Go Pro
→ A letter from Shannon Stansberry (From Porter & Company) (Ad)tc pixel Free MPV Stock Alerts

Barings Participation Investors (MPV) Institutional Ownership

Barings Participation Investors logo
$16.49 +0.17 (+1.04%)
Closing price 08/28/2026 03:54 PM Eastern
Extended Trading
$16.51 +0.02 (+0.12%)
As of 03:59 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$2.22M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$932.95K
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

MPV Institutional Buying and Selling by Quarter

Barings Participation Investors Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026 NewEdge Advisors LLC31,303$537K0.0%+48.1%0.291%
5/19/2026 Bank of America Corp DE49,789$853K0.0%-25.0%0.463%
5/13/2026 Cetera Investment Advisers105,885$1.82M0.0%+4.7%0.984%
5/6/2026 Barings LLC285,875$4.90M0.1%+1.0%2.657%
5/5/2026 Schwallier Wealth Management LLC46,862$803K0.6%+4.2%0.436%
4/29/2026 Montag A & Associates Inc.8,500$146K0.0%-10.5%0.079%
4/24/2026 TSP Capital Management Group LLC276,559$4.74M1.2%-1.3%2.570%
2/19/2026 Smith Asset Management Co. LLC70,323$1.12M0.9%-4.4%0.662%
2/18/2026 NewEdge Advisors LLC21,142$336K0.0%+6.8%0.199%
2/17/2026 Cetera Investment Advisers101,149$1.61M0.0%+8.5%0.952%
2/17/2026 Osaic Holdings Inc.202,958$3.23M0.0%+5.7%1.911%
2/13/2026 Kestra Advisory Services LLC1,868$30K0.0%N/A0.018%
2/12/2026 Jane Street Group LLC19,597$311K0.0%+59.5%0.185%
2/12/2026 Commonwealth Equity Services LLC133,523$2.12M0.0%+6.4%1.257%
2/12/2026 Barings LLC283,014$4.50M0.1%+1.0%2.665%
2/11/2026 LPL Financial LLC162,606$2.58M0.0%+2.8%1.531%
2/2/2026 Benjamin Edwards Inc.250,172$3.98M0.0%+0.7%2.356%
2/2/2026 Oppenheimer & Co. Inc.18,800$299K0.0%+5.0%0.177%
1/21/2026 TSP Capital Management Group LLC280,095$4.45M1.1%-1.9%2.637%
11/18/2025 Advisory Services Network LLC3,113$63K0.0%N/A0.029%
11/17/2025 NewEdge Advisors LLC19,787$399K0.0%+34.1%0.186%
11/17/2025 Bank of America Corp DE56,424$1.14M0.0%+1.4%0.531%
11/14/2025 Raymond James Financial Inc.35,701$719K0.0%-1.6%0.336%
11/10/2025 Barings LLC280,341$5.65M0.1%+0.9%2.640%
11/5/2025 Envestnet Asset Management Inc.11,192$226K0.0%+8.2%0.105%
11/4/2025 Jones Financial Companies Lllp26,132$513K0.0%+13.7%0.246%
11/3/2025 Smith Asset Management Co. LLC73,598$1.48M1.2%-1.5%0.693%
10/31/2025 PFG Investments LLC17,114$345K0.0%-3.9%0.161%
10/29/2025 QTR Family Wealth LLC26,000$524K0.2%N/A0.245%
10/23/2025 Benjamin Edwards Inc.248,555$5.01M0.1%-7.2%2.340%
9/4/2025 Osaic Holdings Inc.195,996$3.94M0.0%+8.5%1.846%
8/15/2025 Benjamin Edwards Inc.267,764$5.39M0.1%-3.6%2.521%
8/14/2025 Raymond James Financial Inc.36,291$730K0.0%-4.0%0.342%
8/14/2025 NewEdge Advisors LLC14,760$297K0.0%N/A0.139%
8/13/2025 Invesco Ltd.125,390$2.52M0.0%+0.9%1.181%
8/13/2025 Virtus Investment Advisers LLC28,448$572K0.2%-27.0%0.268%
8/12/2025 Barings LLC277,703$5.59M0.1%+1.0%2.615%
8/11/2025 TSP Capital Management Group LLC285,515$5.74M1.8%-2.6%2.688%
8/7/2025 Montag A & Associates Inc.9,500$191K0.0%-33.1%0.089%
8/1/2025 Envestnet Asset Management Inc.10,340$208K0.0%N/A0.097%
Iran War Shock: What I Was Told In That Private Meeting (Ad)

You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially the reasons why we’re bombing the country.tc pixel

Because THIS is the real reason.
7/29/2025 Curbstone Financial Management Corp48,466$975K0.2%-7.6%0.456%
7/28/2025 Mutual Advisors LLC20,633$390K0.0%-21.0%0.194%
7/21/2025 Ameritas Advisory Services LLC1,264$25K0.0%N/A0.012%
7/16/2025 ST 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%
A letter from Shannon Stansberry (Ad)

Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live.tc pixel

Watch the full story and see the verified track record for yourself
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%


MPV Institutional Ownership - Frequently Asked Questions

During the previous two years, 38 institutional investors and hedge funds held shares of Barings Participation Investors. The most heavily invested institutionals were Rivernorth Capital Management LLC ($5.06M), Barings LLC ($4.90M), TSP Capital Management Group LLC ($4.74M), Benjamin Edwards Inc. ($3.98M), Round Rock Advisors LLC ($3.57M), Osaic Holdings Inc. ($3.23M), and LPL Financial LLC ($2.58M).Learn more on Barings Participation Investors' institutional investors.

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. ($282.20K), Round Rock Advisors LLC ($202.24K), LPL Financial LLC ($139.47K), Invesco Ltd. ($125.39K), Raymond James Financial Inc. ($75.83K), Smith Asset Management Co. LLC ($75.77K), and NewEdge Advisors LLC ($31.30K).

Institutional investors have bought a total of 123,505 shares in the last 24 months. This purchase volume represents approximately $2.22M in transactions.

The following institutional investors have sold Barings Participation Investors stock in the last 24 months: Benjamin Edwards Inc. ($19.21K), Bank of America Corp DE ($16.64K), TSP Capital Management Group LLC ($8.90K), Smith Asset Management Co. LLC ($4.41K), Montag A & Associates Inc. ($1K), PFG Investments LLC ($689.00), and Raymond James Financial Inc. ($590.00).

Institutional investors have sold a total of 51,433 shares in the last 24 months. This volume of shares sold represents approximately $932.95K in transactions.


Related Companies

Institutional ownership data for NYSE:MPV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 6/3/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel