Barings Participation Investors
MPV- Exchange
- NYSE
- SEC CIK
- 0000831655
No open-market purchases or sales by Barings Participation Investors insiders were filed in the last 90 days; 35 institutions reported holding it in 13F filings for Q2 2026, worth $39.5M in total; no superinvestor holds it.
Q4 2023 vs. Q3 2023
How the institutions holding Barings Participation Investors changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Q4 2023 | Change |
|---|---|---|---|
| Holders | 32 | 36 | +4 |
| Shares | 3.16M | 2.96M | −205.0K (−6.5%) |
| Value | $42.5M | $46.1M | +$3.62M (+8.5%) |
New holders (9)
Institutions that held Barings Participation Investors at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Schwallier Wealth Management LLC | 39,396 | $614.6K | 0.51% |
| Mutual Advisors, LLC | 37,011 | $577.4K | 0.02% |
| Granite Bay Wealth Management, LLC | 30,160 | $422.0K | 0.00% |
| SFI Advisors, LLC | 11,748 | $183.3K | 0.16% |
| MeadowBrook Investment Advisors LLC | 1,640 | $25.6K | 0.02% |
| Advisory Services Network, LLC | 1,225 | $19.1K | 0.00% |
| Planning Capital Management Corp | 125 | $1.95K | 0.00% |
| Comerica Bank | 100 | $1.56K | 0.00% |
| Cape Investment Advisory, Inc. | 17 | $265 | 0.00% |
Sold out (5)
Institutions that held Barings Participation Investors at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Almitas Capital LLC | 35,183 | $472.5K |
| Change Path, LLC | 26,341 | $354.0K |
| Mariner, LLC | 22,352 | $300.2K |
| Stonebridge Capital Advisors LLC | 5,208 | $69.9K |
| Tower Research Capital LLC (TRC) | 226 | $3.04K |