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Barings Participation Investors (MPV) Institutional Ownership

Barings Participation Investors logo
$16.36 -0.01 (-0.06%)
As of 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Barings Participation Investors (NYSE:MPV)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$2.60M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$1.54M
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MPV Institutional Buying and Selling by Quarter

Barings Participation Investors Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026NewEdge Advisors LLC31,303$537K0.0%+48.1%0.291%
5/19/2026Bank of America Corp DE49,789$853K0.0%-25.0%0.463%
5/13/2026Cetera Investment Advisers105,885$1.82M0.0%+4.7%0.984%
5/6/2026 Barings LLC285,875$4.90M0.1%+1.0%2.657%
5/5/2026Schwallier 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%
2/18/2026NewEdge Advisors LLC21,142$336K0.0%+6.8%0.199%
2/17/2026Cetera Investment Advisers101,149$1.61M0.0%+8.5%0.952%
2/17/2026Osaic Holdings Inc.202,958$3.23M0.0%+5.7%1.911%
2/13/2026 Kestra Advisory Services LLC1,868$30K0.0%N/A0.018%
2/12/2026Jane 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%
11/18/2025Advisory Services Network LLC3,113$63K0.0%N/A0.029%
11/17/2025NewEdge Advisors LLC19,787$399K0.0%+34.1%0.186%
11/17/2025Bank of America Corp DE56,424$1.14M0.0%+1.4%0.531%
11/14/2025Raymond 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%
11/4/2025Jones 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%
9/4/2025Osaic 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%
8/14/2025Raymond 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%
8/12/2025 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%
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7/29/2025 Curbstone 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%
7/16/2025 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%
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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, 39 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 F. Edwards & Company Inc. ($4.27M), Benjamin Edwards Inc. ($3.98M), Round Rock Advisors LLC ($3.57M), and Osaic Holdings Inc. ($3.23M).Learn more on Barings Participation Investors' institutional investors.

Of the 31 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 142,043 shares in the last 24 months. This purchase volume represents approximately $2.60M in transactions.

The following institutional investors have sold Barings Participation Investors stock in the last 24 months: Benjamin Edwards Inc. ($29.29K), Bank of America Corp DE ($16.64K), TSP Capital Management Group LLC ($16.60K), Virtus Investment Advisers LLC ($10.50K), Smith Asset Management Co. LLC ($4.41K), Raymond James Financial Inc. ($2.11K), and Montag A & Associates Inc. ($1K).

Institutional investors have sold a total of 81,239 shares in the last 24 months. This volume of shares sold represents approximately $1.54M in transactions.


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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.
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