Purchases and Sales Made in Q4 2024 in Barclays Bank PLC (CAPE)
This table provides information about the institutional ownership of Barclays Bank PLC (CAPE) during Q4 2024. The information is specifically focused on institutions that hold shares of BARCLAYS BANK PLC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Straightline Group LLC
Troy, MI |
BUY
|
- |
1.01MNew |
$29.3M - $32.4M
|
1.01M
$31.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
139K+ 99.06% |
$4.04M - $4.45M
|
279K
$8.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
79.1K+ 368.09% |
$2.3M - $2.54M
|
101K
$3.15M
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
16.3KNew |
$473K - $522K
|
16.3K
$511K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
16.1K+ 122.9% |
$468K - $516K
|
29.2K
$915K
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
12.6K+ 1.47% |
$365K - $403K
|
866K
$27.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
10.6KNew |
$309K - $341K
|
10.6K
$333K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
8.7K+ 45.22% |
$253K - $279K
|
27.9K
$875K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.05K+ 5.3% |
$176K - $194K
|
120K
$3.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.82K+ 4.34% |
$111K - $122K
|
91.8K
$2.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
3.24K+ 1.22% |
$94.1K - $104K
|
268K
$8.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
3.22K+ 3.05% |
$93.4K - $103K
|
109K
$3.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
2.38K+ 0.1% |
$69.1K - $76.2K
|
2.27M
$71.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.07K+ 9.97% |
$60.1K - $66.3K
|
22.8K
$715K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.2K+ 7.89% |
$34.8K - $38.5K
|
16.4K
$514K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
750+ 150.0% |
$21.8K - $24K
|
1.25K
$39.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
326New |
$9.47K - $10.4K
|
326
$10.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
168New |
$4.88K - $5.38K
|
168
$5.26K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
145New |
$4.21K - $4.65K
|
145
$4.54K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
142+ 0.59% |
$4.12K - $4.55K
|
24.2K
$758K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
142+ 0.95% |
$4.12K - $4.55K
|
15.2K
$474K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
15+ 0.72% |
$436 - $481
|
2.11K
$66.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
7+ 0.02% |
$203 - $224
|
28.9K
$904K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-140- 4.02% |
$4.07K - $4.49K
|
3.35K
$105K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-729- 0.34% |
$21.2K - $23.4K
|
216K
$6.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.29K- 1.33% |
$37.3K - $41.2K
|
95.5K
$2.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.68K- 14.62% |
$48.8K - $53.9K
|
9.82K
$307K
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-4.62K- 0.23% |
$134K - $148K
|
1.97M
$61.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5.24K- 38.97% |
$152K - $168K
|
8.21K
$257K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-9.17K- 4.22% |
$266K - $294K
|
208K
$6.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-11.8K- 1.99% |
$342K - $377K
|
579K
$18.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-50.1K- 56.25% |
$1.46M - $1.61M
|
39K
$1.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-1.62M- 87.67% |
$47.1M - $52M
|
228K
$7.15M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.32M- 96.62% |
$67.4M - $74.4M
|
81.2K
$2.54M
|