MIA
MPV

MeadowBrook Investment Advisors’s Barings Participation Investors MPV Stock Holding History

MeadowBrook Investment Advisors’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
Q2 		– Sell
-1,620
Closed -$28.6K – 273
2025
Q1 		$28.6K Sell
1,620
-700
-30% -$11.5K 0.03% 205
2024
Q4 		$39.6K Sell
2,320
-200
-8% -$3.39K 0.04% 195
2024
Q3 		$42.7K Buy
2,520
+380
+18% +$6.18K 0.04% 181
2024
Q2 		$35.4K Buy
2,140
+975
+84% +$15.4K 0.03% 185
2024
Q1 		$18.8K Sell
1,165
-475
-29% -$7.42K 0.02% 216
2023
Q4 		$25.6K Buy
+1,640
New +$22.9K 0.02% 204

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 $410M AUM 71.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 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 $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MeadowBrook Investment Advisors's MPV Position: Q2 2025 in Review

MeadowBrook Investment Advisors sold out of Barings Participation Investors (MPV) in Q2 2025, closing a stake of 1,620 shares — an estimated $28.6K sold.

MeadowBrook Investment Advisors first reported a position in MPV in Q4 2023 and held it in 6 quarters. The position peaked at $42.7K in Q3 2024. 38 funds tracked by Wall St. Rank hold MPV as of Q2 2025.

  • MeadowBrook Investment Advisors reported no remaining Barings Participation Investors position as of Q2 2025 after selling out during the quarter.
  • MeadowBrook Investment Advisors sold 1,620 Barings Participation Investors shares in Q2 2025, an estimated $28.6K.
  • MeadowBrook Investment Advisors first reported a position in Barings Participation Investors in Q4 2023 and held it in 6 quarters.
  • MeadowBrook Investment Advisors's Barings Participation Investors position peaked at $42.7K in Q3 2024.
  • 38 funds tracked by Wall St. Rank held Barings Participation Investors as of Q2 2025.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.