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Disclosery

MCI BARINGS CORPORATE INVS

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COM (fund), issuer CIK 275694

68 managers (68 13F filers) reported a position in MCI shares at 2025-03-31, 3,332,746 shares in all. 7 filers opened a position and 2 filers sold out during the quarter.

Managers
68
13F filers
68
New
7
Added
16
Reduced
26
Sold out
2
Shares held by filers
3,332,746

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BHK Investment Advisors, LLC331,750$7.78M3.29%-22,05813F-HRTimeline
Curbstone Financial Management Corp309,028$7.24M1.53%+12413F-HRTimeline
Invesco Ltd.in group Invesco Ltd.235,814$5.53M<0.01%+66,26313F-HRTimelineGroup
BARINGS LLCin group BARINGS LLC219,664$5.15M0.13%013F-HRTimelineGroup
Global Wealth Strategies & Associates218,759$5.13M1.55%new13F-HRTimeline
Smith Asset Management Co., LLC217,070$5.09M4.79%-68713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY202,276$4.74M<0.01%-7,45213F-HRTimelineGroup
Secure Asset Management, LLC169,838$3.98M0.8%-4,80313F-HRTimeline
Janney Montgomery Scott LLC99,408$2.33M0.01%new13F-HRTimeline
Cetera Investment Advisers96,799$2.27M<0.01%-1,25513F-HRTimeline
TSP Capital Management Group, LLC87,834$2.06M0.68%+54113F-HRTimeline
Cambridge Investment Research Advisors,…84,874$1.99M0.01%+4,89513F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.84,614$1.98M0.94%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC72,188$1.69M<0.01%-1,13313F-HRTimeline
MML INVESTORS SERVICES, LLC70,034$1.64M0.01%+23,47113F-HRTimeline
Atria Wealth Solutions, Inc.60,523$1.42M0.02%+9713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC50,542$1.18M<0.01%+17213F-HRTimelineGroup
Future Financial Wealth Managment LLC47,885$1.12M0.82%-1,71713F-HRTimeline
Beacon Pointe Advisors, LLC46,184$1.08M0.01%+26513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK42,997$1.01M0.01%-12,65813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.41,339$969K<0.01%+54513F-HRTimelineGroup
LPL Financial LLC41,038$962K<0.01%+28,02213F-HRTimeline
Round Rock Advisors LLC40,979$961K0.18%+22,14113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/37,585$881K<0.01%+3,66813F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC34,462$808K0.01%-70913F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC31,193$731K<0.01%-4,59913F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC30,100$706K<0.01%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC25,435$596K<0.01%-3,60513F-HRTimelineGroup
NewEdge Advisors, LLC24,295$569K<0.01%-1,81713F-HRTimeline
Graypoint LLC23,980$562K0.04%+56713F-HRTimeline
World Investment Advisors20,558$482K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG20,156$472K<0.01%-3,81313F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\18,288$429K<0.01%013F-HRTimelineGroup
MGB Wealth Management, LLC17,674$397K0.14%new13F-HRTimeline
Whipplewood Advisors, LLC299$394K0.28%-17,23113F-HRTimeline
MONTAG A & ASSOCIATES INC13,692$321K0.02%+8313F-HRTimeline
Stonebridge Capital Advisors LLC13,300$312K0.03%-1513F-HRTimeline
DAVENPORT & Co LLC12,334$289K<0.01%-4,00013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC11,535$270K0.01%-6,39013F-HRTimelineGroup
Mayfair Advisory Group, LLC10,983$257K0.15%013F-HRTimeline
Consolidated Portfolio Review Corp10,217$239K0.04%+11513F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC10,163$238K0.07%-35,96113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co9,986$234K<0.01%013F-HRTimelineGroup
Sanctuary Advisors, LLC9,862$231K<0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,819$230K<0.01%-69113F-HRTimelineGroup
IFP Advisors, Inc9,801$230K0.01%-6,19913F-HRTimeline
PKS Advisory Services, LLC9,607$225K0.06%new13F-HRTimeline
Wolff Financial Management LLC9,221$216K0.06%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.8,820$207K0.01%-1,20013F-HR/ATimelineGroup
COMERICA BANK5,800$136K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,473$102K<0.01%+1,70813F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,112$96K<0.01%-17613F-HR/ATimelineGroup
BOK Financial Private Wealth, Inc.3,000$70.3K0.01%013F-HRTimeline
PITTENGER & ANDERSON INC2,000$46.9K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,425$33.4K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.1,083$25.4K<0.01%new13F-HRTimeline
TRUST CO OF VERMONT888$20.8K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC800$18.8K<0.01%013F-HRTimeline
Ulland Investment Advisors, LLC750$18K0.02%013F-HRTimeline
ORG Partners LLC800$18K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.750$15.8K<0.01%013F-HRTimelineGroup
Medallion Wealth Advisors, LLC622$14K0.01%013F-HRTimeline
Fortis Group Advisors, LLC425$9.96K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…328$7.69K<0.01%-4913F-HRTimelineGroup
Rosenberg Matthew Hamilton320$7.5K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.294$6.89K<0.01%-3,71013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN74$1.74K<0.01%-5,77813F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-62513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.