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.
Q1 2024 vs. Q4 2023
How the institutions holding Barings Participation Investors changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Q1 2024 | Change |
|---|---|---|---|
| Holders | 36 | 37 | +1 |
| Shares | 2.96M | 2.70M | −257.7K (−8.7%) |
| Value | $46.1M | $43.5M | −$2.57M (−5.6%) |
New holders (6)
Institutions that held Barings Participation Investors at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Cetera Investment Advisers | 86,633 | $1.40M | 0.00% |
| PFG Investments, LLC | 17,926 | $289.0K | 0.02% |
| Raymond James Financial Services Advisors, Inc. | 10,899 | $175.7K | 0.00% |
| Cambridge Investment Research Advisors, Inc. | 10,435 | $168.0K | 0.00% |
| Jones Financial Companies LLLP | 3,426 | $55.2K | 0.00% |
| Sandy Spring Bank | 800 | $12.9K | 0.00% |
Sold out (5)
Institutions that held Barings Participation Investors at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Cetera Advisor Networks LLC | 82,388 | $1.29M |
| Granite Bay Wealth Management, LLC | 30,160 | $422.0K |
| SFI Advisors, LLC | 11,748 | $183.3K |
| Advisory Services Network, LLC | 1,225 | $19.1K |
| Cape Investment Advisory, Inc. | 17 | $265 |