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Barings Participation Investors (MPV) Institutional Ownership

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$20.28 +0.02 (+0.10%)
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Institutional Ownership Changes (13F Filings) for Barings Participation Investors (NYSE:MPV)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$17.65M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$5.87M
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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
9/4/2025Osaic Holdings Inc.195,996$3.94M0.0%+8.5%1.846%
8/15/2025Benjamin Edwards Inc.267,764$5.39M0.1%-3.6%2.521%
8/14/2025Raymond James Financial Inc.36,291$730K0.0%-4.0%0.342%
8/14/2025NewEdge Advisors LLC14,760$297K0.0%N/A0.139%
8/13/2025Invesco Ltd.125,390$2.52M0.0%+0.9%1.181%
8/13/2025Virtus Investment Advisers LLC28,448$572K0.2%-27.0%0.268%
8/12/2025Barings LLC277,703$5.59M0.1%+1.0%2.615%
8/11/2025TSP Capital Management Group LLC285,515$5.74M1.8%-2.6%2.688%
8/7/2025Montag A & Associates Inc.9,500$191K0.0%-33.1%0.089%
8/1/2025Envestnet Asset Management Inc.10,340$208K0.0%N/A0.097%
7/29/2025Curbstone Financial Management Corp48,466$975K0.2%-7.6%0.456%
7/28/2025Mutual Advisors LLC20,633$390K0.0%-21.0%0.194%
7/21/2025Ameritas Advisory Services LLC1,264$25K0.0%N/A0.012%
7/16/2025ST Germain D J Co. Inc.1,352$27K0.0%N/A0.013%
5/19/2025Smith Asset Management Co. LLC75,765$1.34M1.3%N/A0.713%
5/12/2025Invesco Ltd.124,298$2.19M0.0%N/A1.170%
5/12/2025Benjamin Edwards Inc.277,841$4.90M0.1%-1.0%2.616%
5/9/2025Barings LLC275,017$4.85M0.1%+1.4%2.589%
5/7/2025LPL Financial LLC147,948$2.61M0.0%+330.6%1.393%
5/6/2025Cetera Investment Advisers95,705$1.69M0.0%+2.6%0.901%
4/30/2025Round Rock Advisors LLC202,238$3.57M0.7%+159.9%1.904%
4/30/2025MeadowBrook Investment Advisors LLC1,620$29K0.0%-30.2%0.015%
4/28/2025Mutual Advisors LLC26,106$449K0.0%-7.5%0.246%
4/23/2025Oppenheimer & Co. Inc.17,900$316K0.0%N/A0.169%
4/15/2025Curbstone Financial Management Corp52,466$925K0.2%+7.6%0.494%
2/17/2025Cetera Investment Advisers93,292$1.59M0.0%+5.2%0.878%
2/17/2025Bank of America Corp DE6,635$113K0.0%-32.0%0.062%
2/17/2025Benjamin Edwards Inc.280,579$4.80M0.1%+2.2%2.642%
2/14/2025Schwallier Wealth Management LLC42,975$734K0.6%+2.2%0.405%
2/14/2025Virtus ETF Advisers LLC33,899$579K0.2%+31.5%0.319%
2/13/2025Raymond James Financial Inc.37,916$648K0.0%N/A0.357%
2/13/2025Envestnet Asset Management Inc.85,789$1.47M0.0%+5.4%0.808%
2/13/2025Wells Fargo & Company MN3,009$51K0.0%-65.6%0.028%
2/11/2025LPL Financial LLC34,355$587K0.0%+166.5%0.323%
2/7/2025Barings LLC271,316$4.64M0.1%+1.1%2.555%
2/6/2025Raymond James Financial Inc.37,916$648K0.0%N/A0.357%
2/6/2025Jones Financial Companies Lllp20,484$350K0.0%+12.9%0.193%
2/5/2025Noble Wealth Management PBC2,000$34K0.0%N/A0.019%
2/3/2025Compass Planning Associates Inc6,300$108K0.1%N/A0.059%
1/31/2025Truist Financial Corp89,308$1.53M0.0%+5.1%0.841%
1/30/2025TSP Capital Management Group LLC293,195$5.01M1.7%-0.6%2.761%
1/24/2025Round Rock Advisors LLC77,824$1.33M0.3%N/A0.733%
1/17/2025Mutual Advisors LLC28,225$483K0.0%-3.9%0.266%
1/15/2025Trust Co. of Vermont3,580$61K0.0%N/A0.034%
12/3/2024Rivernorth Capital Management LLC298,560$5.06M0.2%-31.3%2.811%
11/25/2024Sanctuary Advisors LLC16,968$279K0.0%-15.5%0.160%
11/15/2024MML Investors Services LLC12,797$217K0.0%+9.4%0.120%
11/15/2024Rivernorth Capital Management LLC298,560$5.06M0.3%-31.3%2.811%
11/15/2024Benjamin Edwards Inc.274,575$4.65M0.1%N/A2.585%
11/7/2024Schwallier Wealth Management LLC42,046$712K0.5%+2.2%0.396%
9/5/2024Sanctuary Advisors LLC20,078$314K0.0%N/A0.189%
8/22/2024Cetera Investment Advisers91,903$1.52M0.0%+6.1%0.865%
8/21/2024Truist Financial Corp82,770$1.37M0.0%+11.3%0.779%
8/13/2024Benjamin F. Edwards & Company Inc.258,199$4.27M0.1%+2.0%2.431%
8/7/2024PFG Investments LLC16,274$269K0.0%-9.2%0.153%
7/31/2024Commonwealth Equity Services LLC118,208$1.95M0.0%-6.7%1.113%
7/23/2024TSP Capital Management Group LLC295,949$4.89M1.5%-3.5%2.787%
7/23/2024MeadowBrook Investment Advisors LLC2,140$35K0.0%+83.7%0.020%
7/3/2024Curbstone Financial Management Corp48,766$806K0.2%-3.7%0.459%
4/29/2024Commonwealth Equity Services LLC126,738$2.04M0.0%+1.9%1.193%
4/29/2024Benjamin F. Edwards & Company Inc.253,036$4.08M0.1%-7.2%2.383%
4/22/2024PFG 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%
2/6/2024MeadowBrook Investment Advisors LLC1,640$26K0.0%N/A0.000%
2/6/2024Benjamin F. Edwards & Company Inc.272,720$4.25M0.1%-0.9%0.000%
1/30/2024SFI Advisors LLC11,748$183K0.2%N/A0.000%
1/29/2024Granite Bay Wealth Management LLC30,160$470K0.0%N/A0.000%
1/16/2024TSP 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%
10/24/2023Raymond 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%
8/9/2023Spire 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%
7/5/2023Curbstone Financial Management Corp50,616$653K0.2%-29.3%0.000%
5/5/2023Truist Financial Corp86,990$1.12M0.0%N/A0.000%
4/13/2023TSP 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%
2/7/2023Benjamin F. Edwards & Company Inc.30,271$373K0.0%-17.1%0.000%
1/17/2023TSP 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%
10/28/2022Benjamin F. Edwards & Company Inc.36,511$413K0.0%-7.0%0.344%
10/25/2022Raymond James & Associates26,756$303K0.0%-4.8%0.000%
10/20/2022TSP 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%
8/4/2022Curbstone Financial Management Corp71,616$878K0.2%-1.1%0.676%
8/3/2022Janney Montgomery Scott LLC15,771$194K0.0%+6.1%0.000%
7/21/2022TSP Capital Management Group LLC355,428$4.36M1.7%-2.1%0.000%
(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, 41 institutional investors and hedge funds held shares of Barings Participation Investors. The most heavily invested institutionals were Greenwich Investment Management Inc. ($6.09M), TSP Capital Management Group LLC ($5.74M), Barings LLC ($5.59M), Benjamin Edwards Inc. ($5.39M), Rivernorth Capital Management LLC ($5.06M), Benjamin F. Edwards & Company Inc. ($4.27M), and Osaic Holdings Inc. ($3.94M).Learn more on Barings Participation Investors' institutional investors.

Which institutional investors have been buying Barings Participation Investors' stock?

Of the 33 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: Benjamin Edwards Inc. ($280.58K), Round Rock Advisors LLC ($202.24K), LPL Financial LLC ($135.06K), Invesco Ltd. ($125.39K), Raymond James Financial Inc. ($75.83K), Smith Asset Management Co. LLC ($75.77K), and Mutual Advisors LLC ($37.01K).

How much institutional buying is happening at Barings Participation Investors?

Institutional investors have bought a total of 1,009,903 shares in the last 24 months. This purchase volume represents approximately $17.65M in transactions.

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

Of the 12 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: Rivernorth Capital Management LLC ($272.61K), Benjamin Edwards Inc. ($12.82K), Virtus Investment Advisers LLC ($10.50K), TSP Capital Management Group LLC ($9.61K), Mutual Advisors LLC ($8.74K), Wells Fargo & Company MN ($5.74K), and Montag A & Associates Inc. ($4.69K).

How much institutional selling is happening at Barings Participation Investors?

Institutional investors have sold a total of 337,156 shares in the last 24 months. This volume of shares sold represents approximately $5.87M in transactions.



This page (NYSE:MPV) was last updated on 10/2/2025 by MarketBeat.com Staff
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