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 43 institutions that hold shares in the stock, with a total of 6.58 Million shares, which have been reported (via 13F filing form) to have a value of $212 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
14,755
shares
|
$474,520
0.04% of portfolio
|
Q2 2025
Added 1080.4%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
8,217
shares
|
$264,258
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
7,661
shares
|
$246,377
0.02% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
7,373
shares
|
$237,115
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
6,806
shares
|
$218,880
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
3,999
shares
|
$128,607
0.0% of portfolio
|
Q2 2025
Added 26.95%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
3,178
shares
|
$102,204
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
3,178
shares
|
$102,204
0.08% of portfolio
|
Q2 2025
Reduced 25.59%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
2,846
shares
|
$91,527
0.0% of portfolio
|
Q1 2025
Reduced 14.94%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
2,118
shares
|
$68,114
0.01% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,408
shares
|
$45,281
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
500
shares
|
$16,079
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
500
shares
|
$16,079
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
400
shares
|
$12,863
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
273
shares
|
$8,779
0.0% of portfolio
|
Q2 2025
Reduced 16.26%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
169
shares
|
$5,435
0.0% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
145
shares
|
$4,663
0.0% of portfolio
|
Q2 2025
Added 7150.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|