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Get Institutions for : 
Barings BDC Inc (BBDC)  
$9.32 0.08 (0.87%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 194    17
Total shares held : 
 46,839,777  
% of shares held : 
 71.71%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -17  
Amount of shares held : 
 -1,300,585  
% of shares held change : 
   -1.99%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
14
 1,225,545
 2.62%
 
Increased Positions :
65
 1,197,765
 2.56%
 
Unchanged Positions :
50
 15,684,591
 33.49%
 
Decreased Positions :
65
-2,214,713
-4.73%
 
Closed Positions :
31
-1,509,182
-3.22%
 
Guru Positions :
1
24,037
 0.05%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BABSON CAPITAL MANAGEMENT LLC 4 - 2023-12-31 13,639,681 $117,028,000 0
   ARES MANAGEMENT LLC 7 - 2023-12-31 4,347,514 $37,302,000 25,103
   PRIVATE MANAGEMENT GROUP INC 41 - 2023-12-31 3,026,625 $25,968,000 79,150
   Callodine Capital Management LP 3 - 2023-12-31 2,133,358 $18,304,000 -312,571
   VAN ECK ASSOCIATES CORP 298 - 2023-12-31 1,691,132 $14,510,000 161,127
   PUNCH & ASSOCIATES INVESTMENT MANAGEMENT INC 37 - 2023-12-31 1,538,964 $13,204,000 7,293
   Relative Value Partners Group LLC 27 - 2023-12-31 1,371,488 $11,767,000 11,283
   WELLS FARGO & CO/MN 1461 - 2023-12-31 1,237,622 $10,619,000 -43,366
   UBS Group AG 1489 - 2023-12-31 1,107,746 $9,504,000 -546,435
   INVESCO LTD 1886 *New 2023-12-31 979,993 $8,408,000 979,993
   NICOLA WEALTH MANAGEMENT LTD. 45 - 2023-12-31 614,000 $6,968,000 0
   LEGAL & GENERAL GROUP PLC 1343 - 2023-12-31 811,377 $6,958,000 36,269
   DIMENSION CAPITAL MANAGEMENT PARTNERS 16 - 2023-12-31 797,062 $6,839,000 -10,502
   TWO SIGMA INVESTMENTS LLC 748 - 2023-12-31 782,620 $6,715,000 -92,588
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1020 - 2024-03-31 663,895 $6,174,000 18,826
   Global Assets Advisory LLC 76 *New 2024-03-31 55,777 $6,043,000 55,777
   TWO SIGMA ADVISERS, LLC 731 - 2023-12-31 691,000 $5,929,000 -140,200
   Hennion & Walsh Asset Management Inc. 66 - 2024-03-31 587,603 $5,465,000 74,013
   PRICE T ROWE ASSOCIATES INC /MD/ 1201 - 2023-12-31 591,595 $5,076,000 -359
   Advisor Group Holdings Inc. 1213 - 2023-12-31 567,556 $4,870,000 -202,771
   CONFLUENCE INVESTMENT MANAGEMENT LLC 129 - 2024-03-31 501,683 $4,666,000 5,155
   BROOKLYN CAPITAL MANAGEMENT LLC 21 - 2023-12-31 518,581 $4,449,000 -1,105
   BANK OF AMERICA CORP /DE/ 2948 - 2023-12-31 515,774 $4,425,000 -217,173
   MORGAN STANLEY 3956 - 2023-12-31 496,055 $4,256,000 126,774
   BLACKROCK INC. 3549 - 2023-12-31 495,802 $4,254,000 11,942
   FIXED INCOME SECURITIES INC 393 - 2023-12-31 342,473 $2,938,000 -53,475
   NEUBERGER BERMAN GROUP LLC 1040 - 2023-12-31 315,722 $2,709,000 -31,419
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1081 - 2024-03-31 290,341 $2,700,000 -9,953
   PREVAIL INNOVATIVE WEALTH ADVISORS LLC 30 - 2023-12-31 287,051 $2,463,000 6,826
   Muzinich & Co. Inc. 15 - 2023-12-31 255,487 $2,192,000 -1,256
   LPL FINANCIAL CORP 2311 - 2023-12-31 254,366 $2,182,000 -19,079
   CONDOR CAPITAL MANAGEMENT 102 - 2023-12-31 241,708 $2,074,000 18,596
   Skandinaviska Enskilda Banken AB (publ) 577 - 2023-12-31 239,440 $2,054,000 0
   ROYCE & ASSOCIATES LLC 653 - 2023-12-31 215,300 $1,847,000 -191,594
   TUDOR INVESTMENT CORP ET AL 736 - 2023-12-31 213,924 $1,835,000 62,715
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 905 - 2024-03-31 192,566 $1,791,000 -62,921
   Financial Gravity Wealth Inc. 162 - 2023-12-31 266,969 $1,638,000 0
   BI Asset Management Fondsmaeglerselskab A/S 333 - 2023-12-31 186,511 $1,600,000 18,513
   Privium Fund Management (UK) Ltd 30 - 2023-12-31 174,400 $1,533,000 174,400
   MCKINLEY CAPITAL MANAGEMENT INC /AK 111 - 2023-12-31 162,218 $1,392,000 -2,115
   LSV ASSET MANAGEMENT 670 - 2023-12-31 140,500 $1,205,000 0
   AE Wealth Management LLC 1115 - 2023-12-31 119,261 $1,092,000 21,006
   GOLDMAN SACHS GROUP INC/ 3506 - 2023-12-31 119,352 $1,024,000 7,184
   Alpine Partners VI LLC 62 - 2023-12-31 115,000 $987,000 12,500
   Cliffwater LLC 21 - 2023-12-31 113,298 $972,000 3,235
   RAYMOND JAMES & ASSOCIATES 2629 - 2024-03-31 98,421 $915,000 -51,033
   Prime Capital Investment Advisors LLC - 2023-12-31 99,573 $854,000 -10,095
   HIGHTOWER ADVISORS, LLC 1885 - 2023-12-31 98,669 $846,000 -5,050
   HighPoint Advisor Group LLC 256 - 2023-12-31 90,305 $815,000 -18,558
   AMERIPRISE FINANCIAL INC 3217 - 2023-12-31 90,531 $777,000 4,525
   GREAT WEST LIFE ASSURANCE CO /CAN/ 1608 - 2023-12-31 81,789 $696,000 -8,148
   Jump Financial LLC 909 *New 2023-12-31 72,530 $622,000 72,530
   BARD ASSOCIATES INC 115 - 2023-12-31 71,050 $610,000 778
   Sunbelt Securities Inc. 279 - 2024-03-31 65,425 $608,000 -1,240
   WNY Asset Management LLC 131 - 2023-12-31 70,755 $607,000 -5,075
   Koshinski Asset Management Inc. 253 - 2023-12-31 68,509 $588,000 19,894
   STIFEL FINANCIAL CORP 2507 - 2023-12-31 63,427 $544,000 -1,634
   Retirement Group LLC 63 - 2023-12-31 62,961 $540,000 10,399
   Winton Capital Group Ltd 312 - 2023-12-31 58,788 $504,000 16,275
   Apollon Wealth Management LLC 645 - 2023-12-31 58,681 $503,000 2,212
   Strategic Financial Group LLC - 2023-12-31 55,480 $476,000 -400
   COMMONWEALTH EQUITY SERVICES LLC. 2712 - 2023-12-31 54,355 $466,000 -824
   Virtus ETF Advisers LLC 154 - 2023-12-31 53,833 $462,000 -16,295
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3944 - 2023-12-31 51,032 $438,000 19,705
   CAPTRUST FINANCIAL ADVISORS 1862 - 2023-12-31 48,719 $418,000 -46,476
   FOCUS FINANCIAL NETWORK INC /ADV 512 - 2023-12-31 45,019 $386,000 0
   ROYAL BANK OF CANADA 3875 - 2023-12-31 44,831 $385,000 -3,425
   Raleigh Capital Management Inc. 139 - 2023-12-31 40,950 $351,000 327
   Kestra Advisory Services LLC 1733 - 2023-12-31 40,479 $347,000 20,917
   ERTS Wealth Advisors LLC 67 - 2024-03-31 37,052 $345,000 -2,586
   Sequoia Financial Advisors LLC *New 2023-12-31 39,794 $341,000 39,794
   WILEY BROS.-AINTREE CAPITAL LLC 347 - 2024-03-31 34,750 $323,000 0
   GUGGENHEIM CAPITAL LLC 1632 - 2023-12-31 37,542 $322,000 2,624
   Y-Intercept (Hong Kong) Ltd 811 - 2023-12-31 35,852 $308,000 9,441
   Castleview Partners LLC 109 - 2023-12-31 35,402 $304,000 4,080
   Aquatic Capital Management LLC 749 - 2023-12-31 35,200 $302,000 20,400
   MQS Management LLC 267 - 2023-12-31 35,062 $301,000 35,062
   CREATIVE PLANNING 2105 - 2023-12-31 33,418 $287,000 -23,193
   Arete Wealth Advisors LLC 565 - 2023-12-31 33,287 $286,000 0
   Quadrature Capital LTD 880 - 2023-12-31 31,054 $266,000 -8,975
   Cresset Asset Management LLC 1550 - 2023-12-31 29,642 $254,000 585
   RMB CAPITAL MANAGEMENT LLC 464 - 2023-12-31 29,372 $252,000 0
   Geneos Wealth Management Inc. - 2023-12-31 28,811 $247,000 0
   PANORAMIC INVESTMENT ADVISORS LLC 100 - 2024-03-31 26,542 $247,000 -3,285
   Copperleaf Capital LLC 72 - 2023-12-31 28,054 $241,000 -10,012
   WEDBUSH MORGAN SECURITIES INC 880 - 2023-12-31 27,658 $237,000 -1,119
   Krilogy Financial LLC 201 - 2024-03-31 24,616 $229,000 -736
   Farther Finance Advisors LLC 520 - 2023-12-31 26,458 $227,000 0
   Claybrook Capital LLC 123 - 2023-09-30 25,255 $225,000 0
   Triumph Capital Management 199 - 2024-03-31 24,431 $225,000 -2,998
   Sheaff Brock Investment Advisors LLC 391 - 2023-12-31 26,206 $225,000 0
   Ausdal Financial Partners Inc. 421 - 2024-03-31 23,700 $220,000 -3,186
   TRANSCEND WEALTH COLLECTIVE LLC 450 - 2023-12-31 25,498 $219,000 0
   Lido Advisors LLC 1042 *New 2023-12-31 25,255 $217,000 25,255
   FINANCIAL NETWORK 2472 - 2023-12-31 24,955 $214,000 759
   EAGLE GLOBAL ADVISORS LLC 221 - 2023-12-31 24,675 $212,000 1,150
   Steward Partners Investment Advisory LLC 1357 - 2023-12-31 24,274 $208,000 9,799
   ENVESTNET ASSET MANAGEMENT INC 3787 - 2023-12-31 24,019 $206,000 1,628
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 950 - 2023-12-31 24,037 $206,000 -194
   MERCER GLOBAL ADVISORS INC /ADV 1835 - 2023-12-31 23,650 $203,000 -2,295
  100 Records found
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