FLPIM
MPV

F.L. Putnam Investment Management’s Barings Participation Investors MPV Stock Holding History

F.L. Putnam Investment Management’s Portfolio MPV Stock Details MPV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11,300
Closed -$227K – 601
2025
Q2 		$227K Buy
+11,300
New +$199K ﹤0.01% 545

Other funds holding MPV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

F.L. Putnam Investment Management's MPV Position: Q3 2025 in Review

F.L. Putnam Investment Management sold out of Barings Participation Investors (MPV) in Q3 2025, closing a stake of 11,300 shares — an estimated $227K sold.

F.L. Putnam Investment Management first reported a position in MPV in Q2 2025 and held it in 1 quarter. The position peaked at $227K in Q2 2025. 38 funds tracked by Wall St. Rank hold MPV as of Q3 2025.

  • F.L. Putnam Investment Management reported no remaining Barings Participation Investors position as of Q3 2025 after selling out during the quarter.
  • F.L. Putnam Investment Management sold 11,300 Barings Participation Investors shares in Q3 2025, an estimated $227K.
  • F.L. Putnam Investment Management first reported a position in Barings Participation Investors in Q2 2025 and held it in 1 quarter.
  • F.L. Putnam Investment Management's Barings Participation Investors position peaked at $227K in Q2 2025.
  • 38 funds tracked by Wall St. Rank held Barings Participation Investors as of Q3 2025.

Based on F.L. Putnam Investment Management's 13F filing for Q3 2025, filed 10 Oct 2025.