MPV
BARINGS PARTICIPATION INVESTORS
$17.37
+2.54%
$184.2M
No data for this timeframe.
Vol
Market Cap$184.2M
Cap SizeMicro Cap
Inst. Holders10 funds
Inst. Value$10.0M
Inst. Activity1 buys / 1 sells
Recent Activity
Inst.
BANK OF AMERICA CORP — TRIM
49,789 shares ($853.4K)
Inst.
ENVESTNET ASSET MANAGEMENT INC — ADD
31,001 shares ($531.4K)
Mar 9, 2026
earnings_calendar
MPV Q4 2025 Earnings Scheduled — 2026-03-09
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| MORGAN STANLEY | $4.9M | — |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.3M | — |
| BANK OF AMERICA CORP | $853.4K | TRIM |
| JONES FINANCIAL COMPANIES LLLP | $677.6K | — |
| ENVESTNET ASSET MANAGEMENT INC | $531.4K | ADD |
10 institutional holders with $10.0M total value (584,529 shares) as of 2026-Q1. Top holders: MORGAN, COMMONWEALTH, BANK.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 287,654 | $4.9M | 49.2% | — |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | 136,798 | $2.3M | 23.4% | — |
| 3 | BANK OF AMERICA CORP /DE/ | 49,789 | $853.4K | 8.5% | TRIM -25.0% |
| 4 | JONES FINANCIAL COMPANIES LLLP | 39,907 | $677.6K | 6.8% | — |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 31,001 | $531.4K | 5.3% | ADD +54.8% |
| 6 | RAYMOND JAMES FINANCIAL INC | 30,719 | $526.5K | 5.3% | — |
| 7 | WELLS FARGO & COMPANY/MN | 4,711 | $80.7K | 0.8% | ADD +62.9% |
| 8 | ROYAL BANK OF CANADA | 3,000 | $51.0K | 0.5% | — |
| 9 | Rockefeller Capital Management L.P. | 850 | $14.6K | 0.1% | — |
| 10 | FIFTH THIRD BANCORP | 100 | $1.7K | 0.0% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | TRIM | 66,424 | 49,789 | -25.0% | $853.4K | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 20,024 | 31,001 | +54.8% | $531.4K | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 11,192 | 20,024 | +78.9% | $318.2K | 2025-Q4 |
| UBS Group AG | TRIM | 32,147 | 22,970 | -28.5% | $461.9K | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 6,635 | 55,624 | +738.3% | $980.7K | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | ADD | 3,009 | 4,901 | +62.9% | $86.4K | 2025-Q1 |
| BANK OF AMERICA CORP /DE/ | TRIM | 9,753 | 6,635 | -32.0% | $113.4K | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | TRIM | 8,748 | 3,009 | -65.6% | $51.4K | 2024-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 6,635 | 9,753 | +47.0% | $165.2K | 2024-Q3 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
No SEC filing reports analyzed yet. Reports are generated when new filings are detected and processed by the LLM pipeline.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2009-03-31 |
$0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next Q | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Current FY 2009-12-31 |
$0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next FY | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Mar 9, 2026
earnings_calendar
MPV Q4 2025 Earnings Scheduled — 2026-03-09