Latest Institutional Transactions on Barclays PLC (BCS)
This table provides information on the latest institutional transactions involving Barclays PLC (BCS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Lakewood Capital Management, LP
New York, NY |
BUY
|
CALL |
400KNew |
$2.5M - $3.19M
|
400K
$8.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
276KNew |
$1.72M - $2.2M
|
276K
$5.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
1K+ 0.7% |
$6.24K - $7.97K
|
144K
$3.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
219+ 755.17% |
$1.37K - $1.75K
|
248
$5.38K
|
|
|
Feb 13, 2024
Q4 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
43.9KNew |
$274K - $350K
|
43.9K
$952K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
12New |
$74.9 - $95.6
|
12
$260
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
66New |
$412 - $526
|
66
$1.43K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-17.3K- 33.67% |
$108K - $138K
|
34K
$738K
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
10KNew |
$62.4K - $79.7K
|
10K
$217K
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-22.4K- 33.37% |
$140K - $179K
|
44.8K
$972K
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
28.3KNew |
$176K - $225K
|
28.3K
$614K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
418+ 30.8% |
$2.61K - $3.33K
|
1.78K
$38.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
8.86K+ 3.12% |
$55.3K - $70.6K
|
293K
$6.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-105- 0.47% |
$655 - $837
|
22.1K
$479K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
6KNew |
$37.4K - $47.8K
|
6K
$130K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
72+ 90.0% |
$449 - $574
|
152
$3.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
20.1KNew |
$126K - $160K
|
20.1K
$437K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
10.5KNew |
$65.5K - $83.7K
|
10.5K
$228K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
162New |
$1.01K - $1.29K
|
162
$3.52K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-422- 68.62% |
$2.63K - $3.36K
|
193
$4.19K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
PUT |
-600- 60.0% |
$3.74K - $4.78K
|
400
$8.68K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
149New |
$930 - $1.19K
|
149
$3.23K
|
|
| Q3 2023 | |||||||
|
Aug 15, 2025
Q3 2023
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
61New |
$443 - $525
|
61
$1.32K
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
310KNew |
$2.25M - $2.67M
|
310K
$6.73M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
295New |
$2.14K - $2.54K
|
295
$6.4K
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
26K+ 130.0% |
$189K - $224K
|
46K
$998K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-181- 1.41% |
$1.32K - $1.56K
|
12.6K
$274K
|
|
|
Nov 14, 2023
Q3 2023
|
Sal Trading, LLC
Wilmington, DE |
BUY
|
CALL |
10KNew |
$72.7K - $86K
|
10K
$217K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-141K- 90.15% |
$1.02M - $1.21M
|
15.4K
$333K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-6.85K- 19.72% |
$49.8K - $58.9K
|
27.9K
$605K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-289Closed |
$2.1K - $2.49K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
736New |
$5.35K - $6.33K
|
736
$16K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
35+ 129.63% |
$254 - $301
|
62
$1.35K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
17.6K+ 9.02% |
$128K - $151K
|
212K
$4.61M
|
|
|
Nov 03, 2023
Q3 2023
|
Paragon Advisors, LLC
|
BUY
|
CALL |
10KNew |
$72.7K - $86K
|
10K
$217K
|
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-3.18K- 20.05% |
$23.1K - $27.3K
|
12.7K
$275K
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
1.64K+ 15.93% |
$11.9K - $14.1K
|
11.9K
$258K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
8.15K+ 9.48% |
$59.2K - $70.1K
|
94.1K
$2.04M
|
|
| Q2 2023 | |||||||
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
186New |
$1.36K - $1.52K
|
186
$4.04K
|
|
|
Aug 22, 2023
Q2 2023
|
Comerica Bank
|
BUY
|
- |
93.4K+ 103.36% |
$684K - $763K
|
184K
$3.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
452New |
$3.31K - $3.69K
|
452
$9.81K
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
4.89K+ 6.44% |
$35.8K - $39.9K
|
80.7K
$1.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas White International LTD
Chicago, IL |
SELL
|
- |
-235- 0.07% |
$1.72K - $1.92K
|
314K
$6.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-100- 51.81% |
$733 - $817
|
93
$2.02K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
8.42K+ 37.83% |
$61.7K - $68.8K
|
30.7K
$666K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
8New |
$58.6 - $65.4
|
8
$174
|
|
|
Jul 31, 2023
Q2 2023
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
15KNew |
$110K - $123K
|
15K
$326K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-704Closed |
$5.16K - $5.75K
|
0
$0
|
|