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 35 institutions that hold shares in the stock, with a total of 9.2 Million shares, which have been reported (via 13F filing form) to have a value of $267 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
2,200,454
shares
|
$62.7 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
Waddell & Associates, LLC
|
Aug 06, 2024 Q2 2024 |
1,952,955
shares
|
$55.7 Million
7.17% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
Socha Financial Group, LLC
Corning, NY |
Jul 31, 2024 Q2 2024 |
1,859,817
shares
|
$53 Million
24.13% of portfolio
|
Q2 2024
Reduced 2.64%
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Aug 12, 2024 Q2 2024 |
853,331
shares
|
$24.3 Million
10.45% of portfolio
|
Q2 2024
Added 0.26%
|
|
Evensky & Katz LLC
|
Jul 26, 2024 Q2 2024 |
593,745
shares
|
$16.9 Million
1.15% of portfolio
|
Q2 2024
Reduced 2.13%
|
|
Santori & Peters, Inc.
|
Jul 22, 2024 Q2 2024 |
279,426
shares
|
$7.97 Million
3.32% of portfolio
|
Q2 2024
Reduced 2.23%
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
219,122
shares
|
$6.25 Million
4.99% of portfolio
|
Q2 2024
Reduced 17.27%
|
|
Csenge Advisory Group
|
Jul 10, 2024 Q2 2024 |
216,162
shares
|
$6.16 Million
0.34% of portfolio
|
Q2 2024
Added 2.0%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
108,515
shares
|
$3.09 Million
0.01% of portfolio
|
Q2 2024
Reduced 23.97%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
106,203
shares
|
$3.03 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 18, 2024 Q2 2024 |
103,931
shares
|
$2.96 Million
1.49% of portfolio
|
Q2 2024
Added 7.34%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
95,011
shares
|
$2.71 Million
0.0% of portfolio
|
Q2 2024
Added 4.65%
|
|
Capital Investment Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
89,484
shares
|
$2.55 Million
0.06% of portfolio
|
Q2 2024
Reduced 4.94%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
81,199
shares
|
$2.31 Million
0.21% of portfolio
|
Q1 2024
Reduced 0.25%
|
|
Main Street Financial Solutions, LLC
|
Aug 07, 2024 Q2 2024 |
74,515
shares
|
$2.12 Million
0.19% of portfolio
|
Q2 2024
New holding
|
|
Foundations Investment Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
51,554
shares
|
$1.47 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2024 Q2 2024 |
49,489
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2024
Reduced 14.31%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
46,511
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2024
Reduced 32.2%
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Aug 12, 2024 Q2 2024 |
33,597
shares
|
$957,850
0.11% of portfolio
|
Q4 2022
New holding
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 31, 2024 Q2 2024 |
23,373
shares
|
$666,364
0.36% of portfolio
|
Q2 2024
Added 6.97%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
22,335
shares
|
$636,770
0.05% of portfolio
|
Q2 2024
Reduced 19.49%
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 27, 2024 Q2 2024 |
20,146
shares
|
$574,362
0.02% of portfolio
|
Q2 2024
Reduced 4.16%
|
|
Stone X Group Inc.
|
Aug 07, 2024 Q2 2024 |
17,908
shares
|
$510,557
0.05% of portfolio
|
Q2 2024
Reduced 12.36%
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 07, 2024 Q2 2024 |
16,092
shares
|
$458,782
0.0% of portfolio
|
Q2 2024
Added 66.34%
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 09, 2024 Q2 2024 |
16,050
shares
|
$457,585
0.04% of portfolio
|
Q2 2024
Added 29.44%
|