Vault-13

BARINGS CORPORATE INVS MCI

COM · Closed-End Fund · CUSIP 06759X107

70 institutional holders +0 vs Q1 2025
3,330,0703.3m shares reported held*
$77.9mreported value*
6 new 25 added 14 reduced 7 sold out net bought ≈ $1.7m (-3.7k 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 ≈ $23.40.

Trends to Q2 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: 70Q2 25: 7070Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 202570

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 23: 26 bought or addedQ3 23: 13 cut or sold outQ4 23: 21 bought or addedQ4 23: 21 cut or sold outQ4 23Q1 24: 17 bought or addedQ1 24: 28 cut or sold outQ2 24: 25 bought or addedQ2 24: 19 cut or sold outQ2 24Q3 24: 24 bought or addedQ3 24: 17 cut or sold outQ4 24: 27 bought or addedQ4 24: 14 cut or sold outQ4 24Q1 25: 23 bought or addedQ1 25: 29 cut or sold outQ2 25: 31 bought or addedQ2 25: 21 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20232613
Q4 20232121
Q1 20241728
Q2 20242519
Q3 20242417
Q4 20242714
Q1 20252329
Q2 20253121

Biggest buyers

TSP Capital Management Group, LLC New +86,411+86.4k
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. New +68,100+68.1k
BHK Investment Advisors, LLC Added +30,439+30.4k
Farther Finance Advisors, LLC New +20,814+20.8k
Focus Partners Wealth New +19,238+19.2k
LPL Financial LLC Added +18,445+18.4k
Kingsview Wealth Management, LLC New +15,306+15.3k
RAYMOND JAMES FINANCIAL INC Added +8,252+8.3k
Global Wealth Strategies & Associates Added +7,312+7.3k
Secure Asset Management, LLC Added +7,062+7.1k

Biggest sellers

TSP Capital Management Group, LLC Sold out -87,834-87.8k
Smith Asset Management Co., LLC Reduced -29,466-29.5k
COMMERCE BANK Reduced -27,741-27.7k
NewEdge Advisors, LLC Reduced -24,095-24.1k
MORGAN STANLEY Reduced -12,729-12.7k
Curbstone Financial Management Corp Reduced -11,300-11.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -9,819-9.8k
PKS Advisory Services, LLC Sold out -9,607-9.6k
IFP Advisors, Inc Reduced -9,301-9.3k
Wolff Financial Management LLC Sold out -9,221-9.2k

Insider purchases and sales in Q2 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.

DateInsiderTradeSharesPrice ValueTheir holding
2025-04-01 GRACE EDWARD P III Trustee Sold 10,000 $22.71 $227.2k10.0k shares -50%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BHK Investment Advisors, LLC 3.07% of their portfolio BIRMINGHAM, AL 362,189362.2k $7.8m $7.8m 3.07% Added +30.4k +30,439
2 Curbstone Financial Management Corp 1.32% of their portfolio MANCHESTER, NH 297,728297.7k $6.4m $6.4m 1.32% Reduced -11.3k -11,300
3 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 237,886237.9k $5.2m $5.2m 0.00% Added +2.1k +2,072
4 Global Wealth Strategies & Associates 1.40% of their portfolio DENVER, CO 226,071226.1k $4.9m $4.9m 1.40% Added +7.3k +7,312
5 BARINGS LLC 0.11% of their portfolio CHARLOTTE, NC 219,664219.7k $4.8m $4.8m 0.11% Unchanged
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 189,547189.5k $4.1m $4.1m 0.00% Reduced -12.7k -12,729
7 Smith Asset Management Co., LLC 3.51% of their portfolio Chiefland, FL 187,604187.6k $4.1m $4.1m 3.51% Reduced -29.5k -29,466
8 Secure Asset Management, LLC 0.71% of their portfolio Troy, MI 176,900176.9k $3.8m $3.8m 0.71% Added +7.1k +7,062
9 Sky Investment Group LLC 0.64% of their portfolio HARTFORD, CT 169,739169.7k $3.7m $3.7m 0.64% Reduced -200 -200
10 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 103,609103.6k $2.2m $2.2m 0.01% Added +4.2k +4,201
11 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 100,753100.8k $2.2m $2.2m 0.00% Added +4.0k +3,954
12 TSP Capital Management Group, LLC 0.59% of their portfolio Summit, NJ 86,41186.4k $1.9m $1.9m 0.59% New
13 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 84,73584.7k $1.8m $1.8m 0.01% Reduced -139 -139
14 CALDWELL SUTTER CAPITAL, INC. 0.84% of their portfolio SAUSALITO, CA 84,61484.6k $1.8m $1.8m 0.84% Unchanged
15 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 74,74574.7k $1.6m $1.6m 0.00% Added +4.7k +4,711
16 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 69,09369.1k $1.5m $1.5m 0.00% Reduced -3.1k -3,095
17 PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 0.10% of their portfolio KNOXVILLE, TN 68,10068.1k $1.5m $1.5m 0.10% New
18 Atria Wealth Solutions, Inc. 0.03% of their portfolio NEW YORK, NY 61,41861.4k $1.3m $1.3m 0.03% Added +895 +895
19 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 59,48359.5k $1.3m $1.3m 0.00% Added +18.4k +18,445
20 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 58,79458.8k $1.3m $1.3m 0.00% Added +8.3k +8,252
21 Future Financial Wealth Managment LLC 0.71% of their portfolio CINCINNATI, OH 48,04548.0k $1.0m $1.0m 0.71% Added +160 +160
22 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 45,37745.4k $982.9k $982.9k 0.01% Reduced -807 -807
23 Round Rock Advisors LLC 0.16% of their portfolio WILTON, CT 43,96644.0k $952.3k $952.3k 0.16% Added +3.0k +2,987
24 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 43,77143.8k $948.4k $948.4k 0.00% Added +2.4k +2,432
25 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 38,32038.3k $830.0k $830.0k 0.00% Added +735 +735
26 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 38,01938.0k $823.5k $823.5k 0.00% Added +6.8k +6,826
27 BENJAMIN EDWARDS INC 0.01% of their portfolio Clayton, MO 33,30533.3k $721.4k $721.4k 0.01% Reduced -1.2k -1,157
28 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 30,10030.1k $652.0k $652.0k 0.00% Unchanged
29 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 26,50426.5k $574.1k $574.1k 0.00% Added +1.1k +1,069
30 Graypoint LLC 0.03% of their portfolio Albany, NY 24,45524.5k $529.7k $529.7k 0.03% Added +475 +475
31 MGB Wealth Management, LLC 0.15% of their portfolio ADDISON, TX 21,16721.2k $457.5k $457.5k 0.15% Added +3.5k +3,493
32 World Investment Advisors 0.01% of their portfolio LINCROFT, NJ 21,03421.0k $455.6k $455.6k 0.01% Added +476 +476
33 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 20,81420.8k $450.8k $450.8k 0.01% New
34 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 19,23819.2k $416.7k $416.7k 0.00% New
35 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 18,28818.3k $396.1k $396.1k 0.00% Unchanged
36 ST GERMAIN D J CO INC 0.02% of their portfolio SPRINGFIELD, MA 18,10518.1k $392.2k $392.2k 0.02% Added +6.6k +6,570
37 UBS Group AG 0.00% of their portfolio ZURICH, V8 17,44817.4k $377.9k $377.9k 0.00% Reduced -2.7k -2,708
38 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 15,30615.3k $331.5k $331.5k 0.01% New
39 COMMERCE BANK 0.00% of their portfolio KANSAS CITY, MO 15,25615.3k $330.4k $330.4k 0.00% Reduced -27.7k -27,741
40 Stonebridge Capital Advisors LLC 0.02% of their portfolio ST PAUL, MN 13,30013.3k $288.1k $288.1k 0.02% Unchanged
41 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 12,33412.3k $267.2k $267.2k 0.00% Unchanged
42 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11,90011.9k $257.8k $257.8k 0.00% Unchanged
43 Mayfair Advisory Group, LLC 0.11% of their portfolio BIRMINGHAM, AL 10,98311.0k $223.4k $223.4k 0.11% Unchanged
44 COMERICA BANK 0.00% of their portfolio DALLAS, TX 10,23210.2k $221.6k $221.6k 0.00% Added +4.4k +4,432
45 Consolidated Portfolio Review Corp 0.03% of their portfolio WOODBURY, NY 10,21710.2k $221.3k $221.3k 0.03% Unchanged
46 DUMONT & BLAKE INVESTMENT ADVISORS LLC 0.06% of their portfolio PRINCETON, NJ 10,16310.2k $220.1k $220.1k 0.06% Unchanged
47 Fiduciary Trust Co 0.00% of their portfolio Boston, MA 9,98610.0k $216.3k $216.3k 0.00% Unchanged
48 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 9,8629.9k $213.6k $213.6k 0.00% Unchanged
49 MONTAG A & ASSOCIATES INC 0.01% of their portfolio ATLANTA, GA 9,2179.2k $199.6k $199.6k 0.01% Reduced -4.5k -4,475
50 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 8,1148.1k $176.0k $176.0k 0.00% Added +4.0k +4,002
51 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 5,1325.1k $109.1k $109.1k 0.00% Added +659 +659
52 BOK Financial Private Wealth, Inc. 0.00% of their portfolio DENVER, CO 3,0003.0k $65.0k $65.0k 0.00% Unchanged
53 Whipplewood Advisors, LLC 0.03% of their portfolio LITTLETON, CO 2,6132.6k $56.6k $56.6k 0.03% Added +2.3k +2,314
54 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 2,1372.1k $46.3k $46.3k 0.00% New
55 PITTENGER & ANDERSON INC 0.00% of their portfolio LINCOLN, NE 2,0002.0k $43.3k $43.3k 0.00% Unchanged
56 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,4251.4k $30.9k $30.9k 0.00% Unchanged
57 GHP Investment Advisors, Inc. 0.00% of their portfolio Denver, CO 1,1031.1k $23.9k $23.9k 0.00% Added +20 +20
58 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 1,0401.0k $22.5k $22.5k 0.00% First filing
59 TRUST CO OF VERMONT 0.00% of their portfolio BRATTLEBORO, VT 888888 $19.2k $19.2k 0.00% Unchanged
60 ORG Partners LLC 0.00% of their portfolio ROANOKE, IN 800800 $17.4k $17.4k 0.00% Unchanged
61 Glen Eagle Advisors, LLC 0.00% of their portfolio KINGSTON, NJ 800800 $17.3k $17.3k 0.00% Unchanged
62 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 750750 $16.2k $16.2k 0.00% Unchanged
63 Ulland Investment Advisors, LLC 0.01% of their portfolio MINNEAPOLIS, MN 750750 $16.0k $16.0k 0.01% Unchanged
64 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 500500 $10.8k $10.8k 0.00% Reduced -9.3k -9,301
65 Fortis Group Advisors, LLC 0.00% of their portfolio WESTWOOD, NJ 425425 $9.2k $9.2k 0.00% Unchanged
66 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 328328 $7.1k $7.1k 0.00% Unchanged
67 Rosenberg Matthew Hamilton 0.00% of their portfolio GRAND JUNCTION, CO 320320 $6.9k $6.9k 0.00% Unchanged
68 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 200200 $4.3k $4.3k 0.00% Reduced -24.1k -24,095
69 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 00 $1 $1 0.00% Reduced -74 -74
70 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged