MCI
Barings Corporate Investors
1W: -3.2%
1M: -6.5%
3M: +2.0%
YTD: -4.1%
1Y: -12.8%
3Y: +35.8%
5Y: +57.8%
$17.80
+0.10 (+0.56%)
Weekly Expected Move ±2.9%
$17
$17
$18
$18
$19
Institutional Ownership — MCI
72
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
58M
Total Invested
12
New Positions
23
Increased
19
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (75 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BHK Investment Advisors, LLC | 386,988 | 7M | +9,458 | +2.5% | 35Q | SEC ↗ |
| 2 | Global Wealth Strategies & Associates | 299,749 | 5M | +12,926 | +4.5% | 6Q | SEC ↗ |
| 3 | BARINGS LLC | 219,664 | 4M | — | +0.0% | 9Q | SEC ↗ |
| 4 | Cetera Investment Advisers | 211,975 | 4M | +31,580 | +17.5% | 15Q | SEC ↗ |
| 5 | Secure Asset Management, LLC | 208,965 | 4M | +8,117 | +4.0% | 9Q | SEC ↗ |
| 6 | MORGAN STANLEY | 176,852 | 3M | -687 | -0.4% | 40Q | SEC ↗ |
| 7 | Smith Asset Management Co., LLC | 169,554 | 3M | -3,367 | -1.9% | 7Q | SEC ↗ |
| 8 | Cambridge Investment Research Advisors | 128,057 | 2M | +10,543 | +9.0% | 40Q | SEC ↗ |
| 9 | Beacon Pointe Advisors, LLC | 93,996 | 2M | +28,347 | +43.2% | 12Q | SEC ↗ |
| 10 | TSP Capital Management Group, LLC | 86,732 | 2M | +4,446 | +5.4% | 40Q | SEC ↗ |
| 11 | MML INVESTORS SERVICES, LLC | 86,548 | 2M | +16,662 | +23.8% | 13Q | SEC ↗ |
| 12 | CALDWELL SUTTER CAPITAL, INC. | 83,984 | 1M | — | +0.0% | 15Q | SEC ↗ |
| 13 | PATRIOT INVESTMENT MANAGEMENT GROUP, I | 68,100 | 1M | — | +0.0% | 5Q | SEC ↗ |
| 14 | LPL Financial LLC | 63,324 | 1M | -42,652 | -40.2% | 9Q | SEC ↗ |
| 15 | Kestra Advisory Services, LLC | 62,458 | 1M | +1,976 | +3.3% | 10Q | SEC ↗ |
| 16 | Equitable Holdings, Inc. | 61,501 | 1M | +13,492 | +28.1% | 3Q | SEC ↗ |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | 58,908 | 1M | -2,041 | -3.3% | 35Q | SEC ↗ |
| 18 | RAYMOND JAMES FINANCIAL INC | 55,520 | 988K | +4 | +0.0% | 7Q | SEC ↗ |
| 19 | Future Financial Wealth Managment LLC | 44,370 | 790K | -2,651 | -5.6% | 23Q | SEC ↗ |
| 20 | BENJAMIN EDWARDS INC | 42,011 | 748K | +8,816 | +26.6% | 8Q | SEC ↗ |
| 21 | BANK OF AMERICA CORP /DE | 41,680 | 742K | -1,617 | -3.7% | 15Q | SEC ↗ |
| 22 | World Investment Advisors | 41,476 | 738K | — | +0.0% | 8Q | SEC ↗ |
| 23 | OSAIC HOLDINGS, INC. | 38,577 | 687K | -1,535 | -3.8% | 26Q | SEC ↗ |
| 24 | Vanguard National Trust Co | 30,100 | 536K | — | +0.0% | 2Q | SEC ↗ |
| 25 | Cerity Partners LLC | 26,505 | 472K | +597 | +2.3% | 3Q | SEC ↗ |
| 26 | Jacobs Equity LLC | 25,776 | 459K | +4,748 | +22.6% | 3Q | SEC ↗ |
| 27 | ENVESTNET ASSET MANAGEMENT INC | 23,539 | 419K | -1,233 | -5.0% | 21Q | SEC ↗ |
| 28 | US BANCORP \DE | 18,288 | 326K | — | +0.0% | 15Q | SEC ↗ |
| 29 | ST GERMAIN D J CO INC | 18,122 | 323K | +5 | +0.0% | 13Q | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 18,025 | 321K | +297 | +1.7% | 4Q | SEC ↗ |
| 31 | Farther Finance Advisors, LLC | 17,697 | 315K | -705 | -3.8% | 5Q | SEC ↗ |
| 32 | Focus Partners Wealth | 17,568 | 313K | -404 | -2.2% | 5Q | SEC ↗ |
| 33 | UBS Group AG | 16,906 | 301K | -8,331 | -33.0% | 40Q | SEC ↗ |
| 34 | JONES FINANCIAL COMPANIES LLLP | 16,598 | 295K | +990 | +6.3% | 8Q | SEC ↗ |
| 35 | COMMERCE BANK | 15,256 | 272K | — | +0.0% | 11Q | SEC ↗ |
| 36 | Stonebridge Capital Advisors LLC | 13,400 | 239K | +100 | +0.8% | 22Q | SEC ↗ |
| 37 | Perigon Wealth Management, LLC NEW | 12,340 | 220K | — | +0.0% | 1Q | SEC ↗ |
| 38 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 12,206 | 217K | — | +0.0% | 1Q | SEC ↗ |
| 39 | JANE STREET GROUP, LLC | 11,718 | 209K | -21,816 | -65.1% | 2Q | SEC ↗ |
| 40 | MILLENNIUM MANAGEMENT LLC | 11,292 | 201K | -734 | -6.1% | 2Q | SEC ↗ |
| 41 | Mayfair Advisory Group, LLC | 10,983 | 195K | — | +0.0% | 8Q | SEC ↗ |
| 42 | MONTAG A & ASSOCIATES INC | 8,217 | 146K | — | +0.0% | 23Q | SEC ↗ |
| 43 | FIFTH THIRD BANCORP | 6,973 | 124K | — | +0.0% | 2Q | SEC ↗ |
| 44 | WELLS FARGO & COMPANY/MN | 5,840 | 104K | +1,642 | +39.1% | 40Q | SEC ↗ |
| 45 | Buck Wealth Strategies, LLC NEW | 5,115 | 91K | — | +0.0% | 1Q | SEC ↗ |
| 46 | ROYAL BANK OF CANADA | 4,764 | 85K | +285 | +6.4% | 40Q | SEC ↗ |
| 47 | MERCER GLOBAL ADVISORS INC /ADV NEW | 4,615 | 82K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Whipplewood Advisors, LLC | 3,690 | 66K | +1,060 | +40.3% | 7Q | SEC ↗ |
| 49 | BOK Financial Private Wealth, Inc. | 2,825 | 50K | — | +0.0% | 11Q | SEC ↗ |
| 50 | Thomas J. Herzfeld Advisors, Inc. NEW | 2,081 | 37K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (12)
| Holder | Shares | Value |
|---|---|---|
| Perigon Wealth Management, LLC | 12,340 | 220K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 12,206 | 217K |
| Buck Wealth Strategies, LLC | 5,115 | 91K |
| MERCER GLOBAL ADVISORS INC /ADV | 4,615 | 82K |
| Thomas J. Herzfeld Advisors, Inc. | 2,081 | 37K |
| THURSTON, SPRINGER, MILLER, HERD & | 1,072 | 19K |
| Global Retirement Partners, LLC | 1,040 | 19K |
| TRUST CO OF VERMONT | 888 | 16K |
| PNC Financial Services Group, Inc. | 400 | 7K |
| Trust Co | 230 | 4K |
| ASSETMARK, INC | 114 | 2K |
| JFS WEALTH ADVISORS, LLC | 62 | 1K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Invesco Ltd. | 226,932 | 4M |
| Janney Montgomery Scott LLC | 114,990 | 2M |
| Uptown Financial Advisors LLC | 20,594 | 367K |
| GOLDMAN SACHS GROUP INC | 17,800 | 317K |
| Kovack Advisors, Inc. | 11,120 | 198K |
| DAVENPORT & Co LLC | 10,334 | 184K |
| Advisory Services Network, LLC | 2,394 | 43K |
| HANTZ FINANCIAL SERVICES, INC. | 689 | 12K |
| Tower Research Capital LLC (TRC) | 550 | 10K |
| Rosenberg Matthew Hamilton | 320 | 6K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Cetera Investment Advisers | +31,580 | +17.5% | 211,975 |
| Beacon Pointe Advisors, LLC | +28,347 | +43.2% | 93,996 |
| MML INVESTORS SERVICES, LLC | +16,662 | +23.8% | 86,548 |
| Equitable Holdings, Inc. | +13,492 | +28.1% | 61,501 |
| Global Wealth Strategies & Associat | +12,926 | +4.5% | 299,749 |
| Cambridge Investment Research Advis | +10,543 | +9.0% | 128,057 |
| BHK Investment Advisors, LLC | +9,458 | +2.5% | 386,988 |
| BENJAMIN EDWARDS INC | +8,816 | +26.6% | 42,011 |
| Secure Asset Management, LLC | +8,117 | +4.0% | 208,965 |
| Jacobs Equity LLC | +4,748 | +22.6% | 25,776 |
| TSP Capital Management Group, LLC | +4,446 | +5.4% | 86,732 |
| Kestra Advisory Services, LLC | +1,976 | +3.3% | 62,458 |
| WELLS FARGO & COMPANY/MN | +1,642 | +39.1% | 5,840 |
| Whipplewood Advisors, LLC | +1,060 | +40.3% | 3,690 |
| JONES FINANCIAL COMPANIES LLLP | +990 | +6.3% | 16,598 |
| Cerity Partners LLC | +597 | +2.3% | 26,505 |
| Rockefeller Capital Management L.P. | +297 | +1.7% | 18,025 |
| ROYAL BANK OF CANADA | +285 | +6.4% | 4,764 |
| Stonebridge Capital Advisors LLC | +100 | +0.8% | 13,400 |
| GHP Investment Advisors, Inc. | +26 | +2.2% | 1,193 |
Biggest Decreases (14)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | -42,652 | -40.2% | 63,324 |
| JANE STREET GROUP, LLC | -21,816 | -65.1% | 11,718 |
| UBS Group AG | -8,331 | -33.0% | 16,906 |
| Smith Asset Management Co., LLC | -3,367 | -1.9% | 169,554 |
| Future Financial Wealth Managment L | -2,651 | -5.6% | 44,370 |
| COMMONWEALTH EQUITY SERVICES, LLC | -2,041 | -3.3% | 58,908 |
| BANK OF AMERICA CORP /DE | -1,617 | -3.7% | 41,680 |
| OSAIC HOLDINGS, INC. | -1,535 | -3.8% | 38,577 |
| ENVESTNET ASSET MANAGEMENT INC | -1,233 | -5.0% | 23,539 |
| MILLENNIUM MANAGEMENT LLC | -734 | -6.1% | 11,292 |
| Farther Finance Advisors, LLC | -705 | -3.8% | 17,697 |
| MORGAN STANLEY | -687 | -0.4% | 176,852 |
| Keating Financial Advisory Services | -406 | -70.9% | 167 |
| Focus Partners Wealth | -404 | -2.2% | 17,568 |