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.
Q3 2024 vs. Q2 2024
How the institutions holding Barings Participation Investors changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Of which not filed for Q3 2024 | Q3 2024 | Change |
|---|---|---|---|---|
| Holders | 39 | 2 | 37 | 0 |
| Shares | 2.84M | 599.8K | 2.39M | +148.8K (+6.6%) |
| Value | $46.9M | $9.91M | $40.5M | +$3.49M (+9.4%) |
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (3)
Institutions that held Barings Participation Investors at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Benjamin Edwards Inc | 274,575 | $4.65M | 0.07% |
| Virtus ETF Advisers LLC | 25,777 | $436.7K | 0.20% |
| Raymond James Financial Services Advisors, Inc. | 11,006 | $186.4K | 0.00% |
Sold out (3)
Institutions that held Barings Participation Investors at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Susquehanna International Group, LLP | 16,283 | $269.0K |
| Kelly Financial Services LLC | 500 | $8.26K |
| FMR LLC | 1 | $17 |
Not filed for Q3 2024 yet (2)
Institutions that held Barings Participation Investors at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Greenwich Investment Management, Inc. | 341,577 | $5.64M |
| Benjamin F. Edwards & Company, Inc. | 258,199 | $4.26M |