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 41 institutions that hold shares in the stock, with a total of 6.69 Million shares, which have been reported (via 13F filing form) to have a value of $207 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
1,982,264
shares
|
$61.5 Million
8.08% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Straightline Group LLC
Troy, MI |
May 15, 2025 Q1 2025 |
961,068
shares
|
$29.8 Million
18.88% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
May 07, 2025 Q1 2025 |
867,953
shares
|
$26.9 Million
10.24% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Evensky & Katz LLC
|
May 13, 2025 Q1 2025 |
555,300
shares
|
$17.2 Million
1.13% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
309,892
shares
|
$9.62 Million
0.0% of portfolio
|
Q1 2025
Reduced 86.34%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
285,712
shares
|
$8.87 Million
0.17% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Santori & Peters, Inc.
|
Apr 24, 2025 Q1 2025 |
257,690
shares
|
$8 Million
3.17% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
167,108
shares
|
$5.19 Million
4.57% of portfolio
|
Q1 2025
Reduced 19.67%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
122,814
shares
|
$3.81 Million
0.01% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Apr 10, 2025 Q1 2025 |
113,913
shares
|
$3.53 Million
1.51% of portfolio
|
Q1 2025
Added 4.8%
|
|
|
Socha Financial Group, LLC
Corning, NY |
Apr 25, 2025 Q1 2025 |
113,347
shares
|
$3.52 Million
1.68% of portfolio
|
Q1 2025
Reduced 50.36%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
112,439
shares
|
$3.49 Million
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
106,400
shares
|
$3.3 Million
0.18% of portfolio
|
Q1 2025
Reduced 50.64%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
102,064
shares
|
$3.17 Million
0.0% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
100,731
shares
|
$3.13 Million
0.0% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
93,371
shares
|
$2.9 Million
0.0% of portfolio
|
Q1 2025
Added 139.52%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
84,408
shares
|
$2.62 Million
0.05% of portfolio
|
Q1 2025
Reduced 8.07%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
79,139
shares
|
$2.46 Million
0.21% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
65,800
shares
|
$2.04 Million
0.08% of portfolio
|
Q1 2025
Added 125.34%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
May 14, 2025 Q1 2025 |
33,597
shares
|
$1.04 Million
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
28,824
shares
|
$894,408
0.0% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
26,441
shares
|
$820,464
0.0% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Apr 16, 2025 Q1 2025 |
24,161
shares
|
$749,715
0.43% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
22,530
shares
|
$699,105
0.02% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
16,417
shares
|
$509,419
0.0% of portfolio
|
Q4 2024
Added 7.89%
|