Barings Participation Investors Ownership | Who Owns Barings Participation Investors?

Barings Participation Investors Ownership Summary

Barings Participation Investors is owned by 26.28% institutional investors, and 73.72% retail investors. Rivernorth capital management is the largest institutional shareholder, holding 4.09% of MPV shares.

MPV Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Barings Participation Investors	26.28%	-	73.72%
Sector	Financial Services Stocks	43.07%	12.53%	44.40%
Industry	Asset Management Stocks	39.76%	8.77%	51.47%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Rivernorth capital management	434.87K	4.09%	$7.18M
Greenwich investment management	341.58K	3.22%	$5.64M
Morgan stanley	301.52K	2.84%	$4.98M
Tsp capital management group	295.95K	2.79%	$4.89M
Barings	265.51K	2.50%	$4.39M
Benjamin f. edwards & company	258.20K	2.43%	$4.26M
Commonwealth equity services	118.21K	1.11%	$1.95M
Advisor group	114.73K	1.08%	$1.90M
Cetera investment advisers	91.90K	0.87%	$1.52M
Ubs group	86.85K	0.82%	$1.43M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Greenwich investment management	341.58K	5.16%	$5.64M
Tsp capital management group	295.95K	1.53%	$4.89M
Schwallier wealth management	41.13K	0.55%	$679.41K
Caldwell sutter capital	45.38K	0.37%	$749.59K
Rivernorth capital management	434.87K	0.34%	$7.18M
Barings	265.51K	0.11%	$4.39M
Benjamin f. edwards & company	258.20K	0.07%	$4.26M
Meadowbrook investment advisors	2.14K	0.03%	$35.35K
Ulland investment advisors	2.00K	0.02%	$33.00K
Mutual advisors	40.75K	0.02%	$661.76K

Top Buyers

Holder	Shares	% Assets	Change
Barings	265.51K	0.11%	179.38K
Ubs group	86.85K	0.00%	50.33K
Susquehanna group, llp	16.28K	0.00%	16.28K
Mml investors services	11.70K	0.00%	11.70K
Truist financial	82.77K	0.00%	8.39K

Top Sellers

Holder	Shares	% Assets	Change
Advisor group	114.73K	0.00%	-91.44K
Rivernorth capital management	434.87K	0.34%	-22.73K
Greenwich investment management	341.58K	5.16%	-17.55K
Raymond james financial services advisors	-	-	-10.90K
Tsp capital management group	295.95K	1.53%	-10.70K

New Positions

Holder	Shares	% Assets	Change	Value
Susquehanna group, llp	16.28K	0.00%	16.28K	$268.98K
Mml investors services	11.70K	0.00%	11.70K	$193.00K

Sold Out

Holder	Change
Fmr	-1.00
Kelly financial services	-500.00
Sandy spring bank	-800.00
Raymond james financial services advisors	-10.90K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2024	38	-	2,791,692	0.17%	26	3.82%	19	35.71%	7	-41.67%
Mar 31, 2024	38	8.57%	2,787,030	-1.65%	26	3.67%	14	-	12	9.09%
Dec 31, 2023	35	12.90%	2,833,784	-5.88%	26	3.31%	14	7.69%	11	22.22%
Sep 30, 2023	31	10.71%	3,010,722	-3.04%	28	3.31%	13	-	9	50.00%
Jun 30, 2023	28	3.70%	3,105,040	0.59%	29	3.45%	13	8.33%	6	-25.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 23, 2023	SWEENEY SUSAN B	-	Buy	$6.49K
May 22, 2023	Ginader Barbara	-	Buy	$6.29K
Nov 01, 2021	Ginader Barbara	-	Buy	$35.66K
Nov 09, 2020	Brown Michael Harlan	-	Buy	$11.47K
Nov 05, 2020	Brown Michael Harlan	-	Buy	$10.60K

Insider Transactions Trends

Date	Buy	Sell
2023 Q2	2	-
2023 Q1	-	-
2022 Q2	-	-
2021 Q4	1	-
2021 Q2	-	-

MPV Ownership FAQ

Who Owns Barings Participation Investors?

Barings Participation Investors shareholders are primarily institutional investors at 26.28%, followed by 0% insiders and 0% retail investors. The average institutional ownership in Barings Participation Investors's industry, Asset Management Stocks, is 39.76%, which Barings Participation Investors falls below.

Who owns the most shares of Barings Participation Investors?

Barings Participation Investors’s largest shareholders are Rivernorth capital management (434.87K shares, 4.09%), Greenwich investment management (341.58K shares, 3.22%), and Morgan stanley (301.52K shares, 2.84%). Together, they hold 10.15% of Barings Participation Investors’s total shares outstanding.

Does Blackrock own Barings Participation Investors?

BlackRock is not among the top 10 institutional shareholders of Barings Participation Investors.

Who is Barings Participation Investors’s biggest shareholder by percentage of total assets invested?

Greenwich investment management is Barings Participation Investors’s biggest shareholder by percentage of total assets invested, with 5.16% of its assets in 341.58K Barings Participation Investors shares, valued at 5.64M$.

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