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Disclosery

MPV BARINGS PARTN INVS

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SH BEN INT (common), issuer CIK 831655

40 managers (40 13F filers) reported a position in MPV shares at 2025-06-30, 2,362,900 shares in all. 6 filers opened a position and 2 filers sold out during the quarter.

Managers
40
13F filers
40
New
6
Added
12
Reduced
11
Sold out
2
Shares held by filers
2,362,900

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY323,943$6.51M<0.01%+9,38013F-HRTimelineGroup
BARINGS LLCin group BARINGS LLC277,703$5.58M0.13%+2,68613F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC267,764$5.38M0.07%-10,07713F-HRTimelineGroup
Round Rock Advisors LLC205,996$4.14M0.71%+3,75813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.195,996$3.94M0.01%+15,32913F-HR/ATimelineGroup
LPL Financial LLC166,947$3.36M<0.01%+18,99913F-HRTimeline
Invesco Ltd.in group Invesco Ltd.125,390$2.52M<0.01%+1,09213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC124,770$2.51M<0.01%+41313F-HRTimeline
Cetera Investment Advisers96,038$1.93M<0.01%+33313F-HRTimeline
Smith Asset Management Co., LLC74,737$1.5M1.3%-1,02813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/55,624$1.12M<0.01%013F-HRTimelineGroup
Curbstone Financial Management Corp48,466$975K0.2%-4,00013F-HRTimeline
Schwallier Wealth Management LLC44,987$905K0.55%+84613F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.43,755$880K0.4%-1,44213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC36,291$730K<0.01%-1,52113F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC29,200$587K<0.01%013F-HRTimelineGroup
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…28,448$572K0.19%-10,50113F-HRTimelineGroup
UBS Group AGin group UBS Group AG22,970$462K<0.01%-9,17713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP22,980$451K<0.01%+76313F-HRTimelineGroup
Whipplewood Advisors, LLC21,783$438K0.24%new13F-HRTimeline
Mutual Advisors, LLC20,633$390K0.01%-5,47313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …17,900$360K<0.01%013F-HRTimelineGroup
PFG Investments, LLC17,803$358K0.02%+33913F-HRTimeline
Sanctuary Advisors, LLC16,968$341K<0.01%013F-HRTimeline
NewEdge Advisors, LLC14,760$297K<0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC14,186$285K<0.01%+4713F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO11,300$227K<0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,340$208K<0.01%new13F-HRTimelineGroup
MONTAG A & ASSOCIATES INC9,500$191K0.01%-4,69013F-HRTimeline
Compass Planning Associates Inc6,300$127K0.12%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,000$60K<0.01%013F-HR/ATimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,352$27.2K<0.01%new13F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,264$25.4K<0.01%new13F-HRTimelineGroup
TRUST CO OF VERMONT1,200$24.1K<0.01%-2,38013F-HRTimeline
PFS Partners, LLC1,141$22.9K0.01%013F-HRTimeline
Ulland Investment Advisors, LLC1,000$20K0.02%013F-HRTimeline
Salomon & Ludwin, LLC365$7.42K<0.01%013F-HRTimeline
COMERICA BANK100$2.01K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$3<0.01%-4,90113F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.