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 2024 vs. Q3 2024
How the institutions holding Barings Participation Investors changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Of which not filed for Q4 2024 | Q4 2024 | Change |
|---|---|---|---|---|
| Holders | 37 | 3 | 38 | +4 |
| Shares | 2.39M | 39.1K | 2.34M | −8.98K (−0.4%) |
| Value | $40.5M | $662.8K | $40.0M | +$194.5K (+0.5%) |
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (7)
Institutions that held Barings Participation Investors at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Round Rock Advisors, LLC | 77,824 | $1.33M | 0.27% |
| Smith Asset Management Co., LLC | 74,618 | $1.28M | 1.24% |
| Raymond James Financial Inc | 37,916 | $648.0K | 0.00% |
| SFI Advisors, LLC | 22,219 | $379.7K | 0.27% |
| Compass Planning Associates Inc | 6,300 | $107.7K | 0.11% |
| Trust Co of Vermont | 3,580 | $61.2K | 0.00% |
| Noble Wealth Management PBC | 2,000 | $34.2K | 0.02% |
Sold out (3)
Institutions that held Barings Participation Investors at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Rivernorth Capital Management, LLC | 298,560 | $5.06M |
| Cambridge Investment Research Advisors, Inc. | 11,031 | $187.0K |
| Spire Wealth Management | 5,400 | $91.5K |
Not filed for Q4 2024 yet (3)
Institutions that held Barings Participation Investors at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Raymond James & Associates | 27,995 | $474.2K |
| Raymond James Financial Services Advisors, Inc. | 11,006 | $186.4K |
| Planning Capital Management Corp | 125 | $2.12K |