/A0.000%
4/13/2023 TSP Capital Management Group LLC344,344$4.42M1.6%-0.6%0.000%
2/15/2023Almitas Capital LLC210,011$2.59M1.2%+60.3%0.000%
2/10/2023Advisor Group Holdings Inc.159,980$1.97M0.0%+6.0%0.000%
2/7/2023Commonwealth Equity Services LLC149,530$1.84M0.0%-3.6%0.000%
2/7/2023 Benjamin F. Edwards & Company Inc.30,271$373K0.0%-17.1%0.000%
1/17/2023 TSP Capital Management Group LLC346,271$4.27M1.6%-0.3%3.267%
11/14/2022Almitas Capital LLC130,993$1.48M1.1%+378.3%1.236%
11/14/2022Oppenheimer & Co. Inc.11,816$134K0.0%-74.1%0.111%
10/28/2022 Benjamin F. Edwards & Company Inc.36,511$413K0.0%-7.0%0.344%
10/25/2022 Raymond James & Associates26,756$303K0.0%-4.8%0.000%
10/20/2022 TSP Capital Management Group LLC347,201$3.93M1.7%-2.3%3.275%
8/11/2022Cetera Advisor Networks LLC67,650$829K0.0%+4.0%0.638%
8/8/2022Oppenheimer & Co. Inc.45,601$559K0.0%-75.5%0.430%
8/4/2022 Curbstone Financial Management Corp71,616$878K0.2%-1.1%0.676%
8/3/2022 Janney Montgomery Scott LLC15,771$194K0.0%+6.1%0.000%
Trump’s “Tax Free” Retirement Strategy (Ad)

Since 1924 — over one hundred years — the US dollar has lost nearly 18x its value. In other words, a dollar back then would buy $17.82 worth of goods in today's money. If you're planning on retiring any time soon…This poses a real problem.

Protect your retirement savings from the inevitable devaluation of the dollar…
7/21/2022 TSP Capital Management Group LLC355,428$4.36M1.7%-2.1%0.000%
7/19/2022Commonwealth Equity Services LLC155,526$1.91M0.0%+10.6%0.000%
5/17/2022Greenwich Investment Management Inc.365,850$4.90M2.9%+5.6%0.000%
5/16/2022Rivernorth Capital Management LLC748,674$10.03M0.4%+15.2%7.063%
5/12/2022 TSP Capital Management Group LLC363,176$4.86M1.6%-4.5%3.426%
5/12/2022Cetera Advisor Networks LLC65,033$871K0.0%+98.4%0.614%
5/12/2022Oppenheimer & Co. Inc.185,778$2.49M0.0%-4.3%1.753%
5/4/2022Advisor Group Holdings Inc.87,932$1.18M0.0%+1.5%0.000%
5/4/2022Emfo LLC2,300$31K0.0%-25.8%0.000%
5/4/2022Commonwealth Equity Services LLC140,583$1.88M0.0%+0.8%0.000%
5/4/2022 Benjamin F. Edwards & Company Inc.38,992$522K0.0%-4.2%0.000%
4/18/2022 Spire Wealth Management6,745$90K0.0%-52.6%0.064%
2/14/2022Greenwich Investment Management Inc.346,386$5.13M3.5%N/A3.268%
2/9/2022Montag A & Associates Inc.12,132$180K0.0%+20.3%0.114%
2/7/2022 Benjamin F. Edwards & Company Inc.40,699$602K0.0%-3.7%0.384%
2/3/2022Advisor Group Holdings Inc.86,615$1.28M0.0%+5.1%0.817%
1/31/2022Commonwealth Equity Services LLC139,512$2.06M0.0%+8.3%1.316%
1/27/2022 Janney Montgomery Scott LLC14,871$220K0.0%N/A0.140%
1/26/2022 TSP Capital Management Group LLC380,259$5.63M1.9%-1.0%3.587%
1/14/2022 Spire Wealth Management14,236$211K0.0%-54.5%0.134%
11/15/2021Rivernorth Capital Management LLC503,299$6.95M0.4%+13.1%4.747%
11/5/2021Advisor Group Holdings Inc.82,403$1.14M0.0%+1.0%0.777%
11/3/2021 TSP Capital Management Group LLC383,942$5.30M1.8%+0.3%3.622%
11/2/2021 Benjamin F. Edwards & Company Inc.42,254$583K0.0%+5.2%0.399%
10/29/2021Commonwealth Equity Services LLC128,835$1.78M0.0%+1.0%1.215%
10/26/2021Emfo LLC3,100$43K0.0%N/A0.029%
8/16/2021Rivernorth Capital Management LLC444,831$6.10M0.3%+8.6%4.196%
8/16/2021Morgan Stanley280,084$3.84M0.0%+6.8%2.642%
8/13/2021Liberty Wealth Management LLC1,017$74K0.0%+1,293.2%0.010%
8/13/2021 TSP Capital Management Group LLC382,642$5.25M1.7%-0.6%3.609%
8/12/2021Advisory Services Network LLC2,261$31K0.0%N/A0.021%
8/11/2021Barings LLC86,128$1.18M0.0%-62.5%0.812%
8/3/2021Montag A & Associates Inc.10,034$138K0.0%+14.2%0.095%
8/3/2021Oppenheimer & Co. Inc.193,694$2.66M0.0%+0.5%1.827%
8/2/2021Advisor Group Holdings Inc.81,565$1.12M0.0%+30.7%0.769%
5/18/2021Rivernorth Capital Management LLC409,429$5.29M0.3%+26.0%3.862%
5/18/2021Morgan Stanley262,183$3.39M0.0%+10.8%2.473%
5/17/2021Royal Bank of Canada9,713$126K0.0%+11.7%0.092%
5/14/2021MML Investors Services LLC11,649$151K0.0%-8.5%0.110%
5/14/2021Stonebridge Capital Advisors LLC5,897$76K0.0%N/A0.056%
5/12/2021UBS Group AG70,065$905K0.0%-2.8%0.661%
5/10/2021Oppenheimer & Co. Inc.192,646$2.49M0.0%-3.9%1.817%
5/4/2021Commonwealth Equity Services LLC128,195$1.66M0.0%-6.6%1.209%
4/16/2021 TSP Capital Management Group LLC384,892$4.98M1.8%+1.5%3.630%
2/16/2021 Benjamin F. Edwards & Company Inc.35,721$424K0.0%+5,239.5%0.337%
2/12/2021Montag A & Associates Inc.8,728$104K0.0%N/A0.082%
2/11/2021Oppenheimer & Co. Inc.200,421$2.38M0.1%-4.9%1.890%
2/9/2021Wells Fargo & Company MN128,866$1.53M0.0%-4.0%1.215%
2/3/2021 TSP Capital Management Group LLC379,292$4.51M1.6%+3.2%3.578%
1/19/2021Hammer Asset Management LLC50,542$600K2.9%-2.4%0.477%
Trump’s “Tax Free” Retirement Strategy (Ad)

Since 1924 — over one hundred years — the US dollar has lost nearly 18x its value. In other words, a dollar back then would buy $17.82 worth of goods in today's money. If you're planning on retiring any time soon…This poses a real problem.

Protect your retirement savings from the inevitable devaluation of the dollar…
11/16/2020Rivernorth Capital Management LLC190,544$2.07M0.1%+574.7%1.797%
11/13/2020Morgan Stanley182,597$1.98M0.0%+41.3%1.722%
11/5/2020Wells Fargo & Company MN134,284$1.46M0.0%+3.3%1.267%
11/4/2020 Raymond James Financial Services Advisors Inc.12,775$139K0.0%-71.9%0.120%
11/4/2020 Raymond James & Associates68,620$745K0.0%-33.0%0.647%
10/29/2020Hammer Asset Management LLC51,793$562K2.5%-4.4%0.489%
10/20/2020Wedbush Securities Inc.24,330$264K0.0%+7.9%0.229%
10/14/2020 TSP Capital Management Group LLC367,442$3.99M1.6%-1.5%3.466%
8/14/2020Stifel Financial Corp15,915$203K0.0%+12.9%0.150%
8/14/2020Advisor Group Holdings Inc.54,984$702K0.0%+34.8%0.519%
(Data available from 1/1/2016 forward)

MPV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MPV shares?

During the previous two years, 23 institutional investors and hedge funds held shares of Barings Participation Investors. The most heavily invested institutionals were Rivernorth Capital Management LLC ($9.80M), Greenwich Investment Management Inc. ($6.09M), TSP Capital Management Group LLC ($4.79M), Benjamin F. Edwards & Company Inc. ($4.08M), Osaic Holdings Inc. ($3.37M), Commonwealth Equity Services LLC ($2.04M), and Advisor Group Holdings Inc. ($1.97M).Learn more on MPV's institutional investors.

Which institutional investors have been buying Barings Participation Investors stock?

Of the 16 institutional investors that purchased Barings Participation Investors stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Almitas Capital LLC ($307.12K), Truist Financial Corp ($99.36K), Rivernorth Capital Management LLC ($98.70K), Mutual Advisors LLC ($37.01K), Cetera Advisor Networks LLC ($34.87K), Granite Bay Wealth Management LLC ($30.16K), and CreativeOne Wealth LLC ($26.34K).

How much institutional buying is happening at Barings Participation Investors?

Institutional investors have bought a total of 729,479 shares in the last 24 months. This purchase volume represents approximately $9.56M in transactions.

Which Barings Participation Investors major shareholders have been selling company stock?

Of the 11 institutional investors that sold Barings Participation Investors stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Almitas Capital LLC ($237.00K), Oppenheimer & Co. Inc. ($182.25K), TSP Capital Management Group LLC ($73.38K), Osaic Holdings Inc. ($45.49K), Benjamin F. Edwards & Company Inc. ($31.27K), Curbstone Financial Management Corp ($21.80K), and Greenwich Investment Management Inc. ($16.80K).

How much institutional selling is happening at Barings Participation Investors?

Institutional investors have sold a total of 621,437 shares in the last 24 months. This volume of shares sold represents approximately $8.18M in transactions.


This page (NYSE:MPV) was last updated on 5/6/2024 by MarketBeat.com Staff

From Our Partners