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Public ownership evidence

Barings Participation Investors (MPV) Ownership Disclosures

Read MPV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Schwallier Wealth Management LLC2026-06-302026-08-1547,596$801,508None
OSAIC HOLDINGS, INC.2026-06-302026-08-15217,893$3,669,342None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1538,704$646,744None
ROYAL BANK OF CANADA2026-06-302026-08-153,000$51,000None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-155,623$94,691None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1525,463$428,801None
WELLS FARGO & COMPANY/MN2026-06-302026-08-156,896$116,124None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1549,789$838,447None
Vanguard National Trust Co2026-06-302026-08-1429,200$491,728None
Sanctuary Advisors, LLC2026-06-302026-08-1416,968$285,741None
Rockefeller Capital Management L.P.2026-06-302026-08-14850$14,314None
UBS Group AG2026-06-302026-08-1421,311$358,877None
MORGAN STANLEY2026-06-302026-08-142$36None
MORGAN STANLEY2026-06-302026-08-14282,698$4,760,634None
Integrated Wealth Concepts LLC2026-06-302026-08-13200$3,368None
Cetera Investment Advisers2026-06-302026-08-13112,614$1,896,426None
NewEdge Advisors, LLC2026-06-302026-08-1329,486$496,536None
Keating Financial Advisory Services, Inc.2026-06-302026-08-123,093$52,089None
Atlantic Union Bankshares Corp2026-06-302026-08-12590$9,936None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-123,687$62,094None

90-day public filing window, up to 50 source positions.

Schwallier Wealth Management LLC ↗OSAIC HOLDINGS, INC. ↗JONES FINANCIAL COMPANIES LLLP ↗ROYAL BANK OF CANADA ↗RAYMOND JAMES FINANCIAL INC ↗RAYMOND JAMES FINANCIAL INC ↗WELLS FARGO & COMPANY/MN ↗BANK OF AMERICA CORP /DE/ ↗Vanguard National Trust Co ↗Sanctuary Advisors, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.