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 $260 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pettinga Financial Advisors, LLC
|
Feb 18, 2025 Q4 2024 |
16,300
shares
|
$489,000
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
15,150
shares
|
$454,500
0.19% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
Feb 13, 2025 Q4 2024 |
10,645
shares
|
$319,350
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
9,817
shares
|
$294,510
0.02% of portfolio
|
Q4 2024
Reduced 14.62%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
8,206
shares
|
$246,180
0.02% of portfolio
|
Q4 2024
Reduced 38.97%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
3,346
shares
|
$100,380
0.0% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
2,112
shares
|
$63,360
0.01% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
1,250
shares
|
$37,500
0.0% of portfolio
|
Q4 2024
Added 150.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
500
shares
|
$15,000
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
400
shares
|
$12,000
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
379
shares
|
$11,370
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
326
shares
|
$9,780
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
168
shares
|
$5,040
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
145
shares
|
$4,350
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|