Institutional Ownership Barclays Bank PLC (CAPE)
This table provides information about the institutional ownership of Barclays Bank PLC (CAPE). We have compiled data on the 40 institutions that hold shares in the stock, with a total of 8.8 Million shares, which have been reported (via 13F filing form) to have a value of $278 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
2,268,889
shares
|
$71.6 Million
0.01% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Waddell & Associates, LLC
|
Feb 13, 2025 Q4 2024 |
1,969,289
shares
|
$62.2 Million
6.06% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Straightline Group LLC
Troy, MI |
Feb 13, 2025 Q4 2024 |
1,009,918
shares
|
$31.9 Million
19.83% of portfolio
|
Q4 2024
New holding
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Feb 12, 2025 Q4 2024 |
866,211
shares
|
$27.3 Million
10.59% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
579,390
shares
|
$18.3 Million
1.14% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
279,300
shares
|
$8.81 Million
0.17% of portfolio
|
Q4 2024
Added 99.06%
|
|
|
Santori & Peters, Inc.
|
Jan 28, 2025 Q4 2024 |
268,043
shares
|
$8.46 Million
3.09% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Socha Financial Group, LLC
Corning, NY |
Jan 27, 2025 Q4 2024 |
228,325
shares
|
$7.21 Million
3.21% of portfolio
|
Q4 2024
Reduced 87.67%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
215,569
shares
|
$6.8 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
208,015
shares
|
$6.56 Million
5.33% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
120,328
shares
|
$3.8 Million
0.01% of portfolio
|
Q4 2024
Added 5.3%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
108,698
shares
|
$3.43 Million
1.5% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
100,649
shares
|
$3.18 Million
0.0% of portfolio
|
Q4 2024
Added 368.09%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
95,480
shares
|
$3.01 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
91,822
shares
|
$2.9 Million
0.06% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
81,199
shares
|
$2.56 Million
0.2% of portfolio
|
Q4 2024
Reduced 96.62%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
38,983
shares
|
$1.23 Million
0.0% of portfolio
|
Q4 2024
Reduced 56.25%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Feb 13, 2025 Q4 2024 |
33,597
shares
|
$1.06 Million
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
29,200
shares
|
$921,552
0.07% of portfolio
|
Q4 2024
Added 122.9%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
28,871
shares
|
$911,168
0.0% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
27,941
shares
|
$881,817
0.0% of portfolio
|
Q4 2024
Added 45.22%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 21, 2025 Q4 2024 |
24,198
shares
|
$763,688
0.4% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
22,814
shares
|
$720,009
0.02% of portfolio
|
Q4 2024
Added 9.97%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
20,984
shares
|
$662,255
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
16,417
shares
|
$518,120
0.0% of portfolio
|
Q4 2024
Added 7.89%
|