Purchases and Sales Made in Q3 2025 in Barclays Bank PLC (CAPE)
This table provides information about the institutional ownership of Barclays Bank PLC (CAPE) during Q3 2025. The information is specifically focused on institutions that hold shares of BARCLAYS BANK PLC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
209K+ 1227.55% |
$6.54M - $6.87M
|
226K
$7.15M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
162K+ 45.78% |
$5.06M - $5.31M
|
514K
$16.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
65.7K+ 3.3% |
$2.06M - $2.16M
|
2.05M
$65M
|
|
|
Nov 06, 2025
Q3 2025
|
Straightline Group LLC
Troy, MI |
BUY
|
- |
43K+ 4.43% |
$1.35M - $1.41M
|
1.01M
$32M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
29.4K+ 8.8% |
$920K - $966K
|
364K
$11.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Sepio Capital, LP
|
BUY
|
- |
17.3KNew |
$542K - $569K
|
17.3K
$548K
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
11.1K+ 11.18% |
$349K - $366K
|
111K
$3.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.9KNew |
$279K - $293K
|
8.9K
$281K
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
8.13KNew |
$254K - $267K
|
8.13K
$257K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
7.96KNew |
$249K - $262K
|
7.96K
$252K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.1KNew |
$222K - $233K
|
7.1K
$225K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
6.2KNew |
$194K - $204K
|
6.2K
$196K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.54K+ 18.79% |
$48.3K - $50.7K
|
9.76K
$309K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.5K+ 10.17% |
$47K - $49.3K
|
16.3K
$514K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.5K+ 8.09% |
$47K - $49.3K
|
20.1K
$634K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
890+ 0.88% |
$27.9K - $29.2K
|
102K
$3.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
215+ 2.81% |
$6.73K - $7.06K
|
7.88K
$249K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
73New |
$2.29K - $2.4K
|
73
$2.31K
|
|
|
Nov 13, 2025
Q3 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
25+ 0.09% |
$783 - $822
|
28.9K
$913K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
11+ 0.35% |
$344 - $361
|
3.19K
$101K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
7+ 0.33% |
$219 - $230
|
2.13K
$67.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1+ 0.37% |
$31.3 - $32.9
|
274
$8.66K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.59% |
$31.3 - $32.9
|
168
$5.31K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2- 0.03% |
$62.6 - $65.7
|
7.37K
$233K
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-198- 0.84% |
$6.2K - $6.51K
|
23.5K
$743K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-574- 0.48% |
$18K - $18.9K
|
120K
$3.78M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-800- 2.81% |
$25K - $26.3K
|
27.6K
$874K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-812- 0.76% |
$25.4K - $26.7K
|
105K
$3.33M
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-959- 3.82% |
$30K - $31.5K
|
24.1K
$763K
|
|
|
Oct 15, 2025
Q3 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-3.63K- 1.42% |
$114K - $119K
|
252K
$7.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.99K- 99.8% |
$125K - $131K
|
8
$253
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.89K- 5.22% |
$153K - $161K
|
88.7K
$2.81M
|
|
|
Oct 30, 2025
Q3 2025
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-13.2K- 13.66% |
$415K - $435K
|
83.7K
$2.65M
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-13.6K- 7.96% |
$426K - $447K
|
157K
$4.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.8K- 11.82% |
$464K - $487K
|
111K
$3.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-19.6K- 3.55% |
$613K - $643K
|
532K
$16.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-36.3K- 4.16% |
$1.14M - $1.19M
|
837K
$26.5M
|
|