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Barings Participation Investors (MPV) Institutional Ownership

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$17.28 +0.03 (+0.14%)
As of 12:18 PM Eastern
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Institutional Ownership Changes (13F Filings) for Barings Participation Investors (NYSE:MPV)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$17.36M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$5.35M
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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
5/19/2025 Smith Asset Management Co. LLC75,765$1.34M1.3%N/A0.713%
5/12/2025 Invesco Ltd.124,298$2.19M0.0%N/A1.170%
5/12/2025 Benjamin Edwards Inc.277,841$4.90M0.1%-1.0%2.616%
5/9/2025 Barings LLC275,017$4.85M0.1%+1.4%2.589%
5/7/2025 LPL Financial LLC147,948$2.61M0.0%+330.6%1.393%
5/6/2025 Cetera Investment Advisers95,705$1.69M0.0%+2.6%0.901%
4/30/2025 Round Rock Advisors LLC202,238$3.57M0.7%+159.9%1.904%
4/30/2025 MeadowBrook Investment Advisors LLC1,620$29K0.0%-30.2%0.015%
4/28/2025 Mutual Advisors LLC26,106$449K0.0%-7.5%0.246%
4/23/2025 Oppenheimer & Co. Inc.17,900$316K0.0%N/A0.169%
4/15/2025 Curbstone Financial Management Corp52,466$925K0.2%+7.6%0.494%
2/17/2025 Cetera Investment Advisers93,292$1.59M0.0%+5.2%0.878%
2/17/2025 Bank of America Corp DE6,635$113K0.0%-32.0%0.062%
2/17/2025 Benjamin Edwards Inc.280,579$4.80M0.1%+2.2%2.642%
2/14/2025Schwallier Wealth Management LLC42,975$734K0.6%+2.2%0.405%
2/14/2025 Virtus ETF Advisers LLC33,899$579K0.2%+31.5%0.319%
2/13/2025 Raymond James Financial Inc.37,916$648K0.0%N/A0.357%
2/13/2025 Envestnet Asset Management Inc.85,789$1.47M0.0%+5.4%0.808%
2/13/2025 Wells Fargo & Company MN3,009$51K0.0%-65.6%0.028%
2/11/2025 LPL Financial LLC34,355$587K0.0%+166.5%0.323%
2/7/2025 Barings LLC271,316$4.64M0.1%+1.1%2.555%
2/6/2025 Raymond James Financial Inc.37,916$648K0.0%N/A0.357%
2/6/2025 Jones Financial Companies Lllp20,484$350K0.0%+12.9%0.193%
2/5/2025 Noble Wealth Management PBC2,000$34K0.0%N/A0.019%
2/3/2025 Compass Planning Associates Inc6,300$108K0.1%N/A0.059%
1/31/2025 Truist Financial Corp89,308$1.53M0.0%+5.1%0.841%
1/30/2025 TSP Capital Management Group LLC293,195$5.01M1.7%-0.6%2.761%
1/24/2025 Round Rock Advisors LLC77,824$1.33M0.3%N/A0.733%
1/17/2025 Mutual Advisors LLC28,225$483K0.0%-3.9%0.266%
1/15/2025 Trust Co. of Vermont3,580$61K0.0%N/A0.034%
12/3/2024 Rivernorth Capital Management LLC298,560$5.06M0.2%-31.3%2.811%
11/25/2024Sanctuary Advisors LLC16,968$279K0.0%-15.5%0.160%
11/15/2024 MML Investors Services LLC12,797$217K0.0%+9.4%0.120%
11/15/2024 Rivernorth Capital Management LLC298,560$5.06M0.3%-31.3%2.811%
11/15/2024 Benjamin 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%
8/22/2024 Cetera Investment Advisers91,903$1.52M0.0%+6.1%0.865%
8/21/2024 Truist 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%
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8/7/2024 PFG Investments LLC16,274$269K0.0%-9.2%0.153%
7/31/2024 Commonwealth Equity Services LLC118,208$1.95M0.0%-6.7%1.113%
7/23/2024 TSP Capital Management Group LLC295,949$4.89M1.5%-3.5%2.787%
7/23/2024 MeadowBrook Investment Advisors LLC2,140$35K0.0%+83.7%0.020%
7/3/2024 Curbstone Financial Management Corp48,766$806K0.2%-3.7%0.459%
4/29/2024 Commonwealth 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%
4/22/2024 PFG Investments LLC17,926$289K0.0%N/A0.169%
2/14/2024Greenwich Investment Management Inc.390,636$6.09M4.6%-2.3%0.000%
2/7/2024 Montag A & Associates Inc.13,711$218K0.0%+8.7%0.000%
2/6/2024 MeadowBrook Investment Advisors LLC1,640$26K0.0%N/A0.000%
2/6/2024Benjamin F. Edwards & Company Inc.272,720$4.25M0.1%-0.9%0.000%
1/30/2024 SFI 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%
1/12/2024 Mutual Advisors LLC37,011$577K0.0%N/A0.000%
11/21/2023 Almitas 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%
10/23/2023 Commonwealth Equity Services LLC152,385$2.05M0.0%+1.3%0.000%
10/17/2023 CreativeOne Wealth LLC26,341$354K0.0%N/A0.000%
8/15/2023 Rivernorth Capital Management LLC759,021$9.80M0.5%-0.4%0.000%
8/11/2023 Almitas Capital LLC272,182$3.63M1.5%+84.3%0.000%
8/10/2023 Osaic Holdings Inc.261,278$3.37M0.0%-14.8%0.000%
8/10/2023 Commonwealth Equity Services LLC150,502$1.94M0.0%+1.7%0.000%
8/9/2023 Spire Wealth Management5,400$70K0.0%-12.1%0.000%
8/4/2023 Envestnet Asset Management Inc.99,357$1.28M0.0%+14.2%0.000%
8/1/2023 Truist Financial Corp99,357$1.28M0.0%+14.2%0.000%
7/5/2023 Curbstone Financial Management Corp50,616$653K0.2%-29.3%0.000%
5/5/2023 Truist 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%
2/15/2023 Almitas Capital LLC210,011$2.59M1.2%+60.3%0.000%
2/10/2023 Advisor Group Holdings Inc.159,980$1.97M0.0%+6.0%0.000%
2/7/2023 Commonwealth 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%
1/17/2023 TSP Capital Management Group LLC346,271$4.27M1.6%-0.3%3.267%
11/14/2022 Almitas Capital LLC130,993$1.48M1.1%+378.3%1.236%
11/14/2022 Oppenheimer & 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%
10/20/2022 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%
8/8/2022 Oppenheimer & 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%
7/21/2022 TSP Capital Management Group LLC355,428$4.36M1.7%-2.1%0.000%
7/19/2022 Commonwealth 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%
5/16/2022 Rivernorth 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%
July 2025 Rule Change to Impact Retirement Investors (Ad)

There's a massive change from a new rule going into effect this July. And it's one the Big Banks are already using to their advantage… It allows them to treat this new asset like actual cash.

Yes, Send Me My FREE Retirement Guide
5/12/2022Cetera Advisor Networks LLC65,033$871K0.0%+98.4%0.614%
5/12/2022 Oppenheimer & Co. Inc.185,778$2.49M0.0%-4.3%1.753%
5/4/2022 Advisor Group Holdings Inc.87,932$1.18M0.0%+1.5%0.000%
5/4/2022Emfo LLC2,300$31K0.0%-25.8%0.000%
5/4/2022 Commonwealth Equity Services LLC140,583$1.88M0.0%+0.8%0.000%
5/4/2022Benjamin 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%
2/9/2022 Montag A & Associates Inc.12,132$180K0.0%+20.3%0.114%
2/7/2022Benjamin F. Edwards & Company Inc.40,699$602K0.0%-3.7%0.384%
(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, 38 institutional investors and hedge funds held shares of Barings Participation Investors. The most heavily invested institutionals were Greenwich Investment Management Inc. ($6.09M), Rivernorth Capital Management LLC ($5.06M), TSP Capital Management Group LLC ($5.01M), Benjamin Edwards Inc. ($4.90M), Barings LLC ($4.85M), Benjamin F. Edwards & Company Inc. ($4.27M), and Round Rock Advisors LLC ($3.57M).Learn more on MPV's institutional investors.

Which institutional investors have been buying Barings Participation Investors stock?

Of the 30 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), Almitas Capital LLC ($124.49K), Invesco Ltd. ($124.30K), Raymond James Financial Inc. ($75.83K), and Smith Asset Management Co. LLC ($75.77K).

How much institutional buying is happening at Barings Participation Investors?

Institutional investors have bought a total of 1,284,872 shares in the last 24 months. This purchase volume represents approximately $21.30M in transactions.

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

Of the 17 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 ($275.28K), Almitas Capital LLC ($237.00K), TSP Capital Management Group LLC ($50.07K), Osaic Holdings Inc. ($45.49K), Curbstone Financial Management Corp ($22.85K), Benjamin F. Edwards & Company Inc. ($22.28K), and Greenwich Investment Management Inc. ($16.80K).

How much institutional selling is happening at Barings Participation Investors?

Institutional investors have sold a total of 702,412 shares in the last 24 months. This volume of shares sold represents approximately $10.66M in transactions.



This page (NYSE:MPV) was last updated on 5/22/2025 by MarketBeat.com Staff
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