BARINGS PARTICIPATION INVEST (MPV) Institutional Ownership Changes & 13F Activity

BARINGS PARTICIPATION INVEST (MPV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Osaic Holdings, Inc., Lpl Financial Llc, Jane Street Group, Llc, Montag A & Associates Inc, and Commonwealth Equity Services, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Osaic Holdings, Inc.Buy+20,074+10.1%217,893$3.67MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+2,185+46.4%6,896$116.12KQ2 2026Aug 14, 2026
Jones Financial Companies LllpSell-1,203-3.0%38,704$646.74KQ2 2026Aug 14, 2026
Schwallier Wealth Management LlcBuy+734+1.6%47,596$801.51KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+367+1.2%31,086$523.49KQ2 2026Aug 14, 2026
Morgan StanleySell-4,954-1.7%282,700$4.76MQ2 2026Aug 13, 2026
Ubs Group AgSell-331-1.5%21,311$358.88KQ2 2026Aug 13, 2026
Cetera Investment AdvisersBuy+6,729+6.4%112,614$1.90MQ2 2026Aug 12, 2026
Newedge Advisors, LlcSell-1,817-5.8%29,486$496.54KQ2 2026Aug 12, 2026
Keating Financial Advisory Services, Inc.Buy+67+2.2%3,093$52.09KQ2 2026Aug 11, 2026
Lpl Financial LlcBuy+16,501+8.3%216,417$3.64MQ2 2026Aug 07, 2026
Barings LlcBuy+3,276+1.1%289,151$4.87MQ2 2026Aug 07, 2026
Envestnet Asset Management IncSell-1,487-4.8%29,514$497.02KQ2 2026Aug 03, 2026
Oppenheimer & Co IncSell-500-2.5%19,900$335.12KQ2 2026Aug 03, 2026
Tsp Capital Management Group, LlcBuy+112+0.0%276,671$4.66MQ2 2026Jul 31, 2026
Commonwealth Equity Services, LlcBuy+7,108+5.2%143,906$2.42MQ2 2026Jul 29, 2026
Whipplewood Advisors, LlcBuy+39+3.0%1,349$22.72KQ2 2026Jul 27, 2026
Benjamin Edwards IncBuy+1,903+0.7%286,600$4.83MQ2 2026Jul 24, 2026
Pfg Investments, LlcBuy+388+2.2%18,218$306.79KQ2 2026Jul 23, 2026
St Germain D J Co IncBuy+30+2.1%1,459$24.57KQ2 2026Jul 21, 2026
Smith Asset Management Co., LlcSell-603-0.9%68,007$1.15MQ2 2026Jul 14, 2026
Advisory Services Network, LlcSell-3,518-100.0%0$0.00Q2 2026May 15, 2026
Jane Street Group, LlcSell-10,337-100.0%0$0.00Q2 2026May 12, 2026
Montag A & Associates IncSell-8,500-100.0%0$0.00Q2 2026Apr 29, 2026
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Frequently asked questions about MPV activity

  • Which institutional owners are buying MPV?

    Institutional owners buying MPV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in MPV activity?

    "Buy" means an investor increased their reported position in MPV compared to the prior reporting period. This reflects growing exposure to BARINGS PARTICIPATION INVEST (MPV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in MPV increasing?

    Institutional interest in MPV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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