Barings Participation Investors Ownership | Who Owns Barings Participation Investors?
Barings Participation Investors Ownership Summary
Barings Participation Investors is owned by 22.30% institutional investors, and 77.70% retail investors. Rivernorth capital management is the largest institutional shareholder, holding 4.09% of MPV shares.
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 36 | -7.69% | 2,372,533 | -16.47% | 22 | 3.12% | 21 | 10.53% | 5 | -37.50% |
| 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% |
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
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