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 36 institutions that hold shares in the stock, with a total of 9.48 Million shares, which have been reported (via 13F filing form) to have a value of $285 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
2,266,510
shares
|
$69.2 Million
0.01% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Waddell & Associates, LLC
|
Nov 12, 2024 Q3 2024 |
1,973,909
shares
|
$60.3 Million
7.17% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Socha Financial Group, LLC
Corning, NY |
Oct 30, 2024 Q3 2024 |
1,851,841
shares
|
$56.5 Million
23.77% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
853,639
shares
|
$26.1 Million
10.27% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
591,164
shares
|
$18 Million
1.14% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
279,300
shares
|
$8.53 Million
0.17% of portfolio
|
Q4 2024
Added 99.06%
|
|
|
Santori & Peters, Inc.
|
Oct 23, 2024 Q3 2024 |
264,802
shares
|
$8.08 Million
3.12% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
217,180
shares
|
$6.63 Million
4.97% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
216,298
shares
|
$6.6 Million
0.32% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
114,275
shares
|
$3.49 Million
0.01% of portfolio
|
Q3 2024
Added 5.31%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
108,698
shares
|
$3.32 Million
1.5% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
101,061
shares
|
$3.09 Million
0.27% of portfolio
|
Q3 2024
Added 35.63%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
96,765
shares
|
$2.95 Million
0.0% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
91,822
shares
|
$2.8 Million
0.06% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
89,097
shares
|
$2.72 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.11%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
81,199
shares
|
$2.48 Million
0.2% of portfolio
|
Q4 2024
Reduced 96.62%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 13, 2024 Q3 2024 |
33,597
shares
|
$1.03 Million
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
29,200
shares
|
$891,476
0.07% of portfolio
|
Q4 2024
Added 122.9%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
28,864
shares
|
$881,217
0.0% of portfolio
|
Q3 2024
Reduced 41.68%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
27,941
shares
|
$853,038
0.0% of portfolio
|
Q4 2024
Added 45.22%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 21, 2025 Q4 2024 |
24,198
shares
|
$738,764
0.4% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
21,502
shares
|
$656,456
0.0% of portfolio
|
Q3 2024
Reduced 53.77%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
20,984
shares
|
$640,641
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
20,746
shares
|
$633,375
0.02% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
15,910
shares
|
$485,732
0.04% of portfolio
|
Q3 2024
Reduced 11.16%
|