Purchases and Sales Made in Q4 2024 in Barclays PLC (BCS)
This table provides information about the institutional ownership of Barclays PLC (BCS) during Q4 2024. The information is specifically focused on institutions that hold shares of BARCLAYS PLC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
385New |
$4.49K - $5.26K
|
385
$5.99K
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
368+ 3.52% |
$4.29K - $5.03K
|
10.8K
$168K
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
363+ 0.85% |
$4.23K - $4.96K
|
43.2K
$673K
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
321+ 2.16% |
$3.74K - $4.39K
|
15.2K
$237K
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
320+ 8.82% |
$3.73K - $4.37K
|
3.95K
$61.5K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
306+ 10.96% |
$3.56K - $4.18K
|
3.1K
$48.2K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
279+ 2.71% |
$3.25K - $3.81K
|
10.6K
$165K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
273New |
$3.18K - $3.73K
|
273
$4.25K
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
261+ 21.07% |
$3.04K - $3.57K
|
1.5K
$23.3K
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
259+ 2.52% |
$3.02K - $3.54K
|
10.5K
$164K
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
252+ 0.69% |
$2.94K - $3.44K
|
36.5K
$569K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
237+ 4.42% |
$2.76K - $3.24K
|
5.6K
$87.1K
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
225New |
$2.62K - $3.08K
|
225
$3.5K
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
222+ 0.94% |
$2.59K - $3.03K
|
23.7K
$369K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
219New |
$2.55K - $2.99K
|
219
$3.41K
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
211New |
$2.46K - $2.88K
|
211
$3.28K
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
209+ 0.46% |
$2.43K - $2.86K
|
45.9K
$713K
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
204New |
$2.38K - $2.79K
|
204
$3.17K
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
194New |
$2.26K - $2.65K
|
194
$3.02K
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
149New |
$1.74K - $2.04K
|
149
$2.32K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
145New |
$1.69K - $1.98K
|
145
$2.26K
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
129New |
$1.5K - $1.76K
|
129
$2.01K
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
125+ 1.16% |
$1.46K - $1.71K
|
10.9K
$170K
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
120+ 13.56% |
$1.4K - $1.64K
|
1.01K
$15.6K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
105New |
$1.22K - $1.44K
|
105
$1.63K
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
92+ 113.58% |
$1.07K - $1.26K
|
173
$2.69K
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
91+ 0.62% |
$1.06K - $1.24K
|
14.7K
$228K
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
84+ 0.41% |
$979 - $1.15K
|
20.7K
$321K
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
59+ 0.45% |
$687 - $807
|
13.1K
$203K
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
52+ 0.28% |
$606 - $711
|
18.4K
$286K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
51+ 0.64% |
$594 - $697
|
8.05K
$125K
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
50+ 20.83% |
$583 - $684
|
290
$4.51K
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
47+ 0.45% |
$548 - $642
|
10.6K
$165K
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
34+ 0.27% |
$396 - $465
|
12.7K
$197K
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
20New |
$233 - $273
|
20
$311
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$11.7 - $13.7
|
1
$15.6
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-21- 0.12% |
$245 - $287
|
17K
$265K
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-26- 31.71% |
$303 - $355
|
56
$871
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-28- 0.65% |
$326 - $383
|
4.27K
$66.4K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-29- 1.11% |
$338 - $396
|
2.58K
$40.1K
|
|
Feb 13, 2025
Q4 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-41- 1.31% |
$478 - $560
|
3.08K
$48K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-44- 8.48% |
$513 - $601
|
475
$7.39K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-72- 0.68% |
$839 - $984
|
10.4K
$162K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-93- 0.94% |
$1.08K - $1.27K
|
9.76K
$152K
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-93- 92.08% |
$1.08K - $1.27K
|
8
$124
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-100- 15.58% |
$1.17K - $1.37K
|
542
$8.43K
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-117- 19.12% |
$1.36K - $1.6K
|
495
$7.7K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-120- 19.67% |
$1.4K - $1.64K
|
490
$7.62K
|