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 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
12.7KNew |
$148K - $174K
|
12.7K
$191K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.62K- 2.14% |
$18.8K - $22.1K
|
73.8K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.16K- 8.01% |
$25.2K - $29.5K
|
24.8K
$373K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
416+ 161.24% |
$4.85K - $5.69K
|
674
$10.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-912- 5.21% |
$10.6K - $12.5K
|
16.6K
$250K
|
|
|
Feb 06, 2025
Q4 2024
|
Acr Alpine Capital Research, LLC
|
SELL
|
- |
-84K- 8.23% |
$979K - $1.15M
|
937K
$14.1M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
84+ 0.41% |
$979 - $1.15K
|
20.7K
$310K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-7.98K- 11.11% |
$93K - $109K
|
63.9K
$960K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
40.4K+ 15.07% |
$471K - $553K
|
309K
$4.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
9.76K+ 1.1% |
$114K - $133K
|
898K
$13.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
168KNew |
$1.96M - $2.3M
|
168K
$2.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-177K- 53.01% |
$2.06M - $2.42M
|
157K
$2.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-8.23K- 13.76% |
$95.8K - $112K
|
51.5K
$775K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
674+ 7.66% |
$7.85K - $9.21K
|
9.48K
$142K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
30.2K+ 116.43% |
$352K - $413K
|
56.2K
$844K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.47MNew |
$52M - $61.1M
|
4.47M
$67.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
92+ 113.58% |
$1.07K - $1.26K
|
173
$2.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
11.9K+ 1434.54% |
$138K - $162K
|
12.7K
$191K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
26.6K+ 5.15% |
$310K - $363K
|
542K
$8.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
120+ 13.56% |
$1.4K - $1.64K
|
1.01K
$15.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
237+ 4.42% |
$2.76K - $3.24K
|
5.6K
$84.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
24.6KNew |
$287K - $336K
|
24.6K
$370K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
129New |
$1.5K - $1.76K
|
129
$1.94K
|
|
|
Feb 05, 2025
Q4 2024
|
Henry James International Management Inc.
|
BUY
|
- |
33KNew |
$384K - $451K
|
33K
$496K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
10.5K+ 49.02% |
$123K - $144K
|
32K
$480K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5.36KNew |
$62.4K - $73.3K
|
5.36K
$80.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.5K+ 60.9% |
$99K - $116K
|
22.4K
$337K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.85K- 14.42% |
$21.6K - $25.3K
|
11K
$165K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-28- 0.65% |
$326 - $383
|
4.27K
$64.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
102K+ 34.24% |
$1.19M - $1.4M
|
402K
$6.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
22K+ 9.64% |
$257K - $301K
|
251K
$3.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.57K+ 0.82% |
$18.3K - $21.4K
|
192K
$2.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
306+ 10.96% |
$3.56K - $4.18K
|
3.1K
$46.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-283K- 87.0% |
$3.29M - $3.86M
|
42.2K
$634K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4.93K+ 81.19% |
$57.4K - $67.3K
|
11K
$165K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-303- 10.04% |
$3.53K - $4.14K
|
2.71K
$40.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
321+ 2.16% |
$3.74K - $4.39K
|
15.2K
$228K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
9KNew |
$105K - $123K
|
9K
$135K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
52+ 0.28% |
$606 - $711
|
18.4K
$276K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-11.8K- 3.41% |
$138K - $161K
|
335K
$5.03M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
26.8K+ 87.19% |
$313K - $367K
|
57.6K
$866K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
880+ 2.22% |
$10.3K - $12K
|
40.5K
$609K
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
BUY
|
- |
26.8KNew |
$312K - $366K
|
26.8K
$402K
|
|
|
Feb 04, 2025
Q4 2024
|
Todd Asset Management LLC
|
BUY
|
- |
18.9K+ 0.54% |
$220K - $258K
|
3.48M
$52.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
11.2KNew |
$131K - $154K
|
11.2K
$169K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.1K+ 97.71% |
$118K - $139K
|
20.5K
$308K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
14.8KNew |
$173K - $203K
|
14.8K
$223K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-700- 12.28% |
$8.16K - $9.57K
|
5K
$75.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
BUY
|
- |
314K+ 1221.66% |
$3.66M - $4.29M
|
340K
$5.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
194New |
$2.26K - $2.65K
|
194
$2.92K
|