Vault-13

BARINGS CORPORATE INVS MCI

COM · Closed-End Fund · CUSIP 06759X107

70 institutional holders +4 vs Q4 2024
3,332,7463.3m shares reported held*
$82.7mreported value*
7 new 16 added 27 reduced 2 sold out net bought ≈ $7.5m (+305.9k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $24.83.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 50Q4 22: 56Q1 23: 54Q2 23: 49Q3 23: 55Q4 23: 55Q1 24: 55Q2 24: 54Q3 24: 57Q4 24: 66Q1 25: 7070Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202250
Q4 202256
Q1 202354
Q2 202349
Q3 202355
Q4 202355
Q1 202455
Q2 202454
Q3 202457
Q4 202466
Q1 202570

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q2 23: 16 bought or addedQ2 23: 26 cut or sold outQ3 23: 26 bought or addedQ3 23: 13 cut or sold outQ3 23Q4 23: 21 bought or addedQ4 23: 21 cut or sold outQ1 24: 17 bought or addedQ1 24: 28 cut or sold outQ1 24Q2 24: 25 bought or addedQ2 24: 19 cut or sold outQ3 24: 24 bought or addedQ3 24: 17 cut or sold outQ3 24Q4 24: 27 bought or addedQ4 24: 14 cut or sold outQ1 25: 23 bought or addedQ1 25: 29 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20231626
Q3 20232613
Q4 20232121
Q1 20241728
Q2 20242519
Q3 20242417
Q4 20242714
Q1 20252329

Biggest buyers

Global Wealth Strategies & Associates New +218,759+218.8k
Janney Montgomery Scott LLC New +99,408+99.4k
Invesco Ltd. Added +66,263+66.3k
LPL Financial LLC Added +28,022+28.0k
MML INVESTORS SERVICES, LLC Added +23,471+23.5k
Round Rock Advisors LLC Added +22,141+22.1k
MGB Wealth Management, LLC New +17,674+17.7k
PKS Advisory Services, LLC New +9,607+9.6k
Wolff Financial Management LLC New +9,221+9.2k
Cambridge Investment Research Advisors, Inc. Added +4,895+4.9k

Biggest sellers

Focus Partners Wealth Sold out -44,214-44.2k
DUMONT & BLAKE INVESTMENT ADVISORS LLC Reduced -35,961-36.0k
BHK Investment Advisors, LLC Reduced -22,058-22.1k
Whipplewood Advisors, LLC Reduced -17,231-17.2k
COMMERCE BANK Reduced -12,658-12.7k
MONEY CONCEPTS CAPITAL CORP Sold out -10,322-10.3k
MORGAN STANLEY Reduced -7,452-7.5k
ST GERMAIN D J CO INC Reduced -6,390-6.4k
IFP Advisors, Inc Reduced -6,199-6.2k
WELLS FARGO & COMPANY/MN Reduced -5,778-5.8k

Insider purchases and sales in Q1 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q1 2025.

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BHK Investment Advisors, LLC 3.29% of their portfolio BIRMINGHAM, AL 331,750331.8k $7.8m $7.8m 3.29% Reduced -22.1k -22,058
2 Curbstone Financial Management Corp 1.53% of their portfolio MANCHESTER, NH 309,028309.0k $7.2m $7.2m 1.53% Added +124 +124
3 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 235,814235.8k $5.5m $5.5m 0.00% Added +66.3k +66,263
4 BARINGS LLC 0.13% of their portfolio CHARLOTTE, NC 219,664219.7k $5.1m $5.1m 0.13% Unchanged
5 Global Wealth Strategies & Associates 1.55% of their portfolio DENVER, CO 218,759218.8k $5.1m $5.1m 1.55% New
6 Smith Asset Management Co., LLC 4.79% of their portfolio Chiefland, FL 217,070217.1k $5.1m $5.1m 4.79% Reduced -687 -687
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 202,276202.3k $4.7m $4.7m 0.00% Reduced -7.5k -7,452
8 Sky Investment Group LLC 0.74% of their portfolio HARTFORD, CT 169,939169.9k $4.0m $4.0m 0.74% Reduced -550 -550
9 Secure Asset Management, LLC 0.80% of their portfolio Troy, MI 169,838169.8k $4.0m $4.0m 0.80% Reduced -4.8k -4,803
10 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 99,40899.4k $2.3m $2.3m 0.01% New
11 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 96,79996.8k $2.3m $2.3m 0.00% Reduced -1.3k -1,255
12 TSP Capital Management Group, LLC 0.68% of their portfolio Summit, NJ 87,83487.8k $2.1m $2.1m 0.68% Added +541 +541
13 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 84,87484.9k $2.0m $2.0m 0.01% Added +4.9k +4,895
14 CALDWELL SUTTER CAPITAL, INC. 0.94% of their portfolio SAUSALITO, CA 84,61484.6k $2.0m $2.0m 0.94% Unchanged
15 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 72,18872.2k $1.7m $1.7m 0.00% Reduced -1.1k -1,133
16 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 70,03470.0k $1.6m $1.6m 0.01% Added +23.5k +23,471
17 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 60,52360.5k $1.4m $1.4m 0.02% Added +97 +97
18 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 50,54250.5k $1.2m $1.2m 0.00% Added +172 +172
19 Future Financial Wealth Managment LLC 0.82% of their portfolio CINCINNATI, OH 47,88547.9k $1.1m $1.1m 0.82% Reduced -1.7k -1,717
20 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 46,18446.2k $1.1m $1.1m 0.01% Added +265 +265
21 COMMERCE BANK 0.01% of their portfolio KANSAS CITY, MO 42,99743.0k $1.0m $1.0m 0.01% Reduced -12.7k -12,658
22 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 41,33941.3k $969.3k $969.3k 0.00% Added +545 +545
23 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 41,03841.0k $961.9k $961.9k 0.00% Added +28.0k +28,022
24 Round Rock Advisors LLC 0.18% of their portfolio WILTON, CT 40,97941.0k $960.5k $960.5k 0.18% Added +22.1k +22,141
25 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 37,58537.6k $881.0k $881.0k 0.00% Added +3.7k +3,668
26 BENJAMIN EDWARDS INC 0.01% of their portfolio Clayton, MO 34,46234.5k $807.8k $807.8k 0.01% Reduced -709 -709
27 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 31,19331.2k $731.2k $731.2k 0.00% Reduced -4.6k -4,599
28 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 30,10030.1k $705.5k $705.5k 0.00% Unchanged
29 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 25,43525.4k $596.2k $596.2k 0.00% Reduced -3.6k -3,605
30 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 24,29524.3k $569.5k $569.5k 0.00% Reduced -1.8k -1,817
31 Graypoint LLC 0.04% of their portfolio Albany, NY 23,98024.0k $562.1k $562.1k 0.04% Added +567 +567
32 World Investment Advisors 0.01% of their portfolio LINCROFT, NJ 20,55820.6k $481.9k $481.9k 0.01% Unchanged
33 UBS Group AG 0.00% of their portfolio ZURICH, V8 20,15620.2k $472.5k $472.5k 0.00% Reduced -3.8k -3,813
34 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 18,28818.3k $428.7k $428.7k 0.00% Unchanged
35 MGB Wealth Management, LLC 0.14% of their portfolio ADDISON, TX 17,67417.7k $397.5k $397.5k 0.14% New
36 MONTAG A & ASSOCIATES INC 0.02% of their portfolio ATLANTA, GA 13,69213.7k $320.9k $320.9k 0.02% Added +83 +83
37 Stonebridge Capital Advisors LLC 0.03% of their portfolio ST PAUL, MN 13,30013.3k $311.8k $311.8k 0.03% Reduced -15 -15
38 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 12,33412.3k $289.1k $289.1k 0.00% Reduced -4.0k -4,000
39 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11,90011.9k $278.9k $278.9k 0.00% Unchanged
40 ST GERMAIN D J CO INC 0.01% of their portfolio SPRINGFIELD, MA 11,53511.5k $270.4k $270.4k 0.01% Reduced -6.4k -6,390
41 Mayfair Advisory Group, LLC 0.15% of their portfolio BIRMINGHAM, AL 10,98311.0k $257.4k $257.4k 0.15% Unchanged
42 Consolidated Portfolio Review Corp 0.04% of their portfolio WOODBURY, NY 10,21710.2k $239.5k $239.5k 0.04% Added +115 +115
43 DUMONT & BLAKE INVESTMENT ADVISORS LLC 0.07% of their portfolio PRINCETON, NJ 10,16310.2k $238.2k $238.2k 0.07% Reduced -36.0k -35,961
44 Fiduciary Trust Co 0.00% of their portfolio Boston, MA 9,98610.0k $234.1k $234.1k 0.00% Unchanged
45 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 9,8629.9k $231.2k $231.2k 0.00% Unchanged
46 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 9,8199.8k $230.2k $230.2k 0.00% Reduced -691 -691
47 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 9,8019.8k $229.8k $229.8k 0.01% Reduced -6.2k -6,199
48 PKS Advisory Services, LLC 0.06% of their portfolio ALBANY, NY 9,6079.6k $225.2k $225.2k 0.06% New
49 Wolff Financial Management LLC 0.06% of their portfolio KALAMAZOO, MI 9,2219.2k $216.0k $216.0k 0.06% New
50 StoneX Group Inc. 0.01% of their portfolio NEW YORK, NY 8,8208.8k $206.7k $206.7k 0.01% Reduced -1.2k -1,200
51 COMERICA BANK 0.00% of their portfolio DALLAS, TX 5,8005.8k $136.0k $136.0k 0.00% Unchanged
52 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 4,4734.5k $102.0k $102.0k 0.00% Added +1.7k +1,708
53 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 4,1124.1k $96.0k $96.0k 0.00% Reduced -176 -176
54 BOK Financial Private Wealth, Inc. 0.01% of their portfolio DENVER, CO 3,0003.0k $70.3k $70.3k 0.01% Unchanged
55 PITTENGER & ANDERSON INC 0.00% of their portfolio LINCOLN, NE 2,0002.0k $46.9k $46.9k 0.00% Unchanged
56 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,4251.4k $33.4k $33.4k 0.00% Unchanged
57 GHP Investment Advisors, Inc. 0.00% of their portfolio Denver, CO 1,0831.1k $25.4k $25.4k 0.00% New
58 TRUST CO OF VERMONT 0.00% of their portfolio BRATTLEBORO, VT 888888 $20.8k $20.8k 0.00% Unchanged
59 ORG Partners LLC 0.00% of their portfolio ROANOKE, IN 800800 $18.0k $18.0k 0.00% Unchanged
60 Glen Eagle Advisors, LLC 0.00% of their portfolio KINGSTON, NJ 800800 $18.8k $18.8k 0.00% Unchanged
61 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 750750 $15.8k $15.8k 0.00% Unchanged
62 Ulland Investment Advisors, LLC 0.02% of their portfolio MINNEAPOLIS, MN 750750 $18.0k $18.0k 0.02% Unchanged
63 Medallion Wealth Advisors, LLC 0.01% of their portfolio FARMINGTON, CT 622622 $14.0k $14.0k 0.01% Unchanged
64 Fortis Group Advisors, LLC 0.00% of their portfolio WESTWOOD, NJ 425425 $10.0k $10.0k 0.00% Unchanged
65 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 328328 $7.7k $7.7k 0.00% Reduced -49 -49
66 Rosenberg Matthew Hamilton 0.00% of their portfolio GRAND JUNCTION, CO 320320 $7.5k $7.5k 0.00% New
67 Whipplewood Advisors, LLC 0.23% of their portfolio LITTLETON, CO 299299 $394.1k $394.1k 0.23% Reduced -17.2k -17,231
68 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 294294 $6.9k $6.9k 0.00% Reduced -3.7k -3,710
69 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 7474 $1.7k $1.7k 0.00% Reduced -5.8k -5,778
70 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Reduced -625 -625