Latest Institutional Transactions on Barclays Bank PLC (CAPE)
This table provides information on the latest institutional transactions involving Barclays Bank PLC (CAPE) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
7+ 0.33% |
$219 - $230
|
2.13K
$67.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.99K- 99.8% |
$125K - $131K
|
8
$253
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.1KNew |
$222K - $233K
|
7.1K
$225K
|
|
|
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
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.59% |
$31.3 - $32.9
|
168
$5.31K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.9KNew |
$279K - $293K
|
8.9K
$281K
|
|
|
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
|
Evensky & Katz LLC
|
SELL
|
- |
-19.6K- 3.55% |
$613K - $643K
|
532K
$16.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
890+ 0.88% |
$27.9K - $29.2K
|
102K
$3.21M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
29.4K+ 8.8% |
$920K - $966K
|
364K
$11.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
25+ 0.09% |
$783 - $822
|
28.9K
$913K
|
|
|
Nov 13, 2025
Q3 2025
|
Sepio Capital, LP
|
BUY
|
- |
17.3KNew |
$542K - $569K
|
17.3K
$548K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.5K+ 10.17% |
$47K - $49.3K
|
16.3K
$514K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.8K- 11.82% |
$464K - $487K
|
111K
$3.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
11+ 0.35% |
$344 - $361
|
3.19K
$101K
|
|
|
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
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
6.2KNew |
$194K - $204K
|
6.2K
$196K
|
|
|
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
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-198- 0.84% |
$6.2K - $6.51K
|
23.5K
$743K
|
|
|
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 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-800- 2.81% |
$25K - $26.3K
|
27.6K
$874K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
215+ 2.81% |
$6.73K - $7.06K
|
7.88K
$249K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
162K+ 45.78% |
$5.06M - $5.31M
|
514K
$16.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1+ 0.37% |
$31.3 - $32.9
|
274
$8.66K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
7.96KNew |
$249K - $262K
|
7.96K
$252K
|
|
|
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
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-812- 0.76% |
$25.4K - $26.7K
|
105K
$3.33M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.89K- 5.22% |
$153K - $161K
|
88.7K
$2.81M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.5K+ 8.09% |
$47K - $49.3K
|
20.1K
$634K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2- 0.03% |
$62.6 - $65.7
|
7.37K
$233K
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
8.13KNew |
$254K - $267K
|
8.13K
$257K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
209K+ 1227.55% |
$6.54M - $6.87M
|
226K
$7.15M
|
|
|
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
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-574- 0.48% |
$18K - $18.9K
|
120K
$3.78M
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-86.3K- 84.6% |
$2.35M - $2.75M
|
15.7K
$497K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
2.33K+ 14.17% |
$63.4K - $74K
|
18.7K
$593K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.41KNew |
$38.4K - $44.8K
|
1.41K
$44.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
3.18KNew |
$86.6K - $101K
|
3.18K
$100K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
143+ 7150.0% |
$3.9K - $4.55K
|
145
$4.58K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.9K- 19.39% |
$56K - $60.2K
|
7.91K
$250K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-500- 14.94% |
$14.7K - $15.8K
|
2.85K
$90K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
54.4K+ 139.52% |
$1.6M - $1.72M
|
93.4K
$2.95M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.81KNew |
$200K - $215K
|
6.81K
$215K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
500New |
$14.7K - $15.8K
|
500
$15.8K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.06K- 2.54% |
$60.6K - $65.1K
|
79.1K
$2.5M
|
|
| Q4 2024 | |||||||
|
Aug 12, 2025
Q4 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
10.6KNew |
$309K - $341K
|
10.6K
$337K
|
|